There can be a lot to remember when setting up a program in Kademi, so we’ve created a handy checklist to help remind you of some of the important steps.

Getting started

• Create a new subaccount and navigate to the admin console
• Set timezone, country and localisation
• Force HTTPS on your Kademi account
• Install solution or create website
• Add administrators

Program Setup

• Install required applications
• Map Organizational hierarchy
• Add Organization Types
• Add Groups and configure roles and any extra fields
• Create a sales data series (if relevant)
• Set up point allocation sources (if relevant)
• Set up recognition content including leaderboards and targets (if relevant)
• Create promotions (if relevant)
• Configure journeys and workflows
• Add products to site and set their price in store (if relevant)

Site Setup

• Select and install website theme
• Create additional pages
• Apply branding to site
• Edit the menu and footer
• Edit page titles
• Add content to site
• Configure site visibility for groups/organization types (if relevant)
• Add favicon to site
• Optimize site for mobile view (if relevant)

Domain configuration

• Purchase and configure domain
• Request and install SSL certificate
• Configure SPF & DKIM records
• Make DNS entries for email and set up email inbox if relevant
• Set up www redirect for website

Security

• Check for administrator permissions on participant groups
• Configure a minimum password length policy for administrators
• Set up 2FA on admin accounts
• Force HTTPS on websites
• Update website Content Security Policies (if relevant)
• Set up captcha
• Set X-frame options to Deny
• Check that the Public group does not have access to pages that require authorization
• Change internal site access e.g. KCRM to Private
   

Getting ready to launch

• TEST EVERYTHING THOROUGHLY!!!
• Remember it is important to test with test participant accounts - do not use administrator accounts to test website functionality!
• Ensure all applications are up to date and schedule a time to update the apps regularly
• Remove test users/organizations and test data
• Add organizations
• Add users
• Add sales/add points (if relevant)
• Invite your users!

Please note, this is not designed to be a step by step guide to launching a Kademi program, but a reminder of important parts of the setup.
For comprehensive Kademi training, please refer to the training program here.