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. You'll be billed on the 1st of the month during the final month of service for your final pro-rated period:
🇦 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, when you are ready to resume.
🇧 Full Closure. Data will be deleted and users will data cannot be restored from your original platform in the future. 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.
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 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. If you wish to deactivate the webhook with Numero, please write to your ActBlue rep.
How to Prep Before Downgrading:
Review your Users list
- Revoke Access - Admins should remove any Users who should no longer have access after the campaign closes and transfer ownership of their records (Instructions).
- Review Emails - Make sure User accounts are tied to email addresses that will remain active after the campaign has closed (Instructions).
Clean up Calltime Lists
- Archive old calltime lists (Instructions)
- 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)
- Categorize related contact codes, source codes, or member codes (Instructions)
- Merge or rename redundant codes (Instructions)
Other questions? If you have questions or are unsure how you should best prepare your account to close out, always feel free to reach out to us at support@numero.ai!