Completing Your Campaign Launch Checklist

The Launch Checklist ensures you've set up everything needed to run an effective campaign. Complete all items to unlock Pulsar's full potential.

Finding the Checklist

The Launch Checklist appears on your dashboard when you first create a campaign. It stays visible until you complete all items.

You can also access it from Settings > Campaign > Launch Checklist.

Checklist Items

1. Import Your Contacts

Your campaign needs people to contact. Import your existing supporter list via CSV.

• Click Import Contacts or go to Contacts > Import

• Upload your CSV file and map the columns

• Complete the import

Minimum: Import at least 10 contacts to complete this item.

No Contact List Yet?

You can manually add contacts one-by-one or use Pulsar's voter database to build your initial list.

2. Set Up Compliance Information

Required for FEC/FPPC reporting and donation tracking.

• Go to Settings > Compliance

• Enter your committee ID (FPPC or FEC number)

• Add treasurer name and contact information

• Set your contribution limits

3. Create Your First Event

Events keep your campaign active and visible.

• Go to Events > Create Event

• Choose an event type (canvass, phone bank, fundraiser, etc.)

• Set the date, time, and location

• Save the event

4. Invite at Least One Team Member

Campaigns are team efforts. Add at least one other person.

• Go to Settings > Team

• Click Invite Member

• Enter their email and select a role

• Send the invitation

This item completes when they accept the invitation.

5. Configure Email Settings

Set up your sender identity for email campaigns.

• Go to Settings > Email

• Set your "From" name (e.g., "Smith for Council")

• Verify your sender email address

• Add your physical mailing address (required by law)

Email Verification Required

You'll need to verify your sender email address before you can send campaigns. Check your inbox for a verification email from Pulsar.

6. Review Your Campaign Plan

Make sure your AI-generated strategy matches your vision.

• Go to Campaign Plan

• Review the Win Strategy tab

• Check your budget allocations

• Verify key milestones

Completing the Checklist

Items turn green as you complete them. Once all items are done:

• The checklist widget disappears from your dashboard

• You'll see a "Campaign Launched" celebration

• All features are now fully activated

Skipping Items

While you can use Pulsar without completing all items, some features may be limited. We strongly recommend completing the full checklist for the best experience.

Next Steps After Launch

• Import more contacts

• Send your first email campaign

• Set up field operations