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Getting Started

Install Campaignly and run your first promotion in five minutes.

Welcome — this guide gets you from “I just heard about Campaignly” to “my first discount is scheduled and on autopilot” in about five minutes.

What you need

  • A Shopify store on any plan (Basic, Shopify, Advanced, Shopify Plus, or a dev store).
  • Admin access to that store (you need to be able to install apps).
  • A handful of products to discount — even one is fine.

Install Campaignly

  1. From your Shopify admin, open the Shopify App Store and search for Campaignly.
  2. Click Install and review the requested permissions:
    • read_products and write_products — Campaignly schedules price changes by writing back to your product variants.
    • read_orders — used by the analytics dashboard to compute revenue uplift after a campaign ends.
  3. Approve the install. Shopify hands you off to Campaignly’s onboarding screen.

You’ll see a 14-day free trial banner if you’re on the Starter or Pro plan — no charge happens until day 15.

Tour the admin

The Campaignly admin embeds inside your Shopify admin (so you never leave Shopify to manage promotions). The four screens worth knowing:

  • Campaigns — the list of everything scheduled, running, or archived. This is where you spend 80% of your time.
  • Settings — store-wide preferences: storefront countdown widget, email preferences, override behaviour.
  • Audit log — every price change Campaignly made on your behalf, with a “what / when / why” trail you can hand to your accountant.
  • Billing — your current plan, usage, and upgrade path.

Your first campaign

Head to the Creating Your First Campaign doc for the step-by-step. The short version: click New campaign on the Campaigns page, pick products, set discount + start/end times, save. That’s it.

What happens next

  • Campaignly stores a “snapshot” of your current prices so it can restore them when the campaign ends. You never lose your originals.
  • At the campaign’s start time, our worker pushes discounted prices to Shopify in batches (typically within 15 seconds for hundreds of variants).
  • At the end time, prices revert automatically. No 11pm Sunday alerts to drop everything and undo the sale.

Where to go next

  • Creating Your First Campaign — the click-by-click setup.
  • Understanding Overlapping Discounts — run a Black Friday on top of a weekly clearance without breaking either.
  • FAQ and Troubleshooting — quick answers if something looks off.

Stuck? support@campaignly.papathemes.com — we read every message.