We’ve created this step-by-step checklist to guide you through preparing and launching your new REACH account. These are the primary settings and features that will get you up and running.

General Setup#

• Add your organization’s Account details
• Set up your Admin Users
• Review Account Rule Settings
• Disable Supporter Email during setup (optional)
• Get familiar with the Admin Console

Online Donations Setup#

• Set up your Payment Gateway or REACHpay
• Prepare for donations with the Donation Setup
• Add a How’d You Hear About Us? field on your Donation Form (optional)
• Set up Donation Categories

Portal Setup#

• Select your Portal Theme
• Customize your Portal details and branding
• Customize your website/portal Menus
• Set up your Places (optional)
• Set up your Projects (optional)
• Set up any additional web Pages (optional)
• Review the Donor Portal

Prepare for Sponsorships#

• Review the Sponsorship Checklist

Sponsorships and Supporters#

• Create your Custom Fields for Sponsorships
• Set up your Sponsorships and Share Types
• Create your Custom Fields for Supporters

Import Your Records#

(If you have been using another system to manage sponsorships and supporters)

• Import your Sponsorship Images
• Import your Sponsorships
• Import your Supporters
• Import your Donation History
• Transfer Supporter Payment Information into REACH

Prepare for Communications#

• Learn about our REACH System Emails
• Review/Edit your Email Templates
• Create Custom Email Templates (optional, certain REACH plans only)
• Set up Supporter Notifications (optional)
• Set up Mail Merge Templates
• Review Text Message options
• Review Communications Preferences list
• Set up any Site Integrations
• Set up any Automations (Optional)

Review Available Features#

• Campaigns
• Events
• Products (Online store)
• Text to Give
• Trips
• Reports and Segments
• Groups

Prepare to Launch#

• Complete testing using the list of system checks
• If you have not already done so, onboard your Admin Users

Onboard Your Supporters#

• Convert sponsorships from legacy to online
• Prepare Email to Supporters
• Re-enable Supporter Emails following setup (optional)