Quick Start Checklist
A practical checklist for preparing AlgorithmX for campaign use.
Use this checklist to prepare the platform for your first campaign.
1. Prepare your account
Start by adding the users and roles that will manage daily work inside the platform.
After that, complete the setup items that define how the platform connects to your brand and communication channels:
- Verify your domain so your platform setup reflects your brand correctly.
- Create an Email Sender identity if you plan to send email campaigns.
- Connect Meta if you plan to use WhatsApp campaigns or templates.
- Connect the Browser Extension if you need to place and preview on-site templates directly on your website.
2. Prepare your data
Review the core data areas before launching anything. Products, Customers, Orders, Carts, Listings, and Leads give you the foundation for segmentation, personalization, reporting, and automation.
3. Prepare your audience
Import or review contacts, then organize them into contact lists when you need reusable audience groups. Create segments when you want dynamic audiences that update based on customer data or behavior.
4. Prepare your templates
Prepare reusable Email, WhatsApp, and Web templates before building campaigns. Templates help you keep messaging consistent and speed up production when you launch multiple communications.
5. Create campaigns and workflows
Use campaigns for one-time or scheduled communication, and use workflow journeys when you need a multi-step automated experience. Choose the right audience, configure the content, and set the timing before publishing.
6. Launch and review
After launch, review the Insights pages, including the Overview Dashboard, Algo AI, and Product Analytics, to understand how the campaign performed. Use those results to refine your audience, content, and workflow setup for the next release.