Setup Checklist

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

2. Online Donations Setup

3. Portal Setup

4. Sponsorships and Supporters

5. Import Your Records

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

6. Prepare for Communications

7. Review Available Features

8. Prepare to Launch

9. Onboard Your Supporters

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.

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