Quick Start Guide

    Getting Started with PromoOS

    Everything you need to know to install PromoOS and run your first promotional campaign.

    What is PromoOS?

    PromoOS is a Shopify app for planning, managing, and deploying promotional campaigns. Build your promo calendar, automate scheduling, deploy live storefront blocks, and track campaign performance — all in one place.

    Plan

    Build your promotional calendar with a visual timeline

    Deploy

    Campaigns go live automatically at the right time

    Manage

    Edit, reschedule, or end promos at any time

    Analyse

    Track campaign performance and dashboard metrics

    What You Need

    Requirements

    • An active Shopify store (any plan — Basic, Shopify, Advanced, or Plus)
    • Admin access to your Shopify store
    • A modern web browser (Chrome, Firefox, Safari, or Edge)

    Permissions PromoOS Requests

    When you install, Shopify will ask you to approve these permissions:

    • Read products & collections — To target specific items in your promos
    • Manage discounts — To create and manage discount codes automatically
    • Read orders — To measure promo performance
    • Read themes — To display promotional content on your storefront

    Installation (2 minutes)

    1. 1

      Find PromoOS in the Shopify App Store

      Search for "PromoOS" or "Promly" in the Shopify App Store.

    2. 2

      Click Add app

      This opens the permission approval screen in your Shopify admin.

    3. 3

      Approve permissions

      Review and approve the requested permissions. These are needed for PromoOS to work correctly.

    4. 4

      You're in!

      You'll be redirected to your PromoOS dashboard. Setup is complete.

    What You'll See After Installing

    Your PromoOS dashboard gives you a complete picture of your promotional campaigns:

    Dashboard

    Overview of active and upcoming promos with key metrics

    Calendar View

    Visual timeline of all your campaigns — spot gaps and overlaps at a glance

    Promo Builder

    Step-by-step form to create a new promotional campaign

    Deployments

    History of every activation and deactivation event

    Your First Promo in 3 Steps

    1

    Click "Create New Promo" from the dashboard

    The promo builder will open and walk you through each step.

    2

    Fill in the basics

    Give your promo a name, choose a type (Discount, BOGO, Bundle, Free Shipping, or Gift with Purchase), and set start and end dates.

    3

    Save as Draft or Schedule

    Save as Draft to continue editing later, or Schedule to let PromoOS activate it automatically at the right time.

    Pro tip: Schedule campaigns at least 1 hour in advance. PromoOS checks for due promos every 5 minutes, so your campaign goes live within 5 minutes of the scheduled time.

    Ready to Dive Deeper?

    Pricing

    Starter includes a 14-day free trial — no credit card required.

    Starter

    $49

    per month

    Start 14-day trial

    Pro

    $79

    per month

    Start 14-day trial
    FeatureStarterPro
    Promo calendar & planning
    Dashboard overview & metrics
    Unlimited active promos
    Conflict detection
    Automated scheduling & deployment
    Discount code creation (Shopify)
    Product & collection targeting
    Storefront theme blocks
    Full analytics dashboard
    AI channel attribution
    Email support
    Text to Promo — AI promo creation

    Need Help?

    Our team is here to support you during setup and beyond.

    Email Support

    contact@promly.app

    Full Documentation

    Visit Help Center →