Are you BFCM ready? Pre-peak checklist

Run through this at least two weeks before peak week. Copy it into your own doc and assign an owner to each section.

Your sending

• You've sent at least one campaign a week since early October

  • If not, now's the time to re-engage your list

• Your brand name appears in every message

Your list

• Your website pop-up is capturing SMS

• Checkout opt-in is on

• New subscribers get a welcome flow immediately

Your segments

• VIP, engaged, and non-engaged segments are built and their counts look right

Your flows

• Welcome, abandoned cart, abandoned checkout, and post-purchase flows are on and ready for the holidays

• Flow discounts don't conflict with or stack on your BFCM offer

• Browse abandonment and winback are on if you use them

• Schedule Steps are set with the right sale start and end times, so flows switch to your BFCM offer and back automatically.

Your brand info is updated

• Brand profile is updated with your BFCM offer details, sale dates, shipping cutoffs, and return policy (Settings > Brand Profile)

• Your contact card is up to date, so subscribers who save it see your current brand name and details (Settings > Contact Card)

• Escalation rules are set and someone is monitoring the inbox on sale days

• You can set up forwarding to your email for any unhandled messages by going to your: Settings > Brand Settings > Check: Mirror Unhandled Messages to Support Email

Your offers and site

• You've decided on a continuous sale or separate Black Friday and Cyber Monday events

• Discount codes are created, tested, and set to expire at the right time

• Links in scheduled messages go to the right pages and load on mobile

• No theme changes or page-speed apps are being installed during peak week

Your sends

• Every peak week campaign is written and scheduled

• Someone knows how to cancel a scheduled send if a code or link breaks

• You've tried tagging @OneText in your Slack channel, so you know how to get quick answers when it's busy. Learn how

• If you have any questions or issues, open a ticket right away with the campaign/automation name, or affected phone number if there is one, and a screenshot to expedite the support process.