Skip to main content

Before you launch: checklist

Go through these points before announcing your programme or campaign. Each one says where to check it.

Team and account​

  • The users you need exist and have the right role: Administration › Users and Administration › Roles. See Roles and permissions.
  • Your logo and colours are set: Members portal › Portal settings.

Programme and rewards​

  • The programme has an active Status: Members & Programmes › Programmes.
  • The earning rules give the points you expect: Transactions & Points › Earning rules.
  • There are rewards in stock in Rewards › Catalogue. See Catalogue.

Campaigns​

  • The campaign has the right dates and you have activated it: Campaigns › All campaigns. See Create a campaign.
  • The terms and conditions are published: Campaigns › Terms & Conditions. See Legal pages.
  • The landing page looks good on mobile. See Landing pages.

Communication​

  • The channels you will use are connected: Marketing › Channels › Channels.
  • The message templates are created: Marketing › Messaging › Templates.

Control​

  • You know where receipts are approved: Operations › Evidence review.
  • You have reviewed the Fraud rules and Alerts under Operations.

Try it as a member​

  1. Use the test member left by quick setup, or register yourself in the member portal.
  2. Take part in the campaign and check that the action appears in Members & Programmes › Members and on the dashboard.
  3. If your campaign asks for a receipt, upload it and approve it.
Before you tell your customers

Messages sent to real members cannot be recalled. Test with your own contact first.

Next steps​