Difference between revisions of "NATS4 Go Live Checklist"
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* Did you setup your affiliated [[NATS Third Parties|Third Parties]]? (Optional) | * Did you setup your affiliated [[NATS Third Parties|Third Parties]]? (Optional) | ||
** [[NATS4.1]] offers integration with a variety of [[Ct#Third Party|third parties]]. Please see our [[NATS4 Supported Third Parties|Supported Third Parties]] wiki article for more information. | ** [[NATS4.1]] offers integration with a variety of [[Ct#Third Party|third parties]]. Please see our [[NATS4 Supported Third Parties|Supported Third Parties]] wiki article for more information. | ||
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+ | * 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 [[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) | ||
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* Did you setup affiliate [[PayVia|payment types]]? | * Did you setup affiliate [[PayVia|payment types]]? | ||
** NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte. | ** NATS comes with a Quickbooks payment type, but supports Paypal, international and domestic wire, and Epassporte. | ||
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* Did you setup your [[NATS4 Site User Management|member management]] for your [[Ct#Site|sites]]? | * Did you setup your [[NATS4 Site User Management|member management]] for your [[Ct#Site|sites]]? |
Revision as of 17:05, 8 June 2011
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.