Event readiness checklist

Congratulations on completing your event configuration. Prior to launching, please review this checklist for event readiness!

• Event and registration dates
• Event settings (are the correct items enabled/disabled)
• Purchase item settings
• Location event and registration dates, content and images
• Registration settings
• E-card settings
• Waiver content
• Pledge form
• UDF Settings and content (export ID’s too)
• Scoreboard settings (and permission questions for it)
• Donor Scroll settings
• Thermometer settings
• Social network settings
• Google Analytics settings
• Emails (ensure appropriate emails are enabled and review content)
• Tax Receipts (ensure tax receipt emails are enabled is you wish to issue receipts)
• Payment types (is it just once off or monthly too)
• Active content pages
• Media content for teams and individuals
• Suggested giving amounts compared to their comments

Test Registrations:

• Is the content comprehensive?
• Test your links to ensure they are embedded correctly
• Did you receive your confirmation email?
• Was the process smooth?

Test Donation/Purchase:

• Was your payment approved (payment gateway working)
• Did you receive your Thank You and Tax Receipt emails?

If you have any questions, please reach out to your Account Manager or friendly Support Team. Good luck!