# ✅ Setup Checklist

## 📋 Pre-Launch Checklist

Use this checklist to ensure everything is configured correctly before sending your first campaign.

---

### 1. ✅ Dependencies Installed

- [ ] Composer is installed on your system
- [ ] Run `composer install` in project directory
- [ ] PHPMailer library installed successfully
- [ ] No error messages during installation

**Command:**
```powershell
composer install
```

---

### 2. ✅ SMTP Configuration

- [ ] Created `config/config.php` from example
- [ ] SMTP host configured (smtp.gmail.com, etc.)
- [ ] SMTP username (email) set
- [ ] SMTP password/app password set
- [ ] Port number correct (587 for TLS)
- [ ] Encryption type set (tls or ssl)

**For Gmail users:**
- [ ] 2-Factor Authentication enabled
- [ ] App Password generated
- [ ] App Password added to config (not regular password)

**Test SMTP:**
- [ ] Send a test email to yourself
- [ ] Check if email arrives (check spam folder too)

---

### 3. ✅ Company Information

- [ ] Company name updated
- [ ] Logo URL set (publicly accessible)
- [ ] Website URL set
- [ ] Company description written
- [ ] Address added
- [ ] Phone number added
- [ ] Support email set

**Location:** `config/config.php` → `company` section

---

### 4. ✅ Directory Permissions

- [ ] `uploads/products/` directory exists
- [ ] `uploads/products/` is writable
- [ ] `data/` directory exists
- [ ] `data/` is writable

**Check permissions (PowerShell):**
```powershell
Test-Path "uploads\products"
Test-Path "data"
```

---

### 5. ✅ Server Running

- [ ] PHP CLI installed (version 7.4+)
- [ ] Started local server: `php -S localhost:8000`
- [ ] Server accessible at http://localhost:8000
- [ ] No error messages in terminal

**Command:**
```powershell
php -S localhost:8000
```

---

### 6. ✅ Product Management

- [ ] Opened http://localhost:8000/product_manager.html
- [ ] Uploaded at least one test product
- [ ] Uploaded 2-4 product images
- [ ] Product details filled (name, price, description, link)
- [ ] Product saved successfully
- [ ] Product appears in "Saved Products" list

**Test:**
- [ ] Images display correctly
- [ ] Can delete test product if needed

---

### 7. ✅ Email Template Preview

- [ ] Opened http://localhost:8000/preview_template.php
- [ ] Template displays correctly
- [ ] Multiple images show in grid layout
- [ ] Company logo displays
- [ ] Footer information correct
- [ ] Buy Now button visible

---

### 8. ✅ Test Email Campaign

- [ ] Opened http://localhost:8000/send_emails_ui.php
- [ ] Selected a product from dropdown
- [ ] Added your own email as test recipient
- [ ] Clicked "Send Test Email"
- [ ] Received test email
- [ ] Email looks good on desktop
- [ ] Email looks good on mobile
- [ ] All images load correctly
- [ ] Links work correctly

**Check in email:**
- [ ] Images are displayed
- [ ] Product information correct
- [ ] Buy Now button works
- [ ] Footer information appears
- [ ] Not marked as spam

---

### 9. ✅ Recipient List Preparation

**Option A: Manual Entry**
- [ ] Can add recipients one by one
- [ ] Recipients appear in list
- [ ] Can remove recipients

**Option B: CSV Upload**
- [ ] Created CSV file with: email, name, subject
- [ ] CSV format is correct (comma-separated)
- [ ] CSV uploaded successfully
- [ ] Recipients imported correctly

**Sample CSV:**
```csv
email,name,subject
test@example.com,Test User,Special Offer
```

---

### 10. ✅ Bulk Campaign Ready

- [ ] Product selected
- [ ] Recipient list prepared (5-10 for first test)
- [ ] Email subject customized
- [ ] SMTP rate limits understood
- [ ] Batch size configured (default: 50)
- [ ] Delays configured appropriately

**For first campaign:**
- [ ] Start with 5-10 test recipients
- [ ] Monitor for any errors
- [ ] Check recipient feedback
- [ ] Verify not landing in spam

---

### 11. ✅ Backup & Security

- [ ] Backed up `config/config.php` (securely)
- [ ] `config/config.php` not committed to git
- [ ] `.gitignore` properly configured
- [ ] Uploaded images backed up
- [ ] `products.json` backed up

---

### 12. ✅ Documentation Review

- [ ] Read QUICK_START.md
- [ ] Reviewed README.md
- [ ] Checked ARCHITECTURE.md
- [ ] Understood PROJECT_SUMMARY.md

---

## 🚀 Launch Checklist

### Before Sending Campaign

- [ ] ✅ All items above completed
- [ ] ✅ Test email sent and verified
- [ ] ✅ Product images optimized (< 500KB each)
- [ ] ✅ Product links tested and working
- [ ] ✅ Subject lines personalized
- [ ] ✅ Recipient list verified (no typos)
- [ ] ✅ Unsubscribe links added (if required)
- [ ] ✅ Legal compliance checked (GDPR, CAN-SPAM)

### During Campaign

- [ ] 🔍 Monitor sending progress
- [ ] 🔍 Watch for error messages
- [ ] 🔍 Check SMTP connection stability
- [ ] 🔍 Verify first few emails delivered

### After Campaign

- [ ] 📊 Check campaign summary
- [ ] 📊 Note success/failure rates
- [ ] 📊 Save campaign report
- [ ] 📊 Monitor bounce rates
- [ ] 📧 Check spam complaints
- [ ] 💬 Review recipient responses

---

## 🎯 Success Criteria

Your system is ready when:

✅ Test email arrives in inbox (not spam)  
✅ All images load correctly  
✅ Links work properly  
✅ Template looks professional  
✅ No SMTP errors  
✅ Sending process completes successfully  

---

## 🆘 Troubleshooting

If any checklist item fails:

1. **SMTP Errors** → Check config.php credentials
2. **Images Not Loading** → Verify uploads/ directory permissions
3. **Email in Spam** → Normal for first sends, ask recipients to mark "Not Spam"
4. **Server Won't Start** → Check if port 8000 is available
5. **Product Won't Save** → Check data/ directory permissions

**Need more help?** See README.md troubleshooting section

---

## ✨ You're Ready!

Once all items are checked, you're ready to launch your professional email campaigns!

**Start here:** http://localhost:8000

Good luck! 🚀📧