# Roadmap Docs

## Help Center

- [Documentation](https://docs.roadmap.so/getting-started/documentation.md)
- [Why Roadmap?](https://docs.roadmap.so/getting-started/why-roadmap.md): Why lifestyle brands choose Roadmap over a stack of disconnected apps.
- [Shopify permissions](https://docs.roadmap.so/getting-started/shopify-permissions.md)
- [Testing and checks](https://docs.roadmap.so/getting-started/testing-and-checks.md)
- [How the Universal Styler works](https://docs.roadmap.so/getting-started/how-the-universal-styler-works.md): Style every Roadmap block at once. Set your brand colors, border radius, card style, and spacing in the Universal Styler and apply them to all loyalty, reviews, and cart widgets.
- [Klaviyo integration](https://docs.roadmap.so/getting-started/klaviyo-integration.md): Connect Roadmap to Klaviyo once and every product syncs: loyalty, subscription, and review metrics for flows, profile properties for segments, and controls for bundles.
- [Excluding products from Klaviyo metrics (Filter Products)](https://docs.roadmap.so/getting-started/klaviyo-integration/excluding-products-from-klaviyo-metrics-filter-products.md): Stop gift wrapping, sample swatches, and other utility products from appearing in your Klaviyo flow emails by excluding them from Roadmap's metric event properties, per metric or across all metrics at
- [Sidekick Integration](https://docs.roadmap.so/getting-started/sidekick-integration.md): Ask Shopify's Sidekick assistant about your Roadmap data: loyalty, referral, review, subscription, churn, discount, and bundle reports, plus direct lookups of customers, subscriptions and more!
- [The Roadmap Change Log](https://docs.roadmap.so/getting-started/the-roadmap-change-log.md): Keep up with everything Roadmap ships: the Change Log button in the header of every Roadmap screen takes you to the changelog, and every entry links to its documentation.
- [Customer Support](https://docs.roadmap.so/getting-started/customer-support.md): Dedicated support for all Roadmap clients and partners
- [Feature Requests](https://docs.roadmap.so/getting-started/feature-requests.md): "The art of great business is being a great middle man" - Eddie Temple | Layer Cake
- [Technology](https://docs.roadmap.so/getting-started/technology.md): A look under the skin
- [Getting Started](https://docs.roadmap.so/loyalty-and-rewards/getting-started.md)
- [Overview of the Loyalty Program dashboard](https://docs.roadmap.so/loyalty-and-rewards/getting-started/overview-of-the-loyalty-program-dashboard.md): A tour of the Loyalty Program admin dashboard: where to find points, membership tiers, referrals, customer management, pending adjustments, and unused coupons.
- [Reward types: points, discounts, tiers, referrals](https://docs.roadmap.so/loyalty-and-rewards/getting-started/reward-types-points-discounts-tiers-referrals.md)
- [How to configure your point settings](https://docs.roadmap.so/loyalty-and-rewards/getting-started/how-to-configure-your-point-settings.md): Configure point naming, currency conversion, expiry, order adjustments, and POS behaviour.
- [Loyalty membership eligibility settings](https://docs.roadmap.so/loyalty-and-rewards/getting-started/loyalty-membership-eligibility-settings.md): Control who participates in your loyalty program and how long membership tiers last — all customers versus store accounts only, and lifetime versus fixed-duration membership.
- [Program status, start date, and tester domains](https://docs.roadmap.so/loyalty-and-rewards/getting-started/program-status-start-date-and-tester-domains.md): Activate, schedule, or deactivate your loyalty program, set the date customers start earning, and let tester accounts try rules before you go live.
- [Customize the loyalty widgets](https://docs.roadmap.so/loyalty-and-rewards/getting-started/customize-the-loyalty-widgets.md): Style loyalty widgets from one place, use Universal Styler, and add blocks to your theme.
- [Create a loyalty page in new customer accounts](https://docs.roadmap.so/loyalty-and-rewards/getting-started/create-a-loyalty-page-in-new-customer-accounts.md): Add the loyalty page to Shopify's new customer accounts, then design it with the New Accounts Dashboard builder: hero and greeting, a drag-and-drop block layout, and the colours that style it.
- [Points & ways to earn](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn.md)
- [Ways to earn points: overview](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/ways-to-earn-points-overview.md): Every way customers can earn loyalty points in Roadmap, from orders and birthdays to anniversaries and tier promotions, plus the settings all earners share.
- [Award points for placing an order](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-placing-an-order.md): Configure the Place an order way to earn — points per dollar, earning conditions, product eligibility, active dates, and membership tier eligibility.
- [Run a double-points promotion](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/run-a-double-points-promotion.md): Set up a time-boxed double-points or bonus-rate promotion with a second Place an order earner for all tiers or a specific tier.
- [Show points earned on product pages](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/show-points-earned-on-product-pages.md): Add the Points Earned Badge to your product pages so customers see the points a purchase earns — with live promotion rates and a logged-out login prompt.
- [Award points for account sign-up](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-account-sign-up.md): Award customers loyalty points when their loyalty account is enabled, using the Account Signup way to earn.
- [Award points for birthdays](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-birthdays.md): Award loyalty points on a customer's birthday, the first of their birthday month, or a set number of days before.
- [Award points on membership anniversaries](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-on-membership-anniversaries.md): Award loyalty points every year on the anniversary of a customer joining your loyalty program, scoped by tier if you want and awarded automatically.
- [Award points for tier promotions](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-for-tier-promotions.md): Award loyalty points when a customer is promoted into a membership tier, once per customer or on every promotion, with skipped tiers still paying out.
- [Leave a verified review](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/leave-a-verified-review.md): Award loyalty points when a customer's verified review is approved and published, with reward frequency controls to cap multi-product orders.
- [Award points with customer tags](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/award-points-with-customer-tags.md): Use the Customer Tag way to earn to award points when a customer is tagged in Shopify — for quizzes, Shopify Flow automations, and subscription rewards.
- [Reward subscribers with loyalty points](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/reward-subscribers-with-loyalty-points.md): Combine subscription auto-tagging with the Customer Tag way to earn to reward subscribers at milestones and reuse the tags for Klaviyo segments.
- [Add display-only tiles to the Ways to Earn block](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/add-display-only-tiles-to-the-ways-to-earn-block.md): Showcase rewards that don't award points, like referral rewards and birthday vouchers, as tiles in the Ways to Earn block, with an optional link button and active dates.
- [How to Stop Customers Earning Points on Discounted or Sale Items](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/how-to-stop-customers-earning-points-on-discounted-or-sale-items.md)
- [Limit Points Earning by Product, Variant, or Collection](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/limit-points-earning-by-product-variant-or-collection.md)
- [Managing point adjustments post-fulfilment](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/managing-point-adjustments-post-fulfilment.md): Review and approve loyalty point changes created after a fulfilled order is refunded, returned, exchanged, or edited.
- [Ways to redeem points: overview](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/ways-to-redeem-points-overview.md): The two reward types customers can spend points on, where they redeem them, and how redemption works.
- [Set up an amount discount reward](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/set-up-an-amount-discount-reward.md): Configure an Amount Discount reward, including point cost, value, product scope, discount combinations, tier eligibility, and minimum order value.
- [Set up product redemption](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/set-up-product-redemption.md): Let customers redeem whole products with points. Set the cost, the per-customer limit, the product options they choose from, and how many units each redemption adds to the cart.
- [Configure the cart point redeemer](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/configure-the-cart-point-redeemer.md): Set up the cart point redeemer, including the customer flow, messages, states, and styling.
- [Redeem points on subscription orders](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/redeem-points-on-subscription-orders.md): Let subscribers apply loyalty points to an upcoming subscription order through Subscriptions Integration.
- [Refund an unused loyalty coupon](https://docs.roadmap.so/loyalty-and-rewards/points-and-ways-to-earn/refund-an-unused-loyalty-coupon.md): Return a customer's points when they've redeemed a coupon they don't want or can't use, for amount discounts and product redemptions alike, and let them redeem fresh.
- [Membership tiers & referrals](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals.md)
- [Loyalty Tiers](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/loyalty-tiers.md): Create membership tiers — names, levels, customer tags, and the milestone that earns each tier — and choose between points-earned, amount-spent, item-purchased, and tag-based progression.
- [Tag-based membership tiers](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/tag-based-membership-tiers.md): Run a secondary loyalty program granted by a Shopify customer tag: an invite-style tier alongside your milestone tiers for paid memberships, VIPs, staff, or app-driven cohorts.
- [Manage referrals](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/manage-referrals.md): Reward customers for referrals with Referral Program
- [Tier progression rules](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/tier-progression-rules.md)
- [Reward customers for reaching a tier](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/reward-customers-for-reaching-a-tier.md): Give customers a direct reward when they reach a membership tier or maintain it through a membership period.
- [The Customer Rewards storefront redeeming block](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/the-customer-rewards-storefront-redeeming-block.md): Let customers see and redeem their tier rewards on the storefront: the block's states, how redemption behaves in the cart, and every setting explained.
- [Send discount codes for birthdays and tier promotions](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/send-discount-codes-for-birthdays-and-tier-promotions.md): Generate a unique discount code for a member birthday or tier promotion. Deliver it through Roadmap or a Klaviyo event.
- [Loyalty Klaviyo Integration](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration.md)
- [Loyalty × Klaviyo: overview](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-klaviyo-overview.md): How Roadmap loyalty connects to Klaviyo — the metrics and profile properties that sync, the loyalty-side controls, and a guide for every loyalty flow.
- [Loyalty profile properties and email snippets](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-profile-properties-and-email-snippets.md): Every loyalty property Roadmap writes to Klaviyo profiles, and the liquid snippets to show points balances, tiers, and expiry dates in your emails.
- [Loyalty welcome emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/loyalty-welcome-emails.md): Greet every new loyalty member the moment they join, with the Roadmap: Loyalty Welcome metric and the pre-built welcome flow.
- [Points earned emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/points-earned-emails.md): Confirm every points earn with the Roadmap: Loyalty Points Earned metric — the highest-volume loyalty email and the heartbeat of the program.
- [Tier earned emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/tier-earned-emails.md): Celebrate a customer reaching a new tier with the Roadmap: Loyalty Tier Earned metric and tier-specific emails.
- [Birthday points emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/birthday-points-emails.md): Deliver birthday points with a well-timed email using the Roadmap: Loyalty Birthday Points Reward metric.
- [Review reward emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/review-reward-emails.md): Thank reviewers for their points — and celebrate photo and video bonuses — with the Roadmap: Loyalty Review Reward metric.
- [Referral invitation emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/referral-invitation-emails.md): Deliver the referral invitation to the friend with the Roadmap: Loyalty Referral Share metric.
- [Referral completed emails](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/referral-completed-emails.md): Thank the referrer when their friend's first order lands, with the Roadmap: Loyalty Referral Complete metric.
- [Points expiring reminders](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/points-expiring-reminders.md): Turn point expiry into a comeback trigger with the Roadmap: Loyalty Points Expiring metric and its Set Alert window.
- [Tier demotion alerts](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/tier-demotion-alerts.md): Warn customers before they drop to a lower loyalty tier, then trigger a Klaviyo flow at the right time.
- [Monthly loyalty updates](https://docs.roadmap.so/loyalty-and-rewards/loyalty-klaviyo-integration/monthly-loyalty-updates.md): Send a scheduled monthly loyalty digest with the Roadmap: Loyalty Monthly Update metric — enable it, set the time, and pair it with profile properties.
- [Customer management](https://docs.roadmap.so/loyalty-and-rewards/customer-management.md)
- [Manage loyalty customers](https://docs.roadmap.so/loyalty-and-rewards/customer-management/manage-loyalty-customers.md): The Manage Customers area — filter and save member views, open a customer's loyalty profile, adjust their points, redeem on their behalf, and read their history.
- [Understanding a customer's loyalty timeline](https://docs.roadmap.so/loyalty-and-rewards/customer-management/understanding-a-customers-loyalty-timeline.md): Read a customer's loyalty timeline — earnings, spendings, admin actions, and the exact reasons an order or review didn't award points.
- [Loyalty analytics](https://docs.roadmap.so/loyalty-and-rewards/loyalty-analytics.md): Read the Loyalty Analytics dashboard: business growth, performance benchmarks, points activity, tier analysis, referrals, and product insights, with every metric explained.
- [B2B Loyalty](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty.md)
- [B2B Loyalty: an overview](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-an-overview.md): Run a company-level loyalty program for your Shopify B2B customers alongside your regular D2C program — shared company point balances, company tiers, and a dedicated B2B admin view.
- [Setting up B2B points: ways to earn and redeem](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/setting-up-b2b-points-ways-to-earn-and-redeem.md): Configure how B2B companies earn and redeem loyalty points — the Place an Order earning rule, Amount Discount and Product Redemption, and how fulfilled order adjustments work for B2B.
- [B2B membership tiers](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-membership-tiers.md): Create membership tiers for your B2B companies and use tier tags to unlock better pricing, shipping rates, or exclusive products for your top wholesale accounts.
- [Managing companies and their loyalty](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/managing-companies-and-their-loyalty.md): A tour of the Companies dashboard and the company detail page — point history, members, orders, adjusting the shared balance, generating discounts, and updating membership dates.
- [What happens to a customer's personal loyalty when they join a B2B company](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/what-happens-to-a-customers-personal-loyalty-when-they-join-a-b2b-company.md): When a customer joins a B2B company, personal loyalty pauses. Their points and tier are saved, then resume automatically when they leave.
- [B2B loyalty and Klaviyo](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/b2b-loyalty-and-klaviyo.md): How Klaviyo behaves for customers in a B2B company program — which loyalty properties are removed, which events still fire, and how to split your flows so B2B members get relevant emails.
- [Storefront loyalty blocks for B2B customers](https://docs.roadmap.so/loyalty-and-rewards/b2b-loyalty/storefront-loyalty-blocks-for-b2b-customers.md): What B2B company members see in your storefront loyalty blocks — company points and tier, B2B-only earning and redemption rules, and the one block that's shared with D2C.
- [Loyalty integrations](https://docs.roadmap.so/loyalty-and-rewards/loyalty-integrations.md)
- [Set up Roadmap loyalty in Shopify POS](https://docs.roadmap.so/loyalty-and-rewards/loyalty-integrations/set-up-roadmap-loyalty-in-shopify-pos.md): Add the Redeem loyalty points and Loyalty point adjustments tiles to Shopify POS from Shopify admin or directly on the POS device.
- [Troubleshooting](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting.md)
- [Referral rewards not applying?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/referral-rewards-not-applying.md)
- [Customers not earning loyalty points](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/customers-not-earning-loyalty-points.md): A checklist for when customers aren't earning points: rule mismatches, unmet limits, the loyalty timeline, and a deleted collection pausing an earning rule.
- [Points on an order only came from one earning rule](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/points-on-an-order-only-came-from-one-earning-rule.md): Why an order awarded points from a single Place an order rule when two rules with different product eligibility were active — and what's changing.
- [Can I award extra points for photo or video reviews?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/can-i-award-extra-points-for-photo-or-video-reviews.md): Whether you can award additional loyalty points for reviews that include a photo or video, and what to set up in the meantime.
- [Where is a customer's loyalty discount code?](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/where-is-a-customers-loyalty-discount-code.md): Find a discount code from a loyalty redemption or promotion by searching Shopify Discounts with the customer email.
- [A customer's loyalty coupon isn't working](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/a-customers-loyalty-coupon-isnt-working.md): A customer says their loyalty code isn't working, shows insufficient points, or they want to undo a redemption. How to diagnose it and put the points back.
- [What the RoadmapReferrer note on a customer means](https://docs.roadmap.so/loyalty-and-rewards/troubleshooting/what-the-roadmapreferrer-note-on-a-customer-means.md): Seeing a RoadmapReferrer note on a Shopify customer profile? That's Roadmap's referral attribution. What it records, where it appears, and how to trace the referral.
- [Getting started](https://docs.roadmap.so/reviews/getting-started.md): Start here to set up reviews, core collection flows, and the first decisions that affect moderation and rewards.
- [Getting started with reviews](https://docs.roadmap.so/reviews/getting-started/getting-started-with-reviews.md): Set up review collection, moderation, storefront display, and request flows in the right order.
- [Review auto publishing settings](https://docs.roadmap.so/reviews/getting-started/review-auto-publishing-settings.md)
- [Storefront & display](https://docs.roadmap.so/reviews/storefront-and-display.md): Configure how reviews appear across your storefront widgets and product pages.
- [Add reviews to product pages](https://docs.roadmap.so/reviews/storefront-and-display/add-reviews-to-product-pages.md)
- [Customise review widget design](https://docs.roadmap.so/reviews/storefront-and-display/customise-review-widget-design.md)
- [Edit your review form](https://docs.roadmap.so/reviews/storefront-and-display/edit-your-review-form.md): Customise the review form your customers receive: reorder and hide fields, add questions, collect photos and videos, use scale sliders and tablet display, and let shoppers filter reviews by question
- [Enable image display in the PDP review widget](https://docs.roadmap.so/reviews/storefront-and-display/enable-image-display-in-the-pdp-review-widget.md): Show customer-uploaded images in the PDP widget and control how they appear.
- [Managing reviews](https://docs.roadmap.so/reviews/managing-reviews.md): Manage moderation rules, review sharing, and reward logic for your review program.
- [Shared Reviews](https://docs.roadmap.so/reviews/managing-reviews/shared-reviews.md): Share reviews across stores & products
- [Shared reviews across products](https://docs.roadmap.so/reviews/managing-reviews/shared-reviews/shared-reviews-across-products.md)
- [Review rewards & limits](https://docs.roadmap.so/reviews/managing-reviews/review-rewards-and-limits.md)
- [Review submission limits](https://docs.roadmap.so/reviews/managing-reviews/review-rewards-and-limits/review-submission-limits.md): Control how many reviews a customer can submit for the same product — per order (subscription-friendly) or per product (strict cap).
- [Loyalty points for reviews](https://docs.roadmap.so/reviews/managing-reviews/review-rewards-and-limits/loyalty-points-for-reviews.md): Award loyalty points when a customer leaves a verified review — with strict purchase verification and per-order reward limits.
- [Discount codes for reviews](https://docs.roadmap.so/reviews/managing-reviews/review-rewards-and-limits/discount-codes-for-reviews.md): Automatically email a discount code to customers who review a product — with full control over which reviews qualify, who's eligible, and how the code is delivered.
- [Integrations](https://docs.roadmap.so/reviews/integrations.md): Connect reviews with Klaviyo and Google Merchant Center.
- [Klaviyo Review Integration](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration.md)
- [How to integrate Roadmap with Klaviyo](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/how-to-integrate-roadmap-with-klaviyo.md)
- [Show product review snippets in your Klaviyo emails + flows](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/show-product-review-snippets-in-your-klaviyo-emails-+-flows.md): Display product reviews, total review counts, and average ratings in Klaviyo emails.
- [Introduction to Klaviyo review flow setup](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/introduction-to-klaviyo-review-flow-setup.md)
- [Review reminder emails](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/review-reminder-emails.md): Configure reminder timing for review request emails.
- [How to set up your review form landing page for your Klaviyo flow](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/how-to-set-up-your-review-form-landing-page-for-your-klaviyo-flow.md)
- [Creating conditional split using loyalty & review properties](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/creating-conditional-split-using-loyalty-and-review-properties.md)
- [Setting up a Klaviyo post-purchase review flow (Dynamic table-styled email)](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/setting-up-a-klaviyo-post-purchase-review-flow-dynamic-table-styled-email.md): Build a Klaviyo post-purchase review flow using the Roadmap: Eligible for Review Request trigger, with a Review Submitted conditional split and follow-up email.
- [Setting up a Klaviyo post-purchase review flow (Less design restrictions)](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/setting-up-a-klaviyo-post-purchase-review-flow-less-design-restrictions.md): Build a Klaviyo post-purchase review flow with item-count trigger splits, using the Roadmap: Eligible for Review Request trigger and a Review Submitted follow-up.
- [How to create your email design (Dynamic Table)](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/how-to-create-your-email-design-dynamic-table.md): How to create a dynamic table
- [How to create your email design (Less design restrictions)](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/how-to-create-your-email-design-less-design-restrictions.md)
- [Filter the Placed Order metric for review capture](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/filter-the-placed-order-metric-for-review-capture.md): Exclude products, collections, or customers from your Klaviyo review flow using trigger filters, profile filters, and Roadmap product filters.
- [Weekly review summary email setup (stores)](https://docs.roadmap.so/reviews/integrations/klaviyo-review-integration/weekly-review-summary-email-setup-stores.md)
- [Integrate reviews with Google Merchant Center](https://docs.roadmap.so/reviews/integrations/integrate-reviews-with-google-merchant-center.md): Send Roadmap product reviews to Google Merchant Center Product Ratings so star ratings can appear on Google Shopping and Search.
- [Migration to Roadmap](https://docs.roadmap.so/reviews/migration-to-roadmap.md)
- [Import reviews to Roadmap with CSV template](https://docs.roadmap.so/reviews/migration-to-roadmap/import-reviews-to-roadmap-with-csv-template.md)
- [Troubleshooting](https://docs.roadmap.so/reviews/troubleshooting.md)
- [Review submitted but no points](https://docs.roadmap.so/reviews/troubleshooting/review-submitted-but-no-points.md)
- [Getting started](https://docs.roadmap.so/subscriptions/getting-started.md): Start here to set up subscriptions, core automations, and key early decisions.
- [Getting started with subscriptions](https://docs.roadmap.so/subscriptions/getting-started/getting-started-with-subscriptions.md): Set up subscription billing, customer self-service, price changes, and recovery workflows.
- [Subscription plan settings, field by field](https://docs.roadmap.so/subscriptions/getting-started/subscription-plan-settings-field-by-field.md): Every field on the subscription plan setup form, what it controls, and what to choose for common subscription patterns.
- [Shipping discounts for subscription orders](https://docs.roadmap.so/subscriptions/getting-started/shipping-discounts-for-subscription-orders.md): Configure shipping discounts that apply to the first subscription checkout and recurring subscription renewals.
- [Subscription auto-tagging](https://docs.roadmap.so/subscriptions/getting-started/subscription-auto-tagging.md): Automatically tag customers based on subscription milestones for segmentation and automation.
- [Same-day subscription bundling](https://docs.roadmap.so/subscriptions/getting-started/same-day-subscription-bundling.md): Combine a customer's same-day subscription renewals into one order with one charge and one order number: every rule that decides whether subscriptions combine, how shipping and discounts carry over, a
- [Storefront & accounts](https://docs.roadmap.so/subscriptions/storefront-and-accounts.md): Configure the customer-facing subscription experience across the storefront and account pages.
- [Adding the subscription widget to your product pages](https://docs.roadmap.so/subscriptions/storefront-and-accounts/adding-the-subscription-widget-to-your-product-pages.md): Place the Roadmap Product Subscription block on the product templates where customers should see subscribe-and-save options.
- [Configuring the Product Page subscription widget](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-product-page-subscription-widget.md): Style the subscribe-vs-one-time selector that appears on your product pages — labels, layout, colours, fonts, benefits, and spacing.
- [The customer subscription dashboard: a tour](https://docs.roadmap.so/subscriptions/storefront-and-accounts/the-customer-subscription-dashboard-a-tour.md): Every action your customers see on their account-page subscription dashboard, including how the Manage Subscription menu changes by status.
- [What customers can do from their account page](https://docs.roadmap.so/subscriptions/storefront-and-accounts/what-customers-can-do-from-their-account-page.md): Reference moved — see The customer subscription dashboard: a tour for the current, comprehensive walkthrough of what your customers can do.
- [Configuring the Customer Subscriptions widget (legacy customer accounts)](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-customer-subscriptions-widget-legacy-customer-accounts.md): Style the customer subscription card on the storefront account page — field-by-field reference for stores on legacy Shopify customer accounts.
- [Configuring the Subscription Management block (new customer accounts)](https://docs.roadmap.so/subscriptions/storefront-and-accounts/configuring-the-subscription-management-block-new-customer-accounts.md): Add and style the Subscription Management block on Shopify's new customer accounts — and understand why styling cascades from your theme rather than from Roadmap.
- [Loyalty points × subscriptions](https://docs.roadmap.so/subscriptions/storefront-and-accounts/loyalty-points-subscriptions.md): How loyalty points work on subscription contracts — earning, redeeming on upcoming orders, and the surfaces where it shows up in the admin and storefront.
- [Managing subscriptions](https://docs.roadmap.so/subscriptions/managing-subscriptions.md): Day-to-day operations on live subscription contracts: finding them, changing them, recovering billing, handling pauses and cancellations, and reading a contract's history.
- [Create a subscription for a customer](https://docs.roadmap.so/subscriptions/managing-subscriptions/create-a-subscription-for-a-customer.md): Create a subscription contract from the Roadmap admin, including products, customer details, shipping, payment requirements, and the start date.
- [Changing shipping on a subscription contract](https://docs.roadmap.so/subscriptions/managing-subscriptions/changing-shipping-on-a-subscription-contract.md): Move an existing subscription contract to a different shipping rate, or set a custom rate, so renewals keep billing as your shipping setup evolves.
- [Adjusting an upcoming subscription order](https://docs.roadmap.so/subscriptions/managing-subscriptions/adjusting-an-upcoming-subscription-order.md): Change a single upcoming subscription cycle without changing the rest of the contract.
- [Manually charging a subscription (Order Now)](https://docs.roadmap.so/subscriptions/managing-subscriptions/manually-charging-a-subscription-order-now.md): Charge a subscription on demand from the admin or let the customer trigger it themselves, plus how Order Now interacts with dunning.
- [Updating a customer's payment method](https://docs.roadmap.so/subscriptions/managing-subscriptions/updating-a-customers-payment-method.md): How to switch a subscription contract to a new card or wallet — covering the in-modal options on a single contract and the bulk action across many at once.
- [Pausing, canceling, and reactivating subscriptions](https://docs.roadmap.so/subscriptions/managing-subscriptions/pausing-canceling-and-reactivating-subscriptions.md): Understand how pause, cancel, and reactivate behave in Roadmap for merchants and customers.
- [Churn prevention: cancellation and pause flows](https://docs.roadmap.so/subscriptions/managing-subscriptions/churn-prevention-cancellation-and-pause-flows.md): Intercept subscription cancellations and pauses with a guided flow that captures why customers are leaving and offers a pause instead — so you keep more subscribers.
- [The Subscription Activity Timeline](https://docs.roadmap.so/subscriptions/managing-subscriptions/the-subscription-activity-timeline.md): Use the Subscription Activity Timeline to see every event on a subscription contract: payments, edits, customer actions, and Klaviyo triggers.
- [The Customer Subscription History card](https://docs.roadmap.so/subscriptions/managing-subscriptions/the-customer-subscription-history-card.md): Lifetime subscription totals for a customer — what the card shows, where the numbers come from, and how it differs from the Activity Timeline.
- [Filtering the Subscriptions list](https://docs.roadmap.so/subscriptions/managing-subscriptions/filtering-the-subscriptions-list.md): Every filter type on the Subscriptions list view, what it matches, and how to combine filters to find the contracts you want.
- [Working with subscriptions in bulk](https://docs.roadmap.so/subscriptions/managing-subscriptions/working-with-subscriptions-in-bulk.md): The Actions ▾ menu on the Subscriptions list — exporting to CSV, emailing subscribers, importing, syncing, and bulk payment-method updates.
- [Marking a subscription as Failed](https://docs.roadmap.so/subscriptions/managing-subscriptions/marking-a-subscription-as-failed.md): When and how to manually move a subscription contract into the Failed status — and how it's different from waiting for dunning to exhaust.
- [Customizing the Payment Method Update email](https://docs.roadmap.so/subscriptions/managing-subscriptions/customizing-the-payment-method-update-email.md): Edit the subject and body of the Payment Method Update email customers receive when you trigger the ShopPay $1-checkout recapture flow.
- [Sending Roadmap emails from your own address](https://docs.roadmap.so/subscriptions/managing-subscriptions/sending-roadmap-emails-from-your-own-address.md): Have the emails Roadmap sends on your store's behalf, like the Payment Method Update email, come from your own email address: how to request it and verify your sender.
- [Rewarding a subscriber with free shipping](https://docs.roadmap.so/subscriptions/managing-subscriptions/rewarding-a-subscriber-with-free-shipping.md): Apply a free shipping promotion to an active subscription contract: for a set number of renewals or all future orders, as a reward, a retention offer, or a goodwill gesture.
- [Pricing & billing](https://docs.roadmap.so/subscriptions/pricing-and-billing.md): Manage retries, subscription price changes, and billing realignment for existing contracts.
- [Failed payment retries](https://docs.roadmap.so/subscriptions/pricing-and-billing/failed-payment-retries.md): Configure how Roadmap retries failed subscription payments, when contracts become Failed, and how payment recapture works.
- [Bulk-adjusting subscription product prices](https://docs.roadmap.so/subscriptions/pricing-and-billing/bulk-adjusting-subscription-product-prices.md): Edit the base price for products that customers can subscribe to — and understand why this only affects new subscriptions, not existing contracts.
- [Realigning existing subscriptions to current prices (Price Sync)](https://docs.roadmap.so/subscriptions/pricing-and-billing/realigning-existing-subscriptions-to-current-prices-price-sync.md): Realign every existing subscription contract to your current product prices and selling-plan discounts in one go.
- [Subscriptions Klaviyo Integration](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration.md): Lifecycle metrics that trigger flows, the contract data each event carries, and profile properties for segments.
- [Subscription created email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/subscription-created-email-flow.md): Confirm every new subscription: what they subscribed to, the frequency, and when the first renewal lands.
- [Upcoming order reminders](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/upcoming-order-reminders.md): Remind subscribers before each renewal with the Upcoming order metric, with a manage-subscription link that prompts a customer to manage their upcoming order with complete clarity.
- [Payment failed email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/payment-failed-email-flow.md): Recover failed subscription payments with the Roadmap: Subscription payment failed metric, including the retry date for honest dunning emails.
- [Subscription failed email flow](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/subscription-failed-email-flow.md): Reach subscribers whose contract has become Failed with the Roadmap: Subscription failed metric, and bring them back with a reactivation path.
- [Klaviyo pre-resume flow for paused subscriptions](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/klaviyo-pre-resume-flow-for-paused-subscriptions.md): Build a Klaviyo flow for paused subscribers using the Roadmap pause event, retention messaging, Shopify tags, and return incentives.
- [Klaviyo win-back flow for cancelled subscriptions](https://docs.roadmap.so/subscriptions/subscriptions-klaviyo-integration/klaviyo-win-back-flow-for-cancelled-subscriptions.md): Build a Klaviyo win-back flow for cancelled subscribers using Roadmap events, cancellation tags, Shopify Flow, and loyalty incentives.
- [Troubleshooting](https://docs.roadmap.so/subscriptions/troubleshooting.md): Fix blocked subscription flows, warning states, and contract-specific issues.
- [Stock issues on a subscription — what they mean and how to fix them](https://docs.roadmap.so/subscriptions/troubleshooting/stock-issues-on-a-subscription-what-they-mean-and-how-to-fix-them.md): What the Stock Issues Detected banner means on a subscription contract, what triggers it, and the three ways to recover.
- [Getting started](https://docs.roadmap.so/discounts-and-gwp/getting-started.md): Learn how Gift with Purchase, product discounts, and order discounts work, then choose the right setup path.
- [Get started with Discounts / Gift with Purchase](https://docs.roadmap.so/discounts-and-gwp/getting-started/get-started-with-discounts-gift-with-purchase.md): Learn what each Roadmap discount method does, how to choose the right one, and what to check before you build your first offer.
- [Using GWP & Discounts](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts.md)
- [Create a product discount](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/create-a-product-discount.md): Build automatic product-level discounts for buy-x-get-y, mix-and-match, bundles, and quantity tiers.
- [Create an order discount](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/create-an-order-discount.md): Build automatic cart-level discounts for the whole order, then control who qualifies and which variants stay excluded.
- [Create a shipping discount](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/create-a-shipping-discount.md): Build automatic shipping discounts, including free-shipping offers for one-time, subscription, or mixed carts.
- [Create a GWP](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/create-a-gwp.md): Set up a Gift with Purchase that adds the correct gift to the right customer at the right time.
- [Discount codes with GWPs](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-codes-with-gwps.md): Check whether a discount code can be used alongside a Gift with Purchase and why the gift may disappear.
- [Gift with Purchase](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/gift-with-purchase.md): Understand how GWPs work, how to set them up, and where to troubleshoot common issues.
- [Offer a choice of free gift](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/offer-a-choice-of-free-gift.md): Build a promotion where the shopper chooses a gift, instead of Roadmap auto-adding every selected gift variant.
- [When to use Roadmap, Shopify, or Klaviyo for discounts](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/when-to-use-roadmap-shopify-or-klaviyo-for-discounts.md): Choose the right place to build a discount based on the rule, the audience, and where it needs to apply.
- [Use tags for discount eligibility](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/use-tags-for-discount-eligibility.md): Use customer tags to include or exclude shoppers from a promotion.
- [Discount Code Generator](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator.md): Automatically generate unique Shopify discount codes after review, purchase, birthday, or member-promotion events.
- [Discount codes on member promotion](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator/discount-codes-on-member-promotion.md): Generate a unique discount code when a member moves into a new loyalty tier.
- [Discount codes for purchased products](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator/discount-codes-for-purchased-products.md): Generate a unique discount code after a customer buys selected products or collections.
- [Birthday discount codes](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator/birthday-discount-codes.md): Generate a birthday discount code for members and choose the timing that best fits your campaign strategy.
- [Run multiple discounts & GWPs](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/run-multiple-discounts-and-gwps.md): Safely run more than one promotion without accidental overlap or stacking issues.
- [Combine GWPs with loyalty rewards or bundles](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/run-multiple-discounts-and-gwps/combine-gwps-with-loyalty-rewards-or-bundles.md): Run a GWP alongside loyalty offers or bundle promotions without creating accidental overlap.
- [Show discount pricing on Google Shopping](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/show-discount-pricing-on-google-shopping.md): Get your Roadmap discount pricing onto Google Shopping with the hosted discount feed, registered in Google Merchant Center as a supplemental data source that overrides the sale price while a discount
- [Troubleshooting](https://docs.roadmap.so/discounts-and-gwp/troubleshooting.md)
- [Promotion not respecting quantity or spend limits](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/promotion-not-respecting-quantity-or-spend-limits.md): Check whether the promotion trigger, spend rule, quantity rule, or per-order cap is causing the result.
- [GWP not showing at checkout?](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/gwp-not-showing-at-checkout.md): Fix the most common reasons a Gift with Purchase does not appear in cart or checkout.
- [Discounts not applying correctly](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/discounts-not-applying-correctly.md): Troubleshoot why a Roadmap discount, code, or Gift with Purchase does not apply as expected.
- [Shipping discount not applying?](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/shipping-discount-not-applying.md): Troubleshoot shipping discounts that do not apply, especially on mixed carts with subscription and one-time items.
- [GWP not working in Shopify POS?](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/gwp-not-working-in-shopify-pos.md): Fix the two most common reasons a Gift with Purchase does not work in Shopify POS.
- [Discount pricing not showing on Google Shopping?](https://docs.roadmap.so/discounts-and-gwp/troubleshooting/discount-pricing-not-showing-on-google-shopping.md): Fix discount pricing that won't show on Google Shopping: sale prices that revert with price mismatch warnings, promos that never appear, stale sale prices after a promotion ends, and wrong-currency ma
- [Getting started](https://docs.roadmap.so/trade-and-b2b/getting-started.md)
- [Set up Shopify companies and company locations](https://docs.roadmap.so/trade-and-b2b/getting-started/set-up-shopify-companies-and-company-locations.md): Create a company, add a location, and attach the right customer accounts so Shopify B2B pricing can work.
- [Set up a Shopify B2B market and catalog](https://docs.roadmap.so/trade-and-b2b/getting-started/set-up-a-shopify-b2b-market-and-catalog.md): Create a B2B market, attach company locations, configure tax display, and show the right pricing to the right companies.
- [Controlling which products your retailers can see](https://docs.roadmap.so/trade-and-b2b/getting-started/controlling-which-products-your-retailers-can-see.md): Use Shopify B2B catalogues and Roadmap Trade tags to control which products each retailer can view and buy.
- [Catalog pricing rules for Shopify B2B](https://docs.roadmap.so/trade-and-b2b/getting-started/catalog-pricing-rules-for-shopify-b2b.md): Choose the right pricing method for a Shopify B2B catalog, then apply and test it safely.
- [Set quantity rules in Shopify B2B catalogs](https://docs.roadmap.so/trade-and-b2b/getting-started/set-quantity-rules-in-shopify-b2b-catalogs.md): Use minimums, maximums, and increments in Shopify B2B catalogs to control how wholesale customers order.
- [Does Shopify POS support B2B catalog pricing?](https://docs.roadmap.so/trade-and-b2b/getting-started/does-shopify-pos-support-b2b-catalog-pricing.md): Shopify POS does not apply Shopify B2B catalog pricing, volume pricing, quantity rules, payment terms, or company pricing logic. Use draft orders for in-person wholesale sales.
- [Overview of trade dashboard](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard.md): Add the Trade Dashboard to Shopify customer accounts, configure it in Trade Settings, and understand how working orders behave.
- [How to install the dashboard and quote builder](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/how-to-install-the-dashboard-and-quote-builder.md): Add the single Trade Dashboard block to Shopify customer accounts. One block carries both the dashboard and the quote builder, configured in Trade Settings.
- [Set the Trade Portal header, titles & tabs](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/set-the-trade-portal-header-titles-and-tabs.md): Set the page title and the per-tab titles and subtitles shown above the Trade Dashboard and Quotes tabs.
- [Customize how products display on the Trade Dashboard](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/customize-how-products-display-on-the-trade-dashboard.md): Control terminology, image size, products per page, the compare-at price, the variant button text, and the product subtitle on the Trade Dashboard.
- [Show pre-order and back-order info on Trade quotes](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/show-pre-order-and-back-order-info-on-trade-quotes.md): Show pre-order and back-order status, with estimated delivery dates, across the Trade Dashboard, quote cards, and draft orders.
- [Customize Trade Dashboard filters & sorting](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/customize-trade-dashboard-filters-and-sorting.md): Set the default sort and choose which filters appear, in what order, and which start open on the Trade Dashboard.
- [Configure Trade Dashboard access and quote builder](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/configure-trade-dashboard-access-and-quote-builder.md): Control the quote builder's discount, notes, and PO number fields, who can open the Trade Dashboard, and how Confirm Order decides between checkout and draft review.
- [Quote builder & draft orders](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders.md)
- [Overview of the quote builder](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/overview-of-the-quote-builder.md): How customers build quotes in the Trade Dashboard, what a quote contains, the statuses it moves through, and what happens when it's confirmed.
- [Generate, download, and share quote PDFs](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md): Turn any Trade quote into a branded PDF: what customers can generate and share from the dashboard, and every Quote PDF template setting explained with recommendations.
- [Automate Roadmap draft orders](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/automate-roadmap-draft-orders.md): Choose what happens to Roadmap draft orders when they're created — leave them alone, auto-convert them into orders, or move them to review on submission.
- [Create workflows within Shopify draft orders to track working quotes and submitted quotes for review](https://docs.roadmap.so/trade-and-b2b/quote-builder-and-draft-orders/create-workflows-within-shopify-draft-orders-to-track-working-quotes-and-submitted-quotes-for-review.md): Create Shopify draft order views that separate working quotes from quotes submitted for review, using the tags Roadmap applies automatically.
- [Checkout & payment](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment.md)
- [Choosing your B2B company checkout settings](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/choosing-your-b2b-company-checkout-settings.md): Choose the right Shopify B2B company checkout settings for order submission, and see why Roadmap recommends automatic submission for most retailers.
- [Setting up payment terms for your B2B retailers](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/setting-up-payment-terms-for-your-b2b-retailers.md): Configure Shopify B2B payment terms at the company location level, and match each retailer relationship to the right term type.
- [Handling custom payment terms like "20th of the month following"](https://docs.roadmap.so/trade-and-b2b/checkout-and-payment/handling-custom-payment-terms-like-20th-of-the-month-following.md): Use Roadmap's company metafield to automate monthly invoice due dates like 20th of the month following.
- [Shipping](https://docs.roadmap.so/trade-and-b2b/shipping.md)
- [Multiple shipping profiles in B2B: what to know](https://docs.roadmap.so/trade-and-b2b/shipping/multiple-shipping-profiles-in-b2b-what-to-know.md): Understand how Shopify shipping profiles and split shipping behave in B2B checkout, and where the limits sit.
- [Split shipping rates between B2B and DTC customers](https://docs.roadmap.so/trade-and-b2b/shipping/split-shipping-rates-between-b2b-and-dtc-customers.md): Show different Shopify shipping rates to B2B and DTC customers using Roadmap delivery customizations.
- [Configuring Pickup for B2B Customers on Shopify: Two Approaches](https://docs.roadmap.so/trade-and-b2b/shipping/configuring-pickup-for-b2b-customers-on-shopify-two-approaches.md): Compare pickup as a shipping rate versus native Pickup in store for Shopify B2B, including when to use Checkout Blocks.
- [Use Checkout Blocks to restrict native pickup to B2B](https://docs.roadmap.so/trade-and-b2b/shipping/use-checkout-blocks-to-restrict-native-pickup-to-b2b.md): Restrict Shopify native pickup locations to B2B buyers with Checkout Blocks on Shopify Plus.
- [Troubleshooting "Your order cannot be shipped to the selected address" at B2B checkout](https://docs.roadmap.so/trade-and-b2b/shipping/troubleshooting-your-order-cannot-be-shipped-to-the-selected-address-at-b2b-checkout.md): Fix the Shopify B2B checkout error caused by split shipping and draft order submission mode.
- [Configure features](https://docs.roadmap.so/cart-and-checkout/configure-features.md)
- [Cart Announcement Bar](https://docs.roadmap.so/cart-and-checkout/cart-announcement-bar.md): Show a threshold-based or static message in the cart drawer and style it to match your theme.
- [Configure Recommended Products Block](https://docs.roadmap.so/cart-and-checkout/configure-recommended-products-block.md): Show product recommendations in the cart or cart drawer, using product metafields and field-by-field styling controls.
- [Shopify POS integration](https://docs.roadmap.so/shopify-pos/shopify-pos-integration.md)
- [Getting started with Tag Library](https://docs.roadmap.so/tag-library/getting-started-with-tag-library.md): Control storefront access with Secret Products, Protected Pages, eligibility rules, and scheduling.
- [Understanding customer eligibility controls](https://docs.roadmap.so/tag-library/understanding-customer-eligibility-controls.md): Choose which shoppers qualify for Tag Library access rules.
- [How to create secrets products/collections](https://docs.roadmap.so/tag-library/how-to-create-secrets-products-collections.md): Use Secret Products to control product and collection access by customer eligibility.
- [How to create a Protected Page](https://docs.roadmap.so/tag-library/how-to-create-a-protected-page.md): Restrict storefront URLs by customer segment, country or password.
- [Fixed vs variant bundles](https://docs.roadmap.so/bundles/fixed-vs-variant-bundles.md): Choose the right bundle type based on shopper choice, pricing, and fulfilment needs.
- [Bundle fulfilment & ERP integration](https://docs.roadmap.so/bundles/bundle-fulfilment-and-erp-integration.md): See how bundle orders appear in Shopify and why most ERP and 3PL workflows need no changes.
- [Bundle sales analytics & exports](https://docs.roadmap.so/bundles/bundle-sales-analytics-and-exports.md): Filter bundle performance, understand key metrics, and export the right report.
- [Create a variant bundle](https://docs.roadmap.so/bundles/create-a-variant-bundle.md): Build a bundle where shoppers choose products or variants before adding it to cart.
- [Fixed product bundle setup](https://docs.roadmap.so/bundles/fixed-product-bundle-setup.md): Create a fixed bundle, complete the Shopify product setup, and publish it safely.
- [Shopify bundles that fulfil as SKUs](https://docs.roadmap.so/bundles/shopify-bundles-that-fulfil-as-skus.md): See how Roadmap bundles stay grouped for shoppers while Shopify orders still use real SKUs.
- [Show your bundles on Google Shopping](https://docs.roadmap.so/bundles/show-your-bundles-on-google-shopping.md): Get your Roadmap bundles listed on Google Shopping with the hosted bundle feed, registered in Google Merchant Center as a primary data source.
- [Troubleshooting the bundle feed](https://docs.roadmap.so/bundles/troubleshooting-the-bundle-feed.md): Fix the common Google Merchant Center issues with the Roadmap bundle feed: bundle listings that error or won't update, missing bundles, and wrong-currency markets.
- [Building with forms](https://docs.roadmap.so/forms/building-with-forms.md): Create a form, configure its fields and settings, then place it in your theme.
- [Add a form to your theme](https://docs.roadmap.so/forms/add-a-form-to-your-theme.md): Place a form in the theme editor, set the handle, and enable reCAPTCHA when needed.
- [Enable reCAPTCHA spam protection](https://docs.roadmap.so/forms/enable-recaptcha-spam-protection.md): Protect forms from bot submissions with Google reCAPTCHA v2 Invisible, then place the site and secret keys in the correct settings.
- [Customise form design](https://docs.roadmap.so/forms/customise-form-design.md): Adjust spacing, borders, labels, shadows, and sizing for the storefront form.
- [Email notifications and templates](https://docs.roadmap.so/forms/email-notifications-and-templates.md): Choose recipients, set where replies go, edit customer and admin templates, and send test emails.
- [View form submissions](https://docs.roadmap.so/forms/view-form-submissions.md): Open submitted entries, review captured values, and confirm the form is collecting the right data.
- [Save into a customer profile](https://docs.roadmap.so/forms/save-into-a-customer-profile.md): Save form details against a customer record and create the profile if it does not exist.
- [Push to customer metafields](https://docs.roadmap.so/forms/push-to-customer-metafields.md): Store form submissions in a customer metafield when the customer is identified.
- [Link form to product purchase](https://docs.roadmap.so/forms/link-form-to-product-purchase.md): Attach a form to the purchase flow when the form must be tied to a product order.
- [Trigger Klaviyo on submit](https://docs.roadmap.so/forms/trigger-klaviyo-on-submit.md): Fire a Klaviyo event on form submission and understand how it changes email behaviour.
- [Platform Integrations](https://docs.roadmap.so/integrations/platform-integrations.md)
- [Google Sheets](https://docs.roadmap.so/integrations/google-sheets.md): Sync form submissions into a Google Sheet automatically.
- [Retail Express](https://docs.roadmap.so/integrations/retail-express.md)
- [Google Shopping](https://docs.roadmap.so/integrations/google-shopping.md): Send your reviews to Google Product Ratings for star ratings on every listing, then go further: list your bundles with a primary feed and show discount pricing with a supplemental feed.
- [Shopify B2B](https://docs.roadmap.so/integrations/shopify-b2b.md)

## Changelog

- [Changelog](https://docs.roadmap.so/changelog/readme.md): New updates and improvements
- [GitBook](https://docs.roadmap.so/changelog/gitbook.md)


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