Set Up Your First Rule with the Onboarding Guide
Right after you install the app, a short onboarding guide walks you through creating your very first B2B rule, so you see a real result before you even leave the setup flow.
What the Onboarding Guide Does
Section titled “What the Onboarding Guide Does”The first time you open the app, you’re taken through a short guided setup instead of a blank dashboard. It has its own progress steps: Value Matching, First Rule, Plan Recommendation, Plan Application, and Book a Demo: and its goal is to get one real, working rule live on your store before you finish.
Step 1: Tell us what you’re looking for
Section titled “Step 1: Tell us what you’re looking for”On the “What are you looking for?” screen, pick the option that matches what you need most right now:
- Special prices for certain customers
- Wholesale registration and approval
- Orders on behalf of buyers
- Volume discounts
- A price list per customer
- Show prices with or without tax
- Minimum order quantities
- Something else: tell us what you need in your own words, and our team will follow up.
→ Not sure? You can also click Chat with our team at any point on this screen.
Step 2: Review your pre-filled first rule
Section titled “Step 2: Review your pre-filled first rule”Based on what you picked, the app takes you straight to a form for that feature, already filled in with sensible defaults (a rule name, a customer tag to target, and a discount or setting to match). You don’t have to build it from scratch:
- Edit the pre-filled name, tag, discount, or other fields if you want something different.
- If a customer tag is used to target the rule, you can also switch to picking specific customers directly instead.
When you’re ready, click Activate rule (or Publish form if you picked wholesale registration). If you’d rather not set this up right now, click I’ll create it later to move on.
Step 3: See your rule confirmed as live
Section titled “Step 3: See your rule confirmed as live”Once activated, you’ll see a confirmation screen showing what the rule does and where to find it again later in the app. If your theme’s app embed isn’t turned on yet, a banner reminds you to turn it on, otherwise your new rule won’t show on your storefront. For a tag-based rule, you’ll also get steps on how to check it’s working (including a shortcut to tag a test customer).
Step 4: Continue to plan selection and demo booking
Section titled “Step 4: Continue to plan selection and demo booking”After your first rule is confirmed, the guide continues to plan recommendation and plan application, followed by an option to book a demo with our team.