Installing Sumo on Shopify(2020)

1 Install via Shopify App (recommended)

2 Uninstall via Shopify App

3 Install Manually

4 Uninstall Manually

5 Adding Sumo to Checkout Pages (Shopify Plus Customers)

6 Adding Sumo to Checkout Pages(Non-Shopify Plus Customers)

This article walks through the different ways of installing as well as uninstalling Sumo on Shopify. We also cover how you can include Sumo on your checkout pages (do note that checkout pages are a Shopify Plus feature). If you have not already signed up for Sumo, check out the Getting Started with Sumo Guide before following the instructions below.


Install via Shopify App

1 Go to the Sumo Shopify app page and click the Get button.

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2 Click Install app at the bottom-right.

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3 Enter your login details and click Log In.  Don't have a Sumo account yet? Click Sign Up.

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4 Now you're ready to get started! Check out List Builder and start collecting emails!


Uninstall via Shopify App

1 On your Apps page, look for the trash icon next to the Sumo App and select it.

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2 We'd love to hear why you're removing Sumo.  Then to remove the app, click Delete.

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Install Manually

1 Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

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2 Select Themes, then click on the Customize Theme button to the right.

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3 At the top left-hand corner, open the More actions dropdown menu and select Edit code.

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4 Under the Layout section, look for your theme.liquid file and select it.

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5 Look for the body tags in the source code and insert the Sumo install code anywhere between the opening and closing body tags. Select the Save button.

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Uninstall Manually

1 Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

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2 Select Themes, then click on the Customize Theme button to the right.

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3 At the top left-hand corner, open the More actions dropdown menu and select Edit code.

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4 Under the Layout section, look for your theme.liquid file and select it.

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5 Look for the Sumo install code that you placed inside the body tags and remove it. Select the Save button.

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Adding Sumo to Checkout Pages(Shopify Plus Customers)

Note: This requires you to have Shopify Plus.  If you have Shopify Plus and are not seeing the checkout.liquid file, check with your Shopify Merchant Success Manager.

1 Login to your Shopify Dashboard and select Online Store from the left-hand navigation.

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2 Select Themes, then click on the Customize Theme button to the right.

Screen_Shot_2017-06-21_at_3_20_42_PM.png Screen_Shot_2017-06-21_at_3_20_50_PM.png

3 At the top left-hand corner, open the More actions dropdown menu and select Edit code.

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4 Under the Templates section, look for your checkout.liquid file and select it.

liquidtheme.png

5 Look for the body tags in the source code and insert the Sumo install code anywhere between the opening and closing body tags. Select the Save button.

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Adding Sumo to Checkout Pages(Non-Shopify Plus Customers)

If you are NOT on Shopify Plus, you can still get Sumo added to your Checkout pages!

1 Login to your Shopify Dashboard and navigate to Online Store > Preferences from the left-hand navigation.

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2 Scroll down to the Google Analytics section and click Add custom Javascript (you will need to make sure you have already connected your Google Analytics account by inserting your code before you will see this option).

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3 Add in your Sumo install script at the very TOP above any other code and then remove the opening and closing script tags so your install script looks like this:

!function(j,u,s,t,i,n){j.location.pathname.indexOf('/checkouts')===-1||(i=u.createElement(s),n=u.getElementsByTagName(s)[0],i.async=1,i.src="//load.sumo.com/",i.dataset.sumoSiteId="SITE_ID",n.parentNode.insertBefore(i,n))}(window,document,"script");</pre >

Note: Be sure when making any changes to the above code to use this quotation mark: '', not ``

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4 Click SAVE and that's it! Sumo is now installed on your Shopify Checkout pages.

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