The following details and settings should be reviewed before launching a new campaign.
Technical Setup
- Domain – custom domains and forwards working as desired
- Payment integrations – credit card, PayPal
- Check payment gateway settings – see details here
HiRaiser Settings to Review
Account Settings
- Account Settings – all settings and defaults are in place (Account Settings in the top right Username menu)
- Users – all team members who need access to the HiRaiser admin are added as Users (Manage Users in the top right Username menu)
Campaign Settings Tabs
Settings
- Campaign Goals and Progress Bar settings
- Campaign Schedule - for campaigns with time-based automation
- Bonus Round settings and image (if relevant)
- Email settings
Content
- Page content→ Generally set via PageBuilder (unless it's time-based dynamic content)
- Page Footer - contact info, etc.→ Defaults are set via Account Settings (top right Username menu)
- Thank You Page
- Social Sharing
- Acknowledgement Email - content, settings, footer
- Donor List visibility and settings
Form
- Form settings, default amount, frequency options, etc.
- Form fields
- More ways to give tooltip
Colors
- Match all the colors on the page/site to the organization/project
- Use the Color Palette and/or detailed color settings for each element
Images
- Main image
- Open Graph image
- Branding Images- main logo- email banner- PayPal logo (if relevant)
- Favicon images
Donations Levels
- Check the amounts or levels offered
Advanced
- Payment method settings
- Tracking - Google analytics ID
- Integrations, CRM settings
Teams
If this is a Teams/P2P campaign:
- Make sure all the Teams are properly set up
- Make sure the correct options are in place in the Teams > Settings tab
PageBuilder
- Text content
- Review page setup/layout
Testing
- Review page(s) on desktop and mobile, check for issues
- Make test submissions/donations using each payment method, address any issues
- Cancel the test submissions/donations