Campaign Wrap-up Checklist
Following is a check-list for your campaign wrap-up:
Confirm that your campaign ended | You can check the End-Date in your campaign settings (if the campaign is not live it will also no longer be highlighted in green from the campaign drop-down). | |
Adjustments | Make any adjustments to orders (selections, recording payments, Total adjustments) as an admin. | |
| Outstanding Payments | Review your income reports to see if there are any open balances that you may want to resolve prior to sending your Final Letters. This is especially important if you did not choose to Auto-Finalize. | |
| Handle Reciprocity | Depending on your selected Reciprocityoptions you may need to invite your members back to pay their reciprocity balances, or if you have Auto-Charge Reciprocity, you'll need to trigger the charges. | |
| E-Cards Email | Write and send your Ecard (Product) email if you offered those to your members. | |
Final Letters (aka Greeting Cards) | Prepare and send your Final Letters, whether via email or hard copies that you distribute with your gifts. | |
Synchronize information | If you need to, download reports to allow you to synchronize campaign information with other systems you use throughout the year to manage your members. |
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