The Setup Guide is a checklist that walks you through the settings you need before you start using Lumo. It appears on the Dashboard, and working through its six steps gets your initial setup ready.
What is the Setup Guide?
The Setup Guide walks you through six steps in order, from connecting your LINE Official Account to sending your first broadcast message.
You open it from the Dashboard, and the "Settings" link on each step takes you to the matching screen. When you finish a step, a check mark appears, so you can see your progress at a glance. Use "Dismiss this step" to hide a step you can't work on yet.
There are six steps:
- "Connect your LINE Official Account"
- "Verify the webhook"
- "Add your first friend"
- "Set up a greeting message"
- "Send your first broadcast message"
- "Connect your shop or CRM (optional)"
The sixth step is optional, so your initial setup is complete even if you skip it. Creating workflows, sending segment broadcasts, and building Rich Menus aren't part of the Setup Guide. Once your initial setup is done, the Marketing Agent suggests them as your next steps. You can also work through the same six steps in the agent's chat.
Step 1: Connect your LINE Official Account
You connect your LINE Official Account to Lumo. Once it's connected, you can send broadcasts and manage your friends.
This step is complete once you save the Channel ID and Channel Secret and LINE accepts them. For detailed instructions, see "How to Connect Your LINE Official Account".
Step 2: Verify the webhook
The webhook is what lets Lumo receive friend adds and messages from LINE.
Register Lumo's webhook URL in LINE Official Account Manager and turn the webhook on. "Verify", in the connection wizard or on the agent's card, checks what LINE has registered. This step is complete once that check succeeds, or once a single friend reaches Lumo.
Step 3: Add your first friend
Add the LINE Official Account you just connected as a friend from your own LINE.
When the friend request reaches Lumo, the profile appears in your friends list. This step is complete once you have at least one friend. That friend is also the recipient for your test send later, so it's worth doing first.
Step 4: Set up a greeting message
A greeting message is the first message that automatically reaches anyone who adds you as a friend. In Lumo you build it as a workflow triggered by a friend add.
Check the wording on the greeting message card in the agent's chat and choose "Create and activate" to build it in one go. You can also build it on the workflow screen from "Settings". This step is complete once one workflow triggered by a friend add exists, even as a draft.
Step 5: Send your first broadcast message
You create and send a broadcast message. A broadcast message goes to all of your friends, or to a segment, at once.
To start, send a test message to yourself and confirm that it arrives in the LINE app. This step is complete once one broadcast has finished sending, or once one auto-send message has gone out. A test send alone doesn't complete it. For detailed instructions, see "Sending Your First Message Broadcast".
Step 6: Connect your shop or CRM (optional)
Connect Shopify, HubSpot, or Klaviyo, and you can send automated messages that follow what your customers do.
This step is optional. Your initial setup is complete once the other five are done. Connecting any one of the three completes this step.
Closing and reopening the Setup Guide
The Setup Guide is a dashboard widget. Even after hiding it, you can bring it back from the widget catalog.
- When all steps are complete: Use "Hide", shown on the "Setup complete!" display, to remove it from the dashboard
- To remove it partway through: Use "Edit" on the dashboard and delete the Setup Guide widget
- To bring it back: Use "Edit" > "Add widget" on the dashboard and choose "Setup Guide"
When things don't work
If the guide doesn't appear or a step won't complete, check the widget settings and the completion conditions, then reload the page.
- The guide doesn't appear: The widget may be hidden. Use "Edit" > "Add widget" on the dashboard and add "Setup Guide".
- A step won't mark as complete: Check that you've met the completion conditions, then reload the page. The webhook step stays open until "Verify" succeeds or one friend reaches Lumo. The broadcast step isn't completed by a test send alone.