Installation Steps - Shopify

Installation

To begin the installation process, you'll need to download the App from the Shopify App Store site and connect it to your Doofinder account. You can do this either from Doofinder or from your Shopify backend.

• If you choose to begin the installation from Doofinder:

You need to go to your Doofinder Admin Panel to create your Store. If this is a first-time installation, a pop-up will appear to enter the following information, if not, click on your Store name and Create Store.

Then, type the URL of your website and click on the "Install Doofinder app for Shopify" button.

• If you choose to begin the installation from your Shopify backend:

Step 1: Log in to your Shopify account and download the Doofinder application from the Marketplace. Inside your Shopify account, click on the search bar to open the search widget, or press CMD (⌘) + K on a Mac keyboard, or SHIFT (↑) + K on a Windows keyboard to start the search.

Step 2: Look for "Doofinder" and click on the App.

Step 3: You are now on the Shopify App Store site. Click on the 'Install' button.

Step 4: Now, click on the “Install” button to install the Doofinder app on your Shopify backend.

Post-Installation

Step 5: Once installed, you’ll be redirected to the Doofinder Shopify app. The app will immediately start indexing your Shopify catalog on your Doofinder backend. This means that the indexation process has started. The Doofinder app is now accessible and visible in the left-side menu under "Apps."

Click on “Understood” to continue the post-installation process.

As the Doofinder App continues indexing, you can explore the Doofinder App's panel. From here, you can access to your Store Information, or access to your Doofinder Admin Panel (from the “Manage Information” button).

As shown on the panel, you have now access to the following tabs:

• Dashboard: here you’ll find visible your Store Information (Store Name, Store Installation number, your Industry Sector and the “Manage Information” button which leads to your Doofinder Admin Panel)
• Search
• Recommendations
• Account
• Store Settings

Step 6: Once the indexation is finished, you can check its status on your Doofinder Admin panel. To do so, click on the “Manage Information” button to access to your Doofinder Admin panel.

Once inside the Doofinder Admin Panel, go to Search Engines > Indexing. Here, you’ll be able to see your Shopify Site Key and check the indexation status.

From the Doofinder App on your Shopify Backend, you will be able to access to the Store Settings and configure your Store Information, activate or deactivate the Doofinder search bar, activate or deactivate the Update on Save option, select the size of the images to display ont he layer or carousel and activate or deactivate the metafields indexing option.

Doofinder Script

Step 7: The script is generated automatically during the installation process, but it needs to be activated manually on your Shopify Theme.

To activate the Doofinder Script on your Shopify Theme, follow these steps:

1. On your Doofinder dashboard, go to Store Settings.
2. Scroll down to "Doofinder Script" and click on the "Script Configuration" button. The Script will appear as "deactivated".
   
3. You'll be redirected to your Shopify Theme, where you'll need to manually enable the Doofinder toggle.
   
4. Once enabled, please make sure to click "Save" to save the changes.
5. Go back to your Doofinder App panel, and on Store Settings please refresh the page. You will now see that the Script option will appear as currently "activated".
   

Once this step is completed and the Doofinder Scripts shows as "activated", Doofinder should be functioning correctly on your online shop.

Please, be sure and check that the email associated to your Doofinder Admin Panel, matches the email configured for your Shopify store. To check this, on your Shopify backend, go to Apps > search for Doofinder > click on the three dots and select "Magane App".

On the General section, check if the Store Email matches the email on your Doofinder Store on the Admin Panel under the Account Section.. If you are trying to access through a staff account, please note that your staff email should be associated to your Doofinder account, using the Team functionality..

You should also make sure that the email used has been verified:

Account and Store Settings

Account Panel

This panel is the Account section of the Doofinder app within Shopify. It provides an overview of your plan, usage, billing, and support options.

Each section helps you manage a specific part of your Doofinder integration, from billing and usage to accessing support. Any button will redirect you to the Doofinder Admin Panel.

• Plan Overview: View your current plan’s details, features, and limits, or explore upgrades.
• Usage: Monitor your app usage to manage resources effectively.
• Billing Information: Manage your payment methods and view transaction history.
• Payments & Invoices: Review payment history and invoices.
• Doofinder Support: Access help resources, guides, and documentation.

Store Settings Panel

• Store Information: Keep your store’s name and industry classification updated.

  From the "Manage Information" button, you can access the Doofinder Admin Panel depending on your account role. This redirection is role-based to ensure that each user is only taken to sections they have permission to access. For example:

  • Owners and Administrators
    Can view search analytics, so they are both sent to the "Search stats" page.

  • Managers
    Handle search engine configurations, so they are directed to the "Search engines" page.

  • Billing
    Responsible for account and subscription management, which is why they are taken to the "Account - My subscription" page.

  This system helps maintain security and streamline access by limiting each role to only the relevant parts of the Admin panel. If a user with insufficient permissions attempts to access a restricted section of the Admin Panel, they will be redirected to an error page. This page will inform them that they do not have the necessary access rights and prompt them to review their account permissions.

  

• Doofinder Script: Activate or deactivate the Doofinder Script from this option.

• Update On Save: Keep your store’s product data synchronized in real time, ensuring updates are reflected instantly in your search results.
• Metafields: Improve search relevance by indexing product metafields. This allows for more precise and tailored search results. Once the indexation of metafields has been enabled, you have to reindex the products in Doofinder.
• Image Settings: Select the size of the images to display on the layer.

Search

From your Dashboard > click on “Search” to enter the Search panel. From here, you’ll be able to access all the Search functionalities available. This panel will redirect you to your Doofinder Admin Panel.

Recommendations

From your Dashboard > click on “Recommendations” to enter the Recommendations panel. From here, you’ll be able to access to your Doofinder Admin Panel to create your carousel.