Welcome. Let's get you set up.

Complete these steps before your onboarding call and we'll hit the ground running on day one.

Setup checklist
1
🛒

CMS Access (Shopify)

We need collaborator access to your Shopify store. You do not need to share your login — Shopify has a secure collaborator system that gives us exactly what we need, nothing more.

To invite us: In your Shopify admin, go to Settings → Users and permissions → Collaborators, then share your unique collaborator code with us below.

Your Shopify collaborator code
Your myshopify URL
â„šī¸ Once you share these, we'll send our access request directly through Shopify. You'll get a notification to approve it — takes 30 seconds.
2
📊

Google Search Console & Analytics

We need viewer access to both Google Search Console and Google Analytics. Please add both emails below as users with full permissions.

Google Search Console: search.google.com/search-console → Settings → Users and permissions → Add user

Google Analytics: analytics.google.com → Admin → Account/Property Access Management → Add users

3
🔗

Attribution & Analytics Tools

If you use any deeper attribution platforms, we'd love read access. These help us understand the full picture of what's driving performance.

Triple Whale Northbeam Rockerbox Elevar Polar Analytics Daasity Other
Which tools do you use? (and any login/share details)

No attribution tools? No problem — skip this one.

4
đŸ’Ŧ

Customer Feedback & Surveys

If you've run any customer feedback surveys, reviews campaigns, NPS surveys, or have a bank of customer quotes/testimonials — share them here. This is gold for understanding how your customers actually talk about you, and we use it directly in our strategy.

Survey results, feedback docs, review exports, or links

Don't have any? That's fine too — we'll help you build the foundation.

5
⚡

Shopify App Connection

We'll need a short screen-share session to connect the Mentionstack Shopify app to your store. This takes about 10 minutes and we'll walk you through the whole thing live.

We'll handle this during your onboarding call below — no action needed now, just know it's on the agenda.

✅ This is handled live on your onboarding call. Book your time below and we'll take care of it together.

Ready to share your details?

Hit send and our team will receive everything above. Then pick your onboarding call time below.

Book Your Onboarding Call

Final step

Pick a time that works for you. We'll cover the Shopify app connection, walk through your setup, and answer any questions.