Vega Setup Checklist

It’s important to invest time and patience into planning and setup at this stage. Whether you are a small community group, a mid-sized fundraising group or a large organisation with an established fundraising programme - Vega will reveal all its power and functionality to you and serve your organisation for years to come.

We are here to help you achieve maximum results with Vega - if you have any questions or require specialist support, please talk to us at support@vega.works

SETUP CHECKLIST

Registration

• Register your new Vega account
• Activate your Vega account
• Check your price plan & billing
• Confirm any add-ons and website widgets required
• Test functionality of website widgets

Organisation Settings

• Set up your organisation profile
• Upload your organisation logo
• Enter your Charity Commission Number
• Add new Vega Users
• Setup Service Emails for communicating with supporters
• Setup and manage Memberships & Subscriptions

Financial Settings

• Configure your financial year
• Add bank accounts and configure a default
• Add general ledger codes and configure a default
• Add campaigns and configure a default
• Setup payment gateway (enter own account or arrange to use Vega’s payment gateway)

Documents

• Create single donation receipts
• Create recurring donation receipts
• Create membership receipts
• Create website widget acknowledgements

Data Import

• Download and complete data import templates (7 types)
• Import data into Vega

Integrations

• Setup Xero
• Setup Facebook
• Setup Twitter
• Setup Google Analytics

Congratulations, you are ready to begin your amazing

supporter engagement journey with Vega!