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Getting started & setting up
Adding a new collection to your website and Cloudshelf
Add a new Shopify collection to your Cloudshelf, or create one just for Cloudshelf.
add collection new collection create collection shopify collections cloudshelf app select collection
Partner support
Android kiosk setup
Lock an Android device to Cloudshelf with Android Kiosk so it launches on power-up and shoppers can't exit.
android kiosk browser apk lock pin pair device tablet exit kiosk mode licence config
Getting started & setting up
Cloudshelf features for customising the experience
Everything you can customise: branding, categories, product grid, content, stock, filters, screen format, checkout and add-ons.
customise customize features branding theme product grid tiles filters checkout accessories add-ons barcode scanner receipt printer weglot translations product customizer booking display mode
Troubleshooting
Cloudshelf information isn't complete or up to date
Usually the device has lost its internet connection. How to check and reset it.
out of date not updating old information missing products internet connection offline wifi 4g cache search not working status
Troubleshooting
Cloudshelf no longer shows on my in-store screen
Fixes for a missing icon, a 'no Cloudshelf allocated' message, a device that's no longer linked, or a deleted Cloudshelf.
not showing blank screen no cloudshelf allocated device not linked unpaired pair device pairing code re-associate deleted cloudshelf
Getting started & setting up
Cloudshelf payment solutions
The ways shoppers can pay on a Cloudshelf kiosk (QR mobile checkout, Viva, Stripe, NFC devices, Shopify POS) and the recommended terminals.
payment card payment nfc tap to pay viva stripe shopify pos qr code mobile checkout terminal pax sunmi wisepos s700 m2 elo pay oona
Getting started & setting up
Cloudshelf's add-to-cart process
How the basket and checkout work with Shopify POS, QR checkout and other checkout flows.
cart basket add to cart checkout shopify pos qr checkout draft order storefront cart sales channel manual payment basket value
Driving usage & adoption
Cloudshelf tips for sales staff
How sales staff can use the kiosk to look like experts, find products fast and close more sales.
sales staff tips staff training assisted selling search filters close sales call to action collection photos store team
Getting started & setting up
Create and configure your custom checkout
Set up a custom checkout flow, fulfilment methods, Viva card payments and a payment terminal, without writing code.
custom checkout viva card payment terminal tap to pay fulfilment fulfillment delivery in-store collection pick up and go checkout flow terminal id
Partner support
Creating a Shopify demo store for testing
Step-by-step screenshots for creating a Shopify demo store to test the Cloudshelf app, plus notes on importing your own products.
shopify demo store test store development store dummy data import products csv template testing cloudshelf app partner
Partner support
Creating sales demos
Build a demo with a prospect's own products and branding, whatever their eCommerce platform, using a Shopify dev store.
sales demo client demo prospect scrape products shopify dev store csv import partner instant demo
Partner support
Device setup: ADB provisioning on Android Kiosk
For partners: factory reset an Android screen, install Kiosk Lockdown Browser and make it the device owner with ADB, then point it at Cloudshelf.
adb android debug bridge provisioning device owner kiosk lockdown browser factory reset developer mode usb debugging otg platform tools dpm set-device-owner partner
Partner support
Device setup: pinning the app to the screen
For partners: prepare an Android device before shipping, with Chrome, the Cloudshelf home screen app, screen pinning and account removal.
partner device setup pre-configure android screen pinning chrome play store pairing code ship device remove account
Getting started & setting up
Filter management: make searching simple for your customers
Order, rename and hide filters so shoppers find products quickly.
filters filter management order filters rename filters hide filters size order vendor brand product type search
Getting started & setting up
Get started: adjust the theme to your brand
Set your brand colours, fonts and corner shapes so every Cloudshelf matches your store.
theme branding brand colours colors fonts typography shapes rounded square corners look and feel style
Getting started & setting up
Get started: choose what type of stock to include
Set whether your Cloudshelf shows available stock, products available to order and sold-out products.
stock settings inventory available stock sold out out of stock pre-order on order stock levels
Getting started & setting up
Get started: home page categories
Image sizes and best practice for your home screen, plus how to upload category images, resize tiles, add your logo and hide the frame.
home page home screen categories category images product group images tile size logo upload frame image resolution 1080 portrait landscape lifestyle images
Getting started & setting up
Get started: product tile customisation
Choose image anchoring, tile shapes (wide, tall, hero, mixed) and tile size so your product grid suits your products.
product tiles product grid anchor tiles hero tiles wide tall mixed zoom to fill image anchoring tile size customise
Getting started & setting up
How to activate Online Search on your Cloudshelf kiosks
Turn on Online Search so staff and shoppers can find any product on your website, even if it isn't in a product group.
online search search bar find product website search activate search kiosk search any product
Getting started & setting up
How to add a custom screen banner to your Cloudshelf
Step-by-step screenshots for uploading your own banner image as a full-screen banner on your Cloudshelf.
custom banner screen banner image banner upload banner promotion full screen image existing artwork
Getting started & setting up
How to add a plain screen banner to your Cloudshelf
Step-by-step screenshots for creating a plain screen banner in the Cloudshelf app.
banner screen banner plain banner promotion full screen banner text banner create banner
Getting started & setting up
How to add Cloudshelf to Salesforce B2C Commerce Cloud
A video walkthrough and the three links you need to connect Cloudshelf to Salesforce B2C Commerce Cloud.
salesforce b2c commerce cloud sfcc cartridge appexchange connector integration cloudshelf manager install
Getting started & setting up
How to add your Shopify metafields to your Cloudshelf display
Use your Shopify metafields as extra filters and show them in the product details on your Cloudshelf.
shopify metafields meta fields custom fields filters product details pdp specifications attributes
Getting started & setting up
How to change your product image layout
Step-by-step screenshots for changing how product images are laid out on your Cloudshelf.
product images image layout product page pdp images gallery change layout edit cloudshelf
Getting started & setting up
How to configure Shopify POS with your Cloudshelf kiosk
Let shoppers send their basket from the kiosk to your Shopify POS, so staff at the till can find and complete the order.
shopify pos shopifypos point of sale till checkout send basket to till draft order configure checkout staff
Getting started & setting up
How to create a Cloudshelf in Display mode
Step-by-step screenshots for creating a Display mode Cloudshelf for non-touch digital signage.
display mode digital signage non-touch screen create cloudshelf display tv screen slideshow
Getting started & setting up
How to create a collection only available on your Cloudshelf display
Create a Shopify collection that shoppers can only see on your Cloudshelf, not on your website.
collection cloudshelf only hidden collection not on website sales channel exclusive in-store collection shopify create collection
Getting started & setting up
How to create Super Groups on your Cloudshelves
Use Super Groups to break a range into clear categories so shoppers can drill down instead of scrolling a long list.
super groups supergroups enhanced navigation large collections categories sub-categories drill down browse structure catalogue
Getting started & setting up
How to create your AI-generated buyer guide
Set up an AI buyer guide that asks shoppers a few questions and recommends the right product from a specialist range.
buyer guide buyers guide quiz ai buyer guide product finder recommendation questionnaire help me choose specialist technical range
Partner support
How to create your own test accounts
Try Cloudshelf end to end in 15 minutes with a free Shopify partner account and a demo store.
test account demo store shopify partner developer account free trial sample data test cloudshelf partner
Troubleshooting
How to force filter data to recalculate
New filter data not showing? Make and undo a small change to a product group to force Cloudshelf to recalculate.
filters not updating filter data recalculate refresh metadata new filters sync product groups
Getting started & setting up
How to format your product data for Cloudshelf
No live platform connection? Send your catalogue as a JSON or CSV file in our template and we'll build your Cloudshelf from it.
product data import file csv json template catalogue export cloudshelf connector no integration pilot other platform
Driving usage & adoption
How to get the best from Cloudshelf and encourage customers to use it
Practical tips to get shoppers using your kiosk: introduce it, use it to sell, upsell and close sales in store.
encourage usage adoption customer engagement tips upsell close sale busy store staff introduce kiosk get value
Getting started & setting up
How to install the Cloudshelf app on your Shopify store
Install Cloudshelf from the Shopify App Store in three steps, with a short video.
install app shopify app store add cloudshelf sales channel installation get started setup
Driving usage & adoption
How to integrate self-serve kiosks into your retail stores
Signage, number and size of screens, and guiding customers: how to get shoppers using self-serve kiosks.
self-serve kiosks self-service signage call to action how many screens screen size eye level placement adoption guide customers
Getting started & setting up
How to optimise your Cloudshelf attract loop
Set up the attract loop slideshow of collection images, banners and your home screen to draw shoppers to the kiosk.
attract loop slideshow screensaver idle screen animation rotate images banners attract shoppers
Getting started & setting up
How to pin the Cloudshelf app to your Shopify admin
Pin Cloudshelf in your Shopify admin sidebar so it's one click away whenever you need to change your Cloudshelves.
pin app shopify admin sidebar sales channels shortcut find cloudshelf app
Getting started & setting up
How to pin your Cloudshelf app to the screen
Three steps to pin (and unpin) the Cloudshelf app on an Android or Samsung device so it stays on screen.
pin app screen pinning android samsung lock app unpin device pin kiosk
Getting started & setting up
How to put your iPad into kiosk mode
Use Guided Access to lock an iPad to the Cloudshelf app, and how to start and stop it.
ipad kiosk mode guided access guided mode lock ipad single app ios apple passcode auto-lock
Partner support
How to set up your barcode or QR code scanner
Connect a barcode or QR code scanner so shoppers can scan products and buy them on the kiosk.
barcode scanner qr code scanner scan products add to basket accessory setup usb bluetooth scanner
Getting started & setting up
How to set up your Cloudshelf kiosk with Esper MDM
Use Esper's device management to lock a kiosk to Cloudshelf during opening hours so shoppers can't exit the app.
esper mdm device management lock down kiosk mode android cloudshelf player app remote management provisioning
Getting started & setting up
How to update pricing and product information
Update prices, stock, images and sizes in Shopify and they show on your Cloudshelf within a few minutes.
update pricing prices product information stock images sizes shopify sync change products
Troubleshooting
I accidentally deleted the Cloudshelf icon from our store touch screen
A 2-minute fix: recreate the home screen app on the device and pair it again.
deleted icon app missing home screen app removed reinstall pair again pairing code lost icon
Getting started & setting up
I just launched a sale: how do I add this collection to my Cloudshelf?
Three quick steps to add your sale collection to your Cloudshelf and move it to the top.
sale collection promotion add collection move to top reorder collections new sale
Troubleshooting
I've forgotten my PIN: where can I find it?
Contact support and we'll give you your device PIN.
forgotten pin lost pin device pin password passcode unlock code
Troubleshooting
Keyboard not appearing on my iPad
Disconnect any Bluetooth keyboard; if there isn't one, restart the iPad.
keyboard not appearing on-screen keyboard missing ipad bluetooth keyboard search typing reboot
Getting started & setting up
Mistakes to avoid when selecting collections for your Cloudshelf
Three common collection mistakes (everything on one Cloudshelf, too few or too many collections) and what to do instead.
collections mistakes avoid how many collections top level collections too many too few whole range call to action
Troubleshooting
My Cloudshelf screen has frozen: what do I do?
Close and relaunch the app, then restart the device if it's still stuck.
frozen screen stuck not responding crashed not working restart reboot close app relaunch hang
Getting started & setting up
Product Options Customizer
The two Shopify settings you need so Product Options Customizer price modifiers work on your Cloudshelf.
product options customizer customiser price modifier item customizations personalisation engraving add name shopify app sales channel collection
Troubleshooting
Products in my website collections are not displaying
If a collection shows no products on your Cloudshelf, make the products available to the Cloudshelf sales channel in Shopify.
products not displaying empty collection no products sales channel shopify availability missing products bulk edit
Troubleshooting
Products or collections not appearing in Cloudshelf
The two reasons a Shopify product or collection doesn't show on your Cloudshelf, and how to fix each.
missing products hidden collection sales channel shopify availability not showing sync
Troubleshooting
Products that shouldn't be there are on my Cloudshelf
Three ways to hide products from your Cloudshelf in Shopify: draft them, remove the Cloudshelf channel, or bulk-remove unavailable products.
hide products remove products unwanted products draft sales channel unavailable products remove channel shopify bulk
Getting started & setting up
Recommended device specifications
The minimum and recommended OS, browser, processor, screen and memory for Cloudshelf devices.
device spec requirements hardware android chromeos ios windows chrome safari processor ram screen size nfc payment
Getting started & setting up
Select which content appears on each Cloudshelf
Choose product groups, smart tiles, banner pages, call to action, product page fields and display mode settings for each Cloudshelf.
content product groups smart tiles banner pages call to action cta product page pdp fields metafields display mode interactive mode create cloudshelf configure
Partner support
Setting up ChromeOS Flex on your Cloudshelf devices
Run non-Android screens as remotely managed Cloudshelf kiosks with ChromeOS Flex and the Google Admin console.
chromeos flex chrome os google admin kiosk app auto-launch remote management enrol devices power settings windows pc non-android
Getting started & setting up
Setting up your Cloudshelf device on a managed network
Add Cloudshelf to devices run by your device management (CMS/MDM) software and pair them with a 6-digit code.
managed network cms mdm device management software device.cloudshelf.ai pairing code pair device home screen corporate network
Getting started & setting up
Tips for a call to action (CTA) on your Cloudshelf
How to write a short call to action that tells shoppers what your Cloudshelf is for, with examples.
call to action cta home screen text headline discover find explore examples wording
Getting started & setting up
Tips on creating an effective Cloudshelf
Best-practice set-up for a Cloudshelf, with real examples from fashion, homeware, kids, shoes and electronics stores.
tips best practice effective cloudshelf set up call to action collections filters examples use cases range discovery fit placement screen location
Driving usage & adoption
Tracking sales back to a sales assistant and store
Cloudshelf tags every order with the store, device and sales assistant. How staff check in, and where to find the data in Shopify or the API.
sales attribution sales assistant staff commission originating store tracking orders cs_salesassistant cs_device cs_cloudshelf cs_originatingstore graphql api erp swipe check in
Getting started & setting up
Video: introduction to Cloudshelf
A short video from Cloudshelf's founder on why we built Cloudshelf and our mission for the high street.
introduction intro video about cloudshelf founder mission high street independent retailers why
Getting started & setting up
Video: setting up a new device
A 2-minute video on turning any touch screen into a Cloudshelf display and pairing it.
pair device pairing code device.cloudshelf.ai setup video tablet touch screen home screen app
Getting started & setting up
Video tutorial: how to create a Cloudshelf
A quick video on creating your first Cloudshelf: collections, imagery, stock, call to action, basket, product page and search.
video tutorial create cloudshelf first cloudshelf demo walkthrough home screen collections banners stock cta basket comparison tables pdp search
Getting started & setting up
Where can I buy screens for my Cloudshelf displays?
The four ways to source screens for Cloudshelf, from a tablet you already own to fully managed professional displays, with costs.
buy screens purchase screens hardware tablets ipad android touch screen kiosk elo advantech trison ids hmy stands cost price supplier
Other FAQs
Who can see or change your Cloudshelf data?
Role-based access, 2FA, change logs and hourly snapshots, and exactly who in your team and ours can see or edit your data.
access control permissions roles 2fa two factor audit log backups rollback snapshot security who can edit data customer success manager
Getting started & setting up
Who is Cloudshelf for?
Who Cloudshelf is for and the in-store problems it solves: limited space, stock gaps, pop-ups and busy staff.
who is cloudshelf for retailers ecommerce physical store endless aisle omnichannel pop-up out of stock self-service shopify salesforce magento
Other FAQs
Why are there no GDPR implications or data risks with Cloudshelf?
Cloudshelf reads only public product data, never customer data, has no write access and takes no payments itself.
gdpr data protection privacy customer data security read-only write access payments fraud risk compliance

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Most popular

1
Android kiosk setup
Lock an Android device to Cloudshelf with Android Kiosk so it launches on power-up and shoppers can't exit.
2
Video: setting up a new device
A 2-minute video on turning any touch screen into a Cloudshelf display and pairing it.
3
Recommended device specifications
The minimum and recommended OS, browser, processor, screen and memory for Cloudshelf devices.
4
Tips on creating an effective Cloudshelf
Best-practice set-up for a Cloudshelf, with real examples from fashion, homeware, kids, shoes and electronics stores.
5
Who is Cloudshelf for?
Who Cloudshelf is for and the in-store problems it solves: limited space, stock gaps, pop-ups and busy staff.

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Getting started & setting up
Install Cloudshelf, build your first Cloudshelf and set up your devices.
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Troubleshooting
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Driving usage & adoption
Get shoppers and staff using Cloudshelf every day.
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Other FAQs
Security, data and everything else.
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For resellers & agencies
Partner support
For resellers and agencies setting up Cloudshelf devices and demos for their clients.
All partner articles →
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