This checklist offers guidance and resources for important milestones when launching on Vrio. Each topic includes additional context and resource links. You might find it helpful to print this checklist or to download it as a PDF so that you can refer to it throughout the setup process.

---

Getting Started

Login and begin adding staff and Users to provide access into your organization.

• Login to your Vrio Instance
• Familiarize yourself with User Groups
• Add additional Users

---

Vrio Admin Settings

Within Vrio the concept of Profiles is used when you have a default setting that you will apply across different setup components of your organization.

Payments

Vrio is integrated with 20+ payment providers and digital wallets.

• Add Payment Gateway(s)
• Need multiple Payment Gateways? Setup Payment Router to support multiple payment providers
• Review Advanced payment logic (configurable hard declines, payment restrictions)

Tip

Don't see your payment provider? Contact [email protected] to request a new gateway integration.

Shipping & Delivery

Shipping logic enables you to apply accurate shipping fees, configure various carriers, impose restrictions on product destinations, and determine the appropriate fulfillment center responsible for handling the shipment.

A pre-established Free Shipping profile is automatically generated in your organization.

Selling physical products?

• Setup Shipping logic through Shipping Profiles
• Additional Shipping logic may be imposed within the Campaign Settings

If you have complex shipping requirements, please contact [email protected] to discuss custom shipping options.

Taxes

It is advisable to incorporate a Tax Connection, which enables a third party to automatically calculate the appropriate tax collection amount.

An alternative option would be to integrate a Tax Profile from within Vrio, where tax rates can be entered on a state-by-state basis.

• Setup 3rd Party Tax Connection
• Add manual Tax Profile

Returns

If you are selling a physical product that has a return window, using the Return Profile will allow for rules and logic to apply to any returned product.

• Add Returns Logic and Timeframes

Customer Communication

Vrio has pre-loaded Responder templates. You can customize the content and design of your notifications.

• Add Custom Responders
• Edit Sender email and From
• Apply Responders to your Campaign
• Add Partial Responders schedule for all Cart Abandons

Customized Communication

Customer Communication can be launched utilizing the pre-loaded responders within the Campaign, or it can be tailored down to the customer's renewal cycle.

Learn about the different communication strategies that can be utilized.

Decline Reattempt Strategy

If you are offering any subscriptions, you will want to implement a decline reattempt, or dunning strategy.

• Create a new or additional Dunning Schedules

This is only applicable for recurring subscriptions.

---

Third Party Integrations

Now that your default settings have been reviewed and created, its now time to connect any third party integration that is needed.

• Add Data Connections
• Apply Data Connections appropriately
• Test each data connection (more on this below)

---

Configure Store Details

By default, a Campaign is created within your organization.

By default, pre-established billing schedules, or Offers, are created within your organization.

Products and Pricing

• Add Item SKUs
• Attached Fulfillment Connection within Item, if applicable
• Add Item to Campaign with associated billing schedule, or Offer

Pricing
By default, the price will be used from the Item. Pricing can be adjusted once an Item is associated with a Campaign Offer and can be edited accordingly.

Apply Company Settings

A Campaign is the container in which you use to sell Items. This is where Items to be sold will live and the above Settings will be applied.

The Default Campaign will have the pre-established settings already applied.

• Apply Payment Settings
• Apply Tax Settings
• Apply Shipping Profiles

Branding & Domain

• Add Branding Details
• Add Domain

Checkout Landing Page Settings

• Add Validation and Terms

Marketing

• Add Tracking Pixel Information
• Add Google Tag Manager ID

---

Promotions

Do you offer any promotions in the form of Discount Codes or Quantity Discounts?

• Add all Discount Codes and Shipping Discounts
• Add any Quantity Discount or Quantity Restriction

---

Organize Data

Fees and Costs

• Confirm your fees and costs have been setup so reporting includes fees.

Categories

Categories will allow you to group components together for ease of visibility and reporting.

• Add Tags and Categories

---

Migrating your Data

Before migrating your data, the above configuration would need to be completed. There are two ways to migrate data into Vrio.

---

Preparing to launch

Before you launch, you need to make sure that everything works as intended in your setup. You also need to set up URL redirects, test orders, set up your domain, and review your connections and users.

• Setup URL redirects
• Test all different scenarios for order placement
• Test into each third-party connection
• Update any Sandbox Credentials to Production Credentials
• Confirm any Test Merchants are updated to live Merchants

Refer to the Launch Prep Checklist for additional detailed guide on what to test before Go-Live.