Do I need to enable anything in Shopify settings for Roadmap to work?

Introduction

No — you don’t need to enable anything in Shopify settings for Roadmap to work. Our team handles the installation and theme code injection, and most Roadmap features run natively without any extra setup in Shopify.

That said, there are a few optional Shopify settings you may want to check, depending on the features you plan to use.

Shopify Settings to Review (Optional)

1. Discounts

• Roadmap manages its own discounts and GWPs.
• You don’t need to turn on Shopify discounts for Roadmap to work, but you may want to review existing discount codes to avoid conflicts.

2. Checkout Settings

• Roadmap integrates natively with Shopify Checkout.
• No manual changes are required, but you can enable features like Shopify Checkout Extensibility to add more custom checkout elements if desired.

3. Customer Accounts

• Enabling Customer Accounts in Shopify is recommended if you’re running Loyalty or Subscriptions.
• This lets customers log in, track points, manage subscriptions, and view rewards.

4. Notifications & Emails

• Shopify sends its own order confirmations and receipts.
• Roadmap adds loyalty, review, or subscription notifications on top — you may want to check your Shopify notification templates to avoid duplication.

What Roadmap Handles Automatically

• Theme code injection for displaying widgets (done by our team).
• App blocks for customization (you can place these in the Shopify theme editor).
• Data syncing with Shopify products, orders, and customers.
• POS & B2B support where available, with no extra Shopify configuration needed.

Common Questions

• Do I need to edit my theme or code?
  • No — our team handles code injection, and you can use app blocks without coding.
• Do I need to enable Shopify Payments or Shopify Checkout?
  • No — Roadmap works with Shopify’s default checkout. If you already use Shopify Payments, subscription billing is supported automatically.
• Will Roadmap overwrite my Shopify settings?
  • No — Roadmap works alongside your Shopify settings and doesn’t override them.

Cross-Feature Links

• How does Roadmap work with Shopify?
• Do I need to edit my theme or code to install Roadmap?
• What should I do after installation?

Summary

You don’t need to enable anything in Shopify settings for Roadmap to work — installation is handled by our team, and features run natively. The only settings worth reviewing are customer accounts (for loyalty and subscriptions) and discounts (to avoid conflicts). Everything else works automatically.