Setup guide for Shopify merchants

Install Pinpointed Concierge and activate personalisation.

Follow these steps to install the app, connect storefront tracking, sync your Shopify products, enable theme blocks and check that personalised recommendations are working.

Start setup Back to product page
1. Install appStart in Shopify admin 2. Connect pixelTrack storefront behaviour 3. Sync dataProducts, orders, segments 4. Add blocksActivate storefront features

Install

Start with the app, then activate the storefront pieces.

Pinpointed Concierge works in two places: the Shopify admin for setup and reporting, and your storefront theme for personalised content and recommendations.

Before you begin

You need access to Shopify admin, permission to approve app permissions, and permission to edit the active Shopify theme.

Request install link

Activation steps

Follow the onboarding checklist in order.

Each step unlocks the next layer of personalisation. Start with tracking and product sync before adding storefront blocks.

1

Install Pinpointed Concierge

Install the app from the Shopify App Store or the private install link, approve the requested permissions, then open Pinpointed Concierge inside Shopify admin.

Where to click

Shopify admin → Apps → Pinpointed Concierge.

What this enables

Merchant dashboard, onboarding checklist, billing plan, product sync and storefront setup.

Success check

You can see the Concierge dashboard and the onboarding page loads for your store.

Ready when dashboard opens
2

Connect the web pixel

The web pixel collects first-party storefront behaviour so Concierge can build visitor profiles and understand shopper intent.

Where to click

Pinpointed Concierge → Onboarding → Connect web pixel.

What it tracks
  • Page views
  • Product views
  • Collection views
  • Add to cart
  • Checkout events
  • Searches
Success check

After browsing your storefront, the onboarding dashboard should show events and visitor profiles.

Why it matters: without the web pixel, Concierge cannot learn what shoppers are browsing, returning to, adding to cart or buying.
Required for personalisation
3

Sync your Shopify products

Product sync imports your active product catalogue so Concierge can recommend real products from your store.

Where to click

Pinpointed Concierge → Onboarding → Sync products.

What it imports
  • Product titles and descriptions
  • Tags, vendors and product types
  • Prices and images
  • Handles and product status
Success check

The Products metric in onboarding shows a count greater than zero.

Required for recommendations
4

Optional: sync orders

Order sync improves bought-together recommendations and bestseller fallbacks by learning which products are purchased together.

Where to click

Pinpointed Concierge → Onboarding → Sync orders.

What it improves
  • Bought-together recommendations
  • Cart cross-sell logic
  • New visitor fallbacks
  • Revenue attribution
Success check

The order sync status shows OK and the order count increases.

Note: Shopify may block order sync until protected customer data access is approved. The app can still work using products, visitor behaviour and product affinities.
Optional but recommended
5

Rebuild models and recalculate segments

These actions prepare the personalisation engine by updating product relationships and assigning visitors to the right segments.

Where to click

Onboarding → Rebuild bought-together model, then Recalculate segments.

Default segments
  • New Visitors
  • Returning Visitors
  • Frequent Visitors
  • High Intent
  • VIP Customers
  • At Risk
Success check

The segments count appears in onboarding and the dashboard starts showing top segments once traffic flows.

Recommended after data sync
6

Enable the app embed in your theme

The app embed loads the shared storefront client that allows Concierge blocks to request personalised content and recommendations.

Where to click

Shopify admin → Online Store → Themes → Customize → App embeds.

What to enable

Turn on SP Client Library, then click Save.

Success check

Your theme is saved and the Concierge client can load on the storefront.

Required for storefront blocks
7

Add personalisation blocks

Place Concierge blocks where they make commercial sense. Start with the homepage and product pages, then add cart and post-purchase placements.

Homepage
  • Personalised hero
  • Personalised collection
  • For You recommendations
Product pages
  • You may also like
  • Similar recommendations
  • Affinity-based picks
Cart and post-purchase
  • Cart cross-sell
  • Bought-together products
  • Post-purchase recommendations
Best first setup: enable SP Client Library, add For You recommendations to the homepage, add You may also like to product pages, then test before adding more placements.
Visible customer-facing features
8

Mark onboarding complete

Once the pixel, products, theme embed and first storefront blocks are working, mark onboarding as complete so your dashboard becomes the main control centre.

Where to click

Pinpointed Concierge → Onboarding → Mark onboarding complete.

Before clicking
  • Pixel connected
  • Products synced
  • Theme embed saved
  • At least one block added
Success check

The app shows onboarding as complete and you can use the dashboard for monitoring.

Final setup step

Feature activation

Which setup step activates each feature?

Use this checklist when a feature is not showing yet. Most issues come from either missing product sync, missing app embed, or not enough visitor activity yet.

Visitor profiles

Activated by connecting the web pixel and receiving storefront events.

  • Needs web pixel
  • Needs storefront visits
  • Improves over repeat sessions

Dynamic homepage

Activated by enabling the app embed and adding personalised homepage blocks.

  • Needs SP Client Library
  • Needs homepage blocks
  • Uses visitor segments

For You recommendations

Activated by syncing products and adding the For You recommendations block.

  • Needs product sync
  • Needs app embed
  • Improves with browsing behaviour

You may also like

Activated by adding the product page recommendation block through the theme editor.

  • Needs product page block
  • Needs product catalogue
  • Best after visitor signals build

Cart cross-sell

Activated by adding the cart cross-sell block and, ideally, syncing orders.

  • Needs cart block
  • Works better with order sync
  • Supports bought-together logic

Analytics and attribution

Activated when recommendation blocks start recording impressions, clicks and purchases.

  • Needs live storefront blocks
  • Needs shopper activity
  • Revenue appears after purchases

Verification

How to know Concierge is working.

After setup, test the storefront like a real shopper. Browse a few products, add one to cart, return to the app dashboard and check that data is appearing.

Events count increases after storefront browsing
Profiles count increases after visitor activity
Products count is greater than zero after product sync
Theme blocks appear on the live storefront
Recommendation impressions appear after blocks are viewed
Attributed revenue appears after recommendation-led purchases

Troubleshooting

Common setup problems.

Most setup issues are easy to diagnose from the onboarding counts: products, events, profiles and recommendation events.

No events showing

The web pixel may not be connected, the store may not have had any visits yet, or consent settings may be blocking tracking.

  • Click Connect web pixel again
  • Open the storefront in a new tab
  • Browse a product page
  • Refresh the onboarding dashboard

No products showing

Product sync has not completed or Shopify permissions may need to be checked.

  • Click Sync products
  • Check active products exist in Shopify
  • Confirm app permissions were approved

Blocks not visible

The app embed may be off, or the block may not have been added to the active theme template.

  • Enable SP Client Library
  • Save the theme
  • Add the app block to the correct template
  • Check the live theme, not a draft theme

Order sync blocked

Shopify may require protected customer data access before order data can be synced.

  • Use product sync first
  • Activate recommendations without orders
  • Apply for required Shopify access if needed

Recommendations look generic

New visitors and new stores start with fallback recommendations until enough behaviour and product data exists.

  • Browse several products as a test visitor
  • Return using the same browser
  • Sync orders for better bought-together logic

Analytics looks empty

Analytics needs live impressions, clicks and purchases. A new install will not show meaningful attribution immediately.

  • Check blocks are live
  • Wait for real traffic
  • Click a recommended product during testing
  • Check dashboard again

FAQ

Setup questions.

What is the minimum setup I should do first?

Install the app, connect the web pixel, sync products, enable SP Client Library and add the For You recommendations block to the homepage. That gives you tracking, product data and one visible personalised placement.

Should I add every block immediately?

No. Start with homepage recommendations and product page recommendations. Once those work, add cart cross-sell and post-purchase placements.

Can Concierge work without order sync?

Yes. Product sync and visitor behaviour are enough to start. Order sync improves bought-together recommendations, cart cross-sells and bestseller fallback logic.

Why do returning visitors matter?

Returning visitors give the strongest personalisation signal. Concierge can use previous browsing, price interest, add-to-cart behaviour and purchase history to adapt what they see next.

Who should I contact if setup fails?

Email Ian at [email protected] with your Shopify store domain, the step that failed and a screenshot of the onboarding dashboard.

Need help installing Concierge?

Send your Shopify store domain and where you got stuck. We’ll help you get the pixel, product sync and theme blocks working properly.

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