Before accepting real payments, confirm every item on this list is complete. Work through it top to bottom — each section builds on the previous one.
Account Setup
Timezone set: Settings > Account settings > General Settings > Timezone.
Payment method added for your Admoji subscription: Settings > Payment Methods > Add New.
API key copied for developer integration: Settings > Account settings > API Keys.
Merchant Account
Processor connected: Merchants > Processors > New.
Test Mode turned OFF on your live processor.
Products
At least one product group created: CRM > Products > Add group.
At least one product added with the correct Billing Type (One Time or Recurring) and Type (Sale, Upsell, or Shipping).
Campaign
Campaign created with a name and products assigned: CRM > Campaigns > New.
Processor(s) assigned to the Campaign: Edit Campaign > Processors tab.
All users granted access to the Campaign (via Grant Permission To Users during creation, or Settings > edit user > Campaigns tab).
Test card added: Settings > Account settings > Test Cards > Add New.
Test transactions processed and verified (approvals and declines).
Live transaction tested end-to-end with a real card.
Test cards disabled or test customers marked before going live.
Email Autoresponders
Skip this section if you are not sending automated emails.
SMTP server configured: Administration > Plugins > SMTP Setup > New.
Email template created: CRM > Autoresponders > Templates > New.
Email event created with at least one product assigned: CRM > Autoresponders > Events > New.
Event attached to your Campaign: Edit Campaign > Email Autoresponders tab.
Test email confirmed sent after a test transaction.
Fulfillment
Skip this section if you are managing fulfillment manually or not using a fulfillment provider.
Fulfillment provider connected: Administration > Plugins > Fulfillment tab.
Fulfillment enabled on each product: CRM > Products > edit product > Fulfillment tab.
Fulfillment tested with a live transaction (test credit card orders are not sent to fulfillment).
Alerts
Alert System configured for chargebacks, declines, and processing limits: Administration > Alert System > New.
API Integration
Add Order endpoint integrated on your checkout page.
Mark as Complete endpoint added to your thank-you or confirmation page.
If using upsells, the same OrderID from the initial sale is passed when submitting upsell transactions.
Gateway-specific frontend integration completed (e.g., Square checkout form, NMI tokenization, Sezzle SDK).
Affiliate variables coded and passing correctly (if using affiliate traffic).
Idempotency IDs generated uniquely per API request.
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