Mid-Campaign Checklist

Mid-Campaign Checklist

Following is a check-list you can review mid-campaign:


 Your invitation emails were sent
Monitor your email invitation to confirm it was received by all, and handle exceptions.

 Review order activity
You should see activity on the dashboard, both in the main graph and in the Notifications area on the right.

 Confirm payments
Review the income and payment reports and cross check with your merchant or bank account to confirm all payments are transferring correctly.

 Account for your basketsIf you intend to distibute gifts only to greeting receivers, or if you plan to distribute different size gifts based on number of received greetings, periodically check the Gifts to Pack module on the dashboard to give you a running number and allow you to plan accordingly.


 Reminder emails

Consider sending 1-3 reminder emails to members who have yet to participate throughout your campaign (Sending Targeted emails).

 Prepare your Final Letters
Rather than wait till the end of the campaign, you can already prepare and test your Final Letters.








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