getting started

Find your way around Badgy

Learn how to find your way around Badgy with a safe Juniper & Trail example, shopper impact, options, and recovery checks. The dashboard summarizes storefront status and campaigns. Campaigns contains creation and operations, Calendar and History contain timing and recovery evidence, and Badges, Banners, Settings, and Billing hold reusable configuration.

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

Open full size ↗

1. 1

   Use the summary cards to check live, scheduled, and sale-product totals.

2. 2

   Inspect the active campaign and use its view, edit, revert, or end actions.

3. 3

   Check theme embed, badge, banner, background-job, and countdown health.

4. 4

   Search and filter past campaigns before opening their records.

1. Use Dashboard for storefront status and current campaign health.
2. Use Campaigns to create a draft or open campaign commands.
3. Use Calendar for planned timing and History for execution, prices, and recovery.
4. Use Badges and Banners for reusable shopper-facing designs.
5. Use Settings for shop defaults and Billing for current plan and entitlements.

The dashboard summarizes storefront status and campaigns. Campaigns contains creation and operations, Calendar and History contain timing and recovery evidence, and Badges, Banners, Settings, and Billing hold reusable configuration.

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 find your way around badgy. 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 Find your way around Badgy.
• 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.

Related guides

• Install Badgy and sign in
• First campaign

Options reference

| Option | Use it when | Consequence | | --- | --- | --- | | Dashboard | Check readiness and health | Summary, not recovery evidence | | Campaigns | Build or operate promotions | Contains draft and live commands | | Calendar / History | Inspect timing or execution | History is the recovery record | | Badges / Banners | Manage reusable designs | Templates are not live by themselves |

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.