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Fundraising Checklist

  1. Install Payments2Us
  2. Create Samples
  3. Edit related Payment Form "2. Donation with option of regular giving".
    1. Mark as Primary
    2. In the Recurring Payment Section, update Frequencies and other relevant fields
  4. Customise Checkout/Donation Form
  5. Setup Receipt Details such as organisation name/address, colours, logos, footers etct.
  6. Update Receipt Email Template Text
  7. Update Receipt Letter Object Text
  8. Update Regular Donor Welcome Email template and make Regular Donor Welcome Workflow Active
  9. Update Card Failed Email template and make Card Failed Welcome Workflow Active
  10. Update Card Expiry Email template and Setup/make active Card Expiry Workflow
  11. Test with test card details
  12. Clone Merchant Facility and related Payments. Enter production credentials
  13. If required migrate Recurring Donors. Test 1 with Token Charge.
  14. Test production site
  15. Start Recurring Processor
  16. Update website to have new Donation Form

Updated at July 27th, 2024

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