Software Implementation Checklist

At the foundation of any successful digital giving launch plan is technology. The software you use is what will simplify the giving process for donors, and this is why they’ll make the switch to digital giving. The DonorWerx Framework explains the importance of each software tool you’ll use. It’s important that you utilize all of these resources for maximum effectiveness.

Fortunately, this is one step of the process that you’ll never have to repeat. Once tools like the SecureGive app and BitDonate crypto wallet are set up and personalized to the donor experience, you’re set in the area of technology. Print out the following sheet and keep track of each step as it’s completed. Once they’re all finished, you’re ready to kick off a successful campaign!

Software Implementation Checklist

-- Brand secure give app page -- --
-- BitDonate crypto wallet -- --
-- Setup donation categories -- --
-- Generate app helper text -- --
-- Thank-you email templates -- --
-- Confirmation post-gift page -- --
-- Upload donors into software -- --
-- Set employee permissions -- --

Note: Wait until these tasks are fully completed before marking them as finished. Make sure each of these tasks are completed within four weeks of starting your 90-day launch. This will ensure you’re able to put your entire focus on building targeted messages.