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
- 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.
- GDPR Terms and Conditions are complete in your Hub.
- A banner will display at the top of the page if it's incomplete.
- 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.
- Verify you set the custom Website URL.
- Visit the Dashboard > Site container.
- 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.
- Ads are created (optional).
- From the admin navigation, select Design and choose Ads from the dropdown.
- 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.
- 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.
- 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.
- Share your campaign Website URL to let the fundraising begin!