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
- 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
Sponsorships
- Review our 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 Sponsorships
- Import your Sponsorship Images
- Import your Supporters
- Import your Donation History
- Transfer Supporter Payment Information into REACH
Prepare for Communications
- Review automated Email Templates
- Review Mail Merge Templates
- Review Account Rules settings for notifications
- Set up any Site Integrations
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)
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.
Let’s Get Social