Check which retention tools are enabled for your store before promising a program to customers.
Review customer tasks
Open Customers → CRM. Inspect Tasks, Customer lifecycle, and Recent activity.
- Complete a task only after carrying out the underlying work.
Configure loyalty
Open Growth → Loyalty. Review Points program and Members. Use Adjust only with a clear reason.
- Check the intended member and point amount before confirming.
Inspect automations
Open Growth → Automations and read the available flow descriptions. Review Flow runs.
- Understand the trigger and customer impact before running a flow manually.
- Do not assume a waitlisted Growth feature is active.
Verify an outcome
Use a test customer or approved sample and inspect the resulting activity, points, or flow record.
- A run record alone is not proof of an email being delivered or a customer purchase.
CHECK YOUR WORK
You’re ready when…
- Customer tasks reflect completed work.
- Points and automation outcomes have been checked.
IF SOMETHING DOESN’T LOOK RIGHT
Troubleshooting
Why is a Growth feature unavailable?
Some features can require activation or be waitlisted. Use the status displayed in your store and ask support about availability.
Why is a control missing or unavailable?
Confirm that you are in the correct store and that your role allows this action. Optional apps and channels may require installation, a plan, or activation. Share the screen name and error with support if access is still unclear.