/app/onboarding is the forced setup wizard shown to a brand-new store that hasn't finished setup yet. For the click-by-click walkthrough, see the quickstart guide. This page is the reference for what each step is and saves.
Steps
- 1Have you gifted creators before?
- Segments you as scaled (20+ creators/month), some experience, or brand-new. Picking an option auto-advances. There's no Continue button. Purely informational; it never gates anything later in the wizard.
- 2Pick what creators can choose from
- A grid of your active Shopify products (up to 24, most-recently-updated first), plus a "Browse all products" button that opens Shopify's own resource picker for anything not on the first page. Selecting at least one and clicking Continue creates your first real campaign.
- 3Make it look like you
- The same branding fields as Settings → Branding (logo, primary color, background color, welcome message), with a live preview. Skippable . You can set these later from Settings.
- 4One last thing
- The optional attribution question ("where did you hear about us"). Skippable.
- 5Send yourself a test gift
- A live embedded preview of your actual gift form, pre-filled with your own name and shipping address. Submitting it creates a real $0 draft order in Shopify, tagged as a test order so it's easy to tell apart from a genuine creator submission.
- 6Choose your plan
- The same plan cards as Plans & billing. Free is preselected; continuing on Free never triggers a charge.
- 7Invite your first creator
- Shows your new campaign's gift link with a one-click copy button and a link to the full share screen. Onboarding is already marked complete by this point, this step is purely an activation nudge.
Resuming
If you close the wizard partway through, reopening it picks up from where you left off. your progress is saved after every step. If your store already has a real campaign, or setup was already finished, the wizard shows an "You're already set up" message instead of restarting, with a link back to the dashboard.