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Create a Live Session: Complete Setup Guide

Add products, set up discounts, launch polls, tweak the look, stream to your socials, and remind your audience before you go live... all in one place.

Watched the video? Awesome. Now let's walk through each step in detail, so you know exactly where to click and what every setting does. Here's everything you need to set up your live session from start to finish.

Items in Session

Choose the items you want to feature and sell during your live event: they'll come straight from your connected store catalog.

Catalog Sync

Before you start adding products, double-check that your catalog is synced with your store. Look for the sync status banner, which will show: Not Synced (your catalog needs an update) or Synced (nice, you're already up to date).

You've got two sync options: Sync Now, which only updates what changed, or Full Overwrite Sync, which rebuilds your whole catalog from scratch.

Adding Products

Use the search bar to find what you're looking for (by SKU, name, or URL); then just select the products you want to add and hit the Save to Session button:

Your product table will show: Item, Images, Description, Price, Variants, and Secret Item Goal.

Secret Item Goal: want to make things fun? This optional feature sets a viewer-count target: once your audience hits it, the product unlocks for purchase. A great way to gamify things and get people sharing.

Discounts

Ready to boost sales and get your audience involved? Pick whichever of these three discount strategies fits your goals, then set your values.

  1. General Discount: one discount for every item, all event long. Simple and effective. Best for flash sales or store-wide promotions.

  2. Discount Steps: the discount grows as your audience does, unlocking bigger savings at set milestones. Best for growing your audience and driving virality.

  3. Item Discount Steps: same idea, but for one specific product: great for spotlighting a hero item or building urgency.

  4. Discount Format: choose Percentage or Amount using the selector, and add an optional Coupon Code for checkout (available for the 3 types of discount).

Polls

Want to hear from your audience in real time? Polls are perfect for gathering feedback, boosting engagement, or guiding your presentation.

Click the Add Poll button to create one:

Choose between two types of polls:

  • Item Question: Create a poll related to the products featured in your live session. You can associate up to 4 products with a single poll.

  • General Question: Create an open-ended poll for your viewers. You can include up to 4 answer options.

Create up to 6 polls and launch them whenever feels right.


Settings

This is where you fine-tune the details: viewer limits, layout, and pop-ups.

  1. Set additional viewers: decide how many extra view-only viewers can join beyond your usual capacity (set to 0 for no cap).

  2. Appearance Settings: pick Horizontal (side by side, great for wide screens), Vertical (default, ideal for portrait video), or Flat (compact and minimal).

  3. Concurrent featured items: how many products can feature at the same time in the Live Session (up to 3)

  4. Age restriction: adds an age gate for regulated products.

  5. Customized Pop-Up: create a custom message for welcome notes, calls to action, terms acceptance, or feedback requests. Click Create Pop-Up button to get started:

Streaming

Go live everywhere at once! Broadcast to your own store and your social platforms simultaneously: no extra software needed.

Enable Instagram Live, Facebook Live, or YouTube Live. To stream to each platform, you'll need to provide its Server URL and Stream Key.

Promotion Videos

Add extra flair with short videos: ads, tutorials, behind-the-scenes clips, anything that supports your products. Requirements: 9:16 aspect ratio, 5 minutes max, 30 MB max, MP4 format.

To add one, select the product (if the video is related to it), click Upload, and choose your file.

Dynamic Links

Need to drive traffic straight to your event? Dynamic links create shareable, trackable URLs for emails, social posts, SMS, and more.

Your Session URL is the base link (auto-created once you save), and All Links shows every variation you've made; handy for tracking different traffic sources.

Reminder Alert

Build some excitement before you go live! Set up a reminder pop-up so visitors can opt in to get notified.

Choose to collect phone numbers (SMS reminder), email addresses (email reminder), and/or a consent checkbox (required in regulated markets). The Preview panel shows exactly how it'll look to viewers, bell icon and Add to Calendar button included.

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