Pre-Launch Checklist

This checklist ensures all key components of a ConveYour Campaign are properly configured before launch. Use this to verify that content, automations, and data tracking are in place for a smooth rollout.

PDF of this CheckList >>

Campaign Info

☐ Public Name – Set a name that participants will see.
☐ Course Description – Appears on the landing page and in the learner portal under "Info".
☐ Banner Image – Displays in the learner portal under available courses.

Content & Scheduling

☐ Lessons & Content Added – Ensure all required lessons and materials are included.
☐ Content Scheduling Verified – Check that drip schedules or release dates are correct.

Registration & Confirmation Messages

☐ Welcome Text Message – Ensure the {{url}} link is included so learners can access the portal.
☐ Welcome Email – Also include the {{url}} link for access.

(Optional) Landing Page

If you are using a landing page in for your ConveYour Campaign:

☐ Ensure your landing page has a course description and banner image or video.
☐ Ensure any automations involving your landing page have been set up and tested.

Learner Portal

☐ Leaderboard Visibility – Enable for competition-based courses, disable for self-reflective training.

Timing Options

☐ Time Zone – Matches the audience’s location.
☐ Start Date – Ensure correct start timing.
☐ End Date – If not required, set far into the future.

Billing

Required only for paid courses:

☐ Ensure Stripe integration and pricing are set up if monetizing.

Invite Tools

Required if participants will be self-signing up:

☐ Hashtag for Self-Sign-Up – If using, keep it short, lowercase, and without special characters.

Testing

☐ Enroll Yourself - Once all items are checked off, test your campaign before launching to real participants!

Learn More

Adding Contacts to Your Course/Campaign