Setting up Promi and scheduling your first campaign should only take 10 minutes for most merchants, no coding required. Follow the below guide for detailed instructions. If your site involves extensive custom code, you can request free white-glove setup here.

After installing the app, follow the below steps:

1. Navigate to the Promi 'Setup Assistant'

When you reach the app home screen for the first time, you should see the below banner. The Campaigns and Discounts Tables will be greyed out and cannot be used until setup is complete. To begin setup, click the link in the welcome banner, or scroll to the bottom of the home page and click the 'Setup Assistant' button.

Required Setup

2. Enable the Promi embedded code

Click the 'Add code' button. This will open a new tab in your theme editor. You will need to toggle on the Promi embedded code. Navigate back to the Promi Setup Assistant and click the 'Verify Setup' button to confirm the Promi code has been added.

3. Add the Promi Subtitle block to your PDP

Click the 'Add block' button to open a new tab in your theme editor. Navigate to the PDP page in your theme editor, click the plus icon under the existing 'price' block, click on the 'apps' tab, and click the Promi 'PDP Subtitle' block to add the block to your page.

When a subtitle is not configured for a product and you are viewing the subtitle in the theme editor, you will see the text "Placeholder Text For Theme Editor Only". This will only show up in the Theme Editor, once you save the theme and view it, the subtitle will be blank. On the right you are able to adjust the style of the Subtitle block.

As soon as you publish the theme with the Promi components, these blocks will begin collecting data for Promi in the background to train our AI model. Because there are no live Promi campaigns, there will be no customer-facing changes.

Navigate back to the Promi Setup Assistant. Add a sample product PDP URL and click 'Verify Setup' to confirm the component was added to your PDP pages.

You've now finished setting up the required components for Promi! You should now see the AI model status turned to 'active' at the top of the page. This means our model is successfully collecting data and is beginning to train on your store. You're now able to schedule AI campaigns, though you will only be able to schedule them a week from the date that you finished installing the required Promi components on your website. This is to give the AI model time to collect enough data on your store.

Optional Setup

4. Add Price Strikethroughs to Collections and PDP pages

Installing these price strikethroughs allows you to show sales prices to visitors when a personalized discount is applied. Without these, discounts will be communicated to visitors via sales badges and price subtitles.

Click the 'Add block' button to open your theme editor in a new tab. Similar to adding your PDP subtitle component, navigate to your PDP in the theme editor, click the plus icon below your price block, click on the 'apps' tab, and click on the Promi 'PDP Price' block. This will add the block to your PDP. To avoid showing two prices on your PDP, we also recommend hiding your current (non-Promi) price block.

No-code setup for price strikethrough blocks on collections pages is only available for Horizon themes. If you are not using a Horizon theme, you can request our team to set up the component for free here.

If you are using a Horizon theme, navigate to a collections page and follow similar steps to adding the PDP price block. This time, instead of selecting the 'Collections Price', choose the 'PDP Price' block. You should hide your current (non-Promi) collections price block to avoid showing prices twice.

Navigate back to the Promi Setup Assistant, add relevant PDP and Collections page URLs and click 'Verify Setup'.

5. Add Promi Subtitle blocks to your collections pages

No-code setup for subtitle blocks on collections pages is only available for Horizon themes. If you are not using a Horizon theme, you can request our team to set up the component for free here.

Similar to above steps, start by navigating to your theme editor's collections pages. Click the plus icon below the price component, select the 'apps' tab, and click the Promi 'Collections Price' block to add it to your collections page.

Navigate back to the Promi Setup Assistant, add a relevant collections page URL, and click 'Verify Setup'.

Testing

To test the Promi components, we recommend turning on the components for a sample discount code. You can either use an existing discount code, or create a new demo code using Shopify's standard discount creation form. Once you have a discount code for testing, navigate to the home page and find the 'Discounts' table. Search for the name of the code, then click the pen icon to the far right of the row. From this screen, you can turn on individual UX components.

If you have added Promi components to a draft theme, you can configure the UX components to show even when the discount is not applied. When you preview the draft theme, the Promi components should be active.

If you added Promi components to a live theme, we recommend configuring the UX components to show only when the discount code is applied. You can use the 'Deep link' section on the bottom of the UX page to create a link and then use that link to apply the code. You should see the Promi components on your site.

If you are having any issues, we offer free setup. You can get in contact with us here.

That's it! You've fully set up Promi and are ready to launch personalized, AI-powered discount campaigns.

Next Steps

We recommend launching our recommended campaign template as a next step.