Use this checklist to track your onboarding progress. Work through it together with your customer success manager — some steps require their involvement.
Phase 1 — Before the kick-off
- Receive your emax digital login credentials
- Log in to app.emax-digital.com for the first time
- Confirm which emax digital products are in your package
- Read through the Quick Start Guide
Phase 2 — Connect your data sources
- Connect Vendor Central (if applicable) → How to Connect Vendor Central
- Connect Seller Central (if applicable) → How to Connect Seller Central
- Connect Sponsored Ads / SPA (if applicable) → How to Connect Sponsored Ads (SPA)
- Connect Amazon DSP (if applicable) → How to Connect Amazon DSP
- Coordinate AMC onboarding with your customer success manager (if applicable)
Phase 3 — Onboarding kick-off session
- Attend the onboarding kick-off with your customer success manager
- Grant the emax digital team the required access to your Amazon accounts
- Confirm which Amazon marketplaces to activate
Phase 4 — Set up your catalog
- Open Setup → Catalogs and work through your catalog(s)
- Add categories and subcategories for your ASINs
- Add tags for seasonal, promotional, or strategic groupings
- Add costs per unit for margin analysis
- Add RRP per ASIN for price comparison features
- Configure Content Score thresholds → Setting Up Your Content Score
- Set up keywords for market visibility tracking (with your customer success manager)
Phase 5 — Advanced setup (as applicable)
- Configure advertising budget and goals in Setup → Business Goals
- Set up the Monitoring Catalog → How to Set Up the Monitoring Catalog
- Set up the Campaign Catalog → How to Set Up the Campaign Catalog
Phase 6 — Final onboarding session
- Attend the final onboarding session with your customer success manager
- Run your first business review → Step-by-Step: From Zero to First Business Review
- Set your regular reporting cadence
Questions? Reach your customer success manager at support@emax-digital.com.
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