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Revised 06/26/2026

 

 

Prerequisites

This checklist is intended to help your Foundation staff test your customized GOfund site before launching to your fundholders. This checklist is not a comprehensive guide, but rather a list of suggestions based on previous implementations.

  GOfund Settings

  • All fields and settings are reviewed and set within the GOfund Settings table. For more information, please see the GOfund Administrator Guide - GOfund Settings
    • Any text fields left blank will be hidden or will utilize specified default values on the GOfund site.
    • i.e., if the FAQ Page - Page Content field is left blank, the FAQ Page will not populate on the site.  
  • Foundation User is set within GOfund Settings and has “send email on behalf of” permissions turned on
    • All automated emails from GOfund will be sent from this user’s contact email. Therefore, the system needs permission to send on their behalf.
    • For more information, please see Allow Microsoft to Send Emails on My Behalf
  • Sign In instructions, Consent Language, Header, and Footer language are customized to your Foundation
  • Theme settings are filled in, and all colored text and buttons are legible in the site
  • Home Page is enabled or not. If so, consider linking an RSS feed to your website
  • If the Documents Tab is enabled, check the SharePoint sites and add test documents
  • If Donations are enabled in GOfund, check the Stripe connection and make a test donation. For more information, please see GOfund Admin Guide - Donations

  Email Templates

  • Out of the box, GOfund email templates must be personalized with Foundation information and logo (10 Standard Templates)
  • GOfund – 2FA Code
  • GOfund – Invite New User
  • GOfund – Reset Password
  • GOfund – Access to a New Fund
  • GOfund – First Time Login
  • GOfund – User Change Requested Notification
  • GOfund – User Change Request Completed Notification
  • GOfund – Grant Recommendation Error Notification
  • GOfund – Grant Recommendation Confirmation Email
  • GOfund – Grant Recommendation (Batch) Confirmation Email
Email templates are sent upon the appropriate trigger, and a copy of the email is shown in the Contact timeline

  System Views

  Fund Statements

  • Fund statement data in Business Central is accurately represented for each fund
  • (Optional) The Fund Statement template is unique to different fund types and pulls the correct version from GOfund. For more information, see Fund Statement Format

  User Interface - Login / Logout

  • The new fund connection recipient receives the appropriate registration email
     
  • Login instructions on the page are clear, and the logo displays
     
  • The registration link allows the user to create a new password
     
  • Forgot password button sends a reset link to the contact’s email
    • Forgot password link directs contact to create a new password
       
  • Returning user login successful
     
  • User logout successful

  akoyago CRM - Managing User Registration

  • The new fund connection recipient receives the appropriate registration email
    • A copy of the email can be found in the contact timeline
    • GOfund Invitation will also be recorded in the GOfund Usage Metrics Dashboard
    • User sign-ins, view fund statements, and recommendations will all be recorded in the Usage Metrics Dashboard
       
  • The Fund Connection tab of the fund record lists the appropriate fund connections for that fund 

  User Interface - Site Navigation

  • Foundation Staff Contact displays accurate contact information
    • If the Fund has a specific contact designated, it changes from the default foundation staff contact under "Contact Us"
       
  • "Your Funds" includes fund names for all connections tied to the contact user
     
  • RSS page is pulling accurately or not shown if RSS feed is not connected
     
  • All views are displaying appropriate information on each tab: Fund Summary, Grant History, and Gift History
    • System views have been edited accordingly if changes were made
       
  • FAQ page is populating data listed in GOfund settings, or the tab does not exist if there is no data in the GOfund Settings text box
     
  • The Documents tab is populating global and fund-specific documents uploaded

  User Interface - Recommend a Grant

  • The list of eligible organizations is accurate and up to date
    • The system view can be edited to filter out organizations that should not be included
       
  • The minimum grant recommendation amount is set
     
  • Test the functionality of both restricted and unrestricted recommendations
     
  • Test functionality of the file upload option
     
  • View error messaging when a grant recommendation is incomplete
     
  • View the submission on-screen message

  akoyaGO CRM - Managing Grant Recommendations

Keywords: GOfund testing, testing checklist, GOfund admin test, GOfund setup