Post Onboarding Checklist

1. Confirm Your Offer is Competitive

Your Targeting offer should at least match any site wide promotion or welcome offer you’re running — ideally, it should be higher to incentivize action.

For example, if your site-wide sale is 20% off, your Targeting offer should be at least 20%. Ideally, it would be +5% more (recommended).

A weaker offer risks shoppers ignoring the Targeting prompt and opting for the existing promotion instead.

2. How You’re Surfaced in Checkmate

Bounce – Email offer triggered by abandonment
Basic Targeting – Standard offer shown across Checkmate partner channels

Settings to review:

Acquisition offer (% off, $ off, or cart size threshold - i.e. spend Y to get $X or X% off)
Offer type (single-use code)
Target audience (new or high-intent shoppers, with optional exclusions)
Collection inclusions (full-priced items, sale items, etc.)

3. Setting Up a Custom Bounce Campaign

Offer Types:

Generate single-use code
Existing brand campaign (optional code - or no-code): You can update your offer during site-wide sales or key moments to temporarily promote a brand campaign that doesn’t require a code, or that uses a static code. During this period, the campaign highlights the key moment, and afterward, it can automatically switch back to single-use code generation.

When creating a bounce campaign, we can help set Custom Discount Text to replace the default messaging:

Example: Running “Extra 10% Off Sale Items”? Set your Custom Discount Text to:

“Get an additional 10% off when you complete your order”

4. Avoid Promo Fatigue

You can exclude high-AOV customers or loyalty members to protect margins. Contact us for segment-based exclusions.

Use stand downs to avoid over-discounting:

Short delays (24–48 hrs) – Welcome or cart abandonment flows
Longer delays – Post-purchase or win-back

You can find more information on setting up stand downs at:

5. Segment Premium Users

Ask us about excluding high-AOV customers or loyalty members from broad offers to protect your margins.

6. Setting Up Partner Codes

To ensure proper affiliate tracking or marketplace attribution, make sure the following settings are in place:

AWIN: Toolbox → Links & Tools → My Offers → Add Voucher → Enable Voucher Attribution → Set publisher exclusivity to Checkmate (id: 1249057)
Ascend: Creatives → Coupons → Add New Coupon → Format CHECKMATE* → Assign to Checkmate (id: 309846)
Impact: Engage → Promo Codes → Create Promo Code → Regex ^(CHECKMATE). → Assign to Checkmate Shopping (id: 398816)

7. Preview and update how your brand looks on our Checkmate channels.

Check your Checkmate Targeting Dashboard to preview and customize your brand assets in our Checkmate channels.

8. Customize Targeting Campaigns

Check your Checkmate Targeting Dashboard to create or edit scheduled campaigns. Set start and end times to run promotions exactly when you want. For sitewide sales, select the Existing Code option and customize the discount text shown to shoppers. Choose between a percentage or fixed dollar discount, limit it to specific collections, and control whether it can be combined with other offers—giving you complete flexibility over your campaigns.