Getting started
Go live
Checklist before you take public donations.
Use Settings → Organization for the go-live checklist. Finish these before you promote a public campaign.
What “live” means
Donors can complete a gift on a published page that uses a published form, and the money settles to your Stripe Connect account. Tax receipts need your charity identity filled in.
Checklist
- Payments — Stripe identity submitted, charges enabled, and a bank account for payouts. See Payments.
- Tax receipts — Registered charity name, business number, address, and contact details that match your filings. See Tax receipts.
- Branding — Logo and colors for new pages. See Branding.
- A published form — Amounts, fields, and survey ready. See Donation forms.
- A published page — Story plus a linked form. See Campaign pages.
Team members need the right permissions to change each of these. The account owner always has full access. See Team.
After you publish
- Share the page URL (
/c/…/your-slug). - Watch Home and Transactions for the first gifts.
- Failed recurring charges surface on Home and on the supporter record so you can follow up.