Use this checklist before going live.
Required for everyone
Brand name, logo, and store URL are correct in Settings.
The store URL is especially important: it's used to generate every member's affiliate link and BuzzLink, so any typo will result in broken links for all members in programs with affiliate links enabled.
Reward processing period and auto-acceptance settings are configured in Preferences.
Program settings are configured for each program. For each program, decide: whether discount codes are enabled (and what the personal discount code is), whether referral codes are enabled (and the referral rate and rule title), whether affiliate links are enabled (and which type: BuzzLinks, UTM Affiliate Links, or Referral Code Links), and whether rewards are enabled (and at what rate).
Default program tier is set correctly.
Payment method is decided. If using PayPal or Tremendous, the integration must be enabled before launch.
All active email templates are customized to your liking.
[ LINK: How to configure your program settings ]
[ LINK: Affiliate Links: how they work and how members use them ]
[ LINK: PayPal Payouts setup ]
[ LINK: Tremendous setup ]
[ LINK: Email templates ]
Required if using affiliate links on any program
For programs using BuzzLinks: BuzzLinks Popup is enabled and customized in your Shopify theme editor (Online Store > Themes > Edit theme > App Embeds > BuzzLinks Popup).
For programs using UTM Affiliate Links: confirm the Auto Apply Discount Code at Checkout setting is configured correctly (on for auto-applied member discounts, off for tracking-only links).
Cookie duration is set appropriately for each program (default is 30 days; consider longer for considered purchases or higher-priced items). Note: Referral Code Links don't use a cookie, so cookie duration only matters for BuzzLinks and UTM Affiliate Links.
[ LINK: How to customize the BuzzLinks popup ]
[ LINK: How cookie tracking works for affiliate links and BuzzLinks ]
Required if accepting applicants via application form
Application form is customized and live.
Application form link is shared or embedded in your Shopify navigation.
[ LINK: Create your application form ]
[ LINK: How to share your application form ]
Required if onboarding members via import
"You've been imported" email is customized before you import.
Your import file is prepped with first name, last name, email, and referral code columns. If you're importing into a program that has referral codes disabled, the referral code column is still recommended so codes can be created later if referral codes are ever turned back on for the program.
[ LINK: Email templates ]
[ LINK: How to import members ]
Optional but recommended
Klaviyo integration is connected.
Test your onboarding flow from the member's perspective before going live.
Test your affiliate link flow: have a non-member friend or test customer click a member's link, place a test order, and confirm the sale attributes correctly.
[ LINK: Klaviyo integration ]
[ LINK: How to test the member perspective]
Notes:
Do not import members until the "You've been imported" email is finalized, since it sends automatically the moment you complete the import.
The program tier set as "default" is where new applicants are placed automatically — double-check this before accepting applications.
If you're running multiple programs with different settings, walk through this checklist once per program for the program-specific items.