As a new customer, we will take you through the initial onboarding and setup of one website which we refer to as the Primary Website; once these initial configurations are published on your site, there are additional advanced customizations available to you.

Onboarding and Initial Customizations

During your onboarding, we will:

  • Place boxes on all site pages including homepage, collection, cart, order status, product, full page checkout (if on Shopify Plus or BigCommerce), blog, 404, and search.
  • Help you customize the LimeSpot components to the best of our capabilities, so it closely matches the look and feel of the store’s theme.
  • Help you with basic styling of add to cart buttons which includes padding, size, color, typography and text.
  • Set up your automated or manually selected cross-sell and upsell boxes.
  • Take you through a full overview of our analytics platform.
  • Provide analytics breakdown of revenue and conversions of recommendation boxes.

Advanced Customizations

Here are other customizations that can be covered by your dedicated Customer Success Manager after initial onboarding. We can:

  • Assess built-in compatibility with ajax cart (aka flyout cart) for customizations; for non built-in scenarios offer guidance required selectors/functions.
  • Set up boxes as bundle style.
  • Filter add-to-Cart variants based on custom logic. For example, hiding variants with certain keywords in the title or certain characteristics such as price range.
  • Support for custom variant swatches, if we can access the swatch values on the client-side by filter recommendations, by color, or by some other characteristic.
  • Implement of a “free shipping” bar or banner on slide out cart.
  • Incorporate existing third-party integrations. For other integrations, we will review and determine if viable.
  • Render recommendation boxes on demand using custom code and placement outside of the natural layout of the page, for instance inside a pop-up.
  • Change the default markup code for recommendation boxes for layouts not possible with existing box styles. (e.g changing the placement of price and reviews).
  • Change the built-in add-to-cart button appearance beyond text, typography, and colors. For instance, using an icon button instead of a text button. We’re happy to support your developers on more complex bespoke projects. Additional design or layout changes may be reviewed and scoped out to determine whether our team can support it or if you will need to rely on your developer.
  • Set up additional A/B tests and educate your team on how to set up and run campaigns.
  • Set up email personalization widgets and recommendations for all currently supported ESPs. For other ESPs, we will review and determine if viable.
  • Clone LimeSpot’s look & feel and configurations from the Primary Website to the brand’s other websites (eg: regional sites).
  • Create labels or restrictions for specific products with specific tags (i.e., add a new label tag for products with ‘New’ tag).
  • Assist on troubleshooting issues.
  • Quarterly check-ins on performance optimization and best practices.

Out of Scope of LimeSpot Customer Success Team

  • Shopify and BigCommerce administration or native Shopify/BigCommerce functionality, which can be better answered by platform support or your development team.
  • Additional functionality that is neither offered as out-of-the-box nor possible with common customization of existing features. Such functionality is categorized as feature requests and may be added to our product roadmap for general availability in future releases.
  • Any errors related to theme customizations, either by third-party integrations, apps, or template file modifications. We will advise reverting these customizations back to the original theme to restore the default functionality.
  • Any installation, configuration or troubleshooting issues involving third-party integrations, apps, or themes including those in the official Shopify app store.
  • Removing or updating customizations made to a theme by other parties.
  • Upgrading themes, whether they have been customized or not.
  • A/B testing and optimization campaigns.
  • PageSpeed/Lighthouse or W3C validation or other validation or similar issues. If you have questions about our approach, please refer to our on page load time and SEO support article.
  • Customization assistance for developers or designers being done for clients. It is the developer's responsibility to be familiar with the technical knowledge to build new functionality or troubleshoot issues.