|Backend of Site
| Review your imported member data.
Directory & CRM Tab>Community Directory in Left Rail Menu>Directory Search to export or view backend member profiles.
| Review notifications & update the “from” email address if applicable
Content & Settings Tab>General Settings in Left Rail Menu>Notifications
| Review and enable your membership renewal reminders
Ecommerce>Dues & Membership in Left Rail Menu>Memberships>click on the wrench icon located next to a membership name to edit. Repeat for each membership.
| Test applying payment to an open invoice
Ecommerce>Dues & Membership in Left Rail Menu>Membership>Dues Processing
|Purge any applicable test data from the database|
|Create News announcement within site regarding new website (if applicable).|
| Queue a bulk email for launch date, welcoming your members to the site with login credentials.
Reference emails provided by Client Consultant for examples.
|Frontend of Site
| Review site in commonly used browsers, if possible, to ensure consistency.
Internet Explorer, Firefox, Chrome, Safari (if it is not a browser you use often, be sure to conduct an update to the newest version)
| Review site content areas and pages for proper spelling and formatting.
Remember to check content areas for any default YM text!
|Site content and events needed by launch are built and ready for go-live.|
|Ensure all menu items, content and custom page links are hyperlinked appropriately.|
|Test the member registration process.|
| Test your payment processing.
Suggestion: Submit a $1 donation
|Test your event registration process (if applicable).|
| Familiarize yourself with the member features.
Login as a member and navigate to “manage profile.” Generally, you will find this link in the “My Profile” snapshot or within your site’s toolbar at the top of the screen.
|Test any frontend custom directory searches that you may have created.|