> ## Documentation Index
> Fetch the complete documentation index at: https://docs.referbro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Dashboard

> Your guided setup checklist after installing Referbro

## The Dashboard

When you first open Referbro (or any time you visit the home screen), you'll see a **guided onboarding dashboard** with a progress tracker. It walks you through the essential setup steps.

## Setup Steps

### 1. Getting Started

An overview of what Referbro can do:

* Create referral campaigns that drive customer acquisition
* Send automated WhatsApp messages to referrers and referees
* Track performance with detailed analytics
* Reward customers with discounts, store credit, or gifts

### 2. Connect Your Store

Automatic — your Shopify store is connected when you install the app. The dashboard shows your **store name** and **URL** once connected.

### 3. Create Your First Campaign

Set up your referral campaign with discount strategies, reward types, and widget messaging. Click **Create Campaign Now** to go to the [Campaign Management](/docs/features/campaigns) flow (`Campaigns` list, then `Campaign Configuration`).

Use the [campaign setup Scribe](https://scribehow.com/viewer/How_To_Create_A_Referral_Campaign_In_Shopify__SpKkaCjkQZaZEJDK6TO87w) if you want a screen-by-screen reference while creating the campaign.

### 4. Setup WhatsApp

Connect a WhatsApp Business API provider to send automated referral messages. Click **Configure WhatsApp** to go to [WhatsApp Settings](/docs/features/whatsapp/overview).

Use the [WhatsApp templates Scribe](https://scribehow.com/viewer/How_to_Configure_WhatsApp_Templates_in_Referbro__UZFYf1rdTy6GsTengQCjag) when mapping approved templates in Referbro.

### 5. Setup Touchpoints

Enable the widgets and WhatsApp templates that engage customers throughout their journey. Click **Configure Touchpoints** to go to [Touchpoints & Triggers](/docs/features/whatsapp/touchpoints). The dashboard shows a **touchpoint checklist** with:

* **Widgets** — Theme embeds and checkout extensions (links to Shopify Theme Editor)
* **WhatsApp Messages** — Template slots and their enable/disable status (links to WhatsApp Settings)

For widget placement, follow the [Refer & Earn widget Scribe](https://scribehow.com/viewer/How_to_Configure_Refer_and_Earn_Widgets_in_Shopify__GxG4UYOETyqp12igzNa-dA).

## Progress Tracking

The progress bar at the top shows how many of the 5 steps you've completed. Incomplete steps expand by default so you can pick up where you left off.