Before you start
You need a Shopify store with products and order history, and access to your domain’s DNS records.1
Install LTV.ai
Install from the Shopify App Store, or use the direct install link from your account manager. Shopify will ask you to approve the app’s permissions.The permission list is long, because LTV.ai installs as part of the wider ShopToken platform app. The scopes its email features actually use cover customers, orders, products, inventory, collections, and discount codes. Write access to customers keeps unsubscribe status in sync with your store, and write access to discounts lets LTV.ai create codes for campaigns that use them. See Shopify for the full breakdown.
2
Set up your brand
Enter your website address. LTV.ai reads your site and pulls your logo, colors, and fonts automatically, then shows them to you to confirm or change.
3
Connect your store and sending
Connect Shopify if you have not already, and connect Klaviyo if you use it. You can skip this step and do it later under Settings > Connections.
4
Choose where campaigns land
Connect Slack if you want finished campaigns delivered there for approval. This step is optional.
Onboarding is three steps: Brand, Store and sends, and Delivery. Sending domain setup is not part of onboarding. It happens separately in Settings, and you should do it before your first send.
Set up your sending domain
Go to Settings > Connections and open Sending email. The wizard walks you through your sender name, your sending domain, DNS records, and verification. If your DNS provider is supported, LTV.ai can add the records for you. Until this is done, you cannot send. See Set up your sending domain.Create your first campaign
Open Campaign Creator and describe what you want in a sentence. LTV.ai generates a complete email, then walks you through three stages: Draft, Audience, and Schedule.Draft
Edit copy inline, swap products, regenerate images, or ask for changes in chat.
Audience
Pick one list or suggested segment, and apply exclusions.
Schedule
Send now or schedule for a date and time.
What happens after you send
Your Shopify data syncs continuously in the background. Initial sync starts within about 15 minutes of install, and catalog data refreshes every 30 minutes after that. You can build a campaign before the first sync finishes, but audience counts will be incomplete until it does. Open and click data appears within 24 to 48 hours. A written campaign report is generated about 36 hours after the send. See Campaign reports.Next
Your Home page
What you land on every day, and the setup checklist that finishes configuring your brand.
Troubleshooting
The things that most often look broken, and what is actually happening.