Go Live 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

Open

• 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.

• 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