🚍Getting Onboard
Bloom simplifies your Shopify financial management right from the start. The instructions below show how to install the app to your Shopify store with just a few clicks.
Last updated
Bloom simplifies your Shopify financial management right from the start. The instructions below show how to install the app to your Shopify store with just a few clicks.
Last updated
Once you install the app, you’ll be greeted with a form.
-> Add your email ID in the space provided.
-> If the field already has your installer email ID, you can leave it as is or change it.
-> Click “Proceed” to continue.
You’re now ready to receive information about Bloom like upcoming updates, tips on using its many features, and much more about the app. Watch your inbox for info on how to make the most of your profit analytics.
Let’s Get Started
Click on this button to go to the app’s Dashboard (main landing page).
Book a Demo
Click on this button for a personalized walkthrough of Bloom by our experts via a demo call. It opens a scheduling window.
When you land on the Dashboard, a helpful onboarding guide pops up and takes you through four key steps to get your account ready. A progress bar lets you easily see how far along you are into the process.
Bloom is only as good as the data we connect with. You wouldn't want empty dashboard, would you?
If there is any platform that you use (Ads platform, Shipping Solution, Carrier, etc.) which isn't a part of our integrations, kindly contact us and we'll explore the possibility of integrating with it.
Visitor behavior on your Shopify store reveals how well it resonates with your target audience. Google Analytics (GA) tracks visitor actions for data on their behavior.
By integrating GA with Bloom and acquiring visitor behavior data, you gain insights on how much your customers like your store. Use the insights as a roadmap to revamp your store and marketing strategy for improved user experience and conversion potential.
This integration provides Bloom with valuable GA data like:
Visitor Traffic: Track the number of visitors to your site over a specific period, differentiating between unique and repeat visitors.
Behavior Recognition: Follow visitor journey through your store website with data on popular pages, bounce rates, session duration, etc.
Conversion Tracking: Confirm if your conversion figures are where you want them, including numbers of sign-ups, social media interactions, purchase details, etc. Understand how effectively your marketing strategy and sales funnel setup compel visitors to convert.
Audience Characterization: Put your target audience under the microscope, revealing their demographic, geographic, and other characteristics. Build an accurate buyer persona with the info for improved marketing effectiveness and other benefits.
Effective digital marketing can demand a sizable share of your overall budget. Bloom can help get the most Return on Investment (ROI) for your promotional campaigns by integrating ad cost data for profit analysis.
Gain insights into your ad campaigns and optimize your marketing strategy for lower ad spends, improved targeting and other actions that increase profitability. Integrate with platforms like Facebook Ads, Google Ads, Bing Ads, Snapchat Ads, and TikTok Ads for data on:
Ad Spend: Monitor where and how your ad budget is being spent across multiple platforms and campaigns.
Customer Acquisition Cost (CAC): Know how much money you’re spending to acquire a customer, dividing your total ad spend by the total number of new customers.
Return on Ad Spend (RoAS): This metrics tells you how much revenue you’re generating for every dollar spent on a campaign. It indicates the effectiveness of your marketing campaigns.
Channel Performance: Identify which marketing channel delivers the most traffic and conversions to your store and maximize its potential.
Traffic Sourcing: Check how effective your SEO and paid campaigns are by separately collecting and evaluating traffic from organic and ad-related sources.
By default, Shopify provides only the shipping fees you charge your customers—not the actual shipping costs you incur. To accurately track your profit and loss, you need reliable shipping expense data. Our tool enables you to integrate with leading third-party shipping solutions like ShipStation or ShipHero. If you don’t use a third-party solution, you can create your own shipping rules directly in our tool, ensuring you have the correct cost basis for your business analytics.
Accurate Profit & Loss Calculation: See the true profitability of each order by factoring in real shipping costs.
Flexible Integration Options: Choose from supported providers or set custom rules for any scenario.
Granular Control: Create condition-based rules for different countries, weights, or order values.
Profitability can take a hit if handling costs go unchecked, making it a vital metric for accurate profit analysis. Analyzing it provides a pathway for competitive and sustainable product pricing.
The data captured here includes:
Packaging Costs: Accounts for expenses related to packaging material like boxes, tape, wrapping film, etc.
Labor Charges: Everything you spend on labor to fulfill orders.
Payment gateways provide a convenient way for customers to pay for their online purchases. The gateway costs are borne by the merchant, making it necessary for accurate net profit calculation.
The fees included here are:
Transaction Fees: Percentage of transaction amount charged by the payment gateway.
Fixed Fees: Flat amount charged by the payment gateway for its services independent of transaction value.
Bloom automatically pulls in a variety of transactional data from your Shopify store (like product costs, payment fees, shipping fees, and refunds). However, certain expenses exist outside the scope of these integrations—such as monthly office rent, team salaries, professional services, or software subscriptions. Adding these expenses to Bloom allows you to:
Maintain accurate financial reporting: Ensure your profit and loss statements reflect all costs, not just those tied directly to your online sales.
Gain holistic business insights: Evaluate the true profitability of your store after considering routine overhead expenses.
Track non-operational spending: Keep tabs on non-inventory-related costs, enabling better budgeting and financial forecasting.
You can skip steps during Bloom’s onboarding process using the “Skip for Now” option. However, it’s recommended that you complete the actions in every step for comprehensive and accurate profit analysis. You can complete the skipped steps at a convenient time, but the sooner it’s done, the better it is for your profit calculation.
For further help regarding the onboarding process or anything else about the app, contact our 24/7 live support team.