MarginBundleMarginBundle
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Feature guide

MarginBundle Help Center

A practical guide to each app area, when to use it, and where to start inside the embedded Shopify admin app.

  • Contextual app help
  • Stable feature anchors
  • Public-safe guidance
Start with status

Start with dashboard and onboarding guidance when setup, catalog sync, costs, or health checks need attention.

Feature paths

Use offer, storefront, customer group, recommendation, experiment, referral, and analytics sections to move from setup to measurement.

Settings and support

Use plans, settings, and support guidance when billing, defaults, or safe diagnostics need a clearer path.

Operational judgment

Dashboard and next actions

Use the dashboard to review offer revenue, attributed orders, profit signals, health checks, and the next operational actions before scaling promotions.

Launch readiness

Installation and onboarding

Finish first-run setup, choose a plan, sync catalog data, and confirm the store is ready before publishing live offers.

Cost foundation

Products and costs

Sync products and variants, import or edit unit costs, and improve the reliability of margin checks, recommendations, and analytics.

Offer building

Product offers

Create bundles, add-ons, quantity discounts, and mix-and-match offers with gross-margin guardrails before publishing Shopify discounts.

Campaign planning

Offer planning

Use catalog, cost, offer, recommendation, and recap signals to decide which profit-aware campaign to build next.

Storefront display

Storefront widgets and checkout discounts

Enable theme app blocks, confirm app proxy and discount health, and test product or cart display before broader promotion.

Member segmentation

Customer groups and member discounts

Build customer groups, sync Shopify tags, and create member-only discounts for selected VIP, lifecycle, or custom audiences.

Recommendations

Recommendations and AI copy

Review recommendation opportunities and draft shopper-facing offer copy, then edit for brand voice before publishing.

Experimentation

Experiments

Compare offer variants with a clear hypothesis and review results alongside margin and attribution signals before changing live campaigns.

Referral campaigns

Referrals

Create referral invite campaigns, track claimed activity, and use campaign metrics to decide whether to keep or adjust the program.

Attribution

Analytics and attribution

Measure attributed revenue, orders, add-to-carts, gross profit signals, recaps, and customer-group performance over the right reporting window.

Plans and billing

Plans and billing

Review plan limits, trial status, billing approval, cancellations, downgrades, and Shopify Billing return flows.

Defaults

Settings

Configure margin floors, localization preferences, and operational defaults used by offers and storefront display.

Support

Support and safe diagnostics

Use embedded or public support when self-serve guidance is not enough, sharing only shop and feature context needed for investigation.