Going Live Checklist

Before you switch to Live

Use this checklist after completing a full Draft-mode test. See Testing Your Setup and Going Live for the complete journey.

Assign one person to approve the launch and one person to monitor the first live orders. Record the expected editing window, payment behaviour, order hold release, and fulfilment destination.

App visibility

Open the App visibility modal and review Theme blocks status.

Resolve missing required setup before launch. The Pixel is provisioned by Order Editing, and Shopify Customer events cannot create it manually. If it is missing or its status remains unavailable, review the Customer events page and contact Order Editing Support.

Shopify installation

• The main Order Editing app block is installed on the Shopify Thank You page you use.
• The main Order Editing app block is installed on the Shopify Order Status page you use.
• The checkout configuration containing each block is saved.
• Thank You and Order Status have been reviewed in Shopify's checkout editor.

Editing blocks

• Every customer action you intend to launch is enabled under App Settings > Editing blocks.
• Each enabled block has complete, saved settings.
• Each enabled block has been completed successfully on an existing controlled eligible order.
• Blocks that should be unavailable are hidden on an existing ineligible order.

Global settings and rules

• Editing Time ends before the order becomes unsafe to change.
• Order Holds matches the fulfilment process, if you use holds.
• Payments matches your authorisation and capture setup.
• Editing Rules and Automations were checked with matching and non-matching orders.
• Restrictions, Inventory Management, and Hidden Products produce the intended result.
• Every integration your operations rely on is connected and configured.

Payments and fulfilment

• A no-cost edit updates the existing Shopify order correctly.
• A price increase collects or requests the expected additional payment.
• A price decrease follows the expected refund or store-credit behaviour.
• The final Shopify order contains the correct items, totals, address, and shipping method.
• Holds are placed and released at the expected time.
• The warehouse, 3PL, WMS, ERP, or shipping platform receives the final order.
• Editing becomes unavailable when the editing window or another eligibility condition closes it.

Customer communication and support

• Order notifications use Shopify's customer order URL.
• Customer-facing text is accurate in every language you will launch.
• Support can review Order Insights and the editing timeline.
• Support knows what to do for a blocked edit, failed payment, address exception, cancellation, and held order.
• Your privacy information covers customer data or file uploads you collect.

Optional product areas

Upsells

• Each strategy has the intended placement, market, audience, product module, offer, and status.
• The required Shopify app block or checkout placement is installed.
• The strategy preview shows the intended product, offer, and design.
• Thank You and Order Status placements appear in Shopify's checkout editor.
• Checkout placements appear after adding a product to the cart and continuing to checkout.

Address Validation

• Address verifiers and rules are Active for the intended countries and surfaces.
• Address Autocomplete usage billing and country coverage are configured.
• The required checkout or post-purchase extension is installed.
• The team understands shared usage credits and the spending cap.

Required permissions

• read_all_orders is granted when older-order access or detailed analytics requires it.
• write_files is granted when contact or cancellation forms accept attachments.
• Shopify Payments disputes access is granted when Fraud Prevention uses it.
• Staff accounts can manage the Shopify orders, checkout, payments, and fulfilment settings required for launch.

Switch to Live

1. Open Home, Analytics, or Upsell Strategies.
2. Select the current Draft app-status chip.
3. Choose Live.
4. Confirm the change.

You can manage the same status under App Settings > Global settings > Organization.

First live check

1. Open the first suitable live order associated with an email outside your staff domains. Create one low-risk controlled order only if no suitable order exists.
2. Confirm the intended customer experience appears.
3. Complete one representative edit.
4. Confirm the Shopify order, payment, hold, and fulfilment result.
5. Monitor the first live orders and Analytics.

If a critical check fails

• Change the app back to Draft using the app-status chip.
• Pause an affected upsell strategy separately when needed.
• Confirm a non-staff customer no longer sees the affected experience.
• Identify orders created or edited during the launch period.
• Review their payment, refund, hold, and fulfilment state.
• Correct the setup and repeat the Draft-mode test.

Draft mode does not undo an edit already committed to Shopify. If a result is unclear, keep the app in Draft and contact Order Editing Support with the store URL, order number, approximate time, expected result, and actual result.