When you are new to bluebarry, the Dashboard opens on a setup page that gets your first product quiz live in three steps. Once all three are done, the setup page steps aside and the Dashboard becomes Barry, your AI marketer.
Work through the checklist
- Click Dashboard in the sidebar.
- Find the Your setup checklist card.
- Click the first step that is not done yet and finish it on the page that opens.
- Come back to the Dashboard for the next step.
A finished step turns green and is crossed out. You can do the steps in any order.
The three steps
| Step | Where it takes you | Done when |
|---|---|---|
| Create your quiz questions | Opens your quiz on Design quiz with a short guided tour of the question list. | Your quiz has questions. |
| Connect your product feed | Opens Products → Feeds, where you connect a feed. Shopify, WooCommerce and CCV Shop stores sync products automatically once connected. | Products have come in. |
| Publish your quiz | Opens your quiz on the Launch tab with a guided tour of publishing. | A quiz is published. |
Steps one and three open the first quiz in your account. If you do not have a quiz yet, create one first under Quiz funnels → All quizzes. See start your first quiz funnel.
Also on the setup page
- Book your strategy session: pick a time for a free 30-minute call with our team to plan your quiz, review your catalog and agree on a launch plan.
- Join the community: click Join Discord to ask other bluebarry users and our team for help.
Good to know
- The checklist is about your first quiz. Search, product chat and popups do not need it: you can set them up at any time from the sidebar.
- Want to see the setup page again after you have finished? Go to app.bluebarry.ai/onboarding.