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Going Live Checklist ​

Complete pre-launch checklist to ensure your Batch platform is ready for production.

Overview ​

Use this comprehensive checklist to verify all aspects of your platform are configured correctly before going live.

Platform Configuration ​

Account & Branding ​

  • [ ] Company information complete
  • [ ] Brand profile configured
  • [ ] Logo and assets uploaded
  • [ ] Color scheme applied
  • [ ] Typography selected
  • [ ] Social media links added
  • [ ] Terms & Conditions published
  • [ ] Privacy Policy published
  • [ ] Refund Policy published
  • [ ] Cookie Policy (if applicable)
  • [ ] Age verification configured (if required)
  • [ ] GDPR/CCPA compliance verified
  • [ ] User acceptance configured

SEO & Analytics ​

  • [ ] Meta tags configured
  • [ ] Sitemap generated
  • [ ] Robots.txt configured
  • [ ] Google Analytics connected
  • [ ] Google Search Console verified
  • [ ] Structured data implemented
  • [ ] Open Graph tags configured

Product Setup ​

Catalog ​

  • [ ] Products created
  • [ ] Product categories organized
  • [ ] Product descriptions complete
  • [ ] Product images uploaded
  • [ ] Pricing configured
  • [ ] Inventory levels set
  • [ ] Product variants configured

Authentication ​

  • [ ] Product batches created
  • [ ] Authentication codes generated
  • [ ] QR codes tested
  • [ ] Verification flow tested

Customer Experience ​

Site Configuration ​

  • [ ] Homepage content complete
  • [ ] Navigation menu configured
  • [ ] Footer links working
  • [ ] Contact page created
  • [ ] About page created
  • [ ] All pages mobile-responsive

User Flows ​

  • [ ] Registration tested
  • [ ] Login tested
  • [ ] Password reset tested
  • [ ] Profile management tested
  • [ ] Product scan tested
  • [ ] Reward redemption tested

E-commerce (if applicable) ​

Store Setup ​

  • [ ] Product catalog synced
  • [ ] Shopping cart tested
  • [ ] Checkout flow tested
  • [ ] Guest checkout configured
  • [ ] Cart abandonment emails set up

Payments ​

  • [ ] Payment gateway connected
  • [ ] Test transactions completed
  • [ ] Production API keys configured
  • [ ] Receipt emails configured
  • [ ] Refund process tested
  • [ ] Webhooks configured
  • [ ] Payment confirmation emails tested

Shipping ​

  • [ ] Shipping zones configured
  • [ ] Shipping rates set
  • [ ] Shipping confirmation emails set up
  • [ ] Tracking integration tested

Loyalty Program ​

Configuration ​

  • [ ] Loyalty tiers created
  • [ ] Tier requirements configured
  • [ ] Campaigns created
  • [ ] Campaign rules tested
  • [ ] Points accrual tested
  • [ ] Rewards created
  • [ ] Reward redemption tested

Communications ​

  • [ ] Welcome emails configured
  • [ ] Points earned notifications
  • [ ] Tier advancement emails
  • [ ] Reward available notifications
  • [ ] Expiration reminders

Marketing & Communications ​

Email ​

  • [ ] Email templates branded
  • [ ] SMTP configured
  • [ ] Transactional emails tested:
    • [ ] Welcome email
    • [ ] Order confirmation
    • [ ] Shipping confirmation
    • [ ] Password reset
    • [ ] Loyalty updates
  • [ ] Marketing email opt-in configured
  • [ ] Unsubscribe links working

SMS (if enabled) ​

  • [ ] SMS provider connected
  • [ ] SMS templates configured
  • [ ] Test messages sent
  • [ ] Opt-in/opt-out working

Push Notifications (if enabled) ​

  • [ ] Push notification service configured
  • [ ] Notification templates created
  • [ ] Test notifications sent
  • [ ] Opt-in prompts configured

Integrations ​

Connected Systems ​

  • [ ] POS integration tested
  • [ ] E-commerce sync verified
  • [ ] Loyalty integration working
  • [ ] Payment processor connected
  • [ ] Webhooks configured and tested
  • [ ] Third-party APIs tested

API ​

  • [ ] Production API keys generated
  • [ ] API rate limits configured
  • [ ] Webhook endpoints secured
  • [ ] API documentation reviewed

Locations (if applicable) ​

Store Locator ​

  • [ ] All locations added
  • [ ] Store hours configured
  • [ ] Store contact info complete
  • [ ] Map markers displaying correctly
  • [ ] Search functionality tested
  • [ ] Mobile view tested

Admin & Operations ​

User Management ​

  • [ ] Admin users created
  • [ ] Roles and permissions assigned
  • [ ] Staff trained on platform
  • [ ] Support team access configured

Monitoring ​

  • [ ] Error monitoring configured
  • [ ] Uptime monitoring set up
  • [ ] Performance monitoring enabled
  • [ ] Analytics dashboards created

Testing ​

Functional Testing ​

  • [ ] All user flows tested
  • [ ] Cross-browser testing completed
  • [ ] Mobile device testing completed
  • [ ] Form validation tested
  • [ ] Error messages clear and helpful

Performance Testing ​

  • [ ] Page load speeds optimized
  • [ ] Image optimization complete
  • [ ] Core Web Vitals passing
  • [ ] Mobile performance acceptable

Security Testing ​

  • [ ] SSL certificate installed
  • [ ] HTTPS enforced
  • [ ] Security headers configured
  • [ ] API authentication tested
  • [ ] User data encryption verified

Content ​

Product Content ​

  • [ ] All product descriptions proofread
  • [ ] Product images optimized
  • [ ] Alt text added to images
  • [ ] Product metadata complete

Site Content ​

  • [ ] Copy proofread
  • [ ] Links verified
  • [ ] Images optimized
  • [ ] Videos tested

Backup & Recovery ​

  • [ ] Backup procedures established
  • [ ] Recovery plan documented
  • [ ] Team trained on emergency procedures

Launch Day ​

Final Checks ​

  • [ ] All team members ready
  • [ ] Support channels staffed
  • [ ] Launch announcement prepared
  • [ ] Social media posts scheduled

Go Live ​

  • [ ] Switch to production mode
  • [ ] Remove "coming soon" pages
  • [ ] Enable public access
  • [ ] Submit sitemap to search engines
  • [ ] Announce launch

Post-Launch ​

  • [ ] Monitor error logs
  • [ ] Watch analytics
  • [ ] Respond to support requests
  • [ ] Gather initial feedback
  • [ ] Document any issues

24-Hour Post-Launch Review ​

  • [ ] Review analytics data
  • [ ] Check error logs
  • [ ] Review user feedback
  • [ ] Test critical flows again
  • [ ] Verify integrations running smoothly
  • [ ] Check payment processing
  • [ ] Review email deliverability

Resources ​

Need Help? ​

If you encounter issues or have questions:

  • Contact your account manager
  • Reach out to technical support
  • Review documentation
  • Schedule implementation review call

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