Quick start checklist

The fastest path from install to live offer.

1. Enable the app embed in your theme (see the previous section).
2. Open the admin and click + New campaign.
3. Pick a widget type — if you're not sure, start with Cross-sell — Grid on the product page. It's the most flexible default.
4. Choose triggers — All products, Specific products, or Specific collections.
5. Add upsell products — manually, or let Basic AI / Summer AI pick them.
6. Optional: add a discount — percentage or fixed amount, applied via Shopify Functions.
7. Customize on the Design tab — pick a color preset, tweak typography/colors as needed.
8. Save — the campaign is created with status Active.
9. Add the matching theme block in the theme editor (e.g. ✨ Summer: Cross-sell on the product template).
10. Visit a trigger product on your storefront — your widget should be live.

From here, watch the campaign analytics for the first 7 days, then iterate on the upsell products and discount until you find a winning combination.