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Badgy Help

getting started

Install Badgy and sign in

Learn how to install Badgy and sign in with a safe Juniper & Trail example, shopper impact, options, and recovery checks. Install from the approved Shopify app listing, approve the requested access, and return to Badgy after OAuth completes. Reinstalling the same shop resumes its shop-scoped data; an uninstalled shop cannot run campaigns.

Before you begin

  • A Shopify staff account allowed to open installed apps
  • Access to the published theme when the guide changes storefront rendering
  • A small, reversible product set for the first campaign

Keep the campaign in Draft while you verify the configuration. Use a private storefront window where the guide changes shopper-facing behavior.

Step-by-step setup

Install Badgy and sign in shown in the Badgy admin, with numbered callouts for the controls and verification points described below.
Annotated Juniper & Trail example

  1. Confirm the app recognizes the Juniper & Trail store and shows its active campaign count.

  2. Start a full update campaign or create a standalone banner.

  3. Create a reusable badge or begin a bulk price update.

  4. Review campaign status and verify storefront embed, background-job, and plan health.

  1. Open the approved Badgy listing while signed in to the intended Shopify shop.
  2. Choose Install and review the Shopify permission screen.
  3. Approve access and allow Shopify to return to Badgy.
  4. Confirm the shop name and Dashboard load without an authorization warning.
  5. Open Storefront status next; installation alone does not enable theme rendering.

Install from the approved Shopify app listing, approve the requested access, and return to Badgy after OAuth completes. Reinstalling the same shop resumes its shop-scoped data; an uninstalled shop cannot run campaigns.

Juniper & Trail example

Juniper & Trail uses a controlled Weekend Trail Kit draft and the published theme's app embed. The team verifies the shop name before it previews install badgy and sign in. The documentation fixture uses realistic products, inventory states, variants, collections, and protected exclusions so the preview exercises the same decisions as a merchant catalog.

What shoppers will see

Nothing appears to shoppers until the campaign is active and the required theme rendering is enabled. Check the relevant result from product through cart where applicable. For shopper-facing work, compare desktop and mobile and verify both an eligible and an ineligible item.

Common mistakes and troubleshooting

  • Acting on the wrong shop. Confirm the Shopify store and campaign before following Install Badgy and sign in.
  • Trusting a stale preview. Refresh after catalog, schedule, discount, theme, locale, or market changes.
  • Repeating a background command. Read status and History first; retry only when Badgy presents a recoverable failure.
  • Skipping the consequence check. Confirm what changes for shoppers and what the end or restore path will do.

If the status reports revoked authorization, reconnect Shopify before retrying. If the result still differs from the preview, preserve the campaign ID and approximate time, then open support from this identified shop. Never send customer data, access tokens, or full catalog exports in feedback.

Options reference

| Option | Use it when | Consequence | | --- | --- | --- | | First install | Add Badgy to a shop | Creates an authorized shop installation | | Reopen | Use an existing installation | Shopify supplies the current admin session | | Reinstall | Reconnect after uninstall | Review permissions and stored shop state |

Badgy behavior in this guide is reviewed against the repository's shipped UI, service rules, and feature design documents. Shopify-owned theme, Markets, Flow, billing, and discount behavior can also depend on the store's Shopify configuration; consult the Shopify Help Center for that platform configuration.

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