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

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

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

✅ 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

✅ 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)

✅ Any of the Email Templates you have turned on (i.e. "Application Accepted", "Application Received", "Application Rejected", etc.) are customized to your liking

Required For Merchants Planning To Accept New Applicants

✅ Your Application Form is customized to your liking

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

Required For Merchants Planning To Import Pre-Existing Ambassadors

✅ Your "Import Notification" email (if turned on) is customized to your liking

✅ 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)

➕ Other Optional Steps To Consider Completing

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

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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