Go Live Checklist

Use this checklist to ensure your account is ready to go live! Each checklist item has an expandable section below with instructions and links to the appropriate documentation if you need further assistance.

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

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

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

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: https://konnektive.atlassian.net/wiki/spaces/CC/pages/2098105095

Campaigns have been configured in CRM

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

If any updates are made to the campaign (or products are resynced) you need to edit a page within the funnel, save, and then publish.

For more on configuring a campaign, please view this article: https://konnektive.atlassian.net/wiki/spaces/KCKB/pages/256802859

Campaign Products have been configured in CRM

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

If any of your products have variants then the price will not show inside the campaign. Instead, check the variant prices inside your base products.

If any updates are made to the campaign (or products are resynced) you need to edit a page within the funnel, save, and then publish.

Resyncing products will overwrite any prices inside the campaign.

For more information on adding products to a campaign, please view this article: https://konnektive.atlassian.net/wiki/spaces/KCKB/pages/256868373

Merchants have been added to your Campaign Products

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