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How do I Know When I am Ready To launch?

Here is a checklist of items you may want to consider as you prepare for your campaign's launch:

  • Make sure your campaign site is hosted on your own custom domain/URL.
    • Click here for more information about setting up a custom domain and having it secured with SSL.
  • Test addresses to verify the system works properly in each of the scenarios you have configured in CrowdFiber.
    • Verify all questions, product selections, and signed agreements are being properly stored in the system under Orders in the admin system.
    • Once satisfied, delete all test orders that have been created during the onboarding and testing process.
  • Have you uploaded a favicon for your site?
    • This is the tiny little logo/icon that displays in the browser tab when a user is on your site.  You can upload your favicon by going to Admin>Settings>Campaign and scrolling down to the Campaign Theme section.
    • Click here for a free tool that will allow you to generate a favicon from a logo image.
  • Notify CrowdFiber of your planned launch at least 48 hours in advance and we can clear out all prior site visits/events/activity from the onboarding process.
    • This will make sure your activity chart is blank on the Admin Home Page so you have a clean slate from your launch going forward.
  • Check-off all Onboarding Tasks in CrowdFiber by going to Admin>Tasks.
    • These are tasks that were set up at the start of your onboarding as a guideline for the things that needed to be completed.
  • Payments/Deposits
    • If you are not using Payments/Deposits, make sure Payment is disabled at Admin>Settings>Payments.
    • If you are using Payments/Deposits you should set it to Live Mode just prior to your launch and make sure you have tested with a live credit card transaction.
  • Document Signing
    • If you are not using Document Signing initially, make sure that feature is disabled at Admin>Settings>Signatures.
    • If you are using Document Signing, set Signatures to Live Mode just before launch and make sure your Documents are uploaded and tested all the way through.
  • Neighbor Postcards
    • If you are not using Neighbor Postcards initially, make sure that feature is disabled at Admin>Settings>Neighbors. * If you are using Neighbor Postcards, make sure to set it to Live Mode just before launch and test sending a postcard on the User Dashboard.
  • When you are ready to go live, set your Campaign to "Published" at Admin>Settings>Campaign.
    • During the onboarding process, if your site was set to Unpublished, anyone who visited was presented with the login screen (unauthenticated users cannot access the site at all while it is Unpublished).
  • Audit your user accounts at Admin>Users and make sure that the proper users have the Admin role. 
    • Remove the Admin role from any user that should not have those privileges.
    • Make sure that any Admins have a strong password.
  • Make sure your contact email address for the campaign is set to an email address that is valid and monitored.
    • Go to Admin>Settings>Campaign
      • Your campaign email address will be used as the FROM address for most emails that are sent to users, and the TO address for emails where users click "Contact Us."
  • Make sure that any internal users you want to receive notices of new backers, comments submitted, etc. are added at Admin>Settings>Notifications.
  • If you want comments to be moderated, go to Admin>Settings>Comments and set the appropriate checkbox.
    • When using moderated comments, if someone visits the site and posts a comment, you will be notified (based on Notification settings above) and asked to review/approve it.
    • Once you approve a comment, it will show up on the public site.
  • Test to make sure that your zones are set up properly, and that the appropriate products are being presented to users based on their zone.
  • Make sure the proper Backer Panels are being displayed for In-Service, Pre-Registration and Remote backers.
    • Go to Admin>Settings>Backer Form to review and set which panels to display.
  • On your Questionnaire/Survey, we recommend that all questions that have mutually-exclusive answers use the Radio option instead of the Checkbox options.
    • Using a checkbox will allow the customer to pick more than one option, which can create inaccurate answers to questions like "Do you own or rent?"
  • Make sure your language template for the "Backer Welcome" email that goes out to everyone who registers is configured properly at Admin>Language>BackerEmails/BackerWelcome.
    • If you want users who register in specific zones to get a different message (not a default one), you can edit each Zone's message in Zones>Overrides, where you will see a place to create a zone-specific thank you email.
  • Make sure you have posted an initial/welcome Update if you are using the Updates (blog) feature.
  • Configure and test your Social Sharing links for Facebook, Twitter, LinkedIn and Email.
  • Make a final pass through your Language options at Admin>Language.
    • These language options control what is communicated to users on various parts of the site, on the backer form, and for different zone types (in-service, pre-registration and remote).