Getting started — full walkthrough
The in-app tour pins short hints next to real controls; this page lists the same steps with optional screenshots. Links jump to the matching screen.
Step 1 of 44
Welcome — let’s set things up together
You’re on the dashboard. This guided setup goes in three blocks: first all of Settings (language, regional options, notifications, security, Etsy defaults), then Profile (plan overview, connected shops, billing), then back here for header tools, uploads, copy, and listing prep (plus the listing-prep page and optional tools). The tour includes explicit “Save” steps on General and on Etsy — you must save there if you changed anything before Next unlocks. Press Next to open Settings on the General tab and start with interface language. Skip or Esc exits anytime.
Step 2 of 44
Interface language
Start by choosing a product language you read comfortably. The interface (including this tour) updates as soon as you change the list. Use “Save changes” at the bottom of General so the language and other options on this page are stored for your account — not only in this session.
Step 3 of 44
Time zone
Pick the time zone for emails and in-app local times. When you’re done with General (language, time zone, appearance), or after this field, use “Save changes” so the value is kept on your account.
Step 4 of 44
Appearance (in Settings)
Choose Light, Dark, or Auto (follows the system) for the workspace. The dashboard header has a quick theme control too. Use “Save changes” on this page to store your choice; then continue the tour when ready.
Step 5 of 44
Save General settings
If you changed language, time zone, or appearance on this tab, press “Save changes” now so the account stores them. Next stays disabled while there are unsaved changes on General. If you did not change anything, Next is already available.
Step 6 of 44
Notifications
On this tab you can turn email and in-app options on or off: digests, listing and credit alerts, social updates, product news, and more. Toggles apply when you are signed in. Use the sidebar to open “Notifications” when the tour takes you here; adjust what you need, then continue with Next when ready.
Step 7 of 44
Password and sign-in
On Security you can change your sign-in password when your account uses email. Enter your current password and a new one that meets the length rules, then confirm. If you sign in only with a provider, this block may be limited. Use the highlighted field when the tour is in this step, then continue with Next.
Step 8 of 44
Two-factor authentication and this device
Two-factor is an extra check when you sign in. The session area explains your browser. You can sign out on this device from here if you need a fresh sign-in. Adjust only if you are comfortable with account security, then use Next to continue the tour.
Step 9 of 44
Etsy — shop or brand name
Start at the top: add/select the target shop card first (and default shop if needed). Etsy defaults in this tab are stored per selected shop, not globally. When you switch shop, all fields below update to that shop's own values.
Step 10 of 44
Upload Etsy CSV for selected shop
Use 'Upload Etsy CSV' to import inventory for the currently selected shop card. Choose a CSV file, review status text, and if prior imports exist you'll get a replace confirmation before writing new rows. Then continue editing shop defaults below.
Step 11 of 44
Include shop name in descriptions
Enable this per shop if AI should include the selected shop name naturally in descriptions. This toggle is stored with that shop's Etsy defaults, so another shop can use a different behavior. Save after you finish this shop.
Step 12 of 44
What you sell
Choose mostly digital, mostly physical, or mixed for the selected shop. AI uses this to shape copy/tags for that shop, and each shop can have a different product mix. Save to persist this shop-specific default.
Step 13 of 44
Listing description footer templates
Create one or more named footer templates per shop (policies, links, contact info). Mark one as default. During AI analysis, the AI picks the most suitable footer based on the product image. You can add multiple footers for different product types (e.g. digital cards vs. physical items). Save to keep changes.
Step 14 of 44
Append footer to AI descriptions
Turn this on if Optify should append the selected shop's footer to AI descriptions on dashboard flows. It follows the currently selected shop's settings only, not a global account flag. Save when configured.
Step 15 of 44
Design tools (Digital listings)
Optionally choose design tools for the selected shop's digital listings and add an 'other tool' value if needed. Tool preferences are also per shop, so you can keep different setups between shops. Save before moving on.
Step 16 of 44
Save Etsy listing defaults
Use this save button to write Etsy defaults for the currently selected shop. If there are unsaved Etsy edits, the tour blocks Next and the app shows a confirmation dialog before leaving Etsy tab/page. If nothing changed, continue with Next.
Step 17 of 44
Profile — overview
The Overview tab shows your current plan and status. Keep your account details up to date; subscription and payment actions often link from here or the Billing tab.
Step 18 of 44
Profile — connected accounts
Connect the channels you actually use: each row is Etsy, Pinterest, Shopify, or another integration your plan includes — use connect or sign in on the row. You need a live connection before publishing from Listing preparation. Link what applies to you (e.g. Pinterest for pins, Shopify for that store) now, then press Next when you’re done with the connections you need.
Step 19 of 44
Profile — billing
The Billing tab holds subscription status, payment method context, and plan changes (flows may vary by region). Open it when you need to review renewals, trials, or invoices.
Step 20 of 44
Referral program
If your account has a referral code, this block shows your share link and the credit amounts shown in the description (referrer and referee). Share the link; when referral credits are enabled, you earn credits when friends subscribe. This section only appears if referrals are available for your account.
Step 21 of 44
Home
Takes you to the public home / landing page. Your workspace data stays on the dashboard.
Step 22 of 44
Import folder (Chrome / Edge)
The highlighted control starts folder import (Chrome / Edge) so you can add many product images at once from a directory. In this step the page is paused — use Next to continue. You can use the control yourself after the tour. If the button is disabled, your team role may not allow imports.
Step 23 of 44
Credits
This chip shows your remaining AI credits. Many actions (analysis, some publishing steps) spend credits. Use “+ Top up” here when you need more (paid packs).
Step 24 of 44
Theme
Switches light, dark, or system appearance for the shell. It is separate from listing content.
Step 25 of 44
Account menu
Open this menu for Profile (connected accounts), Settings, plan tools, Photo optimizer, and sign out. You already toured Profile and Settings in this walkthrough — use this menu anytime to jump back. Photo optimizer and other tools are linked here when your plan includes them.
Step 26 of 44
Empty state: add images
When you have no listings yet, drag image files into this area or use your device’s file picker if your browser shows one. Supported formats follow the on-page hint. If you already have listing cards below, this box is hidden — continue with Next.
Step 27 of 44
Copy title, description, tags, category
After analysis, these purple/green (and related) buttons copy the AI fields to the clipboard for pasting into Etsy. You must have at least one completed listing card for this row to exist—if you don’t see it yet, finish a run first, then return to the tour from Help or replay in dev.
Step 28 of 44
Select listings for bulk actions
Tick one or more listing cards to select them. The toolbar shows the selected count and unlocks bulk actions: Optimize (AI analysis) and Send to Listing Prep. The Deselect button at the bottom bar clears the selection.
Step 29 of 44
Open Listing preparation
Open the Listing preparation workspace from the header after you checked at least one selectable listing. You can press the highlighted header button, or use Next on this tour step—both take you to this page.
Step 30 of 44
Listing preparation workspace
Each card is one listing brought from Listing Studio. A sticky header shows title, status summary, and bulk action buttons — Optimize All Warnings, Create Missing Videos, Save all to inventory, and Post all to Etsy. Only the cards scroll below.
Step 31 of 44
Title, description, tags, and category
Fields carry over from the AI analysis. Edit before you publish. The description footer template is applied here and can be changed per listing.
Step 32 of 44
Photo and video slots
The grid is your Etsy image order: up to 15 photos plus a video slot. Images auto-load from Etsy CDN. Use the badge-style Exclude button (bottom-right of a tile) to keep a photo out of video generation. Trash removes a slot.
Step 33 of 44
Save and publish actions
"Save to inventory" stores your edits. "Post to Etsy" pushes title, description, tags, images, and video to Etsy in one operation — with retry on rate limits. Out-of-sync listings get a yellow badge on the main inventory page until pushed.
Step 34 of 44
Photo optimizer
A separate tool for file-based optimization: upload images, adjust background/aspect/quality, and download results. It uses the upload zone and settings on this page.
Step 35 of 44
Pinterest section (on Listing preparation)
On Listing preparation, scroll to the Pinterest area to generate pin copy, choose boards, and publish (with an active Pinterest account and credits). The page explains image limits and account requirements.
Step 36 of 44
Listing Manager
Your Etsy inventory hub. All listings from your connected shop appear here with live SEO scores, badges, and stats. Use the header buttons to open the shop panel (left) and the filter/stats panel (right).
Step 37 of 44
Quick filters & toolbar
Click the ▾ button on the right of the search bar to expand the toolbar. The first row has two groups: Refresh from Etsy pulls the latest listing data from your shop; Apply to Etsy pushes your workspace edits back. Calculate SEO scores selected listings; Optimize runs AI to rewrite title, description, and tags. Below those, filter chips let you narrow by video, favorites, out-of-sync, and more.
Step 38 of 44
Listing cards
Each card shows title, primary image, live SEO score, and badges (video, AI-optimized). Tap a card to open the detail panel. Check the box to select for bulk operations like Optimize or Send to Listing Prep.
Step 39 of 44
Typical workflow
Typical workflow: 1) Refresh from Etsy to get the latest data. 2) Browse and select listings that need work. 3) Calculate SEO to see scores, then Optimize to rewrite with AI. 4) Review the changes in the detail panel, then Apply to Etsy to push them live. Out-of-sync listings (yellow badge) have workspace edits not yet sent to Etsy.
Step 40 of 44
You are set
You’ve walked through the main setup; you can change any of it later in Settings and Profile. Full steps are always on Help → Getting started. “Done” returns to the dashboard.
Step 41 of 44
Pin Studio — how it works
Start by tapping Inventory in the top bar to see your Etsy listings. Select the products you want to pin, then use Auto Generate or Bulk Generate on the left to create AI-written pin content. Switch to Pins when you are ready to review, schedule, and publish.
Step 42 of 44
Left panel — generation controls
Pin Settings controls the AI style before you generate — adjust Creativity and tone here first. Auto Generate makes one pin for your current selection immediately. Bulk Generate batches all selected listings into a generation queue. Storage & Lifecycle lets you set how long completed pin data is kept before it is cleaned up.
Step 43 of 44
Pins & Inventory tabs
In Inventory, use the filter chips at the top to narrow listings by status, missing data, favorites, or selection — then check the boxes to pick products. After generating, switch to Pins: each card shows the pin image, copy, and state (Draft, Scheduled, Published, Failed). Select cards and use the action buttons to schedule or publish in bulk.
Step 44 of 44
Right panel — filters & scheduler
Inventory mode: filter by Etsy status (Active, Draft, Expired, Sold out), shop section, shipping profile, video presence, or product type. Counts update as you change the status filter. Pins mode: use the Smart Scheduler to set a publish date and time, time zone, and stagger (minutes between pins in a batch) — then select pins and tap Schedule.