Quick start checklist

Welcome to TRIFFT!

You're just a few steps away from launching your first loyalty experience. This checklist is here to guide you from setup to your first live campaign — fast. Whether you're a marketer, a product owner, or just curious, we've got you.

Let’s build something your customers will actually care about. 🚀

1. Set up your project

• Provision your TRIFFT project
• Define your loyalty parameters
• Invite your team to the Admin Portal
• Configure your project settings

2. Connect your key tools

• Set up Klaviyo, Shopify, or Bloomreach
• Verify event data flows are working correctly
• Configure webhooks or API keys if needed

3. Customize your touchpoints

• Apply your brand: logo, colors, tone of voice
• Customize mobile app homepage
• Test the member experience on staging

4. Launch your first campaign

• Create a reward or coupon campaign
• Target a small segment
• Schedule content for launch

5. Go live with confidence

• Migrate from staging to production
• Announce the program to your members
• Monitor performance and feedback

Need help with any step? Visit the Welcome & Getting Started section.