Technical Setup

  1. Domain – custom domains and forwards working as desired
  2. Payment integrations – credit card, PayPal
  3. Check payment gateway settings – see details here


HiRaiser Settings to Review


Settings

  1. Campaign Goals and Progress Bar settings
  2. Campaign Schedule - for campaigns with time-based automation
  3. Email settings

Content

  1. Main page content
    → Generally set via PageBuilder (unless it's time-based dynamic content)
  2. Contact info for page footers, email footer, etc.
    → Defaults are set via Account Settings (top right Username menu)
  3. Social Sharing
  4. Thank You Page
  5. Acknowledgement email content
  6. Donor List visibility and settings

Images

  1. Main image
  2. Email banner
  3. Open Graph image
  4. PayPal logo
  5. Favicon images

Form

  1. Form settings, default amount, frequency options, etc.
  2. Form fields
  3. More ways to give (aka Donate by check tooltip)

Donations Levels

  1. Check the amounts or levels offered

Advanced

  1. Payment method settings
  2. Google analytics ID
  3. CRM settings

PageBuilder

  1. Text content
  2. Review page setup/layout



Testing

  1. Review page(s) on desktop and mobile, check for issues
  2. Make test submissions/donations using each payment method, address any issues
  3. Cancel the test submissions/donations


Ready for Launch!