Versions Compared

Old Version 71

changes.mady.by.user Jacob J Martorano

Saved on

compared with

New Version Current

changes.mady.by.user Jessyca Priester

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Unfortunately the checkboxes may be different if you leave and return to this page.

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

...

CRM

  •  Products have been configured
Expand

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.

  •  Fulfillment has been added to the products
Expand

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.

  •  Merchants have been configured in CRM and tested
Expand

  • All gateways are enabled that should be

  • Gateway account has credentials, Limits and Descriptor field

  • Accepted Payment Type is correct

Follow this document to properly test your gateways: CheckoutChamp Testing Your Gateway Through Order Entry

  •  Campaigns have been configured in CRM

...

Expand

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

Commonly used plugins:

...

Expand

  • Are profiles set up properly for how you want to reattempt failed rebills?

More info: CheckoutChamp Recycle Billing

Funnel Builder

  •  All CheckoutChamp pages have been edited and saved

...

Expand

Once all the above steps are complete, your Nameservers are updated and SSL certificates are Validatedvalidated, follow the instructions for your storefront on how to implement the redirect so that all of your sales will go to your new customized checkout pages.

Shopify Checkout Redirect - Standard CartShopify Checkout Redirect - Drawer Cart

BigCommerce Checkout Redirect - Checkout Champ

Using WooCommerce Catalog with Checkout Champ Checkout Page

 

When you are finished, do one last test by going to your storefront, selecting products and then proceed to checkout. If you followed the steps above, you should be redirected to your CheckoutChamp checkout page with the products you had selected.

Check out with your CheckoutChamp Test Card or a live card to submit the order and follow your upsell flow. Then find your order inside CheckoutChamp to confirm everything looks as it should.

...