PREPPING FOR GOING LIVE CHECKLIST - ShulCloud

PREPPING FOR GOING LIVE CHECKLIST

MEMBER PORTAL

Go To: Admin menu>Settings>Member Sections If opting for using your site as a member portal only ? either temporary or long term, you will need to redirect your home page to to - Admin Menu>CMS Pages ? HOME ? `Edit'. Page Type switch to `redirect perm' and add your /member url. Save. Reviewed Member Portal Options ? Go to you `My Account' then go to `click here to set up Member Screen' button - Member Portal Recorded Training Added New Links to Member Portal (if applicable) Added Member Portal Section Dividers (if applicable) Update member portal tile icons (if applicable) ? if uploading icons, ensure that icon images are square in dimension Copied & customized the Announcing Your New Website verbiage in preparation for sending out the email to announce your new site and/or member portal. Downloaded the Member Portal PowerPoint Presentation Template & customize for your shul. Once customized, you have saved as a PDF, and added a link for it in your `Announcing Your Site' Email announcement to your members. Helpful Tip! If you currently have a front-end website, you can add the url link for your member portal: yoururl.member

SETTINGS

Go To: Admin menu>Settings>Edit Settings (please review ALL Shul Settings. Listed below are the most commonly updated settings)

Shul Email Address: Set email address for section Shul Locations & Details Billing Email Address: Set email address for Billing: Admin Menu>Settings>Edit Settings ? Other Financial Options Member Directory (if applicable)? Admin Menu>Settings>Edit Settings> Member Directory Fiscal Year ? Admin Menu>Settings> Other Financial Options Payments & Donations ? Payments and Donations Lifecycles: Lifecycle Setting Options Zman & Religious Options: Zman & Religious Options Settings Senior Admins ? You will want to review in detail the full list of the available settings on your site, please review: Configuring Your Shul Settings

MY LISTS

Go To: Admin menu>My Lists Donation Charge Types: Ensure the charge types for donations you wish to be displayed on the donation dropdown for online payments have been selected - Admin Menu>My Lists ? Charge Types ? go to `Online Payments' and check the box to `Display on Donation Dropdown'. `How to edit charge types' documentation Payment Gateway(s): Ensure that your payment gateway is set up Admin Menu>My Lists>Gateways - IF NOT, and you need the payment gateway set up, please fill out the Merchant

Application. Located in the first column of the Admin Menu. `Setting up your payment gateway' documentation Payment Gateway Fees Set Up: Ensure that the fees for the gateway have been determined and set up ? ensure that if you have charge types that override the gateway fee, that those have also been updated Email Senders/Amazon SES Verified: Ensure your email senders are Amazon SES verified: Admin Menu>My Lists>Email Senders ? Click on the sender email address>check to ensure on the right, the email address has `Amazon SES Verified: TRUE' Familiarize yourself with the locations of different templates within the My Lists options Admin Menu>My Lists>

? Statement Templates ? Template Text>

? Payment Email Templates ? Global Templates: Page Headers & Footers ? Word Templates Field Templates: Naming Conventions: For use with mail/email tokens (i.e. Mr. & Mrs. Smith, John Smith & Sam Doe, ect) Admin Menu>My Lists ? Field Templates ? You can copy the `statement' template naming convention, then paste for other incorrect naming conventions. You do not need to copy the tags unless you need the formal naming convention Heads Up: If you haven't selected the charge types for the donation dropdown menu, you will receive an error when you go to your Online Payment page that states that no donation charge types have been selected:

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