Page Comparison

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!

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.

• 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: Testing Your Gateway Through Order Entry

• Check that all appropriate countries are selected for the campaign(s)

• Ensure all email autoresponders are configured (unless using Shopify autoresponders)

• Add any SMS autoresponders (Twilio or SendPlex)

• Check if Tax Profiles are added or Tax Service Plugin is enabled

• Ensure any coupons are created

• Ensure any Shipping Profiles created

• Ensure any extra Custom Fields are created

• Ensure any Phone Campaigns (for inbound or outbound sales calls) have Sales Scripts

For more on configuring a campaign, please view this article: Creating a Campaign

• Check that all offers are present within the campaign and at the correct price point

For more information on adding products to a campaign, please view this article: Adding a Product to a Campaign

To quickly apply your gateway to your offers -

Inside your campaign under the “Campaign Products” section, click the “Options” button and then “Batch Update”.

In the window pop-up, you will check the Update Merchant Account box, and select the merchant account added.

If you have merchant accounts for different products, you can add each of them individually with this function, and you can also bill products as individual transactions rather than combined transactions

Shipping Profiles are used to provide different shipping options for your customers.

Examples:

• Offering free shipping over a certain dollar amount

• Charge more for international shipping

More info: Shipping Profiles