# Getting started

## What is Shopwaive?

{% hint style="info" %}
Want to learn about Shopwaive's newest feature releases? Check out the [Change log](https://changelog.shopwaive.com/) to peek inside Shopwaive's latest advances in technology and AI-powered features
{% endhint %}

Shopwaive at its core is an AI platform. Shopwaive has developed an AI-powered Customer Relationship Management (CRM) system for Shopify brands that assists in creating automations and efficient customer service and resolution tools that solve complex business problems. Running a business on Shopify Plus is made easier and faster with Shopwaive's AI tools. 

{% hint style="info" %}
Want to get rid of your clunky cookie-cutter Loyalty program that generates discount codes? Need advanced tools to transact money between brands, customers, employees, and affiliates? Need enterprise features designed for revenue growth? Need it all to be seamless for your Shopify Plus brand and that has a world-class API for Hydrogen and headless frameworks? Look no further, we've got you covered with Shopwaive. Ready to get started? Install today on the [Shopify App Store](https://apps.shopify.com.com/shopwaive)
{% endhint %}

With an API-first design, Shopwaive ensures seamless integration and functionality across various platforms and environments. Our tool is built to enhance customer engagement, increase conversion rates, and provide a robust solution for brands looking to improve their marketing and customer conversion strategies. Whether it’s personalized offers, targeted promotions, or employee incentives, Shopwaive is dedicated to driving significant business growth and optimizing marketing efforts through advanced AI technology.

## New! B2B Partner Dashboards

Brands on Shopify Plus can now offer dedicated partner dashboards to businesses they do business with (B2B). Your partner's dashboard is a white-label portal that you manage and expose resources available from your Shopify Admin via Shopwaive's scope and permissions without granting permissions directly to your Shopify Admin. Partners will access their portal using a dedicated url provided and hosted by Shopwaive. 

Even if you currently do manage access to your Shopify Admin through collaborator access or Staff permissions, offering a limited view and access to specific customer segments and their resouces is not currently possible. Now, this problem is solved as Shopify Plus brands can offer Shopwaive's B2B login portal. Shopify Plus brands can offer an unlimited number of B2B partner dashboards on the Shopwaive Checkout subscription plan.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fp0C4ec8l45Z96h6Lvsjy%2FCOB_3.png?alt=media&#x26;token=6e8340f0-3096-4afa-a269-0209f0d836ad" alt=""><figcaption><p>Shopwaive's B2B Partner Login</p></figcaption></figure>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FA02zlCpFg1MDQA0KiiUh%2FCOB_1.png?alt=media&#x26;token=70a42f9e-cb36-4555-a118-fad599d233d8" alt=""><figcaption><p>B2B Partner Dashboard main page</p></figcaption></figure>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FXDAfUYW1s6uw3RIbNl9g%2FCOB_2.png?alt=media&#x26;token=5d7cc620-710b-4e3e-8820-22fcc3d52c2e" alt=""><figcaption><p>Import, export, limit access to partner admins and users</p></figcaption></figure>

## Shopify Flow actions and triggers

Streamline your automations with Shopwaive's Flow actions like <mark style="color:$primary;">**Send HTTP request**</mark> or <mark style="color:$primary;">**Create discount**</mark> after any Shopify event like <mark style="color:$primary;">**Order created**</mark> and connect it with 1,000s of other apps.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FRf5cYS2DrpJqq9WTdY9g%2FShopwaiveFlowActions.gif?alt=media&#x26;token=1926207b-3c3c-4f7d-a61c-f2f4eec4eae8" alt=""><figcaption><p>Join the 1,000s+ of global brands, agencies, marketing and launch teams already leveraging Shopwaive's powerful platform</p></figcaption></figure>

## Why choose Shopwaive?

Shopwaive is an industry leader in customer incentivized marketing, helping brands build meaningful, trust-based relationships with their customers.

{% embed url="<https://youtu.be/CHjCsrGAcqo>" %}
Build your brand with Shopwaive
{% endembed %}

Built-in compliance tools, trusted deliverability, and our best-in-class REST Admin API, Shopwaive helps brands launch and scale their businesses globally. Our Business Suite includes:

* Cash Back and Loyalty Programs
* B2B Integrations and Orders
* Gift Card Management
* Store Credit
* Employee Credits, Incentives, and Offers
* Affiliate Marketing Commissions
* Enterprise Email and SMS Campaigns
* Shopify Flow integrations

Shopwaive empowers developers, brand agencies, marketing teams, store admins, and business owners. Built on a modern React framework, it leverages automation and AI to drive messaging campaigns, store credit, cash back, and gift cards.

{% hint style="info" %}

### Shopwaive: Boost Your Brand's Revenue

Shopwaive drives 2.5x+ revenue and generates double the triggered email revenue for leading global brands. It supports Retail/eCommerce, Health & Beauty, Apparel & Accessories, Travel & Hospitality, Consumer Packaged Goods (CPG), and Media & Entertainment sectors. Shopwaive engages shoppers throughout the buying lifecycle, enhancing ROI for SMS and email marketing campaigns.

[Learn more or request a demo](https://shopwaive.com)
{% endhint %}

### Powering D2C and B2B Automations for Global Businesses at Scale

#### Use Cases

* **Order Issues:** Deposit store credit
* **Refunds and Campaigns**
* **Checkout and Gift Cards:** For prepaid crowdfunding, pre-orders, and backorders
* **Gift Cards and Subscriptions Sales**
* **B2B Vendors:** 3rd-party credit requests and approvals
* **D2C Brands:** Employee/vendor deposits for brand swag
* **Affiliate Marketing:** Automatic credit deposits and post-purchase flows

#### Powering Commerce with Financial Technology

Enhance customer experiences and streamline operations across various scenarios with cutting-edge technology.

{% hint style="info" %}
Shopwaive's technology creates bespoke customer buying journeys. The platform enables seamless integration of powerful work flows across your Sales channels, like Headless commerce, Website builder platforms, CRM, Point-of-sale, Mobile, Social, iOS, Android, and more
{% endhint %}

### <mark style="color:blue;">Gift Cards, Checkout extensions, and Store Credit</mark>

Shopwaive provides world-class Software-as-a-service subscription plans that add measurable value to global brands access to and versatility of [Gift cards](https://docs.shopwaive.com/shopify/gift-cards), [Store credit](https://docs.shopwaive.com/shopify/accounts), [Cash Back and Loyalty](https://docs.shopwaive.com/shopify/cash-back-and-loyalty), [Discounts](https://docs.shopwaive.com/shopify/discounts), [B2B Orders](https://docs.shopwaive.com/shopify/draft-orders), [Refunds](https://docs.shopwaive.com/shopify/refunds), [Combinations](https://docs.shopwaive.com/shopify/accounts/app-embed/combinations), [Checkout](https://docs.shopwaive.com/shopify/checkout-extensions), [Analytics and Reporting](https://docs.shopwaive.com/shopify/accounts/export-accounts), Cloud services, Database, APIs, Messaging, Authentication and ID verification services

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FG6b5P5mVYLtclM6O2Tsc%2FCheckoutExtensions.png?alt=media&#x26;token=e3154b53-2174-4198-8657-3c768d2f26bd" alt=""><figcaption><p>Checkout extensions like Upsells, Store credit, Offers, Cash back and more</p></figcaption></figure>

### <mark style="color:blue;">Cash Back and Loyalty Program</mark>

#### Shopify Flows and Shopwaive for Cash Back, Loyalty, and Rewards Programs

Brands often struggle with designing Loyalty and Rewards programs that align perfectly with their business strategy. Our solution? Start with Shopwaive today and regain control and cost savings with our in-house feature to create custom programs.

**New! Create Cash Back Programs with Shopify Flows**

Leverage Shopify's native Shopify Flows app to design your own Cash Back program. Avoid the limitations of other Loyalty and Reward platforms. You know your customers best, so having full control over how, who, and when you reward is crucial. Use Shopwaive to customize your strategy today!

### <mark style="color:blue;">Powerful Work Flows</mark>

Connect your [Klaviyo](https://www.klaviyo.com/) account with Shopwaive to automate powerful SMS messaging and email flows. Flows are powered by the Shopwaive API and integration of partner APIs

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Feg5tPECkjvOPj31nYQXL%2FKlaviyo.png?alt=media&#x26;token=f48ab61a-ebc7-408a-8da2-09283a1672af" alt=""><figcaption><p>D2C account management just got a lot easier</p></figcaption></figure>

### <mark style="color:blue;">Flexibility with Payments</mark>&#x20;

Provide Cash Back, Rewards, Points, or Tokens to your customers. Enable a digital wallet for them and issue store-exclusive refunds and cash.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FLJkXTVn0bGdWPgIX9Ekm%2F1.png?alt=media&#x26;token=cc34242c-ac58-4fcc-b825-279f9b68561c" alt=""><figcaption><p>Flexible payments with store credit, cash, points, or tokens</p></figcaption></figure>

### <mark style="color:blue;">AI-Powered World-Class Customer Support</mark>

Our team is available to assist you and typically responds within 24 hours. For immediate help, our AI chatbots can get you started quickly.

### <mark style="color:blue;">Automations that Make Your Life Easier</mark>

Use our design canvas to craft your pixel-perfect, branded customer interface. Automatically trigger email templates, access our API, and explore additional features.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FgIndrGeVXIaQr0wqXYmr%2Fecommerce1.png?alt=media&#x26;token=e20c8e6c-efc0-4a08-9db3-6e8a0ab84213" alt=""><figcaption><p>Shopwaive for online and in-store customer accounting</p></figcaption></figure>

## <mark style="color:blue;">Built for D2C</mark>

Shopwaive offers cutting-edge internet business and commerce technology to enhance customer growth and scale your brand, all at a competitive price. Transition your customers to Shopwaive in minutes and save valuable time and money.

Here are some highlights:

* [Store credit](https://docs.shopwaive.com/shopify/accounts/import-accounts). Bulk import simplifies the process of importing customer accounts and making changes across thousands of customers in just seconds. Easily migrate from other platforms with just a few clicks

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FdQE5bxLdDY2BZxADv8G4%2FProfile.png?alt=media&#x26;token=933df76f-f9c3-409c-abac-32ea25e367b9" alt=""><figcaption><p>Customer profiles sync your customer's Shopwaive and Shopify data in a convenient dashboard</p></figcaption></figure>

Then, customers can view their balance and offers at checkout; apply with just one-click:

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FQ5UnqV92tO5lYj5yXC6q%2FOffersCheckout.png?alt=media&#x26;token=4e7df54e-3a7c-475f-afc6-7a1bbcc16763" alt=""><figcaption><p>One-click redemption creates a seamless customer UX, higher conversion rates and AOV</p></figcaption></figure>

* Discounts with Shopwaive, you can create automations in Shopify Flow that automatically create discounts and send the discount code in an email&#x20;

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FGGK61twhLnawwUwMluYw%2FDiscountFlow.png?alt=media&#x26;token=9da5ba9a-7223-49a7-9071-da06b0c43a52" alt=""><figcaption><p>Increase retention by sending automatic emails with discount codes for new customer orders</p></figcaption></figure>

* [Refunds](https://docs.shopwaive.com/shopify/refunds) with Shopwaive, you can issue partial store credits for various quantities and line items of an existing order. This includes the option to credit or exclude the costs of shipping fees and taxes.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FJ09E4VphxaW9MolUmpRY%2FRefundsnew.jpg?alt=media&#x26;token=4ef5db04-914c-419d-9bdb-d6bad5327dba" alt=""><figcaption><p>Line-item refunds enables making it right with customers a breeze and precise</p></figcaption></figure>

* [Checkout extensions](https://docs.shopwaive.com/shopify/checkout-extensions) allow customers of Shopify Plus merchants to redeem with a single click at checkout and combine credit with other promotions or discounts. Apply credit to the full cart costs, including merchandise, shipping, taxes, and fees
* [Top up flows](https://docs.shopwaive.com/shopify/shopify-flow) with [Zapier](https://www.zapier.com) let you automatically add credit to a customer's account based on their purchases or other actions
* [Shopify flows](https://docs.shopwaive.com/shopify/shopify-flow) enable you to connect [Google Sheets](https://sheets.google.com) to record all your customer transaction history

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FCWqxkh5SKUhnRLqfYVFJ%2FFlows_.png?alt=media&#x26;token=70027589-6599-407d-b269-c016e1051917" alt=""><figcaption><p>Shopify Plus Checkout extensions enable customers to checkout with their credit with one-click</p></figcaption></figure>

* Crowdfunding pledges and Pre-Orders can be handled seamlessly with issuance of pre-paid credit or [Gift Cards](https://docs.shopwaive.com/shopify/gift-cards) in the amount of the pledge or pre-order to facilitate checkout on your launch site

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FZeF1Ka0dwXbJ1RGdEaYU%2FGiftCardsnew.jpg?alt=media&#x26;token=477271e5-6293-4616-aaf8-3d296f5373d8" alt=""><figcaption><p>Send gift cards and store credit for preorders, backorders, and crowdfunding pledges</p></figcaption></figure>

* [Klaviyo Integration](https://docs.shopwaive.com/shopify/email-and-campaigns/klaviyo-email-and-sms) enables you to connect your customer's Shopwaive data in email and SMS flows defined in [Klaviyo](https://www.klaviyo.com)
* [Draft orders integration](https://docs.shopwaive.com/shopify/draft-orders) enables B2B merchants to apply store credit to open draft orders
* [Requests and approvals](https://docs.shopwaive.com/shopify/b2b-requests-and-approvals) enables B2B merchants to review 3rd-party and vendor store credit requests, natively integrated with our email services for a streamlined experience
* [Zapier Integration](https://docs.shopwaive.com/shopify/shopify-flow) enables you to power a Zap using a webhook `POST` to update a customer's credit after they purchase a product or take some other action
* [Bulk Rewards and Discounts](https://docs.shopwaive.com/shopify/discounts) enables you to create thousands of discount codes in seconds using CSV import
* [Shopify POS](https://docs.shopwaive.com/shopify/shopify-pos) enables you to checkout customers in-store with smart grid tiles, use Shopwaive's POS Credit or Invoicing system for Buy-Now-Pay-Later and NET30 functionality&#x20;

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FTUMTgYS2Ho652rYEUAZZ%2FShopifyPOSnew.jpg?alt=media&#x26;token=20e3f825-2a6a-457c-9e6e-74caa8497456" alt=""><figcaption><p>Shopwaive smart grid tiles let you refund, redeem, or remove customer credit from the Shopify POS checkout cart</p></figcaption></figure>

* And the [Shopwaive API](https://api.shopwaive.com) provides your developers tools that integrate seamlessly with your existing framework

{% embed url="<https://youtu.be/Qsmr_TdhDE0?si=fQXsrJYwatUtrUUu>" %}
Struggling to convert customers at checkout? Think Shopwaive. Work Smarter not harder
{% endembed %}

## Quick links

{% content-ref url="<https://app.gitbook.com/o/SpCCkgNXlMAi7LwdhEAE/s/R7BwDfJhPObShd4z9nqx/>" %}
[REST API](https://app.gitbook.com/o/SpCCkgNXlMAi7LwdhEAE/s/R7BwDfJhPObShd4z9nqx/)
{% endcontent-ref %}

{% content-ref url="<https://app.gitbook.com/o/SpCCkgNXlMAi7LwdhEAE/s/dE1hkXcFy2GeHW4Uy47J/>" %}
[Webhooks](https://app.gitbook.com/o/SpCCkgNXlMAi7LwdhEAE/s/dE1hkXcFy2GeHW4Uy47J/)
{% endcontent-ref %}

{% content-ref url="shopify/shopify-flow" %}
[shopify-flow](https://docs.shopwaive.com/shopify/shopify-flow)
{% endcontent-ref %}

## Get Started

We've put together some helpful guides for you to get setup with our product quickly and easily

{% content-ref url="product-tour" %}
[product-tour](https://docs.shopwaive.com/product-tour)
{% endcontent-ref %}

## Install on Shopify

{% content-ref url="shopify/install" %}
[install](https://docs.shopwaive.com/shopify/install)
{% endcontent-ref %}

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Global brands use Shopwaive Checkout to create ultra-converting customer buying journeys </td><td></td><td></td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FTUMTgYS2Ho652rYEUAZZ%2FShopifyPOSnew.jpg?alt=media&#x26;token=20e3f825-2a6a-457c-9e6e-74caa8497456">ShopifyPOSnew.jpg</a></td><td><a href="shopify/checkout-extensions">checkout-extensions</a></td></tr><tr><td>Create a Shopify Flow to connect Shopwaive's powerful APIs seamlessly with your existing funnels</td><td></td><td></td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FCWqxkh5SKUhnRLqfYVFJ%2FFlows_.png?alt=media&#x26;token=70027589-6599-407d-b269-c016e1051917">Flows_.png</a></td><td><a href="shopify/shopify-flow">shopify-flow</a></td></tr><tr><td>Create email templates and custom messaging, set expiration dates, and much more</td><td></td><td></td><td><a href="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FfMYJROeP7zdSuo2ao85S%2F5new.jpg?alt=media&#x26;token=df2598c4-a2c5-4955-8ea4-2828dfe85b67">5new.jpg</a></td><td><a href="shopify/email-and-campaigns">email-and-campaigns</a></td></tr></tbody></table>