👏🏼 Onboarding: “Join Yoho” (Post‑Verification)

✏️ Step 1 — Open the Joining Screen

1. On the verification success page, click Continue (or Go to Yoho).

2. Yoho will load the Join / Setup screen to begin onboarding.

✏️ Step 2 — Define Your Main Purpose

1. Find the field labeled Main purpose of using Yoho and enter your primary goal for getting started.

✏️ Step 3 — Add Your Company Website

1. In the Company site field, paste your official business URL (recommended format: https://yourdomain.com).

2. Before proceeding, double-check that your site:

• Loads publicly (not behind a login).

• Is the recognized and registered site you want Yoho to analyze — not a temporary or campaign link.

🤖 Step 4 — Start the AI analysis

Yoho’s AI engine kicks off by analyzing your provided URL and stated goal to craft an initial business snapshot and strategy outline. This smart onboarding step instantly personalizes your experience — delivering meaningful, ready-to-use insights that accelerate your path to value. The information collected during onboarding—such as intent, business details, and target audience insights—serves as foundational data for Yoho’s AI engine. These inputs train the system to build tailored outputs like marketing briefs, customer personas, ad copy, and strategic recommendations that align with your brand’s unique voice and objectives.

All inputs remain fully editable, allowing you to refine or expand them as your business evolves. New items can also be created effortlessly at any time, enabling continuous learning and improvement within the AI to keep your strategy fresh, adaptive, and ahead of the curve.

🤖 Step 5 — Review the generated outputs

Once the analysis wraps up, Yoho delivers a curated set of insights designed to kickstart your strategy, including:

💡 Business snapshot: A clear, structured view of what your brand offers, what makes it stand out, and how it’s currently positioned online.

💡 Core problem: A crisp take on the main challenge your product or service solves for your audience.

💡 Customer personas & angles: Profiles of your key customers—who they are, what motivates them, and why they choose your brand.

💡 Starter marketing strategy: Smart channel suggestions, messaging ideas, and next steps inspired by your brand story and Yoho’s website analysis.

Supercharge your efficiency by integrating Yoho with Shopify and Meta. Sync product catalogs, align calendars, and track ad performance in one unified workspace. It’s the smartest way to keep your creative pipeline flowing without friction.

Meta Integration

✏️ Yoho’s Meta integration connects your creative pipeline directly to your ad account, allowing you to push assets into new or existing campaigns without the friction. Beyond seamless deployment, this connection unlocks real-time performance syncing—giving you visibility into which creatives are winning and which contributors are driving the best results. Launch fast, learn faster, and put your content to work.

Paired with our Meta integration, you can bridge the gap between creation and distribution, syncing performance metrics and pushing approved assets directly to your ad accounts. It’s a unified system designed to keep your products, schedules, and campaigns perfectly aligned.

✏️ Prerequisites:
To enable this feature, you must be on a Yoho paid plan or active trial and hold the necessary Meta Business Manager permissions to install apps and manage ad assets. If you are working within a team, please verify that your assigned role grants app installation and ad account access.

Connecting Meta to Yoho

Ready to sync your ads with your creative pipeline? There are two simple ways to link your Meta account, depending on where you are in your Yoho journey.

✏️ Option 1: The Onboarding Express (Setup Wizard):

✏️ Option 2: Settings Menu

If you opted to skip the initial setup or need to configure the integration later, you can access it directly from the dashboard.

Our Shopify integration automatically syncs your product catalog, pricing, product availability and other relative data ensuring your creative team always works with real-time data.

How to Connect Shopify to Yoho

Syncing your Shopify store allows Yoho to seamlessly access your product catalog and inventory data. You can establish this connection in two ways, depending on where you are in your setup journey.

✏️ Required Credentials
Before you begin, please ensure you have the following credentials ready from your Shopify Admin panel:

• API Key

• Admin API Access Token

• API Secret Key

Method 1: During Initial Onboarding

If you are new to Yoho, the fastest way to connect is through our welcome workflow.

1. Follow the Setup Wizard: As shown in the GIF above, the onboarding process will automatically prompt you to connect your Shopify account.

2. Enter Credentials: Input your API Key, Admin API Access Token, and API Secret Key into the designated fields.

3. Auto-Sync: Once authenticated, Yoho will instantly sync with your store data.

Method 2: Via Account Settings

If you skipped the initial setup or need to manage the connection later, you can access the configuration from your dashboard.

1. Access Settings: Navigate to the Settings menu on the left-hand sidebar and select the Shopify configuration panel (refer to the screenshots below).

2. Connect & Verify: Click Connect and follow the on-screen instructions to verify your account credentials.

3. Map Users: Once connected, match your Shopify user accounts with your team members in the Hub to ensure workflows are properly assigned.