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Please print this page to use it as a physical checklist!

Sync products from external source: Shopify, BigCommerce, WooCommerce

Manually create products: Use only if not selling the same products as your external storefront.

On CRM side of your account, go to CRM → Products

• Check that products have SKUs, images, and variants (if applicable)

• Check that each product is assigned to the proper fulfillment house

• Products without a SKU likely have variants. Edit these products to check the variants.

Ensure to have followed Fulfillment House Setup.

If you are using any natively integrated fulfillment houses, add the plugin and set the plugin to the appropriate products.

If you are using Shopify and are wanting Shopify to continue sending the orders to your fulfillment house/software, enable “Send Initial Orders”, “Send Rebill Orders”, and “Pull Tracking Info” on the plugin.

Navigate to Admin → Plugins to view your plugins: https://crm.checkoutchamp.com/admin/plugins/

Commonly used plugins:

• Email Service Providers: Send customers to lists within your ESP for marketing

• Fraud Manager: Pre-transaction screening to prevent fraud

• Chargeback Management: Fight or resolve chargebacks

• PAAY 3DS: Reduce friendly fraud and shift CB liability

• Card Updater: Update lost and expired cards to help keep your subscriptions billing

• Shipping Insurance: Ease customer’s thoughts by offering shipping insurance on your offers

• Smarty: Address validation (pre or post transaction)

• ShipEngine: Shipping calculations based on weight and shipping address

Add affiliate profiles under CRM → Affiliates to give credit to your affiliates when they drive traffic to your site.

After you add an affiliate, edit their profile to make adjustments and add pixels

Please follow this documentation for information on adding conversion pixels: Affiliate Pixels

Each affiliate must have their own affId (can be customized) which needs to be present on the URL for the affiliate to get credit for their sales and for the system to fire the conversion pixel. The affiliate’s url that the customer clicks on must contain this affId so the system knows who to attribute credit to.

Ex) http://www.mywebsiteurl.com/checkout?affId=[affId]&products=....

• Is the affiliate assigned to the campaign(s)?

• Is a conversion pixel placed for each campaign, with proper token usage?

• Is commission set for CPC, Step1, and/or Step2?

More info: Affiliate Setup