This checklist is designed to help you walk through your course once you've already built it, and make sure everything inside Xperiencify is ready for students before going live!
First step: to preview your course as a test student, you’ll need to be on an active plan. You’ll also need to Publish your course.
✅ 1. Course Settings & Navigation
Custom domain is connected and working correctly
Custom email is verified and connected
Navigation menu links are working and pointing to the correct locations
Footer links are working and pointing to the correct locations
Sidebar & Sidebar: Forum access are turned ON or OFF as desired
DM’s are turned ON or OFF as desired
✅ 2. Training Release & Structure
All trainings are out of draft and in their correct release setting (by date, X days, etc).
Binge Mode is turned ON or OFF as desired
Best practice: release settings are finalized — no planned changes once students are enrolled
✅ 3. Automation Checks
All automations are created and toggles are ON (green)
Any Template or Playbook automations are edited with final copy (no placeholder content)
Emails in automations are set to send to "Student" (not "Me")
Welcome Email is created, edited, and turned ON
Admin notifications are set up (if you want to be notified when a student joins)
✅ 4. Forum Setup (If Using)
Forum groups and spaces are visible to the correct students
Default notification settings are set correctly for each forum space (what students will receive by default)
Forum notifications are turned ON for you as the admin (if you want to be notified)
Welcome posts or pinned posts are set in each space (if desired)
✅ 5. Do a Full Student Walkthrough — Most Important Step!
Add yourself as a student (via XP’s Order Form, or through the checkout system you’re using)
If you're using XP's built-in Order Form:
Create a coupon code that brings the course price down to $1
Open a new browser (not the one you’re using for admin access)
Find your XP Order Form Link in the “Important Links and Resources” section inside your course, and paste that link into the new browser window.
Purchase the course using the $1 coupon code
Confirm that the payment was processed correctly into your Stripe or PayPal account
If you're using Go Plus, or an external checkout system (i.e. Thrivecart):
Complete a test purchase using a low-price test offer or discount code
Ensure the student is added to the XP course via your automation or integration
Once inside your course, navigate through all pages accessible via the student navigation menu. Confirm:
Placeholder content removed and titles and text are correct
Correct branding, copy, colors on all pages
Navigation menu is complete and functional
Footer is clean and correct
Walk through your course and complete the trainings as a student by checking off the XP actions.
Confirm:Sound effects are customized as desired
Celebrations are triggering where expected
Automations (emails, SMS, etc.) are firing as expected
"Next Available Training" is showing as expected
Block visibility is functioning as expected (if used)
Forum access is working as expected
If using integrations (e.g. Zapier), confirm they are firing and behaving correctly
✅ 6. Troubleshooting If Something Doesn’t Work as Expected
If an automation didn’t function as expected:
Go to the test student’s Activity Log to see what automations fired and when
The Activity Log will give you the reason why it did NOT fire (i.e. it was turned off)
Check the trigger and conditions of the automation in Step 5
If a celebration didn’t play:
Check if it’s turned ON
Check that the celebration’s trigger is correct
If a training didn’t unlock as expected:
Make sure it’s not in draft
Confirm required XP Actions in the previous training were completed
Check the conditions of any automation that should have triggered the release (if applicable)
If you test the course more than once or revisit portions:
Remember that the conditions you’ve set for an automation may prevent it from firing more than once for a single student
Keep in mind that Binge Mode functions sequentially - this means that if you make changes like unchecking actions, it may shift what appears next.
Best practice: create a new test student if you re-test. This gives you the cleanest view of the experience a brand-new student will have – without being influenced by previous activity
✅ 7. Final Prep & Launch
Go to the Important Links & Resources section in your course to copy your Order Form link
Share your Order Form or checkout link wherever you're inviting students to join — whether that's through email, social media, a sales page, or direct message
Set your intention, take a breath — and go live 🎉
This checklist will help you catch the most important setup steps and launch your course with clarity and confidence.
Keep aiming for excellence, but don’t wait for perfection to begin. Remember that during a beta round, unexpected glitches are normal… an automation might misfire, or a setting might not behave as planned. That’s part of translating your work into a live experience. Be transparent with your students, invite their feedback, and let that feedback help you refine.
Whether you’ve launched dozens of courses or this is your first, what matters most is that your work is reaching real people. Launch it. Let it grow. 🌱🚀🎉