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CIB Setup Email Checklist

Posted
Updated
ByBen (Dickson)

Please email everything on this list so we can prepare your site and system.

To begin your setup, email all relevant items below to:
📧 [your onboarding email address]

Send as attachments, links, or in the body of the email.
If you don’t have something yet, just leave it blank — we can add it later.

Organisation / Project Details

  • Name of organisation / group / initiative
  • Short summary (2–3 sentences)
  • Primary contact name
  • Email
  • Phone
  • Additional contacts (optional)
  • Physical or postal address (optional)

Domain & Technical Details

  • Do you already own a domain? (Yes/No)
    If yes:
    • Domain name
    • Registrar name (e.g., GoDaddy, Namecheap)
    • DNS access or screenshot of DNS panel

If no:

  • Preferred domain name(s)

Branding Files

Please attach whatever you have:

  • Logo (PNG/SVG preferred)
  • Square icon / social avatar
  • Colour palette (hex codes if available)
  • Fonts (if licensed for use)
  • Slogan / tagline
  • Any social media graphics or templates

If you have no branding:

  • “Please create a basic starter look for us.”

Website Structure

List the pages you want on your site. Common pages include:

  • Home
  • Content pages:
    • About
    • Our Work / Focus Areas
    • News / Updates
    • FAQ
  • Events
  • Forms:
    • Get Involved
    • Contact
  • Donate
  • Any custom/special pages (list them)

Text for Pages

Attach text documents or paste into the email:

About Page

  • Full description
  • Short summary (100 words)
  • Photos (team, person, or group if relevant)

Work / Issues / Projects

  • Each area with its text
  • Any PDFs or documents

News / Articles

  • Past posts or announcements
  • PDFs of media releases

Photos & Media

Attach any images you want used on the site:

  • Homepage hero image
  • Team or leader photos
  • Local area photos
  • Event photos
  • Any other visuals

If none:

  • “Please use placeholders from CIB’s image library.”

Get Involved / Signup Requirements

Tell us what information you want people to fill in:

  • Name
  • Email
  • Mobile
  • Address
  • Skills or interests
  • Volunteering options
  • Any custom fields

Also tell us if you want:

  • Auto-welcome email
  • Auto-add to newsletter list
  • Auto-assign to coordinator

Donations (If Applicable)

If you accept donations, include:

  • Provider (Stripe/Square/Other)
  • API keys (can be sent later or separately)
  • Required legal disclosure text
  • ABN (if required)

If donations not needed:

  • “Not accepting donations at this stage.”

Contact & Social Links

  • Official email address
  • Phone number
  • Address
  • Social media links:
    • Facebook
    • Instagram
    • TikTok
    • LinkedIn
    • YouTube
    • Twitter/X

Email Sending Setup

Choose one:

  • “Use a temporary address for now.”
  • We have a gmail address (will only work for small amounts of emails)
  • “We have our own domain email — here are SMTP details.”

CiviCRM Setup

If you have existing contacts:

  • Attach CSV files (name, email, phone, address, etc.)

Groups you want created:

  • Members
  • Volunteers
  • Donors
  • Supporters
  • Media list
  • Any custom groups

Admin access:
Provide names + emails of people who should have access.

Mandatory Legal Text

Attach or type:

  • Required footer notices
  • Authorisation / compliance text
  • Privacy policy

Launch Preferences

  • Launch immediately when ready
  • Provide private preview first
  • Help with launch announcement
  • Preferred launch date: _________

Everything Else

Attach any:

  • Photos
  • PDFs
  • Text files
  • Spreadsheets
  • Logos
  • Documents
  • Anything you want on the website

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