> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.emailwiz.ai/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).

# Setting up Wiz

When you install Wiz, a short setup builds your entire email system automatically - your flows, your pop-up, and a starter set of campaigns - all matched to your store's branding. Here's what to expect, step by step.

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## Step 1 - Choose your plan

The first screen shows both plans side by side: **Pro** (self-service with AI features - you create and send with Wiz's tools) and **AI Agency** (Wiz plans, writes and sends your emails - you just approve). Choose **Pay monthly** or **Pay quarterly** (save 30%), then click **Start 7-day free trial** - both plans have the same 7-day free trial.

![Choosing your plan and starting your 7-day free trial](https://www.emailwiz.ai/help-center/setting-up-wiz-choose-your-plan.png)

Next, you'll approve a max spending cap in Shopify - **a ceiling, not your bill**. You can view and change your pricing & plans from the settings page - see [Plans & billing](#).

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## Step 2 - Pick your maximum discount

Choose the highest discount you're comfortable offering. Wiz uses this to create the discount codes for your flows, assigning sensible values per flow based on best practices (not every flow uses the maximum). **15%** is recommended for most stores.

![Choosing your maximum discount](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/setting-up-wiz1-max-discount_1mkc7r0.png)

Don't worry about getting this perfect - you can change your discounts later. Picking a value here doesn't start sending any emails.

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## Step 3 - Enable the Wiz app embed

For your pop-up to appear on your storefront (and for Wiz to react to what visitors do), you need to turn on the **Wiz Script** in your Shopify theme.

1. Click **Enable Script** - this opens your Shopify theme editor.

2. Toggle **Wiz Script** on, then click **Save**.

3. Back in Wiz, the status changes to **Active**. Click **Continue**.

![Enabling the Wiz app embed](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/setting-up-wiz2-app-embed_9kkluo.png)

|| **This step is what makes your pop-up show up.** If your pop-up isn't appearing later, the first thing to check is that this app embed is enabled and saved.

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## Step 4 - Confirm your brand's look & feel

Wiz automatically detects your logo, colors, fonts, and language from your website and fills them in for you. Review everything and fine-tune anything that isn't quite right. On the right, a live example email shows how your brand looks with your real products.

![Reviewing your brand look and feel](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/setting-up-wiz3-brand-look-fee_x346le.png)

When it looks right, click **Generate My Emails**. You can always edit your branding later from **Brand & Settings**.

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## Step 5 - Wiz builds your emails

Generation takes a few moments while Wiz designs your emails using your branding and products.

![Wiz generating your emails](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/setting-up-wiz4-generating_1ip2z19.png)

When it's done, you'll see everything Wiz created for you - your Welcome flow, Abandoned Checkout, Browse Abandonment, Post Purchase, and Winback flows, plus your pop-up.

![Your email system is ready](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/setting-up-wiz5-ready_15kcjor.png)

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## What's next?

Your emails are built, but **they're not sending yet**. The final step is to turn them on - see [Activating your emails](#).