Trellis — Pre-Flight Checklist

Pre-Flight

How to use this page

This is the run sheet for launching an event — every box to tick before a Daily Offer or a Marathon goes live. Work through Every event, every time first, then the section for your event type. The checkboxes remember themselves in your browser, so you can tick as you go; hit reset under any list to start fresh for the next event.

If a term here is unfamiliar, the User Guide explains every screen in detail. This page assumes you've read it once and just need the "did I do everything?" pass.

Step 1

Every event, every time

Create the event with the right type In the Planner, + New asks for a name, the store, and the Event type — Marathon or Daily Offer. The type decides where on the storefront the wine appears, and it can't be casually swapped later, so get it right at creation. A Daily Offer also picks its lane — Both (whole store), Web, or App. Both is the normal choice. Build the plan: pool → blocks → rules Wines in the pool, pulled into blocks in running order, each wine with a swap rule. A Daily Offer is usually one block; give it a default rule of on stock-out unless you have a reason not to. Verify every wine — clear the warnings Run Verify All and fix gaps on the spot with the audit editor. Verification is advisory — warnings won't block the launch — but a wine that goes up with missing details shows those gaps to customers, so clear them before start anyway. Check the wines aren't live elsewhere When a wine's turn ends, the system takes it off the storefront. If a wine in your plan is also being sold outside this event, that would hide it — check with the team first. Set the schedule — and arm it On the Schedule step: a Marathon gets its event window plus each block's times on the day timeline; a Daily Offer just gets its Drops at moment (it runs 24 hours from there, until the next offer takes over). Then Schedule on the Launch step. A scheduled plan stays editable until 5 minutes before start, when it locks itself for the launch sequence. Schedule at least 10 minutes before start — the system needs lead time to stage the storefront (see the timeline below). Deactivate the Daily Ops offer for this store A store runs one storefront driver at a time. If a Daily Ops offer is still active at start time, the event will refuse to launch — the Live Board will say exactly that, but don't let it get that far. Turn the Daily Ops offer off before start. Read the Launch checklist to green The Launch step re-checks everything server-side. Every line green before you walk away.

Step 2A

Daily Offer launch

A Daily Offer runs in the storefront's normal daily-offer slot — homepage, cart, and the mobile app all follow along. The launch itself is automatic and staged; your job is to have the plan locked in early enough for the staging to happen.

Event type says Daily Offer The event card and planner header wear a gold daily offer badge. If they don't, the event was created as a Marathon — recreate it with the right type. Lane is what you meant Both covers the whole store — the everyday choice. Web and App each cover only their surface, and the two lanes can run simultaneously with different wines. If you're launching into one lane, confirm the other lane's offer is what the plan intends — and know the checklist refuses the same wine in both lanes at once. Scheduled, not "Activate Now" The staged rollout (below) only runs for scheduled events. Activate Now still works as a fallback, but the storefront flip then takes a minute or two to settle instead of landing exactly on time. For a normal morning, schedule it. Schedule locked ≥ 10 minutes before start The system starts staging about 4 minutes before start time. If the event isn't scheduled by then, the staging can't happen and the flip may run late. Yesterday's offer can end The old offer keeps selling right up until your start time — then the system retires it from the offer slot automatically. Nothing manual to do; just be sure nobody wants it to keep running past your start. Live Board open a few minutes early The board narrates the staging as it happens (the 🎬 banner). Watching it is the fastest way to know everything is on track — see the timeline below for what good looks like.

Heads up During the last ~4 minutes before start, the first wine is technically reachable on the store (it has to be, for the storefront to accept it) — it just isn't featured anywhere. That brief quiet window is by design and kept as short as possible.

Step 2A · continued

What happens on its own — the Daily Offer timeline

Once the event is scheduled, the system runs this sequence without you. The Live Board shows each phase landing.

T−4 min

Staging

The first wine is quietly prepared and submitted to the storefront's offer collection. The current offer keeps the spotlight; yours waits underneath it. Board shows: 🎬 Pre-roll: staged.

by T−3 min

Confirmation

The system confirms the storefront accepted the wine. Board shows: in collection ✓. If confirmation is running late you'll see a ⚠ warning instead — the system keeps retrying, but the flip might slip past the exact start second.

T−5 sec

The flip

Your wine takes the front of the offer slot. This is the moment shoppers see the new offer — timed so the change lands right on your start time, on the website and the app together.

T−0

Event goes live

The board switches to live mode: bottles sold, pace, revenue, the elevation log. From here it's a normal running event — swap rules, blocks, and controls all apply.

T+ seconds

Cleanup sweep

The previous offer (and any strays) are retired from the offer slot automatically. Your wine is now the only thing in it.

Step 2B

Marathon launch

A Marathon takes over the storefront in special event mode — a different look, a different collection, free-shipping messaging, the banner. Depending on how your store is set up, Trellis flips that mode automatically at activation; if your store is still on the manual process, the storefront steps below need a human. When in doubt, ask whoever runs Trellis which applies.

Plan sized for the day Blocks for each chapter of the sale, a deep bench in the pool for mid-sale additions, and consider a default block as the gap-filler and a looping final block for the close. Swap rules reviewed and approved Every wine carries the rule you actually want — stock-out for the standard pour, thresholds where you're protecting a remainder, velocity where energy matters. Use the Rules step's sign-off so the review is on record. Storefront in Marathon mode at start Special event mode on, and the homepage pointed at the marathon collection. If Trellis manages this for your store, it happens at activation and reverses at the end on its own; on the manual process, this is the launch-morning storefront task. No stray marathon-tagged wines Other wines carrying the marathon tag would compete for the featured slot. Check for strays before launch (leftovers from a previous sale are the usual culprits) — and once the sale is live, the Live Board warns about any it finds, with one-click cleanup right there. Wines the system has quietly pre-staged as on deck don't count as strays — the audit knows the difference. A dress rehearsal happened Before a real Marathon — especially a first one, or after big changes — run a Test event end to end: same planner, same board, pretend bottles. Ten minutes of rehearsal beats discovering a surprise live. Freeze the code during the sale Ask the team not to ship Trellis changes while the Marathon runs — a deploy mid-burst can briefly drop sales signals. (Not a concern for Daily Offers at normal volume.) Know your escape hatches On the board: Hold when a block needs more time, Swap to next when a wine needs to come down, Stop event to end the sale, and the Bailout button (danger zone) to hand the whole lineup over to the manual Marathon collection if Trellis itself must stand down — ops then runs the sale by hand with the Collection Monitor's "Move Product to Top". Know where they are before you need them.

Step 3

Watching it land

Keep the Live Board open through the start. In the first minutes of a healthy launch you should see: the current-wine card filled in, bottles sold moving within seconds of real orders, a fresh "last order" time on the event card, and the elevation log narrating in plain sentences. On the storefront itself: the right wine front and center on the homepage and in the app.

The board also tells you when something is not right — banners appear for: a scheduled event past its start time that can't launch (with the exact reason), a store missing its storefront configuration, the automatic engine being disabled or stalled, and stray tagged wines competing for the slot. No banners is the goal.

Step 4

If something looks wrong

Before start: Unschedule, fix, re-schedule. If the board shows the ⚠ pre-roll warning close to start time, the flip may land a minute late — usually fine, but tell whoever runs Trellis if it becomes a pattern.

During the sale: the manual controls always work, even if the automatic engine is stalled — swap, advance, hold, and stop are yours regardless. "Bottles sold" frozen while orders are clearly coming in means the order signal is down: manual controls still work, but automatic swaps can't be trusted — switch wines manually and get the Trellis team on it.

A Daily Offer that sells dry: when the offer sells out with nothing next in the plan, the event holds instead of ending — the slot keeps the sold-out wine, a Slack alert goes out, and the board banners it. Decide deliberately: add a follow-up wine from the board, or let it ride until the next offer takes over.

Worst case (Marathon): the Bailout hands the entire planned lineup over to the manual Marathon collection and stands Trellis down — ops runs the rest of the sale by hand with the Collection Monitor. It's deliberately dramatic and requires typing the word BAILOUT, so it can't be clicked by accident.

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