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# Launch Checklist

# 🚀 Nector Program Launch Checklist

Use this guide to set up, test, and launch your loyalty, referral, and reviews program with Nector.  
Follow the steps **top to bottom** to ensure a smooth launch and a seamless customer experience from day one.

---

## 1. Finalise Your Loyalty Program Name & Coin Name  

**Estimated time:** 5–10 minutes

Before configuring anything else, decide how your loyalty program will be presented to customers.

Finalize:
* **Loyalty program name** (e.g. *Brand Rewards*, *Brand Club*)
* **Coin / points name** (e.g. *Coins*, *Gems*, *Stars*, *Cashback*)

Using branded names improves clarity, recall, and overall program adoption.

👉 Guide:  
https://help.nector.io/en/article/merchant-panel-and-program-settings-1xipj1h/

---

## 2. Configure Your Loyalty Program  

**Estimated time:** 15–30 minutes

Nector’s loyalty program is built on two core components: **Ways to Earn** and **Ways to Redeem**.

### Review loyalty program structure  
Understand how earning and redemption rules work together.

👉 Overview:  
https://help.nector.io/en/article/setting-up-loyalty-program-part-1-introduction-to-loyalty-j496bg/

### Set up Ways to Earn  
Define how customers earn coins, such as:
* Signup
* Purchases
* Profile completion (birthday, anniversary)
* Social engagement

👉 Guide:  
https://help.nector.io/en/article/setting-up-loyalty-program-part-2-ways-to-earn-1m4t3m3/

### Set up Ways to Redeem  
Create redemption rules that define how customers can use their coins during checkout, including limits and conditions.

👉 Guide:  
https://help.nector.io/en/article/setting-up-loyalty-program-part-3-ways-to-redeem-1ie0yrc/

Optionally, fine-tune purchase rewards with caps or exclusions to protect program economics.

---

## 3. Connect Your Marketing & Communication Tools  

**Estimated time:** 10–30 minutes

Integrations allow you to automatically communicate with customers when loyalty events occur.

### WhatsApp and Email integrations  
Connect your email or whatsapp marketing tool to send:
* Welcome messages
* Reward earned notifications
* Referral success emails
* Review requests etc.

Different Triggers Available:
https://help.nector.io/en/article/event-details-sent-to-external-integrations-frcz1t/

Whats App Template Repository:
https://help.nector.io/en/article/whatsapp-template-repository-hujnhk/

Email Template Repository:
https://help.nector.io/en/article/email-template-repository-1g1p4do/?bust=1766406979176

Integration with 3rd party tools:
https://help.nector.io/en/category/integrations-z7l7p5/

### Webhooks (optional)  
If you use custom tools or CRMs, configure webhooks to send real-time Nector events.

👉 Guide:  
https://help.nector.io/en/article/setting-up-webhook-notifications-m2tfrq/

---

## 4. Enable On-Site Widgets & Pages  

**Estimated time:** 10–20 minutes

Make your loyalty program visible and accessible across your store.

### Floating Loyalty & Referral Launcher  
Enable and customize the launcher customers click to access rewards and referrals.  
You can control desktop/mobile behavior, position, and visibility via Shopify App Embeds.

👉 Guide:  
https://help.nector.io/en/article/floating-loyalty-referral-launcher-5ys25l/

👉Other Widgets:
https://help.nector.io/en/category/on-site-displays-3ngpdh/

### Rewards & Referrals Pages  
Set up dedicated pages where customers can:
* View coin balance
* Learn how to earn and redeem
* Access their referral link

👉 Rewards page guide:  
https://help.nector.io/en/article/configure-dedicated-rewards-page-i8h66m/

👉Referral page guide:
https://help.nector.io/en/article/configure-dedicated-referral-page-1w4l0rk/


### Design banners for widgets & pages  
Create banners that clearly communicate program benefits such as:
* “Earn rewards on every order”
* “Get rewarded for referrals”
* “Turn reviews into rewards”

Use brand colors, icons, and short benefit-driven copy.

---

## 5. Configure Referral & Review Programs  

**Estimated time:** 15–30 minutes

### Referral program  
Set up your referral program and review default rules.

Decide:
* What the **referrer** earns (coins or discount)
* What the **referred friend** receives

👉 Guide:  
Part 1 - https://help.nector.io/en/article/setting-up-referral-program-part-1-f45d2h/
Part 2 - https://help.nector.io/en/article/setting-up-referral-program-part-2-advance-settings-8296o3/

### Review program  
Enable reviews and decide how customers are rewarded for submitting feedback.

👉 Reviews setup:  
Part 1 - https://help.nector.io/en/article/setting-up-reviews-program-part-1-hprcup/
Part 2 - https://help.nector.io/en/article/setting-up-reviews-program-part-2-managing-reviews-r7knu/

---

## 6. Pre-Launch Import (Optional)  

**Estimated time:** 30–60 minutes

If you are migrating from another platform or launching with existing balances, import customer coins before going live.

👉 Guide:  
[https://help.nector.io/en/article/how-to-import-points-uahkos/](https://help.nector.io/en/category/import-703x8i/)

After importing, verify a small sample of customers to ensure balances and expiry rules are correct.

---

## 7. Add Additional Widgets – Reviews  

**Estimated time:** 10–25 minutes

Increase trust and conversion by displaying reviews on your storefront.

### Review widgets  
Add review widgets to product pages so customers can view and submit feedback.

👉 Guide:  
[https://help.nector.io/en/article/adding-review-widget-to-shopify-store-15566zl/](https://help.nector.io/en/article/configure-homepage-featured-reviews-widget-1gdpmgh/)

### Floating Reviews Launcher  
Enable the floating reviews launcher for always-on social proof across your store.

👉 Guide:  
[https://help.nector.io/en/article/floating-reviews-launcher-yp60a3/](https://help.nector.io/en/article/floating-reviews-launcher-yp60a3/)

---

## 8. Test Before You Announce  

**Estimated time:** 15–30 minutes

Before promoting your program, test the complete customer journey:
* Earn coins
* Redeem rewards
* Complete a referral
* Submit a review

Test on both desktop and mobile, confirm widget placement, and ensure Shopify App Embed changes are saved.

If coins don’t credit in edge cases, you can manually reward customers.

👉 Guide:  
https://help.nector.io/en/article/how-to-manually-reward-coins-to-customers-1krws56/

---

## 9. Promote Your Program  

**Estimated time:** 30–90 minutes

Prepare a launch announcement explaining:
* What the program is
* How customers earn rewards
* Best first reward
* Referral incentives

Promote your program via:
* Email
* On-site banners
* Social media

Add a short FAQ on your site answering:
* How do coins work?
* How do I redeem rewards?
* Where can I see my wallet?

Link these answers to the **Nector Help Center**:  
https://help.nector.io/en/

---

### ⭐ Final Tip
Launch with the essentials first. Monitor engagement, gather feedback, and optimize your loyalty program as your brand grows.