Onboarding & Setup
This page provides a practical checklist and step-by-step guidance for store owners to configure Sprusify for production.
Initial checklist
- Connect Sprusify to your Shopify store and confirm required scopes (orders, products, discounts, webhooks).
- Configure currency and timezone to match Shopify settings.
- Connect a payment processor (Stripe Connect) if you intend to automate payouts.
Brand and portal setup
- Upload your store logo and set colors to match your storefront.
- Customize signup and welcome emails so affiliates receive a branded experience.
Commission defaults & referral window
- Set a default commission model (percentage or fixed) and a referral window (e.g., 30 days).
- Decide whether commissions calculate on pre- or post-discount totals.
Verification & payout policies
- Configure KYC thresholds and any manual review steps for high payout requests.
- Set minimum payout thresholds and payout cadence (weekly/monthly/manual).
Testing before launch
- Create a test affiliate, generate a tracking link or coupon, and place a test order to verify attribution and payout records.
- Use the Orders → Sync Now feature to reconcile any test discrepancies.
Launch communications
- Share onboarding materials, creatives, and program rules with initial affiliates.
- Provide a knowledge base link and support contact for frequently asked questions.
Developer notes
- For local development, use a tunnel (ngrok) so Shopify can reach your webhook endpoints and OAuth callbacks.
Following this checklist reduces painful surprises at launch and improves affiliate confidence. Theme & checkout integration
- Sprusify injects a post-checkout script to capture conversions. Verify the script is present under Online Store > Themes > Edit code or in Shopify’s Script Tags.
Webhooks & API keys
- Configure webhook endpoints (Admin > Settings > Webhooks) for
order.created,order.paid, andrefund.created. - Create API keys for integrations and store them securely.
Policies & payouts
- Set commission rules, payout thresholds, and the dispute resolution policy before inviting affiliates.
Onboarding tips
- Start with a pilot campaign and a small group of affiliates to validate tracking and payouts.
- Use test orders to ensure end-to-end attribution and payout flows work as expected.