Going Live Checklist

Final checklist before launching your loyalty program

You've set up and tested your loyalty program. Use this final checklist to ensure everything is ready for your customers.

Pre-Launch Verification

Core Setup ✓

• Tiers Created: At least 2-3 tiers with logical progression

• Default Tier Set: New customers will be assigned correctly

• Thresholds Configured: Achievable first upgrade, exclusive top tier

• Cashback Rates Set: Sustainable rates for your margins

Data & Automation ✓

• Historical Data Synced: Existing customers have correct tiers

• VIPs Assigned: Top customers recognized appropriately

• Tier Automation Enabled: Automatic recalculation active

• Evaluation Period Set: Annual or Lifetime (matches your sync)

Settings ✓

• Currency Correct: Matches your Shopify store currency

• Timezone Set: Reports will use correct local time

• Business Metrics Configured: ROI tracking ready (optional)

Testing ✓

• Test Order Placed: Cashback calculated correctly

• Customer Balance Updated: Store credit appeared

• Tier Upgrade Tested: Customers promote correctly

• Refund Tested: Cashback reverses properly

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Widget & Customer Experience

Widget Setup (If Using)

• App Embed Enabled: Widget appears on storefront

• Position Configured: Doesn't conflict with other elements

• Logged-In View Works: Shows correct tier and balance

• Mobile Tested: Widget works on mobile devices

Customer Account

• Balance Visible: Customers can see their store credit

• Tier Displayed: Current tier is shown

• Progress Clear: Path to next tier is visible

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Communication Plan

What to Communicate

Audience	Message
All Customers	"We've launched a rewards program!"
Existing VIPs	"You've been placed in [Tier]!"
Email List	Program details and benefits

Communication Channels

• Website Announcement: Banner or popup

• Email Campaign: To existing customers

• Social Media: Program announcement

• Order Confirmation: Add loyalty mention

Sample Announcement

🎉 Introducing [Store Name] Rewards!

Earn cashback on every purchase:
• Bronze: 2% back
• Silver: 4% back
• Gold: 6% back
• Platinum: 10% back

Your rewards start automatically -
no sign-up needed!

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Launch Day Checklist

Morning

• Final check of all settings

• Verify widget is live on storefront

• Test one more order (optional)

• Brief your team on the program

During Launch

• Monitor for errors in RewardsPro

• Watch for customer questions

• Check that orders are processing

End of Day

• Review day's orders and cashback

• Check for any error notifications

• Note any customer feedback

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First Week Monitoring

Daily Checks

Day	Focus Area
Day 1	Order processing, widget display
Day 2	Customer inquiries, tier assignments
Day 3	Cashback calculations, balances
Day 4-5	Overall metrics, any issues
Day 6-7	Prepare first week report

What to Watch

• Order Processing: Are all paid orders generating cashback?

• Customer Feedback: Any confusion about the program?

• Error Rates: Any sync or processing failures?

• Engagement: Are customers checking their balances?

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Common Launch Issues

Orders Not Processing

Check:

1. Order status is "Paid" (not pending)

2. Webhook connection is active

3. Products aren't excluded

Customers in Wrong Tier

Check:

1. Data sync completed successfully

2. Evaluation period matches sync range

3. Manual tier recalculation needed

Widget Not Showing

Check:

1. App embed enabled in theme settings

2. Not blocked by ad blockers

3. Cache cleared on test device

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Post-Launch Tasks

Week 1

• Review analytics dashboard

• Address customer questions

• Fine-tune settings if needed

• Gather initial feedback

Week 2-4

• Monitor tier progression

• Review cashback rates vs margins

• Consider promotional campaigns

• Plan ongoing communication

Month 2+

• Analyze program ROI

• Adjust thresholds if needed

• Consider tier products

• Expand program features

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Success Metrics

Track these to measure your launch success:

First Week

Metric	Target
Orders processed	100% of paid orders
Errors/issues	< 5% of orders
Customer complaints	< 1% of customers

First Month

Metric	Target
Program awareness	50%+ of customers
Repeat purchase rate	Baseline + 5%
Average order value	Baseline + 3%

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You're Live! 🎉

Congratulations on launching your loyalty program!

Next Steps

• Monitor the Analytics Dashboard for program performance

• Review Cashback Settings to optimize

• Explore Advanced Features as you grow

Need Help?

• Questions? Email [email protected]

• Issues? Check Common Setup Mistakes

• Feature Requests? Let us know!

Your loyalty program is now live! Customers will start earning rewards on their next purchase.