🚀 Onboarding & Setup Guide for P: Quantity Breaks & Bundles

Whenever you install P: Quantity Breaks & Bundles, you will go through the Onboarding & Setup Guide process to make getting started with Pareto even smoother. This quick flow helps personalize your experience and ensures your first discount campaign is launched successfully.

1. Onboarding – Personalize Your Experience

When you open the app for the first time, you’ll complete two quick steps:

Step 1: Store Information Check

Your store email is automatically prefilled so we can notify you if any issue occurs.

(This email is pulled directly from your store settings and cannot be edited inside the app. If you’d like to update it, please contact support. Our team will help update it for you.)

Step 2: Continue to AI Setup

• Once you move to AI Setup, Pareto’s AI will analyze your store’s products, order data, and seasonal context to recommend the top 3 offer types best suited for your goal — such as Volume Discounts, Free Gift with Purchase, or All-in-one Discounts.

You can either:

• Type a specifc promotion idea (e.g., “Buy 3+, get 20% off; exclude sale items; US only”), or
• Click the button “Recommend a promotion idea that fits my store” to let AI suggest one automatically.

⚠️ Important: One-Time Submission

Each store can submit the AI Setup prompt only once each install time.

Make sure your input is clear, concise, and focused on your discount idea before submitting.

Avoid including:

• Greetings or casual text (e.g., “Hello”, “How are you”, “Please help”)
• Requests outside discount setups (e.g., shipping, SEO, inventory, etc.)

Keep it focused, for example:

“Buy 3+, get 15% off; Buy 5+, get 25% off; exclude clearance; EU market only.”

Once submitted, your idea will be analyzed, and AI will instantly suggest templates that match your store’s data and goals.

2. Setup Guide – Four Key Steps

After onboarding, you’ll see the in-app Setup Guide. This checklist walks you through the essential steps to launch your first discount:

Enable app

• Activate the app so your offers become visible on your storefront.

Create your first offer

• Select and configure the discount type that best fits your store — Quantity Breaks, BOGO, Free Gift, and more.
• Read more on create an offer

Add app block (optional)

• By default, upsell widgets will be on your product pages without any additional setup.
• For some special themes, and cart discount, you will need to pace your discount widget exactly where you want it on your storefront.
• Read more about How to add app block

Monitor & Optimize

• Track results in real time. The statistics dashboard shows performance metrics so you can analyze and optimize campaigns.

Updated on: 17/10/2025