Cobalt

Learn what Insights shows, the ten reports, and how the date range, comparison and revenue figures work.

Introduction to Insights

Build a CSV export from your Cobalt data, preview it, download it, and schedule it to run on its own.

Create a Custom Report

How Cobalt decides which orders to credit to your texts, popups and sign-ups.

How Does Cobalt Attribute Revenue?

Ryan Haidinger

Insights & Reports

Connect your Stripe account, create a payment link, and see who has paid it.

Set Up Your Stripe Integration

Connect Slack so every new customer text is posted to a Slack channel your team watches.

Set Up Your Slack Integration

See what Cobalt receives from your Shopify store, what it sends back, and what does not sync.

What Syncs Between Shopify and Cobalt

Turn on the Cobalt Popup app embed in your Shopify theme so your Cobalt popups can appear on your store.

Turn On the Cobalt App Embed in Shopify

Connect your Shopify store by installing the Cobalt app, then choose what Cobalt and Shopify share with each other.

Set Up Your Shopify Integration

Install the Cobalt app from the Shopify App Store, set up your account, and choose your plan in Shopify.

Install Cobalt on Your Shopify Store

Integrations

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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