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.
#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 your goal
What do you want to do today?
01
Set up MarginBundle
Finish first-run setup, choose a plan, sync catalog data, and confirm the store is ready before publishing live offers.
→02Create an offer
Create quantity discounts, BOGO, gifts, gift ladders, bundles, cart add-ons, and customer-targeted offers from mechanic-specific workflows.
→03Publish to the storefront
Set widget appearance defaults, keep theme-block overrides where needed, confirm app proxy and discount health, then test eligible product and cart display.
→04Review campaign results
Measure attributed revenue, orders, add-to-carts, gross profit signals, recaps, and customer-group performance over the right reporting window.
→05Fix a setup or billing issue
Use embedded or public support when self-serve guidance is not enough, sharing only shop and feature context needed for investigation.
→Quick start
Go from install to a checked first offer
Follow these stages in order. Each step links to the detailed reference below.
- 1↗
Confirm store readiness
Finish first-run setup, choose a plan, sync catalog data, and confirm the store is ready before publishing live offers.
- 2↗
Prepare products and costs
Sync products and variants, import or edit unit costs, and improve the reliability of margin checks, recommendations, and analytics.
- 3↗
Build and review the offer
Create quantity discounts, BOGO, gifts, gift ladders, bundles, cart add-ons, and customer-targeted offers from mechanic-specific workflows.
- 4↗
Publish, test, and measure
Set widget appearance defaults, keep theme-block overrides where needed, confirm app proxy and discount health, then test eligible product and cart display.
Feature reference
Find guidance by operating stage
Prepare
Installation and onboarding
Finish first-run setup, choose a plan, sync catalog data, and confirm the store is ready before publishing live offers.
#Products and costs
Sync products and variants, import or edit unit costs, and improve the reliability of margin checks, recommendations, and analytics.
#Create and publish
Offers workbench and mechanics
Create quantity discounts, BOGO, gifts, gift ladders, bundles, cart add-ons, and customer-targeted offers from mechanic-specific workflows.
#Suggested campaigns
Use catalog, product, and campaign signals as inputs to the Offers workbench when deciding what to build next.
#Storefront widgets and checkout discounts
Set widget appearance defaults, keep theme-block overrides where needed, confirm app proxy and discount health, then test eligible product and cart display.
#Customer groups and member discounts
Build customer groups, sync Shopify tags, and create member-only discounts for selected VIP, lifecycle, or custom audiences.
#Learn and optimize
Product suggestions and AI copy
Use these supporting inputs to start an offer draft, then review and edit campaign details before publishing.
#Experiments
Use this advanced workflow to compare ready offer variants with a clear hypothesis before changing a live campaign.
#Referrals
Use this advanced workflow for referral invite campaigns when it supports the wider offer strategy.
#Analytics and attribution
Measure attributed revenue, orders, add-to-carts, gross profit signals, recaps, and customer-group performance over the right reporting window.
#Operate safely
Plans and billing
Review plan limits, trial status, billing approval, cancellations, downgrades, and Shopify Billing return flows.
#Settings
Configure margin floors, localization preferences, and operational defaults used by offers and storefront display.
#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.
#Troubleshooting
Start with the closest symptom
An offer is not ready to publish
Create quantity discounts, BOGO, gifts, gift ladders, bundles, cart add-ons, and customer-targeted offers from mechanic-specific workflows.
A widget or discount is not appearing
Set widget appearance defaults, keep theme-block overrides where needed, confirm app proxy and discount health, then test eligible product and cart display.
Billing or app status looks wrong
Review plan limits, trial status, billing approval, cancellations, downgrades, and Shopify Billing return flows.
Help
Need more help?
Open support when the guide is not enough. Include your shop domain, affected feature, screenshots, and steps to reproduce when relevant.