Ready to launch your program? Let's do it!

Here is a checklist you can refer to in order to check that you are ready to launch your ambassador program.

Keep in mind that only the first section is required for everyone in order for your program to run correctly.

The following two sections are only required for certain merchants, depending on how you plan to add ambassadors (through the application form vs. through importing).

The last section is fully optional.

Required For Everyone

βœ… Your brand name, logo, and URL are correct in your Profile

βœ… Your payout processing period and acceptance settings are configured in your Store Settings

βœ… Your Program Settings have been configured to your liking, and you have confirmed that the Program Tier (if you have multiple) that is set to default is your preferred tier

βœ… You have decided on a payment method for your ambassadors' commissions (and if you're using PayPal, you've applied to enable the PayPal Payouts feature for your account)

βœ… Any of the Email Templates you have turned on (i.e. "Your application was accepted", "Your application was received", "Your application was rejected", etc.) are customized to your liking

βž• Required For Merchants Planning To Accept New Applicants

βœ… Your Application Form is customized to your liking

βœ… IF you are promoting your application form through our Landing Page feature, make sure the page is customized to your liking, and linked to your Shopify store's menu

βž• Required For Merchants Planning To Import Pre-Existing Ambassadors

βœ… Your "You've been imported" email (if turned on) is customized to your liking

βœ… You have a list of these ambassadors' first names, last names, email addresses, and any Shopify discount code(s) that they may have already been using to refer customers. (Review recommended list format here)

βž• Other Optional Steps To Consider Completing

βœ… Integrate Your Klaviyo Account (learn why the integration is useful here)

βœ… Test your program's onboarding process from the ambassador perspective

We are so excited for you to launch your ambassador program! If you have any questions at all, please don't hesitate to reach out to our support team! Send us a message at the bottom right corner of your app window, or email us at [email protected]!

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