Dashboard
Reference: CartLift dashboard page layout with app embed status, campaign setup, help cards, review prompt, and recommended growth apps.
Document Purpose
This knowledge base content explains every visible section of the CartLift dashboard. The copy is written for Shopify merchants so they can understand what each dashboard block does, why it matters, and which action they should take next.
Dashboard Knowledge Base Summary
A quick overview of all major dashboard blocks before the detailed section-wise content.
- App Embed Status: Confirms whether the CartLift storefront embed is active.
- Offer Gifts Campaign: Helps merchants create milestone-based offers.
- Help Cards: Provides support, demo, and review actions.
- Growth Apps: Recommends related apps that improve store conversion
1. App Embed Status
Use this section to explain the activation state of the CartLift theme app embed.
Use this section to explain the activation state of the CartLift theme app embed.
APP EMBED STATUS
This section shows whether the CartLift app embed is enabled in your Shopify theme. When the status is ON, CartLift can display the cart drawer and related storefront features correctly. If the status is OFF, open the theme app embed settings and enable CartLift before creating or testing any campaigns.
This section shows whether the CartLift app embed is enabled in your Shopify theme. When the status is ON, CartLift can display the cart drawer and related storefront features correctly. If the status is OFF, open the theme app embed settings and enable CartLift before creating or testing any campaigns.
STATUS BADGE
What does the ON status mean?
The green ON badge confirms that the app embed is active in the current Shopify theme. This means the storefront can load CartLift features such as the cart drawer, campaign popups, and promotional widgets.
What does the ON status mean?
The green ON badge confirms that the app embed is active in the current Shopify theme. This means the storefront can load CartLift features such as the cart drawer, campaign popups, and promotional widgets.
OPEN APP EMBEDS BUTTON
How to enable CartLift in your theme
Click Open App Embeds to open the Shopify theme editor directly in the app embeds area. From there, enable the CartLift app embed, save your theme changes, and return to the dashboard to continue setup.
How to enable CartLift in your theme
Click Open App Embeds to open the Shopify theme editor directly in the app embeds area. From there, enable the CartLift app embed, save your theme changes, and return to the dashboard to continue setup.
2. Offer Gifts Based on Purchase Milestones
Use this section to explain the main campaign creation area.
Use this section to explain the main campaign creation area.
CAMPAIGN BANNER
Offer Gifts Based on Purchase Milestones
Create reward campaigns that encourage customers to add more products to their cart. CartLift can help you offer a free gift, a discount, or another incentive when customers reach a defined purchase milestone, such as spending a specific cart amount.
Offer Gifts Based on Purchase Milestones
Create reward campaigns that encourage customers to add more products to their cart. CartLift can help you offer a free gift, a discount, or another incentive when customers reach a defined purchase milestone, such as spending a specific cart amount.
CAMPAIGN ILLUSTRATION
How milestone rewards work
Milestone rewards guide customers step by step toward an offer. For example, a customer may unlock free shipping first, then a discount, and finally a free product after reaching the final cart value target.
How milestone rewards work
Milestone rewards guide customers step by step toward an offer. For example, a customer may unlock free shipping first, then a discount, and finally a free product after reaching the final cart value target.
CREATE CAMPAIGNS BUTTON
Create your first CartLift campaign
Click Create Campaigns to start setting up a new reward campaign. Choose the campaign type, define the purchase milestone, select the reward product or discount, and save the campaign once all rules are configured.
Create your first CartLift campaign
Click Create Campaigns to start setting up a new reward campaign. Choose the campaign type, define the purchase milestone, select the reward product or discount, and save the campaign once all rules are configured.
3. Need Help Card
Use this section for support and troubleshooting content.
Use this section for support and troubleshooting content.
NEED HELP
Use this support area whenever you need setup guidance, campaign configuration help, or troubleshooting assistance. The CartLift support team can help review your app settings and guide you through the correct setup process.
Use this support area whenever you need setup guidance, campaign configuration help, or troubleshooting assistance. The CartLift support team can help review your app settings and guide you through the correct setup process.
SUPPORT BUTTON
User Guide & Support
Click User Guide & Support to open help resources for the app. This is the best place to start when you need step-by-step instructions or want to understand how a feature works before contacting support.
User Guide & Support
Click User Guide & Support to open help resources for the app. This is the best place to start when you need step-by-step instructions or want to understand how a feature works before contacting support.
4. Schedule a Demo Card
Use this section to describe onboarding and product walkthrough support.
Use this section to describe onboarding and product walkthrough support.
SCHEDULE A DEMO
Book a guided walkthrough to learn how CartLift can improve your store’s cart experience and average order value. A demo is helpful if you want to understand all available features before launching campaigns.
Book a guided walkthrough to learn how CartLift can improve your store’s cart experience and average order value. A demo is helpful if you want to understand all available features before launching campaigns.
SCHEDULE BUTTON
Schedule a Call
Click Schedule a Call to choose a convenient time for a demo. During the session, you can review best practices, ask setup questions, and learn how to configure campaigns for your store goals.
Schedule a Call
Click Schedule a Call to choose a convenient time for a demo. During the session, you can review best practices, ask setup questions, and learn how to configure campaigns for your store goals.
5. Review CartLift Card
Use this section to encourage customer feedback and app reviews.
Use this section to encourage customer feedback and app reviews.
REVIEW CARTLIFT
Share your experience with CartLift to help other Shopify merchants understand how the app can support their cart drawer, reward campaign, and conversion goals.
Share your experience with CartLift to help other Shopify merchants understand how the app can support their cart drawer, reward campaign, and conversion goals.
WRITE REVIEW BUTTON
Write a Review
Click Write a Review to open the review page. Feedback helps the team improve CartLift and also helps new merchants decide whether the app is right for their store.
Write a Review
Click Write a Review to open the review page. Feedback helps the team improve CartLift and also helps new merchants decide whether the app is right for their store.
6. Recommended Growth Apps
Use this section to explain the app recommendation area at the bottom of the dashboard.
Use this section to explain the app recommendation area at the bottom of the dashboard.
RECOMMENDED GROWTH APPS
This section highlights related apps that can help increase trust, improve product presentation, and grow conversions. These apps are optional, but they can work together with CartLift to improve the overall shopping experience.
This section highlights related apps that can help increase trust, improve product presentation, and grow conversions. These apps are optional, but they can work together with CartLift to improve the overall shopping experience.
FOMOIFY SALES POPUP & PROOF
Use Fomoify to display real-time sales popups, customer activity, and social proof nudges. These notifications help build trust and encourage visitors to take action by showing recent store activity.
Install Now
Use Fomoify to display real-time sales popups, customer activity, and social proof nudges. These notifications help build trust and encourage visitors to take action by showing recent store activity.
Install Now
MIXBOX - BOX & BUNDLE BUILDER
Use MixBox to create custom bundles and boxed product offers. Bundles can increase average order value by encouraging shoppers to buy multiple products together in a structured package.
Install Now
Use MixBox to create custom bundles and boxed product offers. Bundles can increase average order value by encouraging shoppers to buy multiple products together in a structured package.
Install Now
NEX AI SEO PRODUCT DESCRIPTION
Use Nex AI SEO Product Description to generate SEO-friendly product content. Better product descriptions can improve search visibility, explain product benefits more clearly, and support conversion.
Install Now
Use Nex AI SEO Product Description to generate SEO-friendly product content. Better product descriptions can improve search visibility, explain product benefits more clearly, and support conversion.
Install Now
7. Recommended Knowledge Base Page Layout
This content can be used directly in a dashboard knowledge base page, documentation page, or help center article.
This content can be used directly in a dashboard knowledge base page, documentation page, or help center article.
PAGE TITLE
CartLift Dashboard Guide
Use this guide to understand every section of your CartLift dashboard and complete the basic setup steps for your Shopify store.
CartLift Dashboard Guide
Use this guide to understand every section of your CartLift dashboard and complete the basic setup steps for your Shopify store.
INTRO SECTION
Start with App Embed Setup
Before creating campaigns, make sure the CartLift app embed is enabled in your Shopify theme. This ensures the cart drawer and campaign features can load correctly on your storefront.
Start with App Embed Setup
Before creating campaigns, make sure the CartLift app embed is enabled in your Shopify theme. This ensures the cart drawer and campaign features can load correctly on your storefront.
CAMPAIGN SECTION
Create Reward Campaigns
After enabling the app embed, create a campaign based on your store goal. You can reward customers with free gifts, discounts, or purchase milestone offers that encourage larger cart values.
Create Reward Campaigns
After enabling the app embed, create a campaign based on your store goal. You can reward customers with free gifts, discounts, or purchase milestone offers that encourage larger cart values.
SUPPORT SECTION
Get Help When Needed
Use the help and demo cards to get setup support, understand app features, or schedule a guided walkthrough with the CartLift team.
Get Help When Needed
Use the help and demo cards to get setup support, understand app features, or schedule a guided walkthrough with the CartLift team.
APPS SECTION
Explore Growth Tools
Review the recommended apps if you want to add social proof, product bundles, or AI-generated SEO product descriptions to your Shopify store.
Explore Growth Tools
Review the recommended apps if you want to add social proof, product bundles, or AI-generated SEO product descriptions to your Shopify store.
8. Merchant FAQ Content
Add these short FAQ entries below the dashboard knowledge base if you want to reduce support questions.
Add these short FAQ entries below the dashboard knowledge base if you want to reduce support questions.
Why is the app embed important?
The app embed allows CartLift to load its storefront features through your Shopify theme. Without enabling it, the dashboard can be configured, but the cart drawer and campaign features may not appear on the live store.
The app embed allows CartLift to load its storefront features through your Shopify theme. Without enabling it, the dashboard can be configured, but the cart drawer and campaign features may not appear on the live store.
What should I do first after installing CartLift?
First, enable the app embed from the dashboard. Then create your first campaign and test the storefront to confirm the offer appears correctly.
First, enable the app embed from the dashboard. Then create your first campaign and test the storefront to confirm the offer appears correctly.
Can I create multiple milestone campaigns?
Yes. You can create campaigns based on different purchase goals, such as free shipping, discount rewards, or free gift offers. Each campaign should be tested before publishing to customers.
Yes. You can create campaigns based on different purchase goals, such as free shipping, discount rewards, or free gift offers. Each campaign should be tested before publishing to customers.
When should I schedule a demo?
Schedule a demo if you are unsure how to configure campaigns, want to improve average order value, or need a walkthrough of best practices.
Schedule a demo if you are unsure how to configure campaigns, want to improve average order value, or need a walkthrough of best practices.
Are the recommended growth apps required?
No. The recommended apps are optional. They are shown because they can complement CartLift by improving social proof, product bundles, or SEO content.
9. Final Dashboard Copy Suggestions
Short polished text snippets for dashboard cards and call-to-action buttons.
Short polished text snippets for dashboard cards and call-to-action buttons.
TOP ALERT
Enable CartLift App Embed
Enable the CartLift app embed in your Shopify theme so the cart drawer and campaign features can appear on your storefront.
Enable the CartLift app embed in your Shopify theme so the cart drawer and campaign features can appear on your storefront.
CAMPAIGN BANNER
Create Reward Campaigns That Increase Cart Value
Set up milestone-based rewards such as free gifts, discounts, and shipping offers to encourage customers to complete larger purchases.
Create Reward Campaigns That Increase Cart Value
Set up milestone-based rewards such as free gifts, discounts, and shipping offers to encourage customers to complete larger purchases.
SUPPORT CARD
Need Help Setting Up?
Access setup guides or contact support if you need help configuring your campaigns or storefront display.
Need Help Setting Up?
Access setup guides or contact support if you need help configuring your campaigns or storefront display.
DEMO CARD
Book a CartLift Walkthrough
Schedule a call to learn how to use CartLift features and apply best practices for improving average order value.
Schedule a call to learn how to use CartLift features and apply best practices for improving average order value.
REVIEW CARD
Share Your CartLift Experience
Leave a review to help other Shopify merchants discover CartLift and to help us improve the app.
Share Your CartLift Experience
Leave a review to help other Shopify merchants discover CartLift and to help us improve the app.
GROWTH APPS
Recommended Apps to Grow Your Store
Explore additional tools that can help build trust, increase order value, and improve SEO content for your products.
Recommended Apps to Grow Your Store
Explore additional tools that can help build trust, increase order value, and improve SEO content for your products.