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Welcome to Cavaco AI
This checklist is designed to get you from a fresh account to a fully operational marketing engine in the shortest time possible. Follow these steps in order for the smoothest onboarding experience.
Phase 1: Connect and Configure (Day 1)
- Connect your ecommerce store (Shopify, BigCommerce, or WooCommerce)
- Verify the Cavaco tracking pixel is active on your store
- Set up your Brand Identity (logo, colors, fonts)
- Configure your Sender Identity (From Name, From Email)
- Verify your sending domain (SPF, DKIM, DMARC records)
- Invite your team members and assign roles
Phase 2: Build Your Audience (Days 1-3)
- Review your imported customer list in Audiences
- Create your first audience segments (VIP, At-Risk, New Customers)
- Set up your first subscriber capture widget (popup or embedded form)
- Configure SMS consent collection
Phase 3: Launch Your First Automations (Days 3-7)
- Set up an Abandoned Cart Recovery drip campaign
- Set up a Welcome Series drip campaign for new subscribers
- Review and accept your first Marketing Copilot initiative
Phase 4: Grow and Optimize (Week 2+)
- Send your first broadcast email campaign
- Send your first SMS campaign
- Review your Revenue Dashboard and identify top-performing campaigns
- Connect Canva for streamlined design workflow
- Set up the AI Shopper Bot on your store
You're Ready to Grow
Once you've completed this checklist, Cavaco AI is fully operational. From here, focus on reviewing the Marketing Copilot's weekly initiatives and continuously optimizing your automations based on performance data. The more data Cavaco collects, the smarter and more personalized your marketing becomes.
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