Ten Steps Prior to Sharing your Site

Before sharing your campaign Website URL with supporters, review the ten steps below to ensure the campaign set up for success.

Tip: Only share the link found in the Dashboard > Site Container, never the personal link (the URL at the top of your browser).

Ten Steps

  1. Merchant Account is Active and Deposit is Paid.
    • A banner will display at the top of the page if either is incomplete. You can also verify if your Merchant Account is Active within the top right-hand corner of your Hub.
  2. GDPR Terms and Conditions are complete in your Hub.
    • A banner will display at the top of the page if it's incomplete.
  3. The name for the initial text message is correct.
    • Visit the Dashboard > Site container.
    • Click the More button ("···").
    • Click Settings.
    • Review Name for Text Messages field.
    • Update and Save.
  4. Verify you set the custom Website URL.
    • Visit the Dashboard > Site container.
  5. Home page is customized.
    • Visit the Design > Style & Color from the left navigation to brand your site.
    • Then select Pages > Home Page from the left navigation to add custom elements.
  6. Ads are created (optional).
    • From the admin navigation, select Design and choose Ads from the dropdown.
  7. The credit card requirement preference is set.
    • Visit the Dashboard > Payments container. 
    • Click the dropdown arrow to the left of Settings to confirm.
    • If you need to adjust, click the More button ("···").
    • Click on Settings.
    • Visit the Request for Bidding Card on File field to set.
  8. Email requirement for Registration is set (optional).
    • Visit the Dashboard > Users container.
    • Click the dropdown arrow to the left of Settings to confirm.
    • If you need to adjust, click the More button ("···").
    • Click on Settings.
    • Visit Registration Email Address field to set.
  9. Review all items reflect the correct status, visibility, and completeness.
    • In order for an item to be shown, it must have an item number.
    • Items must be set to Open
    • Items being sold on Items Page must be set to Live
  10. Share your campaign Website URL to let the fundraising begin!