---
title: "The 8-Step Setup Checklist"
description: "Eight sections stand between you and a live raffle page. Good news: only four are required, and none of them are hard. This is the map — what each section does, whether you can skip it, and the order we’d…"
url: "https://chance2win.org/research-library/the-8-step-setup-checklist/"
updated: "2026-08-26"
category: Start Here
---

# The 8-Step Setup Checklist

Eight sections stand between you and a live raffle page. Good news: only four are required, and none of them are hard. This is the map — what each section does, whether you can skip it, and the order we’d tackle them in.

![Setup checklist on the Dashboard Overview with completion badges](https://chance2win.org/wp-content/uploads/2026/08/TRA-Setup-checklist-on-the-Dashboard-Overview-with-completion-badges.png)
Setup checklist on the Dashboard Overview with completion badges

## The required three

You can’t launch without these, and honestly you wouldn’t want to:

- **[1. Event Setup](/research-library/section-1-event-setup/)** — your event’s name, dates, and description. The identity of the whole thing.Required
- **[2. Organization Info](/research-library/section-2-organization-info/)** — who you are, your mission, and how supporters reach you.Required
- **[3. Rules & Legal Copy](/research-library/section-3-rules-legal-copy/)** — the official rules of your raffle. Boring, essential, and a real trust signal.Required
- **[4. Tickets & Pricing](/research-library/section-4-tickets-pricing/)** — how your ticket numbers look and behave.Required

## The optional four (a.k.a. the good stuff)

Skippable, but this is where a page goes from “fine” to “take my money”:

- **[5. Prizes & Sponsors](/research-library/section-5-media-sponsors/)** — event photos and sponsor logos.Optional
- **[6. Checkout & Communications](/research-library/section-6-checkout-communications/)** — mailing-list opt-in, fast checkout, custom questions.Optional
- **[7. Branding & Colors](/research-library/section-7-branding-colors/)** — match the page to your organization’s look.Optional
- **[8. Homepage Layout](/research-library/section-8-homepage-layout/)** — progress bar, countdown timer, share card, QR code.Optional

  **Reality check.** “Optional” is a technical setting, not our advice. A raffle page with a progress bar, a countdown, and real photos outperforms a bare one every single time. If you’ve got 20 extra minutes, spend them here.

## The order we’d do it in

Straight down the list, 1 through 8. Each section has a **Save & Continue** button that walks you to the next one. When all eight show complete, you’ll get a [Setup Complete](/research-library/setup-complete-preview-go-live/) confirmation with a link to preview your live page.

  **Pro tip.** Sections 2 and 3 (your org info and rules) can be handed to different people — your marketing person and your compliance person can each own their piece without stepping on each other.

  [← PreviousMeet Your Dashboard](/research-library/meet-your-dashboard/)[Next →Section 1: Event Setup](/research-library/section-1-event-setup/)