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Onboarding Completion and Payment Request Form
Basic Account Details
Account Name
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Account ID
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Account Website URL
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Onboarding Partner Details
Partner Name (Company)
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Name and Email of Submitting Partner
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Agreed Onboarding Cost to be covered by Fundraise Up
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Onboarding Details
Confirmation of Completion
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Confirmation of Completion
The website is live with Fundraise Up on the main nav DONATE button
Select at least 5 of the below:
Select at least 5 of the below:
At least 4 Elements have been used (e.g. Form, Sticky Button, Donate Button, Reminder Badge, Social Proof, Message Bar, Donor Map, Image Card, Impact Slider, etc.)
PayPal is enabled
PayPal Recurring has been requested (see: https://forms.fundraiseup.com/paypal-recurring)
Venmo is enable
Custom Donor Portal Domain has been set up
Double the Donation connected and Corp Matching enabled
Crypto or Stock has been enabled
CRM has been connected
If not possible to complete at least 5 of these
, please leave comments below explaining:
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Any other final notes/comments?
*
Submit