Most Shopify merchants want personalized recommendations and smarter ad audiences without standing up a data team first. Flexsee connects to your store, syncs products and orders, and routes predictions into Wizard Flow for Klaviyo email or Meta Ads.

This guide is the fastest path from a new Flexsee account to a connected store and your first draft campaign flow. Plan about ten minutes for OAuth and sync; Wizard Flow handles recommendation setup automatically when you start building a campaign.

What you’ll accomplish

  • Shopify connected under Integrations → Datasources with products, orders, and customers syncing
  • Flexsee AI Predictions pixel enabled so behavioral events enrich Wizard Flow recommendations
  • A Wizard Flow draft ready for Klaviyo, Meta Ads, or Quick Pay as your next activation step

Prerequisites

Before you begin, make sure you have:

  • A Shopify store with products listed and some order history (more history improves early predictions)
  • Shopify Admin access to install apps and approve OAuth scopes
  • A Flexsee account — sign up free if you do not have one yet

You do not need Klaviyo or Meta connected for this setup guide. Add those integrations when you are ready to activate a specific Wizard Flow destination.

Step 1 — Connect Shopify in Flexsee

In this step, you will authorize Flexsee to read catalog, order, and customer data from your store.

  1. Sign in to the Flexsee dashboard.
  2. Open Integrations → Datasources → Shopify (/integrations/datasources/shopify).
  3. Choose your connection path:
    • Install from Shopify (primary): click Install from Shopify, approve the app in Shopify Admin, then open Flexsee AI Predictions from your apps list. OAuth completes and sync starts automatically.
    • Connect with install link: enter your store subdomain (for example your-store) and click Connect store. Shopify opens for authorization; you return to Flexsee when approved.
    • If you already installed the app: use Connect installed store when Flexsee detects your .myshopify.com domain.
  4. Wait for the store card to move from Connecting or Syncing to Synced. The card shows live counts for Products, Orders, and Customers, plus Last Sync.

Flexsee runs the initial sync in the background after OAuth. Partial counts may appear while sync is in progress; the UI shows Sync in progress with per-resource totals when applicable.

Connect Shopify in Flexsee Integrations

Step 2 — Enable the pixel and confirm behavioral events

In this step, you will make sure Flexsee can collect storefront events for Wizard Flow recommendations.

  1. On the same Shopify integration page, confirm Flexsee AI Predictions pixel status is connected. If not, click Enable pixel on the store card.
  2. In Shopify Admin, go to Settings → Customer events → App pixels, open Flexsee AI Predictions, and set Mode to Always on. Optimized modes can limit event data Flexsee needs for predictions.
  3. If Flexsee shows a behavioral event readiness bar, browse your storefront (product views, add to cart) until the bar shows enough activity for recommendations.

The pixel and synced orders together feed the recommendation pipeline Wizard Flow uses. Stores with only catalog data and no events may need a short burst of storefront traffic before audiences feel useful.

Shopify integration — pixel status and behavioral events progress

Step 3 — Review the dashboard

In this step, you will orient yourself in Flexsee before creating your first flow.

  1. Open the Dashboard home (/).
  2. Scan high-level metrics once sync completes — revenue, campaign signals, and destination readiness vary by plan and connected integrations.
  3. Use the sidebar to jump to Integrations, Wizard Flow, and Campaigns as you add destinations later.

The dashboard is your hub after Shopify is connected. Campaign and attribution tiles become more useful once you connect Meta or send through Klaviyo.

Flexsee dashboard overview

Step 4 — Start your first Wizard Flow

In this step, you will create a guided campaign draft. Wizard Flow handles prediction and audience setup automatically.

  1. Open Wizard Flow (/wizard-flow).
  2. Click Create flow (or Create your first flow if the list is empty).
  3. On Data source, confirm Shopify is selected and passes readiness checks.
  4. Choose a product or campaign context when prompted.
  5. Continue to audience selection. Flexsee prepares the prediction work in the flow.

If Wizard Flow needs more time to prepare recommendations, leave the flow open while it polls. It will continue when the audience is ready.

Guided wizard flows for campaigns

Step 5 — Choose a destination

In this step, you will decide where Wizard Flow should activate the audience.

  1. Pick a Destination — Meta Ads, Email & SMS (Klaviyo), or Quick Pay depending on your next channel.
  2. Connect the destination under Integrations if the flow prompts you.
  3. Continue through audience selection and destination-specific setup.
  4. Save as a draft until you are ready to activate.

Wizard Flow is where Flexsee turns synced commerce data into outbound actions: lookalike or retargeting audiences for Meta, Flexsee Campaign Send email through Klaviyo, or checkout offers via Quick Pay.

Guided wizard flows for campaigns

Troubleshooting

Store stuck on Connecting or Syncing

OAuth may have succeeded while sync is still running. Wait a few minutes and watch product/order counts climb. Click Sync Now on the store card to retry. If status shows Sync failed, read the error on the card and re-authorize with Re-connect if scopes changed.

Pixel shows disconnected

Click Enable pixel on the Shopify page, then confirm Always on in Shopify Customer events. Ad blockers and password-protected storefronts can delay event counts in development stores.

Wizard Flow cannot prepare an audience

Check that products and orders synced (non-zero counts) and that the pixel is collecting behavioral events. Very new stores may need more orders or storefront sessions before Wizard Flow produces useful rankings.

Wizard Flow readiness blocks progress

Open the readiness step message — it usually points to a disconnected Shopify store, unfinished sync, missing events, or destination integration. Fix the linked integration page first, then return to the flow.

Frequently asked questions

Do I need to upload CSV files if Shopify is connected?

No. Wizard Flow uses the products, customers, orders, and events Flexsee already synced from Shopify. You do not need CSV uploads for the standard Shopify path.

How long does the first sync take?

Small catalogs often finish in minutes; large catalogs with deep order history can take longer. The UI updates counts incrementally — you do not need to keep the tab open.

Can I connect multiple Shopify stores?

Yes. Each store appears as its own card on the Shopify integration page with separate sync stats. Wizard Flow lets you choose the commerce context that matches the campaign you are building.

What should I do after this setup?

Connect Email & SMS for Klaviyo or Meta Ads for paid social, then follow the dedicated guides for your destination. Flexsee Campaign Send and Meta lookalike flows start from Wizard Flow.

Conclusion

You connected Shopify, confirmed event collection, and opened Wizard Flow for your first campaign draft. That is the core Flexsee loop: sync → Wizard Flow → activate on owned channels with Shopify-backed attribution.

Next steps