Setup Wizard

The setup wizard opens the first time you activate the plugin. It takes about a minute. Run it again any time from Setup Wizard in the plugin’s row on the Plugins screen.

Step 1: Welcome

Click Continue, or Skip Setup to keep the shipped settings.

Step 2: License

Enter your purchase code and email and activate. Continue stays blocked until the license is active, with “Activate your license to continue.”

Step 3: Tracking

• Enable/Disable: Record customer activity, traffic sources and carts.
• Guest Visitors: Also track shoppers who are not logged in.
• Your Team: “Do not track administrators and shop managers”. This adds or removes both roles under Exclude User Roles, and keeps any other roles you excluded.
• Weekly Digest: The weekly store report, to the recipients and on the day set on the General tab.
• Keep Activities For (days): Default 90. 0 keeps them forever.

Step 4: Recovery

• Abandoned Carts: Save carts and send up to three reminders, after 1 hour, 1 day and 3 days.
• Guest Emails: Save the email guests type at checkout, so they can be reminded too.
• Coupon: Add a unique coupon to the last reminder.
• Discount: The coupon’s value. It reads Discount (%) for a percentage coupon, and shows your currency for a fixed amount coupon.
• Browse Abandonment: Also email logged in customers who viewed products but did not buy. Off by default.

The coupon keeps its type. A store that set a fixed $15 coupon under Configuration → Recovery sees Discount ($) here, and still has a fixed $15 coupon after the wizard.

Step 5: Ready

Customer Tracking is ready. Your existing customers are being imported into profiles in the background.

What the wizard saves

Each step saves when you click Continue. A box you untick is saved as off. Everything else keeps its shipped value, and every setting can be changed later under Configuration.