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 Create Campaign.
3. Pick a widget — if you're not sure, start with the Grid card under Cross-sell on the Product Page list. It's the most flexible default.
4. Choose a trigger — All products, Specific products or Specific collections.
5. Add the offer products — pick them yourself, or let Automated recommendations / Summer AI choose.
6. Optional: add a discount — percentage or fixed amount, created as a real Shopify automatic discount.
7. Customize on the Design tab — pick a template, tweak typography and colors as needed.
8. Publish — run the Test campaign in store checks and click Publish campaign.
9. Add the matching theme block in the theme editor (e.g. ✨ Summer: Cross-sell on the product template) if the checklist asks for it.
10. Visit a trigger product on your storefront — your widget should be live.

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