Setup & Installation
Getting started with Elevate takes just a few minutes. This page covers what happens when you install the app, the onboarding process, and what Elevate sets up automatically behind the scenes.
Installing Elevate
Install Elevate from the Shopify App Store. The installation process follows Shopify's standard app authorization flow:
Click Install on the app listing
Review and approve the requested permissions
You're redirected to the Elevate app inside your Shopify admin
That's it — no manual code editing, no theme modifications, and no developer needed.
What Elevate Sets Up Automatically
During installation, Elevate configures several things behind the scenes so you don't have to:
Liquid Snippet
Added to your theme's <head> section. Handles experiment delivery and visitor assignment.
No — installed automatically
Web Pixel
Shopify's tracking extension for capturing visitor events (page views, add to carts, checkouts, purchases).
No — installed automatically
Metafields
Stores experiment configuration data that the Liquid Snippet reads.
No — managed automatically
Theme Extension
Handles price changes, image swaps, and content modifications on the storefront. Required for certain test types.
No — installed with the app. May need to be enabled for specific test types.
If you switch themes later, the Liquid Snippet is automatically reinstalled when you open the app or launch an experiment. See Liquid Snippet for details.
Onboarding
After installing, you'll be guided through a short onboarding flow:
Personal Info — Your name, email, and how you heard about Elevate
Your Role — Whether you're a store owner, marketer, developer, agency, or CRO specialist
Test Types — What types of experiments you're interested in running
This takes about a minute and helps us tailor your experience. Once completed, you're taken to your dashboard and can start creating experiments immediately.
Permissions
Elevate requests the following Shopify permissions during installation:
Read/write theme files — To install and manage the Liquid Snippet
Read products — To display your product catalog for price and image experiments
Read/write metafields — To store experiment configuration data
Read orders — To attribute orders to experiment variations
Some experiment types require additional permissions that are requested when needed:
Shipping experiments — Requires
read_shippingandwrite_shippingpermissions, plus carrier-calculated rates on your Shopify planCheckout experiments — Requires Shopify Plus for checkout extension access
Theme Extension
The Elevate theme extension is a Shopify app extension that applies changes to your storefront — price modifications, image swaps, content changes, and checkout elements. It's installed with the app but may need to be enabled in your theme settings for certain experiment types.
If you see a prompt to enable the theme extension when creating an experiment, follow the instructions in the app. This is a one-time step per theme.
Test types that require the theme extension:
Native price testing (Shopify Plus)
Product image testing
Visual editor testing
Custom code testing
Checkout testing
Test types that don't require it:
Price testing with duplicate products
Page testing
Split URL testing
Theme testing
Shipping testing
Verifying Your Setup
To confirm everything is installed correctly:
Liquid Snippet — Go to Online Store → Themes → Edit Code and check that
elevateab.liquidexists in thesnippets/folder, and that{% render 'elevateab' %}appears near the top oflayout/theme.liquidWeb Pixel — Go to Settings → Customer Events in your Shopify admin and verify the Elevate web pixel is listed
Theme Extension — Go to Online Store → Themes → Customize and check that the Elevate extension is visible in the app embeds section
If anything is missing, simply open the Elevate app — it will automatically detect and reinstall missing components.
Next Steps
Once installed, you're ready to create your first experiment:
Price Testing — Test different price points
Page Testing — Test different page layouts
Split URL Testing — Compare different pages against each other
Or explore the Introduction for a full overview of everything Elevate can do.
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