Quick Start Guide

Get up and running with Shoble in under 5 minutes. This guide will walk you through the essential steps to start capturing B2B leads from your Shopify store.

1. Access Your Dashboard

After installation, access Shoble from your Shopify admin by navigating toApps → Shoble B2B Leads. You'll see the main dashboard with an overview of your current activity.

2. Understand the Dashboard

The dashboard provides five main sections:

Main Dashboard

Overview of key metrics and recent activities

Leads

Generated B2B leads ranked by engagement score

Events

Real-time stream of customer events with organization attribution

Analytics

Insights into visitor behavior over specific time and organizations

Settings

Configure default filters and event scoring preferences

3. Review Your First Events

As visitors browse your store, events will appear in the Events tab. Each event shows:

Organization
Event type
Product Variant (when applicable)
Location
Date

You can click on each event to see more details about the visitor's activity.

4. Explore Generated Leads

The Leads tab shows organizations that have been identified from events. Click on interesting leads to view their details. Each lead includes:

Lead Ranking — Based on total engagement score
Contact Information — Looked up from visitors event data
Product Interest — Products they've viewed or added to cart
Activity Timeline — Complete history of their interactions

Pro Tip

Focus on leads with higher engagement scores first. These organizations have shown more active interest in your products and are more likely to convert.

5. Next Steps

Now that you've set up the basics, explore these areas to get the most out of Shoble:

Customize Scoring — Adjust event weights in Settings
Set up filters — Tailor lead generation to your target audience
Review Analytics — Understand visitor patterns