Campaign Closeout Checklist

How to Properly Close Out Your Campaign's CRM Platform

When your campaign wraps up and your contract terms are met, you must officially offboard your platform. Admin users can initiate this process directly through your platform.

Choose Your Account Downgrade Option

Before submitting a request, decide whether you need to preserve your campaign data or close it entirely:

Inactive Storage ($50/month): Safely holds your data, past call-time lists, custom codes (Contact, Source, Member), associated contacts, and notes. Choose this option if you plan to run again or resume activities later, as it allows you to reinstate your account exactly as you left it.
Full Closure (Data Permanent Deletion): Permanently deletes all platform data, meaning it cannot be restored in the future.
- Data Delivery: Your complete dataset is sent to you approximately one week before your final date of service (or earlier upon request).
- Final Billing: Accounts are billed on the 1st of their final month of service.

Step-by-Step Instructions to Request Closure

Verify Eligibility: Ensure you are logged in as an Admin and check your committee's contract regarding minimum monthly service commitments
Access the Portal: Go to Account Settings -> Billing tab and click on the Service Plan Changes
Initiate Cancellation: Select Request to Cancel my Plan
Provide Cancellation Details:
- Select a reason for cancellation from the dropdown menu and share any additional feedback to help improve future campaign tools.
- Enter your desired cancellation date (must be at least 30 days from the request date) and if you're interested in storage

Once submitted, a Customer Success team member will reach out to confirm your next steps within 3 business days.

Numero Payment Processing Users

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)

Prepare your platform before downgrading:

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 - Visit your ActBlue dashboard to deactivate the webhooks or request help 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!