Testing Your Campaign Before Launch

Before launching your fundraising campaign to the public, take a few minutes to ensure everything is configured correctly. This checklist will help you verify that your campaign looks professional, includes the correct members, and is ready to accept donations.

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Admin Configuration Checklist

Go to Admin Panel > Fundraising > Campaigns and confirm the following:

Campaign Settings

• Campaign Name is correct and clearly identifies the fundraiser.
• Campaign Description clearly explains the purpose or goal.
• Start Date / End Date are accurate.
• Visible Date is set appropriately (so it doesn't display too early or too late).
• Goal Amount is set if you're tracking overall progress (optional).
• Fundraising Credit % is set correctly (e.g., 100% if you want full credit toward fundraising obligations).
• Product/Service selected is appropriate
• Preset Donation Amounts are listed and make sense for your audience.
• Custom Amount entry is enabled/disabled based on your preference (enter an asterisk "*" as a donation amount).
• Allow “Donate to Campaign Only” is set appropriately (enabled if general donations are allowed).

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Members Tab Review

Open the Members tab in the campaign admin view:

• All expected members are listed.
• Member fundraising goals are accurate.

Tip: Use the search, sort, and filter tools in the admin grid to spot errors or omissions.

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Public Page Review

Visit your public campaign page.   A link to the page is provided on the General tab of the Campaign.

• Campaign name, description, appear properly.
• Countdown timer (if the campaign hasn’t started) displays correctly.
• Top Fundraisers section looks accurate (if enabled).
• Recent Donations section behaves as expected (anonymized where appropriate).
• “Donate to Campaign” button appears (if enabled).

You may also navigate to a sample member donation page (using their unique link) to check:

• Personal message and thank-you message (if entered) are appropriate.
• Goal progress bar displays correctly.
• Donation form validates required fields and behaves correctly.

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Final Steps Before Launch

• Remove any placeholder names or messages used during setup.
• Lock personal goals (optional) to prevent members from changing them.
• Notify members to begin sharing their personal donation links.
• Consider previewing the campaign to internal staff before public promotion.