☐ You can log in to your account and you've set your own password.

☐ Two-factor authentication is turned on for your login.

☐ Your account time zone is correct, so scheduled emails go out at the right local time.

☐ Your business's physical address is saved. It appears in the footer of every email.

☐ Every person who needs access has their own user in the right group. Nobody shares a login (see Users and permissions).

☐ Your API URL and key are saved in Nomni POS Back Office > Liven Engage > Settings.

☐ You clicked Sync Contacts once after saving.

☐ Your customers appear in Contacts and in the All Contacts list.

☐ In the POS Back Office Customers list, the Liven Engage Last Sync column shows a date for your customers.

☐ A test customer you created or edited in Nomni POS appeared within a few minutes (see Check that your customer sync is working).

☐ If you sell Brandollars, you've asked us to connect your Brandollars data so balance fields fill in.

☐ If you have a Nomni venue app, you've asked us to switch on marketing consent sharing.

☐ Your sending domain shows Authenticated under Settings > Advanced > Sending Domain.

☐ Your From email uses that domain, not a Gmail, Hotmail or Outlook.com address.

☐ Your domain has exactly one DMARC record.

☐ You've sent a real email (not only a test) to a small internal list and checked it in Gmail and Outlook, on a phone and a computer.

☐ Staff and test contacts are tagged (for example INT_Staff) so you can exclude them from campaigns.

☐ You only email or text customers who agreed to hear from you. Every customer with a valid email in Nomni POS syncs to All Contacts, so check you have permission before emailing them.

☐ Your website and app sign-up forms add people to the right list.

☐ Every email has an unsubscribe link and your address. Both are in the default footer, so don't remove them.

☐ If you'll send SMS, the people you text have given SMS consent specifically.

☐ Your first automations (welcome, birthday, win-back) are tested with a test contact, then set to Active.

☐ Your first campaign goes to your most engaged segment first.

☐ If you'll send SMS, SMS is switched on for your account.