1. “Ready, Set, Wait a Minute”
Presented by: Amy Horton & Tara Lytle

2. #1 Pre Launch Prep Data Synchronization setup early eCommerce testing
Test your data
Test your data again 
eCommerce testing
event registration
campaigns
template for site announcement
Client Community “Idea Lab”
Ask your iModules Project Manager or Account Manager
Post launch support plan
Identify the support team who will be assistant constituents (phone/ )
Define support schedule for office hours/after hours and weekends

3. #2 Site Announcement Soft Launch
Announce Site Launch to a small test group
Collect Feedback & have a plan to incorporate feedback into the site as desired
Constituent Announcement (The BIG Day!)
Communications: Include tokens for personalization
Print Media: for those constituents that you may not have valid
Social media: create a buzz
Constituent Events: business cards with login instructions and/or onsite registration

4. #3 Identity Checkpoint
Collect data on open forms & connect to existing records
Match users on existing address
Activated on your site by iModules
You choose which forms to use Identity Checkpoint
Merge Data Grid only available at GID1
Allocate admin resources for maintenance
For more information visit:

5. #4 “Don’t Forget” Features
Reusable Instance Field
allow a new field to be added to a form as reusable, and then from another form of the same type
Pre-Populate Link
allows admins to send out marketing communications that will pre-populate member data 
Appeal Codes to enhance reporting
used to generate additional reporting information for your commerce-based Forms, Events, Donations, and Membership
append to URL &appealcode=xxxxx
Target specific designations within campaign URL links
&dids=xxxx ( append to URL for specific list of designations)
&bledit=1 (add to URL to remove the ability to edit designation choice)
&sort=1 ( add to URL to custom sort the list of designations rather than displaying alphabetical)
&amount=xxxx (add to prepopulate designation amount where xxx represents the dollar amount)

6. #5 Enterprise Configuration
Data & Configuration Layer (GID1) How do I add records to a sealed sub-community? Profile field inheritance
Global Data &
Configuration Layer
Entity 1
(Development)
Entity 2
(Alumni)
Entity 3
(School of Law)
Entity 4
(Club of Kansas City)
Etc.

7. Contact Information
Amy Horton
Manager, Project Management Office
Tara Lytle
Project Team Manager

8. Questions?