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Quickstart

Get a newly connected store from zero to active monitoring in about 10 minutes.

Before you begin: The store must already have Shoptest installed from the Shopify App Store. If you are an agency partner, you need a connection code from the store owner (generated in Settings > Agency Access).


Step 1 — Complete in-app onboarding

When you first open Shoptest, the Dashboard shows a Quickstart card with two steps:

  1. Select third-party apps to monitor. Pick every app critical to the store — at minimum the payment gateway, shipping provider, and any loyalty or subscription service. Click Next when done.
  2. Set up notification alerts. Enter at least one email address that should receive alerts. You can add more channels (Slack, additional emails) later in Settings > Notification Channels. Click Continue to finish.

Once both steps are complete, you will see a confirmation toast and the Dashboard loads with live status tiles.

Expected result: The Dashboard shows six status tiles (Shopify Platform, Third Party Apps, Test Flows, Broken Links, Page Speed, Store Radar). Some may show Not enough data — that is normal on a new store.


Step 2 — Create your first tests

Go to Test Flows in the sidebar.

Fastest path — Generate Test Suite:

  1. Click Generate Test Suite.
  2. Shoptest creates recommended tests for the store's most critical journeys (checkout, search, mobile navigation, cart, and more).
  3. Wait for generation to complete. Each test costs 100 credits on success; failed generations are free.

Alternative — Create a single test:

  1. Click Create test.
  2. Choose Generate with AI and select a scenario (start with Checkout Flow), or choose Record Manually to record your own steps in a virtual browser.
  3. Name the test descriptively (e.g. Checkout flow — desktop).
  4. Set a run frequency. The default (every 6 hours) is a good starting point.
  5. Save the test.

Expected result: The Test Flows list shows your new tests with status Pending. Trigger at least one manually (click the test, then Run) to confirm it passes.


Step 3 — Verify the Dashboard

Go back to Dashboard. Confirm:

  • The Test Flows tile shows a green status with your recent run.
  • The Third Party Apps tile reflects the services you selected during onboarding.
  • No tiles are red — if any are, investigate before moving on.

The store is now actively monitored.


Step 4 — Optional setup for full coverage

These are not required immediately, but should be configured within the first week:

TaskWhereGuide
Add monitored pages for speed trackingPage Speed > ConfigurePage Speed
Review Store Radar metric baselinesStore RadarStore Radar
Run a broken links scanBroken Links > Run NowBroken Links
Configure AutoFix modeSettings > AutoFixSettings
Set a Spend CapSettings > Plan & creditsSettings
Enter storefront password (if store is password-protected)Settings > Storefront PasswordSettings

What to do next

  • Daily: Check the Dashboard — all six tiles should be green.
  • After any store change (theme update, app install, campaign launch): check Test Flows and Page Speed for new failures or regressions.
  • When a test fails: See Investigating failures for AI analysis, AutoFix, and Safari checks.
  • For client reporting: See Reports to generate and share monitoring summaries.