Activation Checklist
A complete pre-launch checklist to verify everything is ready before activating your Angle membership program.
Work through every section before clicking Activate. Once the program is live, making changes requires disabling it first.
Complete this checklist in full before clicking Activate. After activation, the program is locked for editing — you must disable it to make any changes.
Required Setup
Recommended Setup
These sections aren't required to activate, but you'll want them in place from day one. Build them before going live.
Final Check
Complete this end-to-end test with a real customer account before going live:
- Customer enrolled and placed in the correct tier
- Cashback triggered after a test purchase
- Pending balance visible in the Customer Account Extension
- Wallet pass downloaded and displayed correctly
- Wallet pass QR code scannable at POS
- Klaviyo received the enrollment event
- Edit window planned — identify any remaining changes and make them before activating
When all items above are checked, go to Membership in the Angle app and click Activate. The program goes live immediately and existing customers are evaluated for tier placement.