Migrating to Raisely Version 3 (from Version 2)

Raisely Version 3 has been available since April 2019, offering a much broader set of features to enable better campaign development. Raisely Version 2 will be depreciated in early 2023, in order for Raisely to continue evolving as a leading fundraising platform. This support guide is there to help you migrate your Version 2 Campaigns to Version 3, and enhance your campaigns through an easier workflow with Version 3. 

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Do I need to Migrate to Version 3?

What Happens to our Data

Can we Move Regular Givers

Walkthroughs

Archive a Version 2 campaign

Moving Regular Donors from a Version 2 to a Version 3 campaign

Migrate an entire Live Campaign over to Version 3

Do I Need To Migrate To Version 3?

Raisely will be depreciating Version 2 early 2023, which will remove the ability to manage or make edits to Version 2 campaigns. If you have Version 2 Campaigns in your account, Raisely will reach out via email to notify you of the change. Otherwise, you can check the version from the campaigns sidebar.

You will most likely fall into one of three groups, which will guide whether you need to migrate. Note, LIVE campaigns are those that accept live payments. These include:

Note: if you have Version 2 Campaigns that are still in TEST mode, then it is a good idea to Archive these campaigns. Refer below to see how.

What Happens To Our Data

The migration from Version 2 to Version 3 will not affect the data captured within your Version 2 campaigns. Data will still be accessible through reporting, including all donations, all profiles, etc. Since Version 2 campaigns will simply be archived, your records will still exist. Access to your website's content  will not be available after migration or when Version 2 is deprecated. 

Can We Move Regular Givers

When Version 2 is deprecated, ongoing management or editing of all Version 2 campaigns will be inhibited. This will affect how you manage regular givers, as they will no longer be able to access their account settings, nor will you be able to make changes. To continue processing and managing regular giving transactions, you will need to migrate your live campaigns to Version 3.

To help with the transfer, you can follow the guide below. Raisely's support team will help you with the process, making this simpler for you.

Migration Walkthroughs

As mentioned above, you will likely fall into one of three groups. For each case, see the guide below that is relevant for you:

Archiving a version 2 campaign (used for LIVE campaign/s with no donations over the past 6 months)

1

Remove any custom domains (only applicable if you have a custom domain for that campaign).
Within your campaign, from the sidebar select Settings > Domains. If you have a primary domain other than ...raisely.com or ...raiselysite.com then select the Trash icon to confirm the domains removal

2

Archive Version 2 Campaign
Login to your Raisely account and select Campaigns from the sidebar. Look for your Version 2 campaign/s and select the horizontal ellipse then Archive. A popup will appear asking you to confirm the archive, where you can select Archive to confirm.

Moving regular donors from a version 2 to a version 3 campaign (used for LIVE campaign/s with regular donations)

This option is for those wishing to just move regular donors to a new or existing campaign.

1

Remove any custom domains from the original Version 2 campaign (only applicable if you have a custom domain for that campaign)
Within your campaign, from the sidebar select  Settings > Domains. If you have a primary domain other than ...raisely.com or raiselysite.com then select the  Trash icon to confirm the domains removal

2

Create a new version 3 campaign (unless you wish to move donors to an existing campaign)

• Login to your Raisely account and select Campaigns from the sidebar. Select New Campaign (top-right)
• Select the Donation Form template, as it is the most basic of templates with all the functions you'll need.
• Enter new Campaign details and select Create. 

3

Request migration task from Raisely Customer Support

• Complete this form to request a migration task
  The migration task will take up to 2 weeks to be processed, after which you will be notified via email. All Version 2 campaigns will be archived upon completion.

Migrate an entire LIVE campaign over to a new version 3 campaign

This option is for those wishing to move a LIVE and active campaign to Version 3. You can refer to our training series for more guidance on setting up campaigns in Version 3.

1

Save content, images, and brand from the original version 2 campaign

• Good practise is to copy all the content from each of your pages into a document or spreadsheet for easy reference when creating new campaign
• To save your campaign images, from the sidebar select Design > Media Library. Here you can open the individual links for each image and save those to a folder on your computer.
• Make note of your brand colours HEX values, along with any Typography settings you may have. These are accessed with Design from the sidebar

2

Remove any custom domains from the original Version 2 campaign (only applicable if you have a custom domain for that campaign)
Within your campaign, from the sidebar select  Settings > Domains. If you have a primary domain other than ...raisely.com or raiselysite.com then select the  Trash icon to confirm the domains removal

3

Create a new version 3 campaign

• Login to your Raisely account and select Campaigns from the sidebar. Select New Campaign (top-right)
• Choose from one of Raisely's templates and enter new campaign details. If your campaign involves fundraising participants, be sure to select one of the Peer to Peer templates.
• Set up Design settings, Payment settings, Donation/Signup Forms, etc. Refer to our support guides for help.
• Use Raisely's Page Builder to create the new campaign pages. Refer to the Page Builder video for guidance.

4

Request migration task from Raisely support

• Complete this form to request a migration task
  The migration task will take up to 2 weeks to be processed, after which you will be notified via email. All Version 2 campaigns will be archived upon completion.