Onboarding checklist

A pragmatic checklist for going from trial to production.

Day 1 — wire the basics

• Sign up + verify email
• Settings → Tenant configuration — pick license + verticals + KYC model
• Projects → Create project — note the API key (you can rotate later)
• Currencies — confirm base currency + add any non-FIAT currencies you'll use
• Providers → Add provider — at minimum: one email provider
• Run the First tenant setup walkthrough

Week 1 — connect your platform

• Adapter integration — read the spec end to end
• Implement the canonical event mapping in your platform's outbound webhook
• Verify event ingestion via /v1/events (see Players list growing)
• Build the first segment + template + journey for your most-used flow (welcome series, deposit confirmation, etc.)

Week 2 — automate your loops

• Wire VIP tiers — define the ladder + auto-promotion thresholds
• Wire Bonus templates — your most-used bonuses (welcome, reload, cashback)
• Build the bonus campaigns — segment + template + provider
• Set up Frequency caps + quiet hours for compliance
• Configure Responsible-gaming features per your license requirements

Production cutover

• Switch DNS / webhook URL from sandbox to production tenant
• Run a 1% traffic A/B against a small segment to validate
• Monitor Audit log + DLQ (failed jobs) for first 24h
• Set up Status notifications + reconciliation cron jobs

Ongoing

• Daily — check Failed jobs queue
• Weekly — review campaign conversion stats + adjust variants
• Monthly — audit VIP tier history for reasonable promotions/demotions
• Quarterly — re-examine tenant configuration as license/verticals evolve