Why a platform launch checklist?
Before your platform goes live, there are several essential steps to take to ensure a smooth and professional launch. Some of these tasks are highly recommended and others optional, but completing the checklist will help you deliver the best platform experience from day one.
Many of these settings are long-term decisions that will rarely change, so think about potential future use cases when configuring them.
If any steps require assistance, you can contact the support team via the chat bubble at the bottom right of your platform (make sure you’re logged in).
Platform launch checklist
Customizing Your Platform URL
Your platform needs a unique URL before launch. Decide on a clear and memorable address that reflects your organization or community. This URL will be how participants find and remember your platform.
ℹ️ For more information visit our support article on Setting up your platform URL and Email
Adding Your “Reply-To” Email Address
Automated emails sent from your platform don’t process replies. Add a “reply-to” email address so that any replies are routed to the right inbox (e.g., your support or info mailbox).
ℹ️ For more information visit our support article on Setting up your platform URL and Email
Adding Places of Residence
Set up your geographic areas (e.g., neighborhoods, districts, or zones) that are relevant for your organization. These areas will become key for smart groups, segmentation, and project targeting.
ℹ️ For more information visit our support article on Setting up the registration process and registration questions
Finalizing the User Registration Flow
Define what information you want to collect during registration (e.g., age, residence, occupation). Locking in the registration flow ensures all projects collect consistent data from the start — making reporting and analysis much easier later.
ℹ️ For more information visit our support article on Setting up the registration process and registration questions
Customizing Content Pages and Policies
Update your platform’s Privacy Policy, “About” page, and any other static pages. Include key details like contact information, support links, and any required legal disclaimers.
ℹ️ For more information visit our support article on Customizing the policies on your platform and Navigation Bar and Custom Pages
Adding a Custom Favicon
Upload a favicon (the small icon shown in browser tabs) to reinforce your platform’s identity. Go to yourplatformurl.co/admin/favicon to set this up.
Linking Your Platform to Your Website
Add your platform’s URL to your organization’s website so users can easily find it. You can do this by adding the URL in the General tab of your platform’s Settings.
Adapting Your Platform’s Look and Feel
Match your platform’s design to your organization’s visual identity. Customize colors, fonts, and branding so the platform feels like an extension of your existing communication channels.
ℹ️ For more information visit our support article on Branding your platform
Deciding on Notifications and Automated Emails
Review which automatic email notifications will be active when the platform launches. Choose which updates users should receive (and which they shouldn’t) to keep communication relevant.
ℹ️ For more information visit our support article on Automatic emails or Notifications on the platform