Guide

What is In-Person Sales Mode?

In-Person Sales mode lets you sell at events, markets, craft fairs, and popup shops using your AdaptiveShop store—without requiring shipping addresses. Customers browse your products on their phones, pay via card, and pick up immediately.

Key Features:

• No shipping address required at checkout
• Orders automatically marked as "delivered" after payment
• Customers see an amber banner indicating "In-Person Store — Pick Up Only"
• QR code generation for easy customer access
• Works with all your existing products and pricing

Setting Up In-Person Mode

1. Go to Settings → In-Person Sales
2. Toggle "Enable In-Person Mode" on
3. Download the QR code to display at your booth or register
4. Configure your tax location (see below)

Your in-person shop URL is: adaptiveshop.ai/shop/[your-id]/inperson

Tax Location Settings

Sales tax is calculated based on where the sale occurs. You have two options:

• Use Business Address: Tax calculated based on your ShipEngine ship-from address
• Use Event Location: Specify a different city/state for events in other locations

At Your Event

1. Print and display the QR code at your booth or register
2. Customers scan the QR code with their phone
3. They browse your products and add items to cart
4. They checkout with card payment (no shipping address needed)
5. Order is automatically completed—hand them their items!
6. You receive an email notification for each sale

Tracking In-Person Sales

In-person orders appear in your Measure → Orders dashboard with a "Pickup" badge. You can:

• Filter by Order Type: Select "In-Person" to see only pickup orders
• View Analytics: The Sales Channel Breakdown shows online vs in-person revenue
• Export: Download in-person orders as CSV for accounting

Marketing Subscribers

During checkout, customers can opt in to receive marketing emails from your shop. These subscribers are collected automatically and available in Settings → Marketing Subscribers.

• All Tiers: View subscriber count and list
• Growth & Pro: Export subscribers as CSV

Using Your Subscribers

AdaptiveShop collects marketing opt-ins but does not send marketing campaigns. Export your list and import it into an email marketing platform:

• Mailchimp - Great for beginners, free tier available
• Klaviyo - E-commerce focused, powerful automations
• ConvertKit - Popular with creators

Use these platforms to send newsletters, promotions, and product updates to customers who want to hear from you.

Abandoned Cart Recovery (Pro)

Pro tier merchants can automatically recover abandoned carts:

1. Customer starts checkout but doesn't complete
2. After 4 hours, they receive a branded email with their cart items
3. Email includes a link to complete their purchase
4. Customer returns and finishes checkout

Requirements for recovery email to send:

• Customer entered their email during checkout
• Customer opted in to promotional emails
• Cart recovery is enabled in Settings (on by default)
• Customer has not unsubscribed from your recovery emails

Pre-Sale Email Capture (All Tiers)

Test demand for products before they're available. When a product is marked as "Pre-Sale", customers see an email capture form instead of purchase buttons.

1. Go to Manage and edit a product
2. Under Product Status, select Pre-Sale
3. Save the product
4. Customers visiting the product page will see "Get Notified When Available"
5. View signups in the Pre-Sale tab on your inventory page

Waitlist & Back-in-Stock Notifications (Growth & Pro)

Capture customer interest when products sell out and automatically notify them when items are restocked.

1. When a product variant's stock reaches zero, customers see "Join the Waitlist"
2. Customers enter their email to be notified when restocked
3. View signups in the Waitlist tab on your inventory page
4. When you add stock to a sold-out variant, subscribers are automatically emailed

What are Adaptive Links?

Adaptive Links are AdaptiveShop's killer feature. Instead of creating 50+ landing pages for different campaigns, you use ONE link that adapts to each visitor.

Your Adaptive Link: adaptiveshop.ai/l/[your-link-slug]

Tier Limits: Growth tier includes 1 Adaptive Link, Pro tier includes up to 3 Adaptive Links.

How It Works

AI analyzes visitor context and shows the most relevant product:

• UTM Campaign: "winter-jackets" → Shows jacket
• UTM Term: "hiking boots" → Shows boots
• Referrer: Fitness blog → Shows athletic gear
• Same Link, Different Products for different visitors

Using UTM Parameters

Add UTM parameters to your Adaptive Link to help AI understand visitor intent:

UTM Parameters:

• utm_source: Where traffic comes from (instagram, facebook, google)
• utm_campaign: Campaign name (summer-sale, new-launch)
• utm_medium: Marketing medium (social, email, cpc)
• utm_term: Keywords or search terms (hiking boots, winter jackets)
• utm_content: Ad variant (blue-ad, red-ad)

Testing Your Adaptive Link

From your Dashboard, click "Test Link" next to your Adaptive Link. This opens your link so you can see what customers see.

Try adding different UTM parameters to see how the AI selects different products.

Dashboard Metrics

Your dashboard shows key metrics:

• Total Revenue: Lifetime earnings from all orders
• Total Orders: Number of completed orders
• Total Products: Active products in your catalog
• Monthly Revenue Chart: Revenue trend over the past year
• Top Products: Best-selling products by revenue

Advanced Analytics

Go to Measure → Analytics for deeper insights:

• Visitors by Device: Desktop, mobile, tablet breakdown
• Geographic Distribution: Where your customers are located
• Time Period Filters: 7 days, 30 days, 90 days, all time

AI Insights Growth & Pro

Growth and Pro merchants get AI-powered business insights on their dashboard:

• Trend Analysis: AI identifies patterns in your sales data
• Product Recommendations: Suggestions for pricing and inventory
• Performance Insights: Highlights what's working and what needs attention

Order Exports (All Tiers)

From Measure → Orders, click "Export CSV" to download:

• All order details (customer name, email, items, amounts)
• Perfect for accounting and tax reporting
• Imports into Excel, Google Sheets, QuickBooks

Analytics CSV Export Pro

Pro merchants can export detailed analytics data:

• Visitor and traffic data
• Revenue breakdowns by time period
• Product performance metrics