Planet is a platform made up of several sections from which you can perform actions or consult information. The main elements of the tool are your products, as all functionality is based on them.
How to access Planet from your Shopify store:
Go to the search bar in your Shopify admin panel.
Click on “Apps”.
Within the Apps section, select Planet Promotions to open the application.
From here, you will access the platform, where you can configure promotions, customize widgets, and edit the cart without leaving Shopify.
Side panel
On the left side is the navigation panel, from which you can access the main pages of the platform. Planet is divided into 7 main blocks:
Promotions: lets you create and manage promotions, widgets, and more.
Smart Cart: with Planet's Smart Cart, you can add features to your store like the progress bar, upsells, and much more.
Checkout: lets you manage the extensions available on Checkout, the Thank You Page, and the Post-purchase page.
Products: shows your full catalog and lets you make individual or bulk price changes.
Analytics: dashboard with detailed performance for each promotion, cart, or Checkout extension, with daily performance data.
Orders: shows orders that Planet was involved in, with details for each one.
Settings: account configuration, plans, language, time zone, and more.
1. Promotions
This feature lets you automate promotions to save time and avoid mistakes. Schedule your promotions to start and end automatically within the specified timeframe. You can manage any type of promotion here through different templates (volume discounts, upsells, bundles, and more).
2. Smart Cart
This view allows you to customize various Smart Carts in your store, including design, messages shown to customers, and additional functionalities.
From here, you can enable or disable options like the progress bar, edit displayed texts, adjust colors, and tailor the overall appearance to match your store’s style. Everything in one place so the cart not only works well but also reflects your brand identity.
Additionally, you can create different carts segmented by market or customer type.
3. Checkout
This section works similarly to the Promotions or Cart pages, but is focused on managing the extensions available on Checkout.
From here, you can create and manage extensions for:
Checkout: displays extensions during the payment process.
Thank You Page: displays extensions on the page shown after completing a purchase.
Post-purchase: displays extensions immediately after the order is completed, before reaching the Thank You Page.
4. Products
This view represents your product catalog with information on prices, stock, collections, and tags. You can access any product and see its details. It also shows if a product is included in any active promotion.
From the products table, you can make instant changes to any of your products. You can filter by multiple fields to select the products you want to modify and update price and compare-at price in bulk.
5. Analytics
This section lets you analyze the performance of each promotion, cart, or Checkout extension individually, with data broken down day by day.
You can filter by time period and by specific element (e.g., a particular promotion) to check metrics like impressions, ATC, ATC rate, attributions, conversion, items, and revenue. Data can also be exported in Excel format for deeper analysis.
6. Orders
This page lets you analyze orders that Planet was involved in — that is, orders placed through the cart, Checkout extensions, or that apply some Planet promotion.
For each order, you'll see:
Order: the order number.
Date: the date it was placed.
Attribution: the Planet promotion, cart, or extension involved in the order.
Total Items: total number of items in the order.
Planet Items: number of items in the order associated with a Planet element.
Order Total: the order's total amount.
Planet Total: the order amount attributed to Planet.
Orders can be filtered by time period and exported for analysis.
7. Settings
In this section, you can configure key aspects of your Planet account: from your active plan, language, and timezone to managing personal data.
You will also find direct access to our help center and contact options to quickly resolve any questions or issues. Everything you need to keep your account up to date and personalized according to your needs.
💡 Still have questions?
Visit our help section or contact us by email or chat.