When you are new to bluebarry, you start with one module, such as a quiz, search or a popup. Barry, your AI marketer, builds that one with you first. The other modules can follow whenever you are ready. There is no checklist to work through.
Pick a module in the setup wizard
Most new stores start with a short setup wizard. Stores that pay through Shopify skip it and start on Home.
- Answer the questions about your store: its address, your orders and order value, where your marketing budget goes, the platform your store runs on and your email tool.
- On Here's your plan, the wizard recommends one or more modules for your store. Each card shows where the module sits in the personalization loop: Recognize, Personalize or Profit.
- The best fit is already selected and marked Recommended. Keep it, or click another card to start with that module instead.
- Click Build my …. The button names the module you picked. Depending on your store, the wizard then asks for your customers' three biggest pain points and checks that your products are in bluebarry.
Then Barry takes over on Home and builds the module you picked. First it asks you to enable that module with an Enable button in the chat. Modules you enable are free during your free trial, and Barry offers the other recommended modules the same way when you want them.
Pick a module on Home
As long as nothing is live on your store yet, Home opens in setup mode and asks you to Pick one module below to start with. Below Barry's box, Your personalization loop shows every module, grouped in three stages:
- Recognize: Quizzes, Product chat and Popups.
- Personalize: Search, Collection pages and Landing pages.
- Profit: Recommendations, Bundles and Post-purchase.
The loop only shows the modules available for your store.
Modules the setup wizard recommended carry a Recommended badge. Click Add next to the module you want. Barry checks your store, builds the first version with you and shows you where to preview it.
- Not sure? Let Barry recommend where to start asks Barry which module suits your store best.
- Set up by hand opens the onboarding page. It shows the same loop, but Add opens the module's own page so you set it up yourself. You can also book a strategy call with our team there.
If the module is not on your plan yet, Studio asks you to add it first and shows what it costs. See manage your subscription and invoices.
When your first module is a quiz
Before Barry builds a quiz, it asks whether the quiz should ask for the shopper's email before the results.
- No: the quiz goes straight from the last question to the results.
- Yes: the quiz gets an email step. Shoppers can skip it. After the preview, Barry helps you connect the email tool you use, so the emails and answers reach it. Klaviyo, Omnisend and Spotler Activate connect on the Integrations page, and Barry's Show me button takes you to the right card. Reloadify connects from your Reloadify account.
After your first module
When the first version is ready, Barry's reply ends with a Show me button that opens its preview. The next one takes you to where you put it live. If something is missing first, such as your products, the button takes you to where you fix that.
Once a module is live or has a draft, it shows in the sidebar under Live on your store. To add the next one, click Add on Home, or + Add a module in the sidebar.
The onboarding page
- Book your strategy session: pick a time for a free 30-minute call with our team to plan your setup, 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.
You can open it at any time at app.bluebarry.ai/onboarding.
Good to know
- Want to build a quiz yourself? See start your first quiz funnel.
- Quizzes, search and recommendations all work from your product catalog, so it pays to prepare your catalog early.