Getting started

Set up in five steps

Home in the app shows a setup guide with these steps; they tick themselves as you go.

1. Turn on the app in your theme. Online Store → Themes → Customize → App embeds, and switch on the CRO Toolbox embeds you need (Conversion boosters is the main one).
2. Create your first offer. Offers → Create offer asks where it shows (product page, cart, after payment) and what it offers.
3. Place a section. Open a Storefront card and click Add to theme. The theme editor opens with the block ready: drag it where you want it, then click Save.
4. Check a test order. Add an offer to the cart and check the price at checkout.
5. Choose a plan. Home → Compare plans.

Finding your way

The menu is Home · Offers · Storefront · Cart · Checkout · Analytics · Settings.

• Offers: every offer in one list: upsells, cross sells, mix and match bundles, bundle products, fixed bundles, buy X get Y, volume discounts, free gifts, upgrades and the after purchase offer. Add ons and personalization are here too.
• Storefront: every widget and section, grouped: social proof, bars and urgency, product page tools, sections, and store pages. Filter by status (live, needs setup, off, not in my plan) or search.
• Cart: first choose your cart (your theme’s cart with offers added, or the app’s cart drawer), then its modules.
• Checkout: payment rules, delivery rules, order limits, the thank you page and the after purchase offer.
• Analytics: sales from the app, each offer and bundle, and the holdout test.
• Settings: app embeds and their status, checkout discounts, plan and billing, referral, help.

How design pages work

Every design page has the same tabs (Templates · Content · Style), settings on the left and a live preview on the right, and the same buttons: See it on my store and Add to theme or Open in theme editor. Changes show Shopify’s save bar at the top; leaving with unsaved changes asks first.

A section can have up to five styles; you pick one per placement in the theme editor with the block’s Style setting. The theme editor only places, moves or removes a section; everything else is set in the app.