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Implementation checklist

Braze implementation checklist for production customer-engagement programs.

Use this checklist to structure a production-ready Braze implementation from discovery through optimization.

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HISOLIT

Technical MarTech delivery across strategy, data, journeys, QA and production operations.

DiscoverArchitectBuildQAOptimize

01 — Discovery and scope

Define business outcomes, lifecycle stages, channels, key audiences, dependencies, owners, timeline and acceptance criteria before configuration starts.

  • Primary journeys and campaign inventory
  • Stakeholder ownership and approvals
  • Required integrations and data sources
  • Compliance and consent constraints

02 — Data and identity

Document profile attributes, custom events, identifiers, subscription groups, data freshness and the source system for each field used in activation.

  • Event taxonomy and naming
  • Identity resolution
  • Audience and segmentation rules
  • Data contract and error handling

03 — Journey architecture

Build Canvas logic with explicit entry, branch, delay, exit, suppression and fallback behavior. Keep reusable patterns separate from one-off campaign logic.

  • Entry and qualification rules
  • Branching and priority
  • Frequency and suppression
  • Personalization fallbacks

04 — Integration and content QA

Validate payloads, API or webhook behavior, dynamic content, Liquid, links, tracking, consent and rendering across relevant devices and email clients.

  • Seed-list checks
  • API/event payload validation
  • Template and link validation
  • Accessibility and rendering review

05 — Deliverability and launch

Confirm sending domains, authentication, subscription behavior, suppression and test cohorts before production volume increases.

  • SPF/DKIM/DMARC
  • Sender reputation controls
  • Initial launch cohort
  • Monitoring and rollback plan

06 — Handover and optimization

Document ownership, QA evidence, reusable patterns, backlog priorities and monitoring so the program can be operated without depending on hidden knowledge.

  • Runbook and governance
  • Known issues and technical debt
  • Experiment backlog
  • Review cadence
Reusable asset: Teams can adapt this checklist to their own project stages and acceptance criteria. Confirm current Braze product capabilities and requirements using the platform owner's documentation.
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