How do I switch between features?

Introduction

Roadmap is designed to make it easy to manage multiple features — like Loyalty, Reviews, Subscriptions, and Bundles — all from one app. You can switch between features at any time without losing your work.

Switching Between Features

1. Log in to Shopify Admin → Apps → Roadmap.
2. In the left-hand menu of the Roadmap dashboard, you’ll see all available features:
   • Loyalty & Rewards
   • Reviews
   • Subscriptions
   • Bundles & Discounts
   • Tag Library
   • Extensions (Forms, Articles, B2B, POS, Checkout)
   • Analytics
   • Integrations
   • Account & Billing
3. Click the feature you want to work on.
4. Roadmap will load that section while keeping your settings saved in other features.

👉 Example: You can configure a loyalty rule, then switch to Reviews to approve customer feedback — all without leaving the dashboard.

Tips

• Use the Overview page for shortcuts — it links directly to your most used features.
• If you’re testing multiple features (e.g., loyalty + bundles), you can open Roadmap in two browser tabs to work on both at once.

Common Questions

• Can I use more than one feature at the same time?
  • Yes — features are designed to work together (e.g., loyalty points can be redeemed on subscriptions or bundles).
• Can staff accounts switch between features?
  • Yes — any staff account with app permissions can access all features.

Cross-Feature Links

• What do the main dashboard sections mean?
• How do I access the Roadmap dashboard after installation?
• How do I configure my first feature?

Summary

Switching between features in Roadmap is easy — just use the left-hand menu in the dashboard to move between Loyalty, Reviews, Subscriptions, Bundles, and more.