Agency checklist before launching a sweepstakes

Agencies usually align sponsors, creative, media, retail, and fulfillment at once. Walk through this checklist before locking build schedules so legal, ops, and analytics stay pointed in the same direction.

Goals, audience, and markets

• Confirm KPIs (awareness, leads, loyalty, retail lift).
• Identify countries, states, or cities where the promotion will run.
• Decide whether entry requires purchase or needs a free alternate method of entry reviewed by counsel.

Prizes and fulfillment

• List each prize tier with approximate retail value.
• Confirm who warehouses, packs, and ships — sponsor, retailer, or third party.
• Plan affidavit, release, and tax paperwork thresholds.

Rules and consumer-facing copy

• Draft official rules before trafficking ads; landing pages should mirror counsel-approved language.
• Brief influencers, paid social, and retail partners on required hashtags, disclosures, and submission formats.

Operations and customer care

• Document winner outreach sequences and alternate winner procedures.
• Prepare FAQs and escalation paths for contact centers.

Measurement and wrap-up

• Agree on participation reporting sponsors expect after close.
• Assign who archives rules versions and amendments.

Browse common questions on the FAQ, explore services for agencies, or get in touch when you want administrator support on timelines.