App Setup Questions

1. How do I start the app setup process?

To begin setting up Insureful, follow these steps:

  1. Install the App: From the Shopify App Store, search for "Insureful" and click "Install."

  2. Configure Basic Settings: Open the app from your Shopify admin dashboard and follow the initial setup wizard to configure your insurance plans and settings.

  3. Customize Your Widget: Use the Theme Editor to place the Insureful widget on your store’s cart page.

2. What are the initial configuration steps after installation?

After installing the app, complete the following steps to configure it:

  1. Select Your Theme: Choose the active theme you want Insureful to integrate with.

  2. Set Up Insurance Plans: Define your insurance plans by selecting between Fixed or Percentage plans, and set up the necessary details (e.g., amounts, percentages).

  3. Enable App Embeds: Ensure that the app embeds are enabled in the Theme Editor so that the Insureful widget appears on your cart page.

3. How do I integrate the insurance widget into my store?

To add the Insureful widget to your store:

  1. Go to the Theme Editor: Access the Theme Editor from your Shopify admin dashboard.

  2. Select the Page: Choose the page where you want the widget to appear (usually the cart page).

  3. Add Widget: Drag and drop the Insureful widget block into the desired location on your page.

  4. Save Changes: Save your changes to apply the widget to your store.

4. Can I customize the look of the insurance widget?

Yes, you can customize the widget’s appearance through the Theme Editor. Adjust the widget’s position, size, and style to match your store’s design. Ensure that the widget remains visible and accessible to customers during the checkout process.

5. What should I do if the widget does not appear on my cart page?

If the widget is not visible on your cart page:

  1. Check App Embeds: Verify that app embeds are enabled in the Theme Editor.

  2. Review Widget Placement: Ensure that the widget block is placed correctly on the cart page.

  3. Verify Theme Compatibility: Make sure your theme is compatible with the Insureful app. For older themes or custom themes, additional adjustments may be required.

6. How can I test the insurance feature before going live?

To test the insurance feature:

  1. Create Test Orders: Place test orders with different cart values to ensure the insurance options appear as expected.

  2. Submit Test Claims: Use the test orders to submit claims and verify that the claim process works correctly.

  3. Review Notifications: Check that all email notifications are sent properly and contain the correct information.

7. What if I encounter issues during setup?

If you run into issues during setup:

  1. Consult Documentation: Refer to the detailed setup guides and FAQs in the app documentation.

  2. Contact Support: Reach out to our support team at support@techdignity.com for assistance. Provide details about the issue to help us resolve it quickly.

8. How do I update or change my insurance plans after setup?

To update or change your insurance plans:

  1. Access Insurance Plans: Go to the Insurance Plans section in the Insureful app.

  2. Edit Existing Plans: Select a plan and click "Edit" to modify its details.

  3. Add New Plans: Click "Add New Plan" to create additional plans if needed.

  4. Save Changes: Ensure that you save any changes made to the plans.

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