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Step 9: Go Live Checklist

Do you have controll? Something missing?

Written by Knut Hauge

Account & store profile

✅ You have received your login credentials and can access Diller Retailer

✅ Your store name and loyalty program name are set correctly

✅ Your logo has been uploaded

✅ Billing information is correct under Our Details → Billing Information

✅ Departments have been set up for each physical store and/or webshop

Benefits & loyalty program

✅ You have decided which coupons to activate (Welcome and Birthday as a minimum)

✅ Your point system is configured and activated (if using points)

✅ Your stamp cards are set up (if using stamp cards)

✅ Membership levels have been added if required by your POS system

Registration & onboarding

✅ Registration fields are configured under Settings → Registration

✅ Your onboarding page is set up and published under Settings → Onboarding

✅ You have tested the onboarding URL (diller.app/<storename>/onboarding) on a mobile device

Integrations

✅ Your POS system or webshop (Shopify/WooCommerce) is connected and tested ✅ A test purchase has been made to confirm points or stamps are registered correctly

✅ If you have a website connected, it has been reconnected after any point system changes

Team

✅ All staff who need access have been added under Employees

✅ Administrator and Employee roles have been assigned correctly

✅ Your team knows to ask every customer if they are a member at the point of sale

Billing

✅ You are aware of your subscription model (SMB Pro or Enterprise)

✅ You know where to find your monthly invoice

✅ Payment details are up to date

You are ready to go live!

Once all boxes are checked, start asking your customers to sign up and let the program do the work. Remember — the single most important habit is to identify every customer at the point of sale, every time.

"It costs 5–10 times more to acquire a new customer than to retain an existing one." — Source: Inc.com

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