Theme Editor Basics
Understanding Shopify's theme editor is essential for successfully integrating your ShopGuide chat widget. This guide covers everything you need to know about navigating and using the theme editor effectively.
Accessing the Theme Editor
From Shopify Admin
- Navigate to Online Store in your Shopify admin sidebar
- Click Themes to view your store's themes
- Find your active theme (marked with "Current theme")
- Click Customize to open the theme editor
Theme Editor Interface
The theme editor consists of several key areas:
Left Sidebar
- Sections: Add, remove, and configure page sections
- Theme settings: Global theme configuration
- Navigation: Switch between different pages and templates
Center Preview
- Live preview: Real-time view of your store
- Device toggles: Preview on desktop, tablet, and mobile
- Page selector: Choose which page to edit
Top Toolbar
- Save: Apply changes to your live theme
- Preview: View changes without publishing
- Exit: Return to themes overview
Understanding Sections and Blocks
Sections vs Blocks
Sections
- Large content areas (header, footer, product info)
- Can contain multiple blocks
- Control overall page layout
- Examples: Hero banner, product grid, testimonials
Blocks
- Individual content elements within sections
- Specific functionality pieces
- Can be added, removed, and reordered
- Examples: Text block, image block, chat block
Finding ShopGuide Chat
The ShopGuide chat appears as:
- Block name: "Your ShopGuide Chat"
- Category: Usually under "Apps" or "Custom"
- Icon: Chat or message bubble icon
- Description: AI-powered shopping assistant
Theme Editor Navigation
Page Templates
Different page types have different editing options:
Homepage
- Most flexible for adding chat
- Multiple section options
- High customer traffic area
Product Pages
- Product-specific chat context
- Limited section areas
- Focus on purchase decisions
Collection Pages
- Category-specific assistance
- Browse and discovery focus
- Product comparison help
Other Pages
- About, contact, FAQ pages
- Specific use case scenarios
- Targeted customer support
Mobile vs Desktop Editing
Responsive Design
- Changes apply to all devices by default
- Some settings have device-specific options
- Always test on multiple screen sizes
Mobile-Specific Considerations
- Touch-friendly sizing
- Screen space limitations
- Different user behavior patterns
- Keyboard interaction handling
Theme Editor Best Practices
Before Making Changes
Backup Your Theme
- Go to Online Store > Themes
- Click Actions on your current theme
- Select Duplicate to create a backup
- Name it clearly (e.g., "Backup - [Date]")
Plan Your Changes
- Identify where chat will be most effective
- Consider customer journey and page flow
- Think about mobile user experience
- Plan for different page types
Making Changes Safely
Use Preview Mode
- Make changes in preview before publishing
- Test functionality thoroughly
- Check on different devices
- Verify chat appears and works correctly
Gradual Implementation
- Start with one page (homepage recommended)
- Test and optimize before expanding
- Monitor customer feedback and behavior
- Iterate based on performance data
Testing Your Changes
Functionality Testing
- Chat widget appears correctly
- Messages send and receive properly
- Styling matches your brand
- Mobile responsiveness works
Cross-Browser Testing
- Test in Chrome, Firefox, Safari, Edge
- Check on different operating systems
- Verify on various mobile devices
- Test with different screen resolutions
Common Theme Editor Issues
Chat Block Not Appearing
Possible Causes
- App not properly installed
- Theme compatibility issues
- Browser cache problems
- Insufficient permissions
Solutions
- Refresh the theme editor
- Clear browser cache
- Reinstall ShopGuide app
- Contact support if issues persist
Styling Problems
Common Issues
- Chat doesn't match theme colors
- Positioning conflicts with theme elements
- Mobile display problems
- Font or sizing inconsistencies
Quick Fixes
- Adjust chat colors in block settings
- Modify positioning options
- Test mobile preview thoroughly
- Use theme-compatible fonts
Performance Considerations
Page Load Speed
- Monitor loading times after adding chat
- Optimize images and assets
- Consider lazy loading options
- Test with performance tools
Theme Conflicts
- Check for JavaScript conflicts
- Verify CSS compatibility
- Test with other apps installed
- Monitor for layout issues
Advanced Theme Editor Tips
Custom CSS Integration
When to Use Custom CSS
- Advanced styling requirements
- Brand-specific design needs
- Complex layout adjustments
- Professional customization
How to Add Custom CSS
- Use theme's custom CSS section
- Add styles in theme settings
- Consider using CSS variables
- Test thoroughly across devices
Working with Different Themes
Popular Theme Considerations
- Dawn: Shopify's default theme, excellent compatibility
- Debut: Older but widely used, good support
- Brooklyn: Fashion-focused, may need positioning adjustments
- Venture: Multi-purpose, flexible integration options
Theme-Specific Tips
- Check theme documentation
- Look for app integration guides
- Test in theme's demo store first
- Consider theme developer resources
Collaboration and Workflow
Team Collaboration
- Communicate changes with team members
- Document customization decisions
- Use descriptive names for duplicated themes
- Maintain version control practices
Development Workflow
- Use development themes for testing
- Preview changes before publishing
- Schedule updates during low-traffic periods
- Have rollback plans ready
Getting Help with Theme Integration
Self-Service Resources
- Theme documentation: Check your theme's official docs
- Shopify help center: General theme editor guidance
- ShopGuide documentation: App-specific integration help
- Community forums: Learn from other users' experiences
When to Contact Support
- Chat block not appearing after proper installation
- Persistent styling or functionality issues
- Complex theme compatibility problems
- Custom integration requirements
Professional Services
- Shopify Experts: For complex customizations
- Theme developers: For theme-specific modifications
- ShopGuide support: For app-related integration help
- Freelance developers: For custom solutions
Next Steps
Master theme integration:
- Add your first chat block
- Optimize chat positioning
- Handle mobile responsiveness
- Troubleshoot common issues
Take time to familiarize yourself with the theme editor - it's your primary tool for customizing your store's appearance and functionality.