GuidesTask-based
Launch your program
Checklist to go live with Store Credit - setup, first credits, announce, measure.
Use this before you turn the programme on for customers. Goal: cashback (or another earn path) works, customers can redeem, and they know the programme exists.
Pre-launch checklist
- Earn - Enable cashback (or your primary earn feature) with %, delay, and expiry you are comfortable with.
- Redeem - Pick a path: auto-apply, widget, cart toggle, or checkout checkbox (Plus).
- Show it - Cashback on the product page and/or cart. See Communication.
- Email - Connect Klaviyo (or your ESP) for earned / available / will-expire messages.
- Copy - Localise labels if needed: Translations.
Initial Store Credit (optional)
Many merchants seed balances at launch so the programme feels real immediately.
Rule of thumb: about 10–20% of AOV - enough to notice, not a free order.
- Segment airdrop: Launch a campaign
- CSV / list: Bulk send
- Migrating from another tool: Import existing data
Playbooks for who to target: Campaign strategies.
Announce
Tell customers across storefront and email the same week you go live - map of touchpoints: Communication.
First week metrics
After launch, check:
- Credit issued vs redeemed - Analytics
- Gaps the product flags for you - Performance Advisor
Adjust cashback %, expiry, or email reminders before you scale spend on campaigns.