Difference between revisions of "NATS4 Go Live Checklist"
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** Did you enter the right account information in the [[Billers Admin]]? | ** Did you enter the right account information in the [[Billers Admin]]? | ||
** Did you setup each biller on their website? | ** Did you setup each biller on their website? | ||
− | ** Did you setup the biller [[Join Options]] in the [[Sites Admin]] | + | ** Did you setup the biller [[Join Options]] in the [[Sites Admin]]? |
** Did you setup your [[NATS4 Biller Fees|Biller Fees]] for processing transactions? | ** Did you setup your [[NATS4 Biller Fees|Biller Fees]] for processing transactions? | ||
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* Did you setup all of your sites? | * Did you setup all of your sites? | ||
− | ** Did you setup an Apache VirtualHost for each [[Link Domain|linkdomain]] | + | ** Did you setup an Apache VirtualHost for each [[Link Domain|linkdomain]]? |
− | ** Did you set up [[Ct#Tour|tours]] for each [[Ct#Site|site]] | + | ** Did you set up [[Ct#Tour|tours]] for each [[Ct#Site|site]]? |
− | ** Did you customize the color scheme, background image, and header image in your [[Ct#Join Form|join forms]] with the [[Customize Join Form]] feature | + | ** Did you customize the color scheme, background image, and header image in your [[Ct#Join Form|join forms]] with the [[Customize Join Form]] feature? |
− | ** Did you set up [[Ct#Join Option|join options]] for each site | + | ** Did you set up [[Ct#Join Option|join options]] for each site? |
− | ** Did you design a [[ct#Join Form|Join Form]] for each site | + | ** Did you design a [[ct#Join Form|Join Form]] for each site? |
* Did you setup and enable your [[ct#Program|programs]]? | * Did you setup and enable your [[ct#Program|programs]]? | ||
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* Did you setup your [[ct#Adtool|adtools]]? (Optional) | * Did you setup your [[ct#Adtool|adtools]]? (Optional) | ||
− | ** Did you configure the advanced features for certain [[Ct#Adtool|adtool]] types, like [[NATS4 Geo Banners|Geo Banners]] and [[NATS4 Fan Signs|Fan Signs]] | + | ** Did you configure the advanced features for certain [[Ct#Adtool|adtool]] types, like [[NATS4 Geo Banners|Geo Banners]] and [[NATS4 Fan Signs|Fan Signs]]/ (Optional) |
** [[NATS4.1]] offers a variety of new [[Ct#Adtool|adtool]] types. Please see our [[Adtool Types]] wiki article for more information. | ** [[NATS4.1]] offers a variety of new [[Ct#Adtool|adtool]] types. Please see our [[Adtool Types]] wiki article for more information. | ||
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* Did you set up your [[Ct#Affiliate|affiliate]] [[Ct#Skin|skins]] in the [[NATS4 Skins and Templates Admin|Skins and Templates Admin]]? (Optional) | * Did you set up your [[Ct#Affiliate|affiliate]] [[Ct#Skin|skins]] in the [[NATS4 Skins and Templates Admin|Skins and Templates Admin]]? (Optional) | ||
− | * Did you customize the color scheme and header logo of your affiliates' [[Ct#Skin|skins]] and [[Ct#Template|templates]] with the [[CSS Theme Builder]] | + | * Did you customize the color scheme and header logo of your affiliates' [[Ct#Skin|skins]] and [[Ct#Template|templates]] with the [[CSS Theme Builder]]? (Optional) |
* Did you configure and test your [[Ct#Cross Sell|cross sales]] and [[Ct#Upsell|upsells]]? | * Did you configure and test your [[Ct#Cross Sell|cross sales]] and [[Ct#Upsell|upsells]]? |
Revision as of 15:26, 6 June 2012
Complete all the steps in this list before you go live with NATS4.1.
- Did you setup all your billers?
- Did you enter the right account information in the Billers Admin?
- Did you setup each biller on their website?
- Did you setup the biller Join Options in the Sites Admin?
- Did you setup your Biller Fees for processing transactions?
- Did you setup at least one cascade?
- Were you able to sign-up up successfully?
- Did it cascade correctly on failure?
- Did you setup all of your sites?
- Did you setup an Apache VirtualHost for each linkdomain?
- Did you set up tours for each site?
- Did you customize the color scheme, background image, and header image in your join forms with the Customize Join Form feature?
- Did you set up join options for each site?
- Did you design a Join Form for each site?
- Did you setup your adtools? (Optional)
- Did you configure the advanced features for certain adtool types, like Geo Banners and Fan Signs/ (Optional)
- NATS4.1 offers a variety of new adtool types. Please see our Adtool Types wiki article for more information.
- Did you setup your pop-ups, pop-unders, or consoles? (Optional)
- Did you setup your affiliated Third Parties? (Optional)
- NATS4.1 offers integration with a variety of third parties. Please see our Supported Third Parties wiki article for more information.
- Did you reconfigure your IntelliChat plugin to work with NATS4.1? (Optional)
- See our NATS4 IntelliChat wiki article for more information.
- Did you set up your affiliate skins in the Skins and Templates Admin? (Optional)
- Did you customize the color scheme and header logo of your affiliates' skins and templates with the CSS Theme Builder? (Optional)
- Did you configure and test your cross sales and upsells?
- Did you check both Incoming and Outgoing cross sales/upgrades.
- Did you send a test e-mail through the Mailing Admin?
- Did you setup your Configuration Admin settings?
- Did you setup affiliate payment types?
- NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte.
- Did you setup your member management for your sites?
- Did you set up affiliate account verification for new affiliate accounts?
- Did you add ?<?=$_SERVER['QUERY_STRING']?> to your paysite's page to page links and did you change the join link to that provided on the top of the sites edit page?
- Did you test any link codes?
- Did you test your join forms?
- Did you credit (or charge back) a membership?
- Did NATS remove the credited member? -- note that for some billers, there can be a delay of several hours before we import the credit.