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Getting Started - Welcome to Potentiality »

Pre-Launch Checklist

Once your data has been uploaded and your site design has been finalised, the most common question we are asked is -

1. What do I need to do before I launch my site?

To make this as straight forward as possible, you need to ask yourself the following questions:

2. Do I have Interesting Content on my Site?

3. Have I checked Menu Item Visibility?

You have complete control over the menu items on your front facing website.  You can add/delete/amend menu items, in addition to managing which items display to everyone, public only, members only or admins only.  Before you launch your site, it's worth reviewing each menu item to ensure that it meets your requirements - are you happy with it's name, visibility settings, content and location?

NOTE: You can rename all menu items but you can NOT amend the menu item type.  You must create a new menu item if you wish to change the page type.

4. Have I Reviewed Member Profile Layout?

As with menu items, you can also add/delete/amend/move and control the visibility of most of the user fields within a member profile. Therefore, it's worth spending some time before you launch to ensure that member profiles are as user friendly as possible e.g. If you find yourself continually scrolling down a page to populate a field then you may wish to move said field to the top of the profile.  

5. Have I Reviewed and Amended the Registration Page?

I.e. The page that users will be presented with when they register on the PTLY platform. See How do I View and Amend the Registration Page?

6. Have I set up a Custom Domain?

When your site is built, we will provide you with a standardised temporary URL that takes the format https://yourschoolname.ptly.com. However, it is likely that you will want to register a custom domain instead e.g.

https://< schoolname >connected.com etc  so that you have an easy to remember URL that resonates with your branding and your community. Custom domains are inexpensive and can be secured and registered within minutes using a reliable domain registrar such as GoDaddy.

  • Have you checked that your custom URL is redirecting properly to your new site? See How do I set up a Custom Domain?
  • Does your school/organisation website have a prominent link to your Potentiality portal? If not, we recommend that you set this up. By doing so, you will inevitably boost your membership and overall site activity.

7. Have I set up all Necessary Administrators and Help Request Notifications?

System notifications will be emailed to one or more of the Administrators of your site. These notifications are generated by various events, such as people updating their profile with new information, or people attempting to purchase an item from your merchandise store. Whereas help request notifications are sent to an Admin when a user has trouble accessing the site.

8. Have I Created a Default Header/Footer for Communications?

Adding an email header/footer to your correspondence will make your communications look slick and professional.

You will be using your site to send group emails to your community. Therefore, we recommend that you add a default header/footer to your site.  See How do I Create or Edit an Email Header or Footer? for instructions on how you can achieve this.

9. Have I Customised the Automated Welcome Messages/Invitations?

If you would like your community to receive an automated message welcoming them to the site when they register, we recommend that you set them up at your first opportunity. Along with the automated invitations sent by other users, inviting your wider school community to join your site via the Missing Members module.

These emails are not configured by default, but are a good way to welcome new members to your community and provide them useful information as they begin to engage with your community. See How do I customise automated welcome introduction email message templates?for details on how to do this if you haven't already.

10. Have I Drafted a Launch Email?

Before you send a launch email, you should think about the following:

11. Have I carried out a Soft Launch with my Team and/or a Small Control Group?

Running a soft launch with your team and/or a small group of your database is highly recommended as this will allow to you detect any potential issues and familiarise yourself with the registration process before you are (hopefully) inundated with registrations. See How do members log in or register onto our site? What do I do if their registration is unsuccessful? for guidance on how to manage new registrations to your Potentiality Platform.

12. Has the Wonde Sync Tool been set up?  (Only applicable if purchased)

Technically, the Wonde sync tool does not need to be finalised before you launch but we would recommend that it's set up as soon as possible as the process can take 4-6 weeks. This is the tool which enables School data (i.e. current student, current employee , current parents) to be automatically extracted from within a school's MIS using the Wonde School Sync API and provided securely to our Potentiality Sync tool for a fee of £250 & VAT per annum.

Click here to learn more.

Most of all, don't worry, the Potentiality team are always on hand to help and guide you so please raise a support ticket should you ever need us and we'll be more than happy to help you in any way we can.

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