Validate and launch
Surfside checks your website and app tracking, POS connection, and CRM connection before launch. Your representative will let you know if anything needs your attention and explain the online and in-store results available for your setup.
This page shows the checks we run. You don’t need to complete them yourself, but it helps to know what “ready” looks like.
What we check
Website and app tracking
| Check | What good looks like |
|---|---|
| SDK is loading | The Surfside analytics tag runs on every page of the site. |
| Required events fire | Product detail, add to cart, remove from cart, checkout, and purchase are sent with a product identifier or name. |
| Purchases are complete | Each purchase carries a transaction identifier and revenue. |
| Store location is set | Multi-location sites send the right location for each store. |
| Consent is respected | Tracking and identity follow the shopper’s consent choices where they apply. |
Point of sale
| Check | What good looks like |
|---|---|
| Every store is connected | Each participating store has a working source and is reporting. |
| Transactions are flowing | Data arrives for the agreed date range and refreshes on schedule. |
| Products and categories are populated | Purchases include the product details needed to build audiences. |
| Totals look right | Order counts and revenue are consistent with what you expect. |
CRM or loyalty
| Check | What good looks like |
|---|---|
| Records are importing | Customer records arrive and refresh on schedule. |
| Match rate is healthy | Enough records match to build the audiences you want. |
| Audiences are ready | The groups you asked for are available in your account. |
Surfside Ads
These checks apply if you’re including Surfside Ads.
| Check | What good looks like |
|---|---|
| Product catalog is current | Products, prices, images, and availability match your site for each store. |
| Placements serve | Each agreed placement requests and displays ads or recommendations. |
| Sponsored products are labeled | Promoted products are clearly marked as sponsored. |
| Ad activity is tracked | Impressions and clicks are recorded for each placement. |
Campaign setup
Together, we’ll confirm:
- Goal. What success looks like, such as in-store visits, online orders, or reaching lapsed customers.
- Participating stores. Which locations the campaign promotes and measures.
- Audiences. Which groups we reach, drawn from your connected data.
- Budget and timing. How much, and when the campaign runs.
- Creative. The ads shoppers will see. Your representative will share specifications and can help with production.
Launch and first review
Once the connections and campaign are ready, we go live. Shortly after launch, your representative reviews the first results with you and explains how to read the reporting. What you can measure describes each result in advance.
What’s next