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Installing Sumo on Shopify

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

Login to your Shopify Dashboard and select Apps from the left-hand navigation.

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Select one of the Visit Shopify App Store buttons: there is one  on the right-hand side and one at the bottom.

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In the search bar on the top right-hand side, type in "sumo". You can select the Sumo App from the instant search below.

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Alternatively, you can submit the search for "sumo" and select the Sumo App on the results page.

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Select the Get button.

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Select the Install app button on the bottom right.

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Select the CONNECT SUMO button.

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Sumo is now connected! You can select the DASHBOARD button to go to your Sumo App Dashboard.

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Enter your login credentials.

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Now select My Apps to turn on the apps you would like to use on your site!

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Uninstall via Shopify App

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

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This brings up a dialog box that tells you, By removing Sumo, you will no longer be able to view it in your Shopify admin or access its features. We highly value feedback, so please feel free to explain below why you're uninstalling Sumo and how we can improve. Select the Delete button to remove the app.

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Install Manually

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

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

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

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

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

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Uninstall Manually

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

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

Screen_Shot_2017-06-21_at_3_20_42_PM.png

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

Screen_Shot_2017-06-21_at_3_21_30_PM.png

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

Screen_Shot_2017-06-21_at_4_16_13_PM.png

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

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Adding Sumo to Checkout Pages

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

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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

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

Screen_Shot_2017-06-21_at_3_21_30_PM.png

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

liquidtheme.png

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

checkoutliquid.png



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