1. Accounts and Integrations

✅ Shopify Login: Ensure you are logged in via your Shopify store and have access to The Vital Dashboard.
✅ Email Setup: Verify that email templates (e.g., Review Request, Review Reminder, Rewards notifications) are set up under Email Setup.
✅ Third-Party Integrations: Confirm successful connections with Klaviyo, Mailchimp, Omnisend, or SendGrid by checking API configurations.

2. Rewards Program Setup

✅ Access the Vital Dashboard: Open The Vital App through your Shopify store.
✅ Navigate to the “Earn Reward” Section: Click on Rewards from the sidebar and then select Create Rewards to configure earning and redemption rules.
✅ Set Earning Rules: Define rules like X points per dollar spent or bonus points for birthdays and social media actions.
✅ Create Redemption Rules: Offer fixed-value rewards or percentage discounts and set minimum purchase requirements for redemption.
✅ Enable Reward Widget:

1. Go to Shopify Admin Panel > Online Store > Themes > Customize.
2. In the sidebar, select App Embeds.
3. Find and enable the Reward Widget – The Vital.
   ✅ Widget Placement: Adjust the reward widget's position under Branding > Placements.

3. Deals Program Setup

✅ Access the Deals Section: In the Vital Dashboard, navigate to Deals from the sidebar.
✅ Create and Publish Deals: Set up Deals for All Customers or Deals for Specific Customers as needed.
✅ Check Visibility: Ensure the Deals Page is live and accessible from the storefront.

4. Reviews Program Setup

✅ Enable Review Widget:

1. Go to Shopify Admin Panel > Online Store > Themes > Customize.
2. In the App Embeds section, enable Review Widget – The Vital.
   ✅ Set Up Review Requests: Configure automated review requests and reminders under Collect Review.
   ✅ Test Review Emails: Use the Send Mail button to send test review requests.
   ✅ Import Reviews: Ensure imported reviews have the correct product handle to avoid errors.

5. Widgets Setup

Reward Widget:
✅ Enable the reward widget in Shopify via App Embeds.
✅ Test the widget by logging in as a customer and redeeming a sample reward.

Customer Dashboard Widget:
✅ Log into a customer account to confirm the dashboard widget is accessible.
✅ Ensure customers can view orders, rewards, and deals from the dashboard.

Review Widget:
✅ Visit product pages to ensure reviews display correctly.
✅ Test the Write a Review feature to verify submissions work smoothly.

6. Testing & Troubleshooting

✅ Order Sync: Ensure all products are synced so that deals and reviews are mapped correctly.
✅ Widget Placement: Confirm that widgets are not obstructing other store elements. Adjust widget positions from Branding > Placements if necessary.
✅ Caching Delays: Allow up to 15 minutes for changes to reflect on your storefront.

7. Analytics & Monitoring

✅ Track Performance: Use the Manage Reviews section to monitor new reviews. Review analytics on the dashboard to measure the success of your programs.
✅ Set Regular Reminders: Schedule periodic reviews of rewards, deals, and review programs to ensure they continue to perform effectively.

8. Pre-Launch Testing

✅ Final Walkthrough: Do a full walkthrough of your store to confirm all features are live and functional.
✅ Test Checkout with Rewards: Apply a sample reward or coupon at checkout to verify it works correctly.
✅ Send Test Review Request Emails: Ensure test emails are sent and received without issues.

9. Launch!

🎉 Congratulations! Once you’ve completed this checklist, your setup is ready for launch. Keep a close eye on performance over the next few weeks and gather feedback to fine-tune your programs if needed.

This Launch Checklist ensures that all aspects of The Vital App—including Rewards, Deals, Reviews, and Widgets—are properly configured and ready to enhance the customer experience. 🚀