Go-live checklist

Go through this list once before real customers see e-mails, notifications or a chatbot from you. Each line links to the article with the details.

Your workspace

• Name — it is the sender name of your e-mails.
• Timezone — recipe quiet hours run in it; while it is UTC, they run in UTC.
• Postal address for e-mails — shown at the bottom of marketing e-mails; US law (CAN-SPAM) requires one.
• Recipe e-mail rules — quiet hours, how often one person may get a recipe e-mail, and whether recipes need marketing consent.

All of these are in Workspace settings. Your brand — name, logo, colours — is in the setup guide, step Your domain.

Your website and data

• The Monfri script is on every page of the live site, or your store is connected, and events arrive: Install the Monfri script, Connect your online store.
• The consent mode matches how your site asks visitors: Consent and cookies.

Sending

• Your own domain is verified — SPF, DKIM and DMARC are green: Send e-mail from your own domain.
• If you are moving from another tool, the addresses that unsubscribed or bounced there are imported, so Monfri never mails them (setup guide, step Sending).
• Web push (optional): the notification file is on your site and the prompt is set: Web push.

Recipes and the chatbot

• The recipes you want are on, with their settings checked — and you have looked at what each one sends: Recipes: ready-made automations.
• Assistant (optional): its knowledge is synced and you have tested it through the preview link before switching it on for visitors: Your first chatbot.

Your team

Everyone who works in Monfri has their own login and only the access they need: Invite your team.

Your plan

Choose a plan before the trial ends, so that sending, automations and agents do not pause: Choose a plan.