Closeout Checklist

If you are no longer campaigning and have met your agreement, please refer to the following options to properly close out your platform:

Downgrade Your Account

Options for downgrading your account: Data Storage or Full Closure

How? Write to support@numero.ai with 30-day notice. Refer to your committee's contract regarding your minimum monthly service commitments.

Inactive Storage ($50/month) - Inactive Storage holds your data, past calltime lists, codes (e.g., Contact, Source, Member codes), associations, and notes so that you can reinstate your platform with all of your data just as you left it when you are ready to resume activities.
Full Closure - Data will be deleted and users will data cannot be restored from your original platform in the future. Accounts will be billed on the 1st of the month of their final month of service. All of your data will be sent approximately 1 week prior to your final date of service. It can be provided sooner if you prefer.

How would you like your Numero Contribution Pages and recurrences to be handled once you complete your fundraising period?

Make no changes - Allow new contributions and retain your monthly donors.
Deactivate Contribution Pages - Stop all new contributions and cancel recurring contributions (Instructions)
Pause Contribution Pages - Pause forms temporarily with a custom message, and pause recurring contributions until you reactive your forms (Instructions)

Revoke Access – Admins, time to say goodbye! Remove Users who won't need access after the campaign wraps up and transfer their records (Instructions).
Check Emails – Make sure User accounts are linked to email addresses that will still be active. No campaign, no email surprises! (Instructions).
ActBlue Webhook - Please approve or write to your ActBlue representative to deactivate any active webhooks with Numero.

Archive Old Calltime Lists – Don't let outdated lists clutter your space. Time to archive! (Instructions) Protip: Some teams like to make calltime lists into Contact Codes before the archival process.
Delete Duplicate Results – Ditch those pesky duplicates. Keep it tidy! (Instructions)

Deactivate Action Pages – Once downgraded, your Action Pages and submissions won't be visible. Deactivate them now! (Instructions)
Deactivate Contribution Pages – Not fundraising anymore? Stop new contributions and cancel recurring ones. (Instructions)
Deactivate ActBlue Webhooks - No longer need the integration into Numero? Send us your approval to deactivate the webhook at support@numero.ai

Contact Code Your Donors – Add a contact code representing your campaign to all donors. (Instructions)
Member Code Everything – Member code your interactions, pledges, and contributions to wrap it all up neatly! (Instructions)
Organize and Merge – Merge, rename, or categorize your codes. Keep it clean! (Instructions)

Have Questions? Reach out to us anytime at support@numero.ai! We’re here to help!