Launch checklist

Helpful tips for a smooth loyalty program launch

Maggie avatar
Written by Maggie
Updated over a week ago


We work with thousands of merchants every year and with over 50,000 live programs the data that we have on what works is solid regardless of what type of business you run. This checklist and the recommendations for configuring a points and referral program are built from that data to give you the best starting point possible to grow your business.

Program Launch Checklist

Activity & Time Checklist
1. Brand the rewards panel • Add Banner Images
5-10 minutes • Name your Points Currency

Customize your rewards panel to be an extension of your brand! 👨‍🎨

2. Integrate third-party apps Popular integrations
10-20 minutes 1. Email marketing
2. Customer service/support

3. Review generation

Looking for more information on a particular integration? Check out our help guide.

3. Configure Points Program 🎁
15-30 minutes

Spending rules equal to 100 points = $1. • Review Ways to earn/Rewards
Place an order configuration gives members • Three $ off coupons ($5,10,20)
3x to 5x their purchase in points. • Review place an order
(Eg. $50 order = 150 points at 3 points per dollar). • Add social media earning actions
excl. taxes and shipping. • Facebook Like
• Instagram Follow

4. Referral Program 👯‍♂️ Referring Customer Reward
10 minutes • Referred Friend Reward

Adjust the $ off reward to equal 10%

of your store's average order value.

5. Pre-launch points import 📈Export customers from Smile
30 minutes • Delete all columns except 'Email' and 'Points Balance'.
• Change 'Points Balance' to 'points'
• Change 'Email' to 'email'
Adjust the points totals in app.

6. Promote your program! 📣
Invite customers to join your program. • Email customers and let them know about the program.
• Include details about Points/Referrals
• Use social media channels to promote your program.

What's next?

Learn more

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