Campaign Launch Checklist

Following is a check-list prior to launching a new campaign. Aside from these tasks you should be prepared for purchasing, assembly and distribution of any gifts you intend to give your members.

	Your member information is updated	If you are a new customer then your member list was probably uploaded for you. Otherwise check out the different ways to update your member information.
	You have a new campaign	If this isn't your first campaign, confirm that you're not using an old campaign and that your dates are correct (confirm the year!). See how to duplicate a previous campaign if it hasn't been already. In addition you might use our calendar (on the Dashboard) to indicate all milestone dates for your campaign.
	Your pricing model is to your satisfaction	Check all the pricing components including standard pricing, tiers, maximum pricing (send to all), reciprocity charges, discounts, category pricing. There are many pricing options and you don't need them all.
	Your First Page text is updated	You can use your previous campaign text or one of the templates we offer (the "plug" button on your editor menu).
	Your Products offering are relevant	Products are optional to a campaign. If you previously offered products, they'll be copied to your new campaign so be sure to de-activate or update as necessary.
	You survey is defined and included in your campaign	Surveys are optional and a way to collect information from your members while you run your campaign.
	Payment collection is current and working	See how to update your payment information. Note: just because your payments worked in your previous campaign, doesn't mean it will work again, as merchants sometimes refresh keys. Please test, and if needed repeat the payment setup process.
	Your First Letter (aka member invitation) is ready to go	You can send your First Letters either through email (most common) or hard copy. If you send hard copies you'll probably want to also share a printed member list.

IMPORTANT - Test your campaign to confirm that all is working properly before emailing your members.

A tutorial video on Campaign Launch here.

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