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.

1. 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

2. Online Donations Setup#

• Set up your Payment Gateway
• Prepare for donations with the Donation Setup
• Set up Donation Categories

3. 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

4. Sponsorships and Supporters#

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

5. Import Your Records#

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

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

6. Prepare for Communications#

• Review automated Email Templates
• Review Mail Merge Templates
• Review Account Rules settings for notifications
• Set up any Site Integrations

7. Review Available Features#

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

8. Prepare to Launch#

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

9. Onboard Your Supporters#

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

At REACH, we understand that some organizations may need more assistance with the set-up process and we are here to help. To offer a more personalized experience, we offer a Retainer Service to meet your specific needs during the setup phase. To learn more about this service and the associated costs, please see our info on Retainer Services.