Before you make the switch to go live, here are some helpful tips and things to look out for when reviewing your Peer-to-Peer (Pledge/Multi-Pledge) site!
If your event is built on Pledge or Multi-Pledge:
From the front-end of your event site:
- Review all your content pages, on both desktop and mobile devices. Are there any typos or grammatical errors? When in mobile, do any images crop to lose half a person? Are all links in your pages, header, footer, and main navigation working correctly? If any links are not required, will these need to be hidden? Has the Contact Info page been updated?
- Complete a test donation, registration, volunteer registration and store item purchase if applicable, to review all pages within these user flows and the message templates associated. Have your failed transaction pages been updated to include contact information and appropriate next steps for your donors and participants?
- If the event was copied over from a previous year, ensure any text relating to last year has been updated. Ensure all buttons in your main navigation, header and footer are also directing users to this year's content pages.
- Check your footer region to ensure the raisin default copy, "Example Organization and Charitable Registration Number" have been updated.
From the back-end of your event, going through your left-side menu:
- In your Event/Location Details pages, confirm that a registration and/or offline pledge waiver is included, as required. Ensure your Campaign and Fund Codes have been assigned. Verify your key dates, and event thermometer settings.
- Review all your registration items (Individual, Team Member, or Team Captain). Does the content make sense, and are the dates and registration fee correct? Does the item require a promo code to be assigned? If needed, has a fundraising goal expectation (minimum, or suggested) been indicated for this registration option? Have the title and intro of your registration types been updated to reflect event-appropriate language?
Helpful tip: Have you created any sponsorship levels? These are pre-suggested donation amounts available for donors to select when making a gift to participants or teams. These levels are a great way to let donors know the concrete value of their gifts, and give them the opportunity to opt in to offset the administrative fee, by increasing their gift amount based on a formula determined by your organization.
- Check the User Profile Fields for Participant, Donor, and Volunteer to ensure the forms are as concise as possible. Has the default AKA text under the opt-out boxes been edited, or have the opt-out boxes been hidden? Also ensure that if Custom Fields are used, they've been made to show. If any have a drop-down selection, are there any spaces between the items listed?
- Under Message Templates go through each message and ensure the email addresses have been updated from the AKA default (Sender Name and Email, Reply To and BCC if needed). Preview each message to ensure that the merge fields are working correctly. If the merge field works, it should appear in red.
- If Store Items are being used, check to ensure dates, prices, and quantity of items available are correct. If required, have email notifications been set up?
- If Promo Codes are required, review the discount amounts and availability dates. Are the items they've been applied to correct?
- Check to make sure that you have added Package and Appeal Codes, and tax receipt percentages are correctly assigned. If not, this may need to be confirmed with your Finance team.
Once your site review is complete, you're ready to take your site live! Find out how by clicking here.