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Dashboard Setup Checklist
Checklist of frequent setup requirements for a Duel programme
Use this checklist to make sure your dashboard is ready before you launch. Work through each section in order, and open the linked guide for step-by-step help. Your Programme Operator (PO) will go through it with you during onboarding.
📑 On this page
1. Programme structure
2. Branding and copy
3. Legal, support and tracking
4. Rewards, referrals and codes
5. Content and moderation
6. Communications
7. Team access
🚨 In group profiles and groups, always click Save (top right) after making changes.
🏗️ 1. Programme structure
| Set up | Where to find it | |
|---|---|---|
| ☐ | Groups | Advocates › Groups › + Create. Set the admission route and your tiers. |
| ☐ | Group profiles | Advocates › Groups › Group profiles. Each group uses one profile for its look and copy. |
| ☐ | Labels and segments | Advocates › Segmentation › Labels / Segments |
🎨 2. Branding and copy
| Set up | Where to find it | |
|---|---|---|
| ☐ | Copy | Your group profile › General / Text (About message, UI Text) and Overview page. Tier copy is in the group › Edit › Tiers. |
| ☐ | Advocate pages (storefronts) | Your group profile › Advocate pages, Overview page and Styles |
| ☐ | FAQs | Your group profile › FAQs |
📋 3. Legal, support and tracking
| Set up | Where to find it | |
|---|---|---|
| ☐ | Terms of service | Settings › Terms of service, then choose it in your group profile › General / Text › Terms of service |
| ☐ | Support email | Your group profile › General / Text › Support email |
| ☐ | 3rd party tracking | Settings › Account › Tracking |
💰 4. Rewards, referrals and codes
| Set up | Where to find it | |
|---|---|---|
| ☐ | Referrals & affiliates | Advocates › Referrals & Affiliates |
| ☐ | E-store links & UTM parameters | Your group profile › E-store |
| ☐ | Promo codes | Promotions (top menu) |
📸 5. Content and moderation
| Set up | Where to find it | |
|---|---|---|
| ☐ | UGC galleries | Content › Galleries |
| ☐ | Smart Moderation (AI scoring) | Settings › Account › Advocate Evaluation and Challenge Evaluation: your Brand Values prompt and Smart Reject / Smart Accept thresholds |
| ☐ | Auto-reject rules | Your group profile › Moderation Rules |
If your programme uses Moderation Intelligence, your rules are in Settings › Moderation Rules instead, and the group profile has no Moderation Rules tab.
📨 6. Communications
| Set up | Where to find it | |
|---|---|---|
| ☐ | Advocate emails (Automated Flows) | Your group profile › Automated Flows. Check each email is switched on and send yourself a test. See also Quick-Start Checklist. |
| ☐ | Portal notifications | Advocates › Notifications |
| ☐ | Comms Hub (if switched on) | Comms Hub › Settings: add a sender identity, authenticate your domain (DNS, up to 48 hours) and save Global Email Styling before your first campaign. |
🔐 7. Team access
| Set up | Where to find it | |
|---|---|---|
| ☐ | Operators | Settings › Operators: invite the people on your team who will run the programme. |
| ☐ | Single Sign-On (optional) | Let your team log in to the dashboard with their work credentials (SAML). Your IT team will need to be involved. |
✅ All done? Ask your PO to run a final check with you, then launch.