You can find a downloadable file with the checklist at the end of this article.
If you're reading this article, you are either at the beginning of your journey with Cleeng and curious about what is in front of you, or you have probably completed integration with Cleeng through one of the many ways possible and you’re almost there to start selling.
Before you go live, please make sure that the following points are in place. Otherwise, if you have any problems, please contact our Broadcaster Success Specialists or your dedicated account manager.
CLEENG ACCOUNT AND API KEY
| 1. |
Do you have a Cleeng production account? |
| 2. |
Do you have the API key generated? |
| 3. |
Are you using production endpoints* with the production broadcaster ID? |
*For each API, you have both a sandbox and production environment provided - see the example of MediaStore SDK API. Sandbox endpoints are different from production ones, e.g. https://mediastoreapi-sandbox.cleeng.com/customers vs https://mediastoreapi.cleeng.com/customers. When going live, make sure you’re using production endpoints.
PAYMENT SETTINGS
Make sure the payment settings are configured so that customers can pay for your content seamlessly:
| 4. |
Is Payment Gateway configured? |
| 5. |
Is each payment method configured (is payment method ID generated by the Broadcaster Success Specialists team? |
| 6. |
Are Dunning Action Settings* in place for recurring payments (subscriptions)? |
| 7. |
Is the recurring billing configured for subscription offers? |
| 8. |
Are Webhooks set up? |
| 9. |
Make sure you understand Cleeng Merchant fees/pricing. |
Please note that depending on the payment gateway and payment methods that you selected, and whether you use Cleeng's Merchant, the configuration will differ and may require different settings by our Broadcaster Success Specialists team.
*If dunning action settings are set up in the production environment (with active subscribers) it is recommended to switch off end-user communications (emails) temporarily.
BRANDING REQUIREMENTS - MERCHANT
Cleeng’s Merchant Branding Requirements mandate that all payment-related communications and interfaces reflect the Merchant's brand explicitly, ensuring a consistent and trustworthy customer experience.
| 10. | Make sure that all payment-related communications, interfaces, and branding elements (such as logos, colors, and company name) consistently and clearly reflect the Merchant's brand identity throughout the entire customer experience, from purchase to confirmation. |
TERMS & CONDITIONS, BROADCASTER CONSENTS SETUP
To add your own Terms & Conditions and Marketing Opt-ins, you need to adjust settings according to Cleeng’s guidelines. This usually involves configuring your platform to include custom terms during user registration or within the account management flow, guaranteeing compliance and clear communication of your policies. To ensure it, follow the points below:
| 11. | Did you tick the respective sections in the Default Profile? (Dashboard > Admin & Tools > Capture section) |
| 12. | Did you add a URL for the Terms & Conditions? |
| 13. | Make sure you turn the Capture button to ON. |
| 14. |
Remember to incorporate Cleeng’s Terms & Conditions to external systems and ensure that they correctly handle user consent and access permissions in line with the platform's security and compliance needs. Important: When using external identity management systems with Cleeng, standard Terms and Conditions (T&Cs) are not automatically included in the user flow. This requires broadcasters to manage T&Cs separately within their external system to ensure compliance and proper user consent, as Cleeng will not enforce or display T&Cs by default in such setups. |
CUSTOM PROFILE
Refer to this section if you want to build customer profiles with Cleeng Capture.
| 15. |
Did you configure them in the Dashboard > Admin & Tools > Capture > Custom Profile? |
IN-APP SETTINGS
Refer to this section if you want to integrate with iOS, Android, Roku, or Amazon FireTV.
| 16. |
Did you configure the SKU / products (offers) in the App stores directly? |
| 17. |
If yes, did you map your App store product IDs to your Cleeng offers in the offer setup? |
| 18. |
Did you configure the server notifications in the App store as per instructions (e.g. Apple iOS & tvOS, Android, Roku)? |
| 19. |
Did you provide the information required for in-app settings to our Broadcaster Success Specialists (such as secret keys)? (e.g. Apple Key, a service account key for Android, a “Shared secret” for Amazon)? |
OFFER SETUP
| 20. | Are offers properly set up (incl. localizations)? |
| 21. |
Did you configure the correct Subscription Switch Algorithms for Subscription Upgrades and Downgrades, in the Offer Switch Settings tab of the ChurnIQ Dashboard? |
| 22. | Did you define a seasonal schedule for seasonal subscriptions? Define at least 2 seasons in advance, as the next season’s start date is the renewal date. |
GEO-RESTRICTIONS
Refer to this section if you want to define geo-restrictions for your offers.
| 23. |
Did you configure geo-restrictions for your offers? |
ADYEN-ONLY
| 22. |
Only for broadcasters using Adyen: Make sure that your production website origin is added to allowed origins. |
PAYOUTS - ACCOUNT CONFIGURATION
ONLY FOR CLEENG MERCHANT CLIENTS
| 23. |
Did you provide bank account details for your payouts? (Dashboard > Admin & Tools > Earnings?) |
Please be aware that the Cleeng Finance Team will reach out to you via email to confirm bank details before the first payout is made.
MEDIASTORE SDK INTEGRATION
| 24. |
Make sure that all the components you need are imported in the selected place in your application. |
| 25. |
Did you make customizations that you need to the components styling? Please note that it's up to you to customize MediaStore SDK components. |
| 26. |
Did you create offers in the production account? |
EXTRA SECURITY CHECK
| 27. |
Ensure you have a captcha or other bot prevention mechanism implemented on your front-end application. |
| 28. |
Ensure you pass on the end-user IP address to Cleeng Merchant (for fraud filters to work properly) through this API. |
EMAIL CONFIGURATION
| 29. |
Are transactional emails set up? |
| 30. |
Did you upload your logo and pick your color for all system emails (Dashboard > Admin & Tools > Branding > Email Header)? Or configured a more advanced email setup through webhooks? |
COMMUNICATIONS
| 31. |
Ensure you inform your Cleeng account manager and other stakeholders about the go-live date and plan. The Cleeng account manager will also align the Hi5 Support team in case you took this service. |
| 32. |
Ensure you inform customers of your previous service. |
FINAL INTEGRATION TESTS
Did you run the following test cases on the integrated setup?
| 33. |
Register a customer in the platform and see if the checkout page is properly displayed. Make sure that you register a user via the web and any app stores available. |
| 34. |
Choose a subscription or any other offer type, buy it, and validate access to the content. Make sure that you buy through the different payment methods or App stores available. |
| 35. |
Check if the recurring billing works correctly. |
| 36. |
Buy offers with free trials and coupons. |
| 37. |
Check if the purchased offer is visible in the customer account in the dashboard. |
CLEENG PRODUCT IMPROVEMENTS
| 38. |
Subscribe to Cleeng’s release notes emails to keep up to date with new features and important product changes that may require action on your end. |
If you checked all the above, congrats! Now you are set to launch for production and start building lifelong relationships with your subscribers.