When you install Quoli, Home opens with a setup guide. It walks you from install to reviews that collect and show themselves, one step at a time. Quoli checks most steps for you and ticks them off as you go. Once you're live, the guide steps aside.
Where: Home, at the top
Steps: 7 to go live, up to 3 from your plan, and 5 optional extras
Checks itself: Most steps tick as soon as you finish them
Plans: Every plan, Free included
The setup guide
➀ Hide and collapse. The × hides the guide until your next visit. The arrow folds it down to its title.
➁ Progress. Counts the steps you need to go live, plus the ones your plan includes. Optional steps never count.
➂ Go live. Seven steps your reviews need to show on your store and keep coming in.
➃ The open step. One step opens at a time, with what it does and the button that does it.
➄ Included in your plan. Features your plan unlocks, ready to set up. You only see the ones your plan has.
➅ Recommended. Optional extras. This group starts folded.
Work through a step
➀ Status. A dashed circle means the step is still to do. Click it to mark the step done.
➁ Learn more. Opens the help article for that step.
➂ The step's button. Does the step for you: it opens your theme editor with the right block in place, opens the right page in Quoli, or switches a feature on.
➃ Mark as done. For a step Quoli can't check, or one you finished another way.
Mark a step done and the progress bar moves, then the next step opens on its own. If Quoli can't reach your theme or settings for a moment, a step shows Couldn't check, as it may already be done: Check again at the top of the guide looks once more.
A finished step
➀ The check. The step is done. When Quoli confirmed it, the check stays put. When you ticked it yourself, the step offers Mark as not done.
➁ Where you stand. Some steps show your current setting. This one shows when review requests go out.
➂ The button. Turns off once the step is done. You can still change the setting in Quoli anytime.
Go live in 7 steps
Activate the Quoli app embed. What the button does: Activate app embed opens your theme editor at App embeds with Quoli Core Script switched on. Click Save. Done when: The app embed is on in your live theme. Start here: every widget needs it.
Publish reviews on product pages. What the button does: Add reviews widget opens your product template with the PDP Reviews Widget added as a new section. Move it into place and click Save. Done when: The PDP Reviews Widget, or the Grid Reviews Widget, is on your product template.
Display stars below product titles. What the button does: Add star ratings adds Product Star Ratings to your product information. Drag it under the title and click Save. Done when: Product Star Ratings is on your product template.
Schedule your review requests. What the button does: Schedule requests opens Settings ▸ Collect & publish, where you choose when the email goes out after each order. Done when: Automatic requests are on. They start on, 7 days after fulfillment, so this step is ticked from day one.
Customize your review request email. What the button does: Customize email opens your review request email in Settings ▸ Emails. Done when: You've edited and saved the email.
Apply your brand to emails and forms. What the button does: Set up branding opens Settings ▸ Brand: your logo, colors and fonts for emails, the review form and every widget. Done when: You've saved your brand.
Enable revenue attribution. What the button does: Activate pixel switches on the Quoli web pixel in one click. Done when: The pixel is active. Analytics then shows the orders and revenue your reviews influence.
💡 Tip: Quoli checks your live theme. Building on a draft theme? The theme steps tick when you publish it. A step you tick by hand counts for that theme only, so a theme change asks again.
Included in your plan
These appear when your plan has the feature. Each one ticks itself once it's done.
Authenticate your sender domain. Plans: Starter and up. How to finish it: In Settings ▸ Emails ▸ Sender identity, click Connect address, enter an address on your own domain, click Send verification email and confirm the link in your inbox. Review emails then come from your address.
Highlight reviews with Nuggets. Plans: Growth and up. How to finish it: Create Nuggets opens Nuggets. Publish a nugget and add the Nuggets Slider to your theme.
Create your first UGC ad. Plans: Growth and up. How to finish it: Create a UGC ad opens UGC Ads. Download your first ad, from any review.
Recommended extras
Optional, and quick wins. Open the group to see them.
Feature reviews on your homepage. Add carousel adds the Home Carousel to your home page. Done when: It's on your theme.
Add star ratings to collection pages. View instructions shows the Collection Ratings code in Settings ▸ Widgets. Done when: You mark it done. Quoli can't see inside theme code.
Import your existing reviews. Import reviews opens Reviews ▸ Import / export. Done when: Your store has reviews.
Reward photo and video reviews (Starter and up). Set up rewards opens Settings ▸ Discounts. Done when: A reward is set up.
Syndicate ratings to Google Shopping (Growth and up). Set up the feed opens Settings ▸ Integrations. Done when: You mark it done once the feed is in Google Merchant Center.
Continue setup
Until you're live, Home's title bar has a Continue setup button.
It brings your next step into view from anywhere on Home, even when you've hidden the guide. If that step is already open in front of you, it runs the step's button.
When you're live
Finish every Go live step and every step your plan includes, and the guide disappears. The title bar button becomes View reviews, or Moderate reviews when reviews are waiting for you.
If a step stops passing, the guide comes back by itself. A new theme without the app embed, for example, brings back Activate the Quoli app embed.
Your plan
Every store starts on Free Forever, with no time limit. Your first move to a paid plan starts with a 14-day free trial: move back to Free before it ends and you aren't charged. Compare plans in Settings ▸ Plans.
Up next
Home: your daily view: what every card and number on Home means.
PDP Reviews Widget: everything your product page reviews can do.
Product Star Ratings: the stars under your product title.