Closeout Checklist

If you're closing down your campaign, please refer to the following checklist to properly close out your platform: 

Deactivate your account

You have two options for deactivating your account.  You can move to Inactive Storage, or opt for Full Closure. Either way, please have an Admin User on the account write to support@numero.ai with your 30-day notice (please refer to your committee's contract regarding your minimum monthly service commitments).  Team Numero can always help you with what options might work best for what you need, if you are unsure!

□ Notify us you'd like to be moved to Inactive Storage ($50/month).  Inactive Storage holds your data, 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, at any time you are ready to be active again.

□ Provide your notice for Full Closure.  If you opt for account closure without Inactive Storage, we will delete your data and will be unable to restore your original platform in the future.  All of your data will be sent approximately 1 week prior to your final date of service, but it can be provided sooner if you prefer.

You'll be billed on the 1st of the month during the final month of service for your final pro-rated period.  If you need your invoices sooner so that you can close your campaign, just let us know!

Make a plan for your Numero Processing, including recurring contributions 

When you close your campaign, you'll want to make sure you plan how you'd like your Numero contribution pages (including recurring contributions) to be treated going forward.

□  Make no changes - Allow new contributions and retain your monthly donors.

□  Deactivate forms - Stop all new contributions and cancel recurring contributions (Instructions).

□  Pause forms - Pause forms temporarily with a custom message, and pause recurring contributions until you reactive your forms (Instructions).

If you use other services for fundraising (e.g., ActBlue, eFundraising, Democracy Engine), you should follow the same steps as above for each service.

Recommended next steps for our Inactive Storage Plan

Review your Users list 

□ Review email addresses - Make sure User accounts are tied to email addresses that will remain active after the campaign has closed (Instructions).

Clean up your Calltime Lists

□ Delete duplicate custom call results ( Instructions).

Tidy up your Codes 

□ Contact code your donors with a code representing your current campaign ( Instructions).

□ Member code all of your current campaign's interactions, pledges, and contributions with a code representing this campaign ( Instructions).