It takes about 60 seconds to create and activate your account. Once activated, your job is done and it's our turn to make magic.

Install the app from Shopify App Store

First step, you have to go on Shopify App Store and search for Cartloop to add it to your store. 

Click on 'Install app'

Create your account

While you setup your account, your Shopify store will be synced in the background.

Confirm your phone number and email address. Then, add your shipping information for Domestic and International. This is important for the Cartloop support team to know when discussing with your customers.

Read a brief description of how Cartloop works and click on 'Continue'.

Setup your brand personality. Brand personality is the voice behind the conversations that suits your brand the most. You can choose between: 

  • Emma (Casual)

  • Noah (Professional)

  • Hailey (Classy)

  • Mia (Promotional)

  • Zoey (Quirky)

Each one has an example of how the conversation would look like.

Set a discount 

The discount you setup during onboarding will be automatically generated into your Shopify Store and this will be the discount offered to people who abandoned their carts. Choose a percentage and click on 'Generate my code' than 'Set discount'. 

If you want to offer another kind of offer or deal, such as Free Shipping, you can contact us and we'll do it for you.

Optimize your checkout

In order to collect phone numbers from people who accepted marketing, you need to optimize your checkout from Shopify. 

  1. Go to Shopify Settings > Checkout > Customer contact > Select 'Customers can only check out using email'

2. Go to Form options > Shipping address phone number > Select 'Optional'

3. Go to Checkout language > Manage checkout language > Search for 'Phone label' and 'Optional phone label' > Add the following recommended text: 'Phone for support, offers and updates from the team'

4. Search for 'Checkout Marketing' and 'Accept marketing checkbox label' > Add the following recommended text: 'Sign up for order updates and exclusive offers via text messages & email'

This is how your Checkout page should look like

Select a plan 

Done, click on 'View my dashboard' to get started with Cartloop.


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