Cartwise documentation

🚀Quick start

Cartwise puts five revenue levers in one app. You can be live in under five minutes:

1. Install Cartwise from the Shopify App Store and open it from your admin.
2. Enable the theme app embed so the storefront widgets can render (one toggle — see below).
3. Create your first bundle or design a cart drawer from a template.
4. Publish — your offer appears on the storefront instantly. Watch results in Analytics.

⚡Install & enable the embed

After installing, turn on the storefront embed so bundles and the cart drawer can appear:

1. In Cartwise, open the Home dashboard — the activation card shows whether the embed is on.
2. Click Enable (this deep-links you into Shopify's theme editor with the Cartwise embed pre-selected).
3. Toggle the Cartwise app embed on, then Save the theme.

📦Product bundles

Group products together and reward shoppers for buying more. Cartwise supports several bundle styles:

Create a bundle

1. Go to Bundles → New bundle.
2. Pick the bundle type and add products with the resource picker.
3. Set the pricing — percentage off, fixed amount off, or a specific bundle price.
4. Choose where it appears (product pages, a dedicated section, or the cart drawer) and Publish.

📊Volume discounts & quantity options

Quantity breaks nudge larger orders. Configure tiers with their own labels and a "most popular" highlight:

• Add as many tiers as you like (e.g. 1 = full price, 2 = 10% off, 3+ = 15% off).
• Mark one tier as Most popular to draw the eye to your best-value option.
• Customize per-tier titles, badges, and the "per item" unit label.

🛒Cart drawer Starter+

A slide-out cart you compose from 16 building blocks across three groups — header, body, and footer — with drag-and-drop ordering and a live preview.

Build your drawer

1. Open Cart drawer and start from a template or a blank drawer.
2. Add blocks from the palette; drag to reorder within the header / body / footer groups.
3. Click a block to edit its settings (text, colors, products, timing). The preview updates live.
4. Save — the drawer is written to your theme as a metafield and renders on the storefront.

✨Frequently bought together

Suggest complementary products right where shoppers decide. Cartwise can apply a real "add all" discount at checkout.

1. Open Frequently bought together and choose a strategy (manual picks or automatic suggestions).
2. Set an optional "Add all" discount (% or amount off) and the max number of suggestions.
3. Publish — the widget appears on product pages and/or the cart drawer.

🚀Post-purchase upsells Scale

Offer one more product on Shopify's native thank-you page — shoppers accept with one click and no re-entering payment, so it's pure incremental revenue.

1. Open Post-purchase and pick the offer product(s), image, and price.
2. Write the headline and benefit copy shown after checkout.
3. Enable the offer — it shows automatically on qualifying orders.

📧Abandoned-cart recovery Scale

Win back checkouts that didn't convert with an editable email + SMS sequence. Cartwise uses your own provider, so messages send from your domain/number.

Connect a provider

• Email: bring your own key for Resend, SendGrid, Mailgun, Postmark, or Brevo.
• SMS: connect your SMS provider credentials and sender number.

Configure the sequence

1. Open Abandoned cart and enable recovery.
2. Edit each step's timing (e.g. 1h, 24h, 48h), channel, and message.
3. Set the recovery discount (percent + code prefix) and customize the email branding (footer text, CTA label, brand color).

🧪A/B testing

Split-test offers on free traffic to learn what converts before you commit.

1. Open A/B testing and create a test, choosing what to compare (e.g. two bundle offers).
2. Set the traffic split between variants.
3. Let it run, then read conversion + revenue per variant and roll out the winner.

📈Analytics

Track what's working from the built-in dashboard:

• Bundle revenue & conversions — attributed via the order, not guesswork.
• Upsell performance — views, add-to-cart, and accepted offers.
• Hourly trends & cohort breakdowns with advanced analytics. Scale

💳Plans & pricing

Start free and upgrade as you grow. Billing runs through Shopify's native billing API — monthly or annual (save 10% yearly), cancel anytime.

⚙️Settings & languages

• Translations — storefront widgets are translation-ready across 8 locales. Scale
• Multi-currency — prices render in each shopper's market currency.
• Branding — match your store's look; the admin uses your brand accent throughout.

🛠️Troubleshooting

My bundles / cart drawer don't show on the storefront

The theme app embed is off. Open the Home dashboard and click Enable, then save your theme.

A discount isn't applying at checkout

Make sure the offer is published and active. Cartwise generates a real discount; if you changed the percentage or code prefix, the code is regenerated automatically.

Recovery messages aren't sending

Confirm your email/SMS provider credentials are saved and the sequence is enabled. Check the step timing — the first message may simply not be due yet.

A storefront feature is hidden

Some features are plan-gated (cart drawer is Starter+; post-purchase & recovery are Scale). Check your plan on the Plans page.

💬Support

Still stuck? We're happy to help.

• Email: support@cartwise.appaza.dev
• App: cartwise.appaza.dev
• Privacy & data: Privacy policy