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Onboarding Guide for Smart by Wunderkind

Updated

Table of Contents

  1. Step 1: Download the Shopify App
  2. Step 2: Set Your Goals, Brand Kit, and Discounts
  3. Step 3: Set Up Your Klaviyo Integration
  4. Step 4: Edit and Launch Your Experiences
  5. Step 5: Explore the Wunderkind Platform

Step 1: Download and Configure the Shopify App 

Install the App

  • Log into your Shopify Store.
  • Navigate to the Wunderkind App listing at https://apps.shopify.com/wunderkind. Please note that you must use a direct link; you cannot currently discover the app within the Shopify App Store.
  • Install the application.
  • Q: Why do I need a link to install the app? Currently in beta, the app is "unlisted," meaning it’s not searchable on the Shopify App Store just yet. The beta program enables us to gather feedback and improve the experience before a public release. Listed or unlisted, both versions meet the same requirements for a great user experience. By joining the trial, you quickly access the Wunderkind services without any risk to your store. 
  • Please note that the Shopify App is not compatible with headless sites. 

Create an account with Wunderkind

  • Currently in beta, the app is completely free to install. If you haven't already set up payments in Shopify, you will still need to enter your credit card information to meet the Shopify billing API requirements. Wunderkind will never charge you without your consent.

     Screenshot 2024-10-11 at 10.23.53 AM.png

Enable the Wunderkind Tag in your Shopify Theme

  • From the homepage of the Wunderkind App, click “Enable Wunderkind Tag”. This will take you into the App Embeds section of your themes to turn on the tag. 
  • Press “Save” in the upper right hand corner of the screen.
  • You have successfully placed your tag! Please note that if you want to change themes, you will need to re-enable the tag in your new theme. You can do this prior to making the theme switch.

Enable the Wunderkind product feature toggles

  • The next step is to enable the appropriate toggles in your Wunderkind App settings. To access these toggles, select “Apps” in the left hand navigation bar, and then select “Wunderkind”. The Wunderkind App homepage will load in Shopify.
  • From there, click on the “Settings” option on the left hand side navigation bar under “Wunderkind” (not your Shopify settings).

  • “Enable Checkout Experience” and “Enable Onsite Experience” should always be checked. If they are not, please click “Turn On” to enable them.
  • “Enable Product Feeds” should be selected if you plan to run Wunderkind Catalog experiences (e.g. back in stock, low in stock, or price drop). 

(Optional) Excluding Products from Wunderkind Campaigns

  • If you would like to exclude specific collections or products from your Wunderkind sends, follow the directions below. Please note that excluding products may impact performance. We recommend excluding items like gift cards.
  • To exclude Collections from Wunderkind Sends, select the collections from the “Settings” page of the Wunderkind App.


 

  • To exclude individual products from Wunderkind Sends, edit the “Wunderkind Product Attributes” on the individual product page.
    • Navigate to the "Products" section within the Shopify store and click into the product that you want to exclude.
    • In the top right hand side of the product, click "more actions".
    • Click Wunderkind Product Attributes.
    • Click "Exclude this product from Wunderkind Marketing"
    • Click Save.



 

Finalize your Smart by Wunderkind app set-up

  • Select the "Finish your Wunderkind setup (self-service beta)" button at the top of the page.
  • This will direct you to the Smart by Wunderkind onboarding process in the Wunderkind Platform, where you will be able to configure your email integration, set up your creatives, and turn the campaigns live.

Step 2: Set Your Goals, Brand Kit, and Discounts

Create an account

  • Sign up to Wunderkind using your business email and accept the Acceptable Use Policy and Privacy Policy.

 

Select your marketing goals

  • Select one or more marketing goals from the available list options. Smart by Wunderkind will recommend email and onsite campaigns based on your selected goals. 

Screenshot 2024-10-11 at 12.34.13 PM.png

 

Define Promotions

  • Choose which promotion(s) to offer to your customers. Smart by Wunderkind will retrieve discount options directly from your Shopify store. You can choose whether to use discounts in emails to Customers, Prospects, both, or neither. 
  • We recommend - at the very least - utilizing discounts for Prospects (users who have not purchased before) to help incentivize the first conversion and build a relationship with new website users. 

Screenshot 2024-10-11 at 12.35.35 PM.png

 

 

Upload Your Brand Kit 

  • Upload your brand guidelines (e.g. colors, logos,  images, fonts, etc.). Smart by Wunderkind will use these elements to build out your recommended experiences. 

3. Set Up Your Klaviyo Integration

Create a Klaviyo Private API Key

To ensure we can seamlessly integrate and manage your email marketing campaigns on Klaviyo, we need access to an API key from your account. Please follow these steps, or watch the instructional video below for a visual guide:

  1. Navigate to https://www.klaviyo.com/integrations and log in using your Klaviyo credentials
  2. Click on "Account" (bottom left hand side. Note that the actual name will reflect your Klaviyo Account.)
  3. Click "Settings" and select "API Keys"
  4. Click "Create Private API Key"
  5. In the "Private API Key Name" field, we recommend using Wunderkind for easy reference. However, if this name is already in use, please select an alternative of your choice.
  6. Select the "Full Access Key" radio button
  7. Click "Create"
  8. Since this is the only opportunity to view the key value, we strongly recommend downloading it.

 

Create your Metric in Klaviyo

Your Klaviyo Integration utilizes a Wunderkind metric in order to send emails. Please follow these steps in order to begin the configuration process.

  1. Download this CSV
  2. Navigate to https://www.klaviyo.com/integrations and log in using your Klaviyo credentials
  3. Click on "Manage Sources", then “Import via CSV”
  4. Upload the CSV that you downloaded in Step 1 and click “Next”
  5. In the "Name of event / action" field, enter Wunderkind
  6. Click "Next"
  7. Click "Done" once the Import is successful (Green Status bar is full)

Create and Configure your Wunderkind flow

Now, you will configure your Wunderkind flow. Please follow these instructions exactly, as the names that you give need to match exactly. Once a Metric is selected, it cannot be changed. You will have to delete the flow with the wrong Metric and create a new flow. 

  1. Click "Flows" in the left-hand menu
  2. Click the "Create flow" button on the top right
  3. Click "Build your own" button on the top right
  4. Name the flow Wunderkind
  5. In the "Tags" dropdown, create a tag named wknd, and make sure it's checked
  6. Click "Create manually"
  7. Click "Your metrics" (middle tab on the left-hand menu)
  8. Click "API", then find and select the Wunderkind metric
  9. Click "Save", then "Confirm and save"
  10. Click the Email box under the ACTIONS heading in the left-hand menu and drag it under the “Trigger” box
  11. Click inside the white box named "Email #1"
  12. In the right-hand menu, scroll down to "Settings"
  13. Make sure that "Skip recently emailed profile" and "Enable UTM Tracking" are NOT checked and click “Save”
  14. Click the three dots in the top right corner of the box named "Email #1" and click "Edit"
  15. In the “Subject line” field, replace the default text with: {{event.subject | safe}}
  16. Click on the "HTML" box (middle-right)
  17. Copy and Paste the code below to replace the default HTML code in Klaviyo
<html>
<head>
<style>
body {margin:0!important;}
a {text-decoration:none;}
a[x-apple-data-detectors] {color:inherit!important;}
@media screen and (min-device-width:10px) and (max-width:600px) {
.full {width:100%!important;height:auto!important;}
.hide {width:0!important;height:0!important;font-size:0!important;line-height:0!important;overflow:hidden!important;float:left!important;display:none!important;}
.show {display:block!important;width:100%!important;height:auto!important;overflow:visible!important;float:none!important;clear:both!important;}
table.show {display:table!important;}
span.show {display:inline!important;}
.block {display:block!important;}
.center {margin:0 auto!important;text-align:center!important;float:none!important;clear:both!important;}
.box {width:90%!important;}
.prod {width:80%!important;}
}
@media screen and (min-device-width:10px) and (max-width:450px) {
h1 {font-size:30px!important;line-height:1.2!important; }
}
</style>
<!--[if gte mso 9]><xml><o:OfficeDocumentSettings><o:AllowPNG/><o:PixelsPerInch>96</o:PixelsPerInch></o:OfficeDocumentSettings></xml><![endif]-->
</head>
<body style="padding:0;-webkit-font-smoothing:antialiased;" class="body">
{{ event.body | safe }}
</body>
</html>
  1. Click "Save", then “Done”
  2. Click the "Draft" dropdown in the bottom right corner of the "Email #1" box email box and change the status to Live
  3. Click the "Exit" button in the top right corner 

Enable URL Identification

This step is optional, as it will not impact your ability send Wunderkind messages. However, we highly recommend that you take the time to enable URL Identifications as it will help you scale the number of emails that we can send and drive more incremental revenue. 

  1. Click on "Account" (bottom left hand side. Note that the actual name will reflect your Klaviyo Account.)
  2. Click "Settings"
  3. Click the tab named "Other"
  4. Select "UTM tracking"
  5. Click "Add UTM parameter" and enter the following values for each field:
    1. UTM parameter: bxid
    2. Campaign value: Klaviyo profile id
    3. Flow value: Klaviyo profile id
  6. Make sure that “Automatically add UTM parameters to links” is enabled
  7. Click "Save"

 

4. Edit and Launch Your Experiences

Review Your Experiences

Preview what your emails will look like. If you'd like to make changes, you can edit your brand kit and/or your creatives. 

Editing Your Creatives 

Smart by Wunderkind gives you access to select Studio features, such as editing text, images, and adjusting colors and styles in the Studio Editor, as well as defining a Brand Kit to define your brand's preferences.

Accessing Creatives

  1. Navigate to the Left Panel and click on Experiences.
  2. Here, you will see a list of the experiences you have enabled.
  3. If Abandonment Messaging is not yet enabled, you’ll be prompted by SMART to do so. Click into the card in the Suggested Experiences section.

Viewing & Previewing

  1. Once your Experience loads, you’ll see a summary of your Audience, Promotion, and Schedule, along with a preview of your email layout. 
  2. Click Preview on the right-hand side. This expands the email preview, allowing you to scroll through and see how the layout appears in different scenarios.
  3. Click on the dropdown chips to view different customer types. 
  4. From Send Preview, you have the option to send yourself a test email to ensure you like the way that it populates in your inbox.
  5. Click Edit Creative to access the Layout in the Studio Editor. 

Editing in Studio

  1. Edit Copy: Click directly on any text component in the preview editor and start typing.
    • Note: Some text fields may contain Smart Field variables (recognizable by a dollar sign, e.g., $). Edits to these variables will not save.
  2. You can also add a subject line and preview text for each layout.
  3. Make Stylistic Adjustments: To edit styling options, click on any block within the layout.
    • The Right Panel will display available editing options based on the selected block.
    • Adjustments may include:
      • Background and font colors
      • Padding and spacing adjustments

Saving and Publishing Your Changes

  1. Click Save to automatically publish your changes to live campaigns.
  2. After saving, return to the Experience page to see the updated layout. Review the changes and, if needed, send yourself a preview email for confirmation.
  3. When ready, click Activate to set the experience live. Your updated experience will now appear in your listings.

Editing Your Brand Kit

With Smart by Wunderkind, you also get access to Studio’s Brand Kit. The Brand Kit is the central repository of your brand identity. Think of this as the source of truth that will make sure any assets you create align with your brand's guidelines and preferences. The Brand Kit uses variables so that as your brand evolves and your number of campaigns scale, applying changes “everywhere” is easy. 

In the Left Panel click on Studio to open up your Brand Kit. Here, you will see a menu of categories: 

  1. The Assets & Logos page is a repository for all your brand’s imagery, icon, and logos. You can add, delete and rename your assets.
  2. In the Color & Styles page, you interpret your brand’s colors & components into variables that will later be referenced by blocks & layouts.
  3. In Typography, you can load your brand’s fonts and define font styles, size, spacing & color across a typographic scale.

You will most likely use Brand Kit to upload new assets, and change your type and color styles as your brand evolves. 

Step 5: Explore the Wunderkind Platform

Review the Platform Guide for Smart by Wunderkind Beta

After the set up process, you can monitor, manage and optimize your experiences all within the Wunderkind Autonomous Marketing Platform. 
 

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