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Onboarding

Getting started takes a form, a short call and your accounts connected properly.

You request a free trial through the form on our site, we schedule a short call, and then we connect your store and ad accounts with you before your first campaigns go live.

What is included.

01

A short discovery call

We learn about your store, products, markets and current advertising, and answer your questions about the platform and the plans.

02

Guided account connection

We walk you through connecting your store, ad accounts, pixels and conversion events, and check the data arrives correctly.

03

First campaign plan

Together we choose the first campaigns, channels and budget limits, based on what you already know works.

04

Help choosing a plan

We explain Starter, Growth and Scale in plain terms so you pick the one that fits the number of campaigns and the support you need.

How it works

How onboarding works

There is no self-serve signup. You start by filling in the trial request form on our site with your name, store and the channels you advertise on. No credit card is needed to send it. We read each request and reply to schedule a short call, usually by video, at a time that suits you. If something in the request is unclear, we may ask a question or two by email first, so the call itself is spent on your store rather than basic details.

The call is about fit. We ask what you sell, which markets you target, which ad platforms you already use and roughly how much you spend. We show how the platform would work with your accounts and explain the plans: Starter for up to 10 active campaigns, Growth for up to 50 with Creative Studio and automations, Scale for unlimited campaigns and a dedicated manager.

If you go ahead, we set up your workspace and guide you through connecting your store and ad accounts. You grant access from your own accounts, so you stay the owner and can remove it at any time. We check that orders, conversion events and catalog data flow in before anything is launched. If a pixel is missing or a purchase event fires twice, we fix it with you at this stage, because campaigns that learn from wrong data are hard to correct later.

Your first campaigns are planned together, with budget limits you set. Ad spend is paid directly to Meta, TikTok, Google or any other platform you use, never through Novaris. From there you work in the dashboard, and the plan you choose sets how many campaigns you can run and which support you receive. You can change plan later as your needs change.

Why it matters

Why a guided start pays off

01

Clean data from day one

Most early problems come from missing conversion events or a broken pixel. Checking them first avoids decisions based on wrong numbers.

02

The right plan for your size

Talking through your campaigns and channels helps you avoid paying for more than you need, or outgrowing a plan in the first month.

03

Limits set before money moves

Budget caps and rules are agreed before the platform suggests or applies any change.

04

Realistic expectations

We explain what the platform does well, what it cannot control and how long early results usually take to settle.

05

A named point of contact

You know who to ask during setup, and later through the support level of your plan.

Before you start

What to prepare for the call

None of this is needed to send the trial request, but having it ready makes setup much faster.

  • Admin access to your storeFor example your Shopify admin, so the store can be connected and orders matched to campaigns.
  • Your ad accountsAdmin access to the Meta, TikTok or Google Ads accounts you want to connect, each with a valid payment method.
  • Pixels and conversion eventsYour existing pixels or tags, and confirmation that purchase events fire on your checkout.
  • A product catalogA catalog or product feed if you run shopping or catalog ads.
  • A monthly ad budgetThe total you are comfortable spending with the ad platforms, and any daily caps.
  • Your best products and offersThe products, bundles or offers you want to lead with in the first campaigns.
The process

From trial request to first campaigns

  1. 1
    Day 1

    You send the trial request

    Fill in the form on our site. No credit card is needed.

  2. 2
    Usually within a few working days

    We schedule a short call

    We reply to agree a time and ask for any details that help us prepare.

  3. 3
    Call day

    Discovery and plan choice

    We review your store and advertising, show the platform and help you choose a plan.

  4. 4
    Days after the call

    Accounts are connected

    You grant access to your store and ad accounts. We check pixels, conversion events and catalogs with you.

  5. 5
    Usually within the first week

    First campaigns are planned and launched

    We agree channels, budgets and limits. The ad platforms review new ads on their own timelines.

  6. 6
    First weeks

    Review and adjust

    We look at early data together and adjust settings while campaigns learn.

Comparison

What each plan gives you after onboarding

StarterGrowthScale
Monthly price$99$299$799
Active campaignsUp to 10Up to 50Unlimited
Core featuresAI CampaignsCreative StudioEverything in Growth
AnalyticsBasic analyticsAdvanced analyticsAdvanced analytics
AutomationsNot includedAutomationsCustom automations
SupportEmail supportPriority supportDedicated manager and 24/7 support

Prices are in USD per month, cancel anytime. Ad spend is paid directly to the ad platforms and is never included in the plan price.

After onboarding

What happens once you are set up

After launch, you work in the Novaris dashboard. You review campaign results, accept or reject AI suggestions and adjust budgets and rules as you learn what works for your products.

Early results tend to move around while the ad platforms and AI Campaigns gather data. We recommend judging changes over a few weeks rather than day by day, and keeping your conversion tracking intact while you do.

You can change plan as your needs grow or shrink, and cancel anytime. If you add a new store, market or ad account later, contact us and we help you connect it the same way.

Avoid these

Common mistakes when getting started

Launching before tracking works

Campaigns optimized on missing or duplicated purchase events learn the wrong lessons. Check events first.

Connecting an account you do not control

If an agency or former partner owns the ad account, access can be withdrawn. Make sure the accounts are yours.

No budget limits

Set clear caps before campaigns start, so any change stays inside what you can afford.

Judging the platform in the first days

Results take time to settle. Give campaigns enough data before drawing conclusions.

A trial or onboarding call does not guarantee any result. Results depend on your products, market, budget and ad accounts, and the ad platforms make their own review and account decisions.

FAQ

Questions about getting started

How do I request the free trial?

Fill in the trial request form on our site. We reply to schedule a short call. There is no self-serve signup.

Do I need a credit card?

No credit card is needed to request the trial.

What happens on the call?

We learn about your store and advertising, show how the platform works with your accounts and help you choose a plan.

Do I need existing ad accounts?

It helps. Novaris connects to ad accounts you own on Meta, TikTok, Google and other platforms. If you have none yet, we explain how to open them with each platform.

Is ad spend part of the plan?

No. Ad spend is paid directly to the ad platforms and is never included in the plan price.

Can I cancel after the trial?

Yes. Plans are monthly and you can cancel anytime.

Which plan should I start with?

It depends on how many active campaigns you run and the support you need. We go through Starter, Growth and Scale with you on the call.

Related pages

General information, last reviewed in November 2026. Features depend on your plan; results are not guaranteed and depend on your products, market, budget and ad accounts. Ad platforms set their own policies.

Free 20-minute call

Tell us about your store.

Tell us about your store and the channels you advertise on. We set up your trial and show you the platform on a short call.

  • Call length20 minutes, free
  • ReplyWithin 1 business day
  • Emailcontact@novarisretail.com
  • Phone+44 7893 931264
  • HoursMonday to Saturday, 9am–6pm UK time
  • Office71-75 Shelton Street, Covent Garden, London WC2H 9JQ

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