Black Friday / Cyber Monday 2026
The BFCM Checklist
45 tasks across offers, lead gen, on-site, automation and campaigns — each scored by impact. Use it as inspiration and apply critical thinking: not every item fits every brand, and you've probably nailed a few already.
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Offers
0/8Test free shipping thresholds
Impact 6/10Most brands & multi-brand ecommercePrice testing (increase vs decrease by small percentage amounts)
Impact 7/10Especially relevant for brands with no retailersOffer testing - flat percentage amount, buy more than X and get an extra X off etc.
Impact 8/10Most brands & multi-brand ecommerceSignup form testing - amount off, gift w. purchase
Impact 6/10Most brands & multi-brand ecommerceCart upsells
Impact 7/10Most brands & multi-brand ecommerceTiered cart incentives (e.g., spend $75 → free shipping, spend $150 → free gift).
Impact 5/10Most brands & multi-brand ecommercePrice anchoring check: Show “compare at” prices and savings % clearly.
Impact 9/10EveryoneCreate relevant bundles with high perceived value and good margins
Impact 7/10Brands with complementary products or gifting potential
Lead Gen
0/10BFCM landingpage with countdown, VIP signup and info
Impact 10/10Brands running early access and/or with emphasis on Black Week or Black FridayOn-site popups with VIP signup/early access
Impact 10/10Brands running early access and/or with emphasis on Black Week or Black FridayRun ads to landingpage with VIP signup
Impact 9/10Brands investing in Meta, TikTok, or Google Ads.Test Lead Ads on meta with early access
Impact 6/10Brands investing in Meta, TikTok, or Google Ads.Set up welcome flow for VIP signups
Impact 10/10Brands running early access and/or with emphasis on Black Week or Black FridaySignup form for during BFCM with extra incentives
Impact 7/10All stores running BFCM campaigns, especially if you have an extra incentive for your email listWelcome flow for BFCM signups
Impact 7/10All stores running BFCM campaigns, especially if you have an extra incentive for your email listInclude SMS & WhatsApp signup options in forms
Impact 5/10Most brands & multi-brand ecommerce, especially if you have high AOV (because the cost of text marketing is high, higher AOV means that it's easier to see a positive ROI)Create SMS & whatsapp signup forms targeting existing email subscribers w/o SMS permission
Impact 5/10Most brands & multi-brand ecommerce, especially if you have high AOV (because the cost of text marketing is high, higher AOV means that it's easier to see a positive ROI)Create SMS/WhatsApp welcome flow (BFCM specific)
Impact 5/10If you decide to collect SMS permissions, you need to have a welcome SMS set up to align expectations and get your audience comfortable receiving texts from you.
On-Site (Pre-BFCM)
0/3Countdown announcementbar to BFCM start with link to VIP signup landingpage
Impact 6/10Brands running early access and/or with emphasis on Black Week or Black FridayExtended returns policy highlight (if relevant)
Impact 6/10Gifting-oriented brands."No further price reduction" tag for non-sale items & items that are already discounted at the max rate (also relevant during BFCM)
Impact 4/10Brands and stores running BFCM promos for an extended period of time, especially if your offers are changing. Of course only relevant for products that won't be getting discounted or won't be getting discounted further.
On-Site (During BFCM)
0/6BFCM Collection with all deals & subcollections
Impact 7/10Stores with multiple categories or medium to large catalogs/many SKU's.Urgency & Scarcity-copy for collection pages, PDP's, landingpages, home, cart & announcement bar
Impact 8/10Most brands & multi-brand ecommerceTimer for PDP's & collection pages (test if possible)
Impact 4/10High-traffic stores and short-duration campaigns.BFCM Color-skin for your theme
Impact 6/10Most brands & multi-brand ecommerce - some exceptions if brand guidelines are strictBanners for homepage
Impact 5/10Every ecommerce site during promotionsBFCM Landingpage
Impact 6/10Most brands & multi-brand ecommerce
Marketing Automation
0/9Copy your retargeting flows, edit the copy & make it more urgency/BFCM focused and turn the new ones on ONLY during BFCM offers. Remember to turn off your regular ones while the BFCM retargeting flows are active
Impact 7/10Most brands & multi-brand ecommerceCreate universal header in all flows and update with current offers throughout BFCM
Impact 5/10Most brands & multi-brand ecommerceConsider lowering exclusion periods & delays during BFCM
Impact 6/10Most brands & multi-brand ecommerceCheck your flows for discount codes & create duplicates w/o discounts if you don't want to layer discounts during BFCM
Impact 10/10Brands running discounts in flows year-round.Instant upsell flow
Impact 5/10Multi-product or complementary SKU stores as well as products that are great for upselling more of the sameCross sell flow
Impact 6/10Most brands & multi-brand ecommerce with more SKU's relevant for the same audienceUGC collection flow
Impact 6/10DTC brands or those leveraging influencer/social proof content.Consider a "refer a friend" program & flow with incentives for your customers and whoever they refer (10% off for you and your bestie).
Impact 4/10Most brands & multi-brand ecommerceInclude SMS & WhatsApp sends in important flows for unopeners OR segment based on permissions with SMS & WhatsApp taking priority
Impact 5/10Most brands & multi-brand ecommerce
Campaigns
0/9Plan out your offers and campaigns ahead of time
Impact 9/10Every ecommerce brandPlan out SMS & WhatsApp sends
Impact 6/10Most brands & multi-brand ecommerceConsider Direct Mail campaigns to customers without email permissions or non-openers
Impact 4/10Larger, high AOV brandsTest your deliverability, sending infrastructure & check blacklists
Impact 10/10Every ecommerce brandWarm up your list and reengage inactive subscribers
Impact 6/10Every ecommerce brandSet up engagement based segments
Impact 7/10Every ecommerce brandSet up VIP segments (monetary)
Impact 6/10Every ecommerce brandSet up exclusion segments
Impact 5/10Every ecommerce brandSet up an "opt out of BFCM emails" option to allow your subscribers to take a break w/o unsubscribing
Impact 5/10Every ecommerce brand
