> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.releas.it/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Set Up Releasit Using the Onboarding Guide

# How to Set Up Releasit Using the Onboarding Guide

The onboarding guide walks you through the initial configuration of your Cash on Delivery form step by step. It appears automatically when you first install the app, and can be relaunched at any time from the app settings.

${youtube}[How to Set Up Releasit Using the Onboarding Guide](cFsF8eDkT9U)
### Step 1: Activate the App
The first thing you need to do is activate Releasit on your Shopify theme. This only needs to be done once and takes less than 30 seconds.
1. Click **'Open theme editor'** — Shopify will open in a new tab.
2. Find **Releasit COD Form** under **App embeds** and toggle it on.
3. Click **Save** in Shopify.
Once done, Releasit detects the activation automatically. You'll see a green message confirming **'Embed detected, all good'**. 

* Click **Continue**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_1urnddj.png =800x348)
> 💡 The onboarding guide also auto-detects your store language. You can change it from the selector in the top right corner if needed.

### Step 2: Markets & Shipping
Here you'll tell Releasit where you sell and how much you charge for shipping.
1. Confirm your **country of sale** — Releasit pulls this automatically from Shopify. Click **'Change'** if it's incorrect.
2. If you sell in multiple countries, enable the **'Do you sell in multiple countries?'** toggle.
3. If you have an **affiliate code**, enter it to unlock your community's coverage settings. If not, select **'No, use default coverage'**.
4. Set up your **shipping rates** — import them from Shopify or add new ones manually.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_5ibt43.png =600x538)
> ⚠️ At least one shipping rate is required for orders to process correctly.
* Click **Continue** when ready.
### Step 3: Customize & Publish
This is where you design your COD form.
1. Choose your **form type**: Pop-up, Embedded, or Responsive.
2. Select a **shape** and **style** that fits your brand — changes appear live in the preview on the right.
3. Under **Form fields**, toggle on or off the fields you want to show. Required fields are marked in blue. Reorder them by dragging in the live preview.
4. Customize your **buy button** text and color.
5. Adjust the **form background colors** to match your store.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_5vfgzv.png =600x462)
* When you're happy with the design, click **'Publish form'**. Your COD form is now live!
### Post-Setup: Recommended Steps
After publishing your form, the onboarding guide will walk you through a few additional recommended steps to get the most out of Releasit.
#### OTP Phone Verification
Reduce fake orders by sending a one-time verification code to your customer's phone before they complete the order.
1. Enable **OTP Phone Verification**.
2. Choose your delivery channel: **WhatsApp + SMS fallback** (recommended), **WhatsApp only**, or **SMS only**.
3. Click **'Save configuration to enable the test'** and send a test code to your own phone to verify it works.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_jo3zes.png =600x240)

> 💡 Releasit gives you **$1 USD in free OTP credits** to test the feature at no cost.

#### Quantity Offers
Offer tiered discounts — like "buy 2 and get 25% off" — directly at checkout to increase your AOV.
1. Give your offer a name and select the products it applies to.
2. Set your discount tiers and add more levels with **'+ Add offer'**.
3. Choose a color palette that matches your store.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_1ez96qv.png =600x492)
> 💡 Need to bundle different products together? Install **Releasit Bundles & Upsells** — available for free directly from this screen.

#### Tracking Pixels
Shopify's native pixels don't fire for COD orders. Connecting your pixels here ensures Meta, TikTok, and Google correctly attribute your COD sales.
1. Select the platforms you advertise on: **Meta Pixel**, **TikTok Pixel**, **Google Ads**, or add a different one.
2. Click **'Save and continue'**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_19i77f5.png =600x270)
#### Plans & Pricing
The Free plan covers your first 60 orders/month. Most COD stores reach that limit within 3 weeks of installing Releasit.
**Premium at $7.50/month** unlocks:
* Quantity Offers
* Custom Coverage
* OTP Verification
* Custom Fields
* Priority Support

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/6/c/956ccd10099b2000/image_tcvhtr.png =600x431)
> 💡 Switch to **Annual billing** for a **25% discount**.
Click **'Upgrade to Premium'** to activate, or **'Decide later, open dashboard'** to go to your panel.

#### Need Help?

If you have any questions or need assistance during setup, contact our support team directly from the chat inside the app.