Optimalify

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Guides for setting up Optimalify blocks on your Shopify customer account pages.

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Everything you need to set up and get the most out of Optimalify — the app that adds banners, trust badges, payment icons, support details, profile capture, and invoice downloads to your Shopify customer account pages.

New here? Start with Getting started, then Add blocks to your customer account pages.

Guides

GuideWhat it covers
Getting startedWhat Optimalify does, where blocks appear, and your first setup
Add blocks to your pagesPlacing Optimalify blocks in the customer account editor + the Entry handle
BannerAnnouncements on the Orders and Order status pages
Banner placements & targetingAnnouncement strips, and showing banners to the right customers (tags, birthday, schedule…)
Invoice downloadA Download-invoice PDF action on customers’ orders
SupportContact details, help links, and FAQs in the account footer
Trust badgesSecure-checkout, money-back, and shipping badges on Order status
Payment iconsThe payment methods you accept, as a row of icons
Profile captureLet customers save birthday, size, and preferences
Social linksLinks to your social profiles and other sites
FAQ blockCommon questions in an expandable list
Store policiesReturns, shipping and other policies as an expandable list
Rich contentAn image, heading, text and button to promote or inform
Starter packsSet up a goal’s worth of blocks in one click
Translate your blocksShow block text in each customer’s language
FAQ & troubleshootingCommon questions and fixes (e.g. “my block doesn’t show”)

The blocks at a glance

BlockWhere it appearsConfigured in
BannerOrders + Order status (cards or top announcement strips) + Profile stripApps → Optimalify → Blocks → Banner
Invoice downloadOrder action menu on Orders + Order statusBlocks → Invoice
SupportFooter of every account pageBlocks → Support
Trust badgesOrder status, after fulfillment detailsBlocks → Badges
Payment iconsOrder status, Orders, Profile, footerBlocks → Payments
Profile captureProfile page (+ Orders / Order status)Blocks → Profile
Social linksOrder status, Orders, Profile, footerBlocks → Social links
FAQOrder status, Orders, ProfileBlocks → FAQ
Store policiesOrder status, Orders, ProfileBlocks → Store policies
Rich contentOrder status, Orders, Profile, footerBlocks → Rich content

Need a hand? Email mia@optimalify.org.