Migrating to Junip from Okendo
Malvina Smaqi avatar
Written by Malvina Smaqi
Updated over a week ago

Congrats on taking the first step towards a better review experience!

We've had loads of merchants make the same switch so that they can collect more reviews, display them beautifully on-site, and integrate them with the tools they use everyday -- we're happy to help you do the same!

App store reviews for Junip

If you're still wondering how Junip will compare to Okendo, then feel free to book a call with our team to discuss what this can look like given your specific review goals. You can also check out these case studies of merchants who have made the same move and the impressive lifts they've seen as a result.

Most often, migrating to a new platform sucks. Here are a few reasons why migrating to Junip will be a breeze:

  • it's really, really easy to make the switch, you don't need to be a dev or Shopify expert to do this

  • it won't take long, most brands are fully moved over in less than a day

  • it's risk-free, you won't be charged until after you've selected a plan and tried the app for 14-days

  • you won't lose your old reviews, we can move all of that over to Junip

  • setup is on your terms (nothing is turned on automatically for you, so turn things like displays or collection on when you're ready)

  • don't miss out on reviews in between (keep your current displays until you're ready to enable Junip's, don't miss out on review requests either)

In this guide, we'll cover everything you need to make a seamless transition from one platform to the other. We'll be discussing the steps below:

Sign up for Junip

If you haven't already, you'll want to create an account on Junip. This should only take a minute, you can get started here: https://admin.juniphq.com/login/create or click the button below:

We have a getting started guide that will walk you through your first steps for getting setup, but we'll also walk through the most important steps below.

Select your plan

We think you'll find our plans... much more approachable.

No contracts, hidden fees, or hard caps that would interrupt your service -- the way all plans should be.

Pick the plan that works best for you in your Billing settings.

Junip pricing plans

Import your reviews from Okendo

It's important that you can bring over the reviews that you've already collected, and that all the info is included (pictures, videos, review responses, and all).

First, you'll want to export your reviews from your Okendo dashboard. To do so, go into your Okendo dashboard > Settings > Import/Export section and click the export icon under Export next to the Reviews row.

Exporting reviews from Okendo

In the pop-up, select 'All time' and then click 'Request Export'. A .csv file containing all of your reviews will then be sent to the account owner's email address.

Confirming export in Okendo admin

With that export file, you can visit your Manage Reviews section in your Junip admin and click Import Reviews. You'll want to select Okendo as the provider and then drag and drop the .csv file into the importer. Note: You're less likely to run into any issues if you avoid editing or opening that file on your computer before importing.

Manage reviews section to import reviews in Junip
Importing reviews from Okendo into Junip

Reviews importing progress in Junip admin

Junip will import those reviews and offer a summary at the end to let you know how it went.

Review import results in Junip admin

Add your branding

It's very easy to add your logo and set your colours in your Branding settings section. These branding components will be shown in your review experience, emails sent by Junip, and your on-site displays. Details on that here.

Remove Okendo displays

Before adding Junip's displays to your store, you'll want to remove Okendo's displays first. The steps will differ depending on if you're on a 1.0 or 2.0 theme. Below we'll go over the steps for both.

Shopify 1.0 / Vintage theme

You will need to manually remove the snippets and code that Okendo has added to your theme.

  1. In your Shopify admin, go to Sales Channels > Online Store > Themes. Press the button with 3 dots next to your active theme and click "edit code".

    how to edit your theme code in Shopify

  2. In your theme editor, find the files that control your product page and collection pages and delete the lines of code that have been inserted by Okendo.

    Each theme is different, however the most common names of these files are:
    product-item-liquid, product.liquid, product-template.liquid, product-card-grid.liquid, and product-card-list.liquid.

    To locate the code in each file, click on the text field of the file as if you are going to type something, then press "Command + F" and type "okendo" in the search bar.

    You're looking for the tag {% render okendo-reviews-product-rating-summary, product: product %} and/or {% render okendo-reviews-widget, product: product %}. Once you find this tag delete it or comment it out, then press save.

    how to delete Okendo in your Shopify 1.0 theme

    Once you have deleted all of the Okendo code from your theme files, then you can delete the okendo-reviews-product-rating-summary.liquid & okendo-reviews-widget.liquid snippet files that Okendo added to your theme.

Shopify 2.0 themes

Go to your theme customizer and navigate to your Default Product page. Then click on the Okendo App Blocks and press "Remove block". Repeat this process wherever you have added the Okendo App Blocks on your store.

how to delete Okendo from your Shopify 2.0 theme

Setup your Junip on-site displays

Junip's displays will automatically inherit your theme's styling, meaning they'll look like the rest of your site. We think you deserve better than slow widgets with opinionated designs 😉

You can visit your Store settings to start adding Junip to your site. The steps will differ depending on if you're on a 1.0 or 2.0 theme. If you're not sure which theme you're using, Junip will normally show you the most relevant steps first. Let's break down the different installations, plus how to preview and enable displays below:

Shopify 1.0 / Vintage themes

Our auto-installer will add Junip's snippets to your theme automatically. You'll want to click Add snippets and if you want to add it to a specific theme, you can click the dropdown menu and Select a theme before adding.

Adding Junip snippets to Shopify theme

Manual install

If you or your dev team prefers to add these snippets to your theme manually, you can check out this guide for instructions. This is also helpful for complex themes where our auto-installer may have missed a part of your install, since you can use this to add it yourself.

Headless install

If you're running a headless Shopify site and want some help adding Junip, this guide does a great job of walking you through the steps to install using HTML.

Shopify 2.0 themes

To add Junip to a 2.0 theme, you'll want to Enable the Junip App Embed and then drag & drop the blocks into your theme. This guide shows you step-by-step how to add displays on this type of theme.

Previewing your displays before enabling

Junip allows you to preview what the displays look like using sample reviews, before actually enabling them on your live site. This is a great option if you've yet to collect or move over your reviews yet!

You'll notice for 2.0 themes, the preview mode shows up automatically in your editor to make it easy for you. You can also go to your On-site settings and click Preview Junip to see the same preview (works well for 1.0 / Vintage themes as well).

Junip preview mode display

Enabling your on-site displays

When you're happy with the displays you've setup, you can visit your On-site settings and click Enable on-site experience. This will turn on your review displays on-site. If you have reviews you've imported to Junip, you'll now be able to see them on your site. If you have yet to collect any reviews, this just means that reviews will be displayed as soon as they're submitted.

Enabling Junip on-site experience

You'll also see additional display settings that you can configure on this page.

Start collecting new reviews

Review collection is probably one of the main reasons you're making the switch to Junip. Our mobile-first forms have turned leaving a review into this wonderful experience for your customers, which results in more reviews being submitted and way more media + responses along with them!

To take it a step further, we can integrate with the email and SMS tools that you use to send messages to your customers everyday. This means reviews are no longer living in a silo -- your review messages can now look, feel, work, and live in the same platform as the rest of your messages. Finally, you can fully customize your review request emails, A/B test that subject line, or use review data to kick off marketing campaigns!

Here's what we'll cover in this section:

Setting up the basics

Junip uses flows to make it easy for you to visualize what is being sent to your customers, which really comes in handy when you setup integrations to work alongside our app. To get started, you'll want to review the basics of flows here.

Post purchase review request flow in Junip admin

This will help you understand the trigger, conditions, and action that make up our flows. With this understanding, you'll want to setup your product review flow the way you want and then make sure it's enabled so that review requests are sent out to any new orders that are triggered from then on.

Disabling review requests in Okendo

If you haven't already, you'll want to make sure that you disable review requests in Okendo.

To do so, you'll want to go to your Okendo dashboard and go to Mail > Sequences > select your review request flow > turn the Status to Draft and click Save Changes.

Review request section in Okendo
Turning review request flow off in Okendo

Adding integrations

Whether you're using Klaviyo for email, Postscript or Attentive for SMS, or any combination of the above, you'll be able to install the integrations in Junip here.

Once they're installed, you can edit the existing actions or add new actions to your product review flow using this guide.

Selecting Klaviyo as an action for review requests

Hold on -- there's still one more step!

Once you've setup the flows in Junip, you'll want to make sure to setup and enable the flows in the integrations as well. You'll find a list of the integration options and guides for each here.

If you're looking for some inspo for your review request emails, have a look at this post where we compiled some best practices.

Collecting more media with reviews

For brands making the move from Okendo, we often hear that collecting more media with reviews is a huge priority.

Not to worry -- the mobile-first form experience that we mentioned earlier will help bolster the number of reviews and media that are submitted by your customers, simply by making it easier for them to do so.

There are a few other ways that we can (1) boost the amount of media you're collecting, and (2) highlight that media on your site. Check out this post which explains more about media incentives and media galleries. You can enable media galleries in your On-site settings and media incentives in your Incentives section.

Catching reviews that were skipped during the transition

By this point, you should no longer be requesting reviews in Okendo (if you need help with this, refer to this part of the guide) and you should have enabled review requests in Junip (either using Junip's emails or our integrations).

We want to avoid skipping any customers who were in the queue when we shut off requests with Okendo. If you go to your Mail > Queue in Okendo, you'll see the requests that are waiting to be sent out. We can use a campaign to send a request to these customers who would otherwise be skipped. Once you have the dates of when the orders were placed, you can add them in the required fields to run the campaign with Junip.

Campaign date range in Junip admin

If you're sending requests using Junip's emails, you can refer to this guide.

If you're sending requests using an integration, you can choose to send this campaign through those integrations as well. You'll want to set up a basic flow in the integration before sending the campaign -- this guide explains how to do this.

Final import for any last reviews

You should be getting ready to delete Okendo from your app list but before we do, there are two things we suggest doing:

(1) run one last import so that we can bring over any last reviews that may have been submitted in Okendo during the transition. You can have a look at the steps to import above and you don't need to worry about the reviews that you've already imported, as Junip will skip any duplicates for you.

(2) disable the Google Shopping feed in Okendo if you have it enabled, which you can do from Settings > Integrations/Google Shopping. The Google team will only accept one review feed for your brand at a time, so this helps ensure that nothing interrupts Junip's feed when you set that up on our end.

Next steps

Now that the basics are all set, there are a bunch of other features that you can consider leveraging in Junip (either right away, or in the near term) like custom questions, incentives, and Google Shopping. Check out this help doc that lists these in more detail and offers guides to get started.

You're now moved over and setup on Junip -- woohoo 🎉 We're so excited to see how you like your new and improved review experience!

We have a tiny favour to ask: if you're loving Junip so far, would you mind leaving us a review on the Shopify App Store?

Don't hesitate to reach out if you have any questions; you'll find our support chat in the bottom right-hand corner of any screen in your admin where you can reach out to our team :)

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