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
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)
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