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Installing Sumo on Shopify

This article walks through the different ways of installing as well as uninstalling Sumo on Shopify. We also cover how you can include Sumo on your checkout pages (do note that checkout pages are a Shopify Plus feature). If you have not already signed up for Sumo, check out the Getting Started with Sumo Guide before following the instructions below.

 



Install via Shopify App

Go to the Sumo Shopify app page and click the Get button.

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Click Install app at the bottom-right.

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Enter your login details and click Log In.  Don't have a Sumo account yet? Click Sign Up.

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Now you're ready to get started! Check out List Builder and start collecting emails!

 



Uninstall via Shopify App

On your Apps page, look for the trash icon next to the Sumo App and select it.

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We'd love to hear why you're removing Sumo.  Then to remove the app, click Delete.

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Install Manually

Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

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Select Themes, then click on the Customize Theme button to the right.

Screen_Shot_2017-06-21_at_3_20_42_PM.png

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At the top left-hand corner, open the More actions dropdown menu and select Edit code.

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Under the Layout section, look for your theme.liquid file and select it.

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Look for the head tags in the source code and insert the Sumo install code anywhere between the opening and closing head tags. Select the Save button.

Screen_Shot_2017-06-22_at_2_17_55_PM.png



Uninstall Manually

Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

Screen_Shot_2017-06-21_at_3_20_22_PM.png

Select Themes, then click on the Customize Theme button to the right.

Screen_Shot_2017-06-21_at_3_20_42_PM.png

At the top left-hand corner, open the More actions dropdown menu and select Edit code.

Screen_Shot_2017-06-21_at_3_21_30_PM.png

Under the Layout section, look for your theme.liquid file and select it.

Screen_Shot_2017-06-21_at_4_16_13_PM.png

Look for the Sumo install code that you placed inside the head tags and remove it. Select the Save button.

Screen_Shot_2017-06-22_at_2_17_55_PM.png



Change your Sumo SiteID

If you need to change your Sumo SiteID, open up your Shopify admin and go to the Apps section. Then click on the Sumo app.

siteid01.png

Log in with your Sumo account. After logging in, you should be automatically taken to your Sumo Site management section. Open the settings menu at the top-right, and select Settings.

Now open up the SiteId tab.

Modify the SiteID and click the Save Settings button.

siteid02.png



Adding Sumo to Checkout Pages

Note: This requires you to have Shopify Plus.  If you have Shopify Plus and are not seeing the checkout.liquid file, check with your Shopify Merchant Success Manager.

 Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

Screen_Shot_2017-06-21_at_3_20_22_PM.png

Select Themes, then click on the Customize Theme button to the right.

Screen_Shot_2017-06-21_at_3_20_42_PM.png

Screen_Shot_2017-06-21_at_3_20_50_PM.png

At the top left-hand corner, open the More actions dropdown menu and select Edit code.

Screen_Shot_2017-06-21_at_3_21_30_PM.png

Under the Templates section, look for your checkout.liquid file and select it.

liquidtheme.png

Look for the head tags in the source code and insert the Sumo install code anywhere between the opening and closing head tags. Select the Save button.

checkoutliquid.png



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