> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/product-tour/dashboard.md).

# Dashboard

Get to know your way around Shopwaive's leading customer acquisition and marketing platform

This guide introduces the menu and pages of the Shopwaive app. Open it from your Shopify admin: **Apps** > **Shopwaive**.

### Menu bar

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FdUqvLttZvVHrZOOKkvtc%2FDashboard.png?alt=media&amp;token=f429e1fb-f4f7-4bbc-860b-d3c20f4aef6a" alt=""><figcaption><p>The Shopwaive menu in the Shopify admin</p></figcaption></figure>

The menu is at the left of your Shopify admin, under **Shopwaive**.

The menu contains:

* **Home**\
  Getting started steps and tutorials
* **Help Docs**\
  Ask a question and get an answer drawn from this Help Center
* **Generative AI**\
  Chat, code, product images and product videos. See [Shopwaive AI](/shopify/shopwaive-ai.md)
* **Customers**\
  Search customers, view and adjust an account, import and export. See [Customers](#customers)
* **Settings**\
  The app's settings, grouped in tabs. See [Settings](#settings)
* **Checkout extensions**\
  The look and wording of the Redeem, B2B Checkout and Upsells checkout blocks. See [Checkout extensions](/shopify/checkout-extensions.md)
* **Gift cards** and **Discounts**\
  Your gift cards and discounts, each with a bulk **Import**. See [Gift Cards](/shopify/gift-cards.md) and [Discounts](/shopify/discounts.md)
* **Tutorials**\
  A roadmap of 16 tutorials
* **Performance**\
  Your metrics. See [Performance](#performance)
* **Billing**\
  Your plan, your usage this period and **Change subscription**. See [Pricing](/shopify/pricing.md)
* **About**\
  Links to this Help Center, the Shopwaive API, the changelog and system status

### Import and export

Both are on the **Customers** page.

* **Export**\
  Click **More actions**, then **Export all balances** or **Export all transactions**. Each downloads a CSV file. See [Export accounts](/shopify/accounts/export-accounts.md)

{% hint style="info" %}
**Quick tip.** Before you delete accounts, export all balances and all transactions. The CSV files are your backup
{% endhint %}

* **Import**\
  Click **Import**, download the CSV import file, fill in each customer's email address and balance, and upload it. The import handles 5,000 rows at a time: split a larger list into files of 5,000 rows or fewer. See [Import accounts](/shopify/accounts/import-accounts.md)

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FiVJiD5DVBEKNmImetVa5%2FImport.png?alt=media&amp;token=2ab308f9-c450-4561-bf51-3c62e861daaa" alt=""><figcaption><p>Import balances from the Customers page</p></figcaption></figure>

### Who can redeem <a href="#email-verification-status" id="email-verification-status"></a>

{% hint style="info" %}
**Good to know.** A balance is held against the customer's email address. To redeem it at checkout, the customer signs in to their account with that email address
{% endhint %}

### Customers

The **Customers** page lists your Shopify customers. Search by email address, or filter with **Add filter** > **Tagged with**.

### <mark style="color:blue;">Accounts</mark>

* **View account**\
  Opens the customer's Shopwaive account. To adjust it, change **Balance**, add a **Transaction note** and click **Save and close**. To give the balance an expiry date, tick **Set balance expiration date** (Expiration must be on under **Settings** > **Theme**). With Offers switched on, **Balance** is locked: use **Create offer** instead. **Send email** emails the customer from the same screen
* **Export transactions**\
  Downloads that customer's transaction history as a CSV file. For every customer in one file, use **More actions** > **Export all transactions**

### <mark style="color:blue;">Performance</mark>

* **Your analytics and performance**\
  Open **Performance** from the menu to see six metrics: **Deposits**, **Redeemed**, **Outstanding**, **Accounts**, **Orders** and **Attributed**. Use the time selector to choose a period, from **Today** to **All time**. Metrics are updated daily

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FdmVjVUDxmtWcxMbhoaBj%2FPerformance.png?alt=media&amp;token=e3366d20-4135-4506-ab1c-0c17c5679045" alt=""><figcaption><p>The Performance page of the Shopwaive app</p></figcaption></figure>

### <mark style="color:blue;">Settings</mark>

Settings are grouped in tabs: **General**, **Theme**, **Checkout**, **Gift Cards**, **Email**, **Shopify POS**, **Integrations**, **B2B**, **Referrals** and **Develop**. Some settings are saved as soon as you change them. For the others a **Save** bar appears at the top of the page: click **Save** to keep your changes

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2F7rcIjFKr5BcsqYAvwKQb%2FSettings.png?alt=media&amp;token=c4816f6c-c2ff-4175-a140-7db39e941b76" alt=""><figcaption><p>Your profile and brand logo are on the General tab</p></figcaption></figure>

* <mark style="color:blue;">**Store Currency**</mark>\
  On the **Theme** tab, under **Store Currency**, choose a **Currency code**, or choose **Custom** and enter your own **Currency symbol**. With the **Loyalty and Rewards** theme the currency is always custom: enter a **Prefix** or a **Suffix**, such as points, and click **Save**

{% hint style="info" %}
**Note.** If you change the Shopwaive currency format, you still need to update your website platform currency settings as well. In Shopify, the store currency is under **Settings** > **General**, in the **Store defaults** section
{% endhint %}

* <mark style="color:blue;">**Integrations**</mark>\
  Open **Settings** > **Integrations** to connect Klaviyo with one private API key. Each customer's balance is kept on their Klaviyo profile as `shopwaive_balance`. Show it in Klaviyo emails and SMS, build segments on it, and trigger flows from those segments. See [Klaviyo](/shopify/email-and-campaigns/klaviyo-email-and-sms.md)

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fgit-blob-2da494f2387231971f2a42bc519f31b6643d4070%2Fklaviyo-balance-sync-navigation.png?alt=media" alt=""><figcaption><p>The Klaviyo card on the Integrations tab of Shopwaive Settings</p></figcaption></figure>

* <mark style="color:blue;">**Develop**</mark>\
  On the **Develop** tab, create Shopwaive API keys for your developers and integrations, and revoke a key you no longer use. An integration that already works needs no new key. See the [Shopwaive API](https://api.shopwaive.com)
* <mark style="color:blue;">**Delete accounts**</mark>\
  On the **General** tab, under **Delete Accounts**, click **Select option**, then **Yes, delete** to delete every Shopwaive account or **Only accounts without a balance**. Either button deletes immediately. To delete chosen accounts by email address, see [Delete accounts with Bulk import](/shopify/accounts/import-accounts.md#delete-accounts-with-bulk-import)

{% hint style="info" %}
**Note:** Deleting customer account balances is irreversible. Create a backup by exporting all data before you delete. This action does not affect any other customer data outside of Shopwaive
{% endhint %}