Before a campaign can take real donations, a few things need to be set up. This checklist brings them together so nothing is missed. Amanahfy also shows an in-product onboarding checklist to guide you through setup.
Before you go live
1. Set up at least one fund. Donations are allocated to a fund and sub-category. Create these under Setup → Funds. See Funds.
2. Connect a payment method. A campaign can't go live without one. Connect a gateway under Settings → Integrations → Payments. See Payment gateways.
3. Create a campaign. Add the giving amounts donors see and choose where donations go. See Create a campaign.
4. Make the campaign active. An active campaign must have an End Date, a Fund and Sub-category, and at least one active payment method. It won't save as Active until all three are set.
5. Turn off test mode when you're ready to take real payments.
Good to know
New campaigns are saved as Draft until you set them to Active. Nothing goes live before then.