Before launching your checklist make sure that you have completed all the necessary steps to launch it.
✅ Donation box set-up: Check you have correctly configured your donation box to your needs, think about the data which you need to collect from your donors and the type of donations you are looking to receive.
✅ Content: Preview your campaign and check that you have added all the content that you need to your campaign.
If you have more than one language, ensure that the translations have been added to all the fields of the campaign.
✅ Payment gateways: To activate your campaign and receive donations you must have at least one payment gateway configured.
In the case of Starter and Scale users, you will need to have completed the StockCrowdPAY registration process, you can then manage your payment methods under Settings > Payment Methods.
In the case of Premium users, you can find out the various payment gateway options here.
✅ International Donation certificates: (not applicable if you will use our GIFT AID Functionality) In the case of issuing donation certificates through the StockCrowd software, we must configure them in the BackOffice before launching our campaign.
✅ Tracking codes (optional): If you wish to add a tracking code, it must be configured in the BackOffice before loading the campaign HTML to its final URL.
✅ Social Media Share Buttons (optional): If you wish to add Facebook, Twitter and WhatsApp share buttons to your campaign so that the donors can easily share your campaign on social networks be sure to add them before launching.
✅ Thank you message and email account: Every time a donor makes a donation to your campaign, they will receive by default a standard thank you email with the details of their donation.
In the case of Scale and Premium plans, these emails are customisable. You can customise thank-you messages as explained in this article. You can also configure your messages so that these emails are sent from your email account and not from Stockcrowd.
Once your campaign is ready, you can activate your campaign following the steps here.