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The Setup guide sits at the top of the Grow your store column and walks you through activating each Aftersell surface. It tracks your progress automatically — steps complete themselves as you finish the underlying work, whether you did it from the guide or elsewhere in the app. The guide is grouped into three areas. Each shows its own progress (for example, 2 of 3) and expands to reveal its steps.

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Set up post-purchase upsells

Once every step is done, this area is relabelled Post-purchase upsells are live. The funnel step is marked complete as soon as any funnel is active on your store — you do not need to have walked through the guide’s own flow for it to count.

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Set up checkout page

Once complete, this area is relabelled Checkout page is live.

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Set up Rokt Thanks

Once complete, this area is relabelled Rokt Thanks is earning.

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Dismissing the guide

The X in the guide’s header dismisses it, and the chevron next to it collapses it without dismissing. Dismissal is not always permanent. If your Rokt setup is still incomplete when you dismiss, the guide is hidden for the current session only and returns the next time you open Aftersell. Once your Rokt area is complete, dismissing it sticks. Either way, dismissing the guide brings up Quick actions in its place — the two never appear together.