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!

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