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, access to your Doofinder Admin Panel (from the “Manage Information” button), and explore the Doofinder products.

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:

Store Information

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 is 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.

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.

Image Size

Select the size of the images to display on the layer or carousel.

Search Engine

The Search Engine is automatically created.

Layer

If you have Search available and ongoing on your "My Subscription" panel, the Fullscreen Live Layer will be enabled by default, on desktop and mobile. If you want to create a new layer, see this document "Create A Layer".

Recommendations Carousel

If you have Recommendations available and ongoing on your "My Subscription" panel, the carousel needs to be created and configured for it to appear on your online shop. To learn how to configure Recommendations carousel, please visit "Recommendations Setup".