Overview

With the QuickCover® PermaPlate Furniture Protection app, you can sell the protection plan in your Shopify store.

This document provides an overview of how to get started.

Important

Compatibility Version: This app is optimized for the Dawn theme and compatible with Shopify 2.0 Themes and theme app extensions. Merchants using other themes may face visual issues and require the support of the theme developer.

Step 1. Create a QuickCover® Account

Before using the PermaPlate Furniture Protection app on Shopify, you must take a few steps to create and configure your QuickCover® account if you haven't done so already.

1. Create a QuickCover® account at https://signup.quickcover.me/join/permaplate (opens new window). For detailed instructions, read Account Signup. There is no cost for creating an account.
2. Sign in to your QuickCover account. For details, read Account Sign-In.

Note

Once you sign up, PermaPlate will review the information you provided and when approved, you will get an email from PermaPlate. QuickCover® will then enable the PermaPlate plans for your account.

Step 2. Configure Your QuickCover Account

Sign in to your QuickCover® account (opens new window) for this step.

Provide billing information

Add a billing address and add a payment method. For more details, read Managing Billing.

Create a QuickCover store

Add a store and generate the API Key and Store ID. You will need to save these in your app settings in Shopify. For detailed instructions, read Creating a Store.

Step 3. Install the App on Shopify

Here are two ways you can find the app:

• Search the Shopify app store:
  1. Go to the app store (opens new window).
  2. Search for 'PermaPlate Furniture Protection'.
  3. Click the app in the search results.
• Click this link to go directly to the PermaPlate Furniture Protection app (opens new window).

To install the app:

1. Click Add app.
2. Click Install app.

After installing, you will see the app in the Apps menu in your Shopify account.

Step 4: Enable the App

After completing the installation, you need to enable the app.

Navigate to the app’s settings in Shopify:

1. Go to Apps > PermaPlate Furniture Protection. The QuickCover menu will be displayed to the right of the Shopify menu.
2. In the QuickCover® menu, click QuickCover® > Settings.
3. In the General section, set QuickCover® App to 'Enable'.

Note

QuickCover® App may already be set to 'Enable'. In addition, by default, Auto Product Sync is set to 'Disable',s Default Eligible for QuickCover® is set to 'Disable', and Popup is set to 'Enable'. Please leave these settings until your initial product bulk sync and mapping have been completed successfully.

Important

Whenever you change the settings, click the Save Configuration button to save your changes.

Step 5. Initialize Bulk Sync

To sell the PermaPlate plan with your products, you must sync those products with your QuickCover account.

Prepare your products

You can bulk sync if all your products are configured with the product title, description, price, and collection. SKU is optional.

To see where these are found on your product detail page, see examples in the screenshot below:

Select products to sync

Once you confirm the above conditions are met, select products to sync:

1. From the app’s menu, click Catalog to open the Product List page where data from your store catalog has been imported.
2. You can adjust the number of products per page at the bottom right of the screen.
3. We recommend you filter the product list by collections. Select as many collections as you like in the Search Collection drop-down.
4. Click Filter.
5. After filtering, choose the products by checking the box in the left column of the product list. To choose all products within the filter, check the box in the table header.
6. Two new drop-down boxes will appear. You can ignore Change QuickCover Sync Status for now, but under Change Eligible for QuickCover Status, select Enable.
7. Click Update.
8. Click OK in the following two pop-up windows.

Note

To optimize performance, we recommend selecting no more than 5,000 items at one time.

Step 6. Authenticate Your Store

Now that you are ready to sync your products with QuickCover, you must save the API Key and Store ID in the app configuration.

1. In Shopify, return to the settings page of the app.
2. In a separate window or browser tab, log in to your QuickCover® account (opens new window).
3. In the left-side navigation panel of QuickCover, click Applications > Store Configuration.
4. Copy the Store ID and API Key from the store record.
5. Paste the values into the corresponding fields on the Shopify app settings page.
6. Click Save Configuration.

This will link your Shopify store to your QuickCover® account, allowing your store to communicate with QuickCover® APIs to retrieve pricing and sell PermaPlate Furniture Protection plans.

Tip

You can test the authentication by clicking the Test Authentication button.

Step 7. Start Batch Sync

Now that all other settings have been configured, you can to batch-sync your product catalog with your QuickCover account.

1. In the QuickCover® Settings page in Shopify, scroll down to the Sync Products section.
2. Select the desired batch size. For details, read What is Batch Size?
3. Click Sync Products.
4. Wait for the sync job to finish.
5. Click Ok in the notification pop-up.

The batch sync is a one-time process. Subsequent syncs are required if Auto Product Sync and Default Eligible for QuickCover® are set to 'Disable' (so you may choose to reset these to 'Enable' for any new products to sync automatically).

Step 8. Map Product Categories

In the QuickCover® admin console, map the product categories synced from your store to the corresponding QuickCover® categories.

This will allow QuickCover® to present protection plan prices in your Shopify store.

Read Mapping Categories to learn more.

Step 9. Add App Block in Shopify

To display the Permaplate plan as an add-on with the product, you must customize your theme with app blocks.

1. In the Shopify menu, go to the Online Store > Themes.
2. In the Current theme section, click the Customize button to open the editor.
3. Open the App embeds menu on the left.
4. Next to the app, toggle the switch to the right.
5. Click Save.
6. Open the Sections menu again.
7. In the drop-down in the top-center of the editor, click Products to open the products list.
8. Click the list of products for which you want to display the PermaPlate Furniture Protection plan. The editor and menu will update.
9. Click Product Information > Add block.
10. Select PermaPlate in the Apps section. The PermaPlate Product Service Plan will now appear in the Product information list in the menu on the left.
11. Click Save.

Available plans will appear on the right side of the product preview.

To allow customers to edit their choice of service plans before checkout, you must also use App blocks in the Cart.

1. In the drop-down at the top of the page, select Cart.
2. In the left-side menu, click Subtotal > Add block.
3. Select PermaPlate in the Apps section.
4. Click Save. PermaPlate will appear under Subtotal in the left-side menu.

There will now be a new Edit button with a pop-up allowing customers to make changes.

Step 10. Review

Use the Shopify View Store page to review some products that have been Enabled and Synced to sell the plans to ensure they are presenting service plan purchase options. The purchase options and retail prices are shown in your QuickCover® account in Service Plan Pricing.

Your Questions and Feedback

For more information, please see the FAQ page.

If you have questions about the PermaPlate Furniture Protection App or your QuickCover account, please submit them in QuickCover.

1. Login to your QuickCover account (opens new window).
2. In the lower right corner of the screen, click .

Customer Success Managers are available to assist you.