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5 min
Lesson

The guided setup

Walk through the onboarding flow end to end, from creating your organization to picking a plan.

The first time you sign in, Afflo runs a guided onboarding that takes you from an empty workspace to a connected store and a first program. Each step has its own Skip button, and your progress is saved if you leave — so you can pause and come back without losing anything.

The steps, in order

With Shopify selected, the flow runs:

  • Create Organization — the shared workspace your team and data live in
  • Select Your Integrations — Shopify is the recommended pick; WooCommerce shows as Coming Soon
  • Connect Shopify — enter your store name and authorize on Shopify’s side
  • Email Domain — enter the domain your outreach emails will come from, add the DNS records Afflo shows you, then verify
  • Invite Your Team — add teammates by email
  • Create Your First Program — name, commissions, and tracking basics
  • Choose a plan — plan selection happens on Shopify’s hosted page, not inside Afflo
  • You’re All Set — the confirmation screen that drops you into the app

What to have ready before you start

  • The Shopify store name and admin access — connecting is what starts order syncing, and attribution, samples, and billing all hang off it
  • A sending domain you control DNS for — unverified domains trip spam filters, which quietly kills your outreach before it starts
  • Your teammates’ email addresses, if you want to invite them in one pass

If you skip a step

Nothing breaks. Skipped steps can be finished later from Settings — the store connection under Settings → Stores, the team under Settings → Team. Skipping is for ordering, not for avoiding the work.

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