Basic operations and settings

Basic operations and settings

initialization

  • Last updated:
  • After installing StoreCRM, you can set it up in 3 steps.
  • If you have StoreCRM installed in more than one store, click here.Notes for more information.

Watch the video to set up

See the manual and set it up.

1. installation of the application

1. Shopify App Storeto view StoreCRM and click "Install" to install.

If not found,herePlease access it from

Click "Install.

2. Basic app settings

When you first launch StoreCRM, configure the display language, information required to send email, contact details, and agreement to the terms. If you select Japanese, an optional 1-on-1 support scheduling screen is shown at the end.

STEP 1 Select a language

  1. Select the StoreCRM display language from the dropdown. The selected language is used for the admin interface and content generation.
  2. Click [Continue] to proceed to STEP 2.
StoreCRM initial setup STEP 1 screen for selecting the display language
In STEP 1, select the language used in StoreCRM.

STEP 2 Initial Setup and Agreement of Terms and Conditions

In STEP 2, complete the following four sections. [Continue] or [Get started] remains disabled if a required field is incomplete or invalid.

ItemDescription.
Store basic settingsEnter the email sender name. Use a store or brand name that recipients will recognize.
Sending settingsEnter the reply-to email address. A dedicated StoreCRM address is shown as the sender. Additional domain setup is required to use a sender address on your own domain.
Contact informationEnter the contact email address and phone number. When available, the email address of the logged-in staff account is used as the default. Enter it manually if the field is blank.
Agree to the Terms of Service and Privacy PolicyReview the linked documents and turn on both agreement checkboxes. You cannot continue with only one selected.
If a validation error appears
  • Enter the email address in a format such as[email protected] .
  • Phone numbers may contain digits, hyphens, parentheses, plus signs, and spaces. Values containing letters cannot be saved.
  • Correct the fields with errors, confirm both agreements, and then check the button state again.
StoreCRM initial setup STEP 2 screen for required information and agreements
In STEP 2, complete the store settings, sending settings, contact information, and agreements.

STEP 3 Schedule 1-on-1 support (optional; shown when Japanese is selected)

If you selected Japanese in STEP 1, clicking [Continue] in STEP 2 opens the 1-on-1 support scheduling screen. Scheduling is optional.

OptionsBehavior
Schedule initial onboardingClick the button and select a preferred date and time from the calendar. After scheduling is complete, you are taken to the dashboard after three seconds.
Start without schedulingComplete initial setup without scheduling and go to the dashboard. You can schedule 1-on-1 support later.

If you select English or another language other than Japanese, the scheduling step is not shown. Click [Get started] in STEP 2 to complete initial setup.

StoreCRM initial setup STEP 3 screen for scheduling or skipping 1-on-1 support
If you selected Japanese, schedule 1-on-1 support in STEP 3 or start using StoreCRM without scheduling.

Confirm setup completion

STEP 4 Production delivery setup

After initial setup, select the delivery channel you will use in production and the first campaign you want to launch, and then follow the on-screen guidance. StoreCRM checks configuration on the server as you proceed, so you can complete only the unfinished items in order.

1. Select a channel

Select either email or LINE as the first channel to use. You are not asked to configure a channel you did not select.

Channel selection in production delivery setup
2. Select your first objective

Select an objective such as checkout abandonment, restock notifications, email campaigns, or post-purchase follow-up. Only the additional tasks required for that objective are shown.

Objective selection in production delivery setup
3. Complete the current task

For email, confirm the sender address, DNS domain authentication, and test delivery. DNS authentication can be skipped and configured later, but we recommend completing it before production delivery.

DNS authentication task in production delivery setup
Test delivery task in production delivery setup
4. Start production delivery

After completing the required items, proceed to activate a scenario or send a campaign. SelectContinue laterin the upper-right corner to save your progress and resume later.

Initial setup is complete when the dashboard appears after scheduling or selecting [Start without scheduling]. Test mode is enabled initially. Send a test before starting production delivery, and then disable Test mode from Settings.

3. change Shopify settings

Enable marketing options

In Shopify settings, enable the marketing option.

1. click on Shopify -> [Settings] -> [Checkout].
2. Under [Marketing opt-in], select a display location for [Email].
Shopify checkout settings screen for selecting the marketing opt-in display location
Click "Save.

Settings have been saved.

Prevent duplicate abandoned checkout emails

  • Confirm that Shopify does not send abandoned checkout emails automatically.
  • If enabled, both StoreCRM and Shopify will send an email to the customer.
1. click on Shopify -> [Settings] -> [Checkout].
2. Under [Abandoned checkout emails], clear [Send abandoned checkout emails automatically].
Shopify checkout settings screen for disabling automatic abandoned checkout emails
Click "Save.

Settings have been saved.

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