5-minute quickstart

Audience: Merchant·Plan: free·Read: 5 min·Updated: 2026-05-10

In 30 seconds

• Install via Shopify App Store, OAuth in 30 seconds.
• First Customer 360 rows appear within ~60 seconds of the OAuth handshake.
• Activate Cart Recovery (one click) — recovers abandoned-cart revenue the same day.
• Deeper onboarding (custom segments, predictive LTV, A/B tests) is covered in the full install guide.

What you'll need

Item	Why
A Shopify store (any plan)	The app installs into your store
Admin access to that store	OAuth requires write scopes
5 minutes	That's it

Step 1 · Install from the Shopify App Store

1. Go to the Sumeru Systems listing on the Shopify App Store.
2. Click Add app.
3. Approve the requested scopes (Shopify shows them inline).
4. You'll be redirected back to the in-app onboarding screen.

You should now see: the welcome screen with a green "Connected to Shopify" indicator.

Step 2 · Watch Customer 360 backfill

The moment OAuth completes, the backfill begins:

Time after install	What happens
~30s	First Customer 360 rows appear
~5 min	All customers from the last 90 days backfilled
~30 min	Full Shopify customer history backfilled
~24h	Identity merging across email + phone + storefront pixel complete

Open the Customers tab in the app. You should see profiles populating live — refresh after a minute and the count climbs.

You should now see: at least one Customer 360 profile with order history, lifecycle stage, and event timeline.

Step 3 · Turn on Cart Recovery (one click)

The single highest-leverage action in a fresh install. From the in-app sidebar:

1. Go to Journeys → Built-in.
2. Find Cart Recovery.
3. Click Activate.

Sumeru ships a sane default — 3-step sequence (1h, 6h, 24h after abandonment), email-first with SMS fallback if the customer consented. You can customize later; the default works.

You should now see: a green "Active" pill on the Cart Recovery journey card.

Step 4 · Confirm the journey is live

Within the next abandoned cart, the journey will fire. To verify without waiting:

1. From any active customer profile, click Test event → cart_abandoned.
2. Switch to Journeys → Cart Recovery → Runs.
3. You should see a test run logged, with the first step queued.

What's next

📖Full install & onboard guidefree

Day-by-day milestones for week 1, prereqs, OAuth scope reference, troubleshooting.

🎯Build your first segmentstarter

Define a rule once, it stays current. Power campaigns + journeys + ad audiences.

📣Send your first campaignstarter

Multi-channel coordinated send with approval workflow + fatigue safety.

🔍Connect Google Search Consolestarter

Pull keyword + rank + decay data into the same decision view.

💳Review plansfree

Free covers Customer 360 + GDPR + Cart Recovery. Paid from $99/mo unlocks more.

🛟Something not working?free

Common issues, fixes, and where to get help.

Common stumbles

Symptom	Fix
OAuth redirect 404s	Make sure pop-ups aren't blocked; retry from the App Store listing
No customers appearing after 5 min	Verify your store has customers in Shopify Admin → Customers; check the in-app System health banner
Cart Recovery says "Not eligible"	Email channel needs at least one verified sender — set it up in Settings → Channels → Email
Need to uninstall and retry	Shopify Admin → Apps → Sumeru → Uninstall, then reinstall — your data is preserved for 30 days

Still stuck? Email support@sumeru.systems or use the in-app chatbot.