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Marketing Checklist

Use this checklist before launching a campaign, sales link, voucher, or event.

  • Product selection is correct.
  • Bundle-included products are not double-selected.
  • Override price is intentional.
  • Discount instruments are selected correctly.
  • Checkout summary shows the expected amount.
  • Terms agreement is enabled when required.
  • Link status is published only when ready.

Voucher and Reward Checklist​

  • Discount type is correct.
  • Scope is correct.
  • Date range is active.
  • Single-use or multiple-use rule is correct.
  • Stackable setting is intentional.
  • Checkout shows apply and remove actions.
  • Invoice reflects the discount correctly.

Event Checklist​

  • Event date and time are correct.
  • Timezone is correct.
  • Venue is selected from the venue database.
  • Schedule preview shows all event days.
  • Deposit rule is clear if deposit is required.
  • Participant list is visible.
  • QR check-in flow is tested.
  • Offline conversion process is ready.

Attribution Checklist​

  • Source preset is selected.
  • UTM fields are readable.
  • Manual override is used only when needed.
  • Enrollment records preserve source details.
  • Finance and admin teams can see the source context.