DOCS
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

  1. Earn - Enable cashback (or your primary earn feature) with %, delay, and expiry you are comfortable with.
  2. Redeem - Pick a path: auto-apply, widget, cart toggle, or checkout checkbox (Plus).
  3. Show it - Cashback on the product page and/or cart. See Communication.
  4. Email - Connect Klaviyo (or your ESP) for earned / available / will-expire messages.
  5. 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.

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:

Adjust cashback %, expiry, or email reminders before you scale spend on campaigns.

On this page