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Try Tendlio for Free
  • How it works
  • Why Tendlio
  • Pricing
  • Resources
    • Guides
    • Documentation
    • FAQ
  • Try Tendlio for Free

Getting started

14
  • How to install Tendlio
  • What Tendlio does
  • What Tendlio can do for you automatically
  • How to check your tools on the Growth engine page
  • How to set up Tendlio with the Getting started guide
  • How to set up Tendlio and run your first analysis
  • How to compare your Dashboard numbers with earlier periods
  • How to choose and arrange your Dashboard cards
  • Understanding your scores
  • Where the scores come from
  • How to work through your to-do list
  • What your to-do list can catch
  • How to get a daily task from the Growth coach
  • How and when to re-scan your store

What the numbers mean

6
  • Product health colors (Fast / Steady / Slow / Dead)
  • ABC class (A / B / C)
  • Selling pace (Sales/mo)
  • Forecast & “runs out in”
  • AOV and gross profit
  • How Sales lift counts what Tendlio brought in

Inventory

13
  • How to use the Products table
  • How to read a product’s Insights page
  • How to boost a product, or hide it from recommendations
  • What the Inventory Score measures
  • How to decide what to restock and how much to order
  • Reading the Forecast page
  • How to set up Auto outlet to clear your dead stock
  • How to discount products yourself with Manual outlet
  • How to test a higher price on a best-seller
  • How to set up your suppliers and order from each one
  • How to use the Tendlio fields on a product
  • How to set up seasonal detection
  • If you also sell in a physical shop

Customers

11
  • What your customer segments mean
  • What the Customer Score measures
  • How to act on a customer segment
  • How to find and contact customers in the Customer list
  • How to send a campaign to your customers
  • How to welcome first-time buyers and nudge them to a second order
  • How to recover abandoned checkouts and carts
  • How to ask customers for a review after their order
  • How to thank your best customers with Customer recognition
  • Coupons the plugin creates (and cleans up)
  • How to build an email in the email editor

Storefront

9
  • How to show frequently bought together products on your product pages
  • How to suggest more products on your cart page
  • How Tendlio suggests a free-shipping threshold
  • How to show in-stock alternatives when a product is sold out
  • How to set up a Deals page and offer a free gift
  • How to sort your product listings by profit with Smart Product Sort
  • How to set up Recommended for you, Trending now, On-sale picks and 404 suggestions
  • Measuring what the widgets earn
  • Storefront widget positions and shortcodes

Email sending

4
  • How to set up email sending and switch it to Live
  • How to check that your emails reach the inbox (SPF, DKIM, DMARC)
  • Who you can email (consent, in plain words)
  • How sending works: waiting emails, the daily limit and email analytics

Reports

5
  • What’s in Reports
  • Views to sales (where shoppers drop off)
  • Are your discounts paying off? (Discount report)
  • How to read your Store summary and get it by email
  • How to track your net profit, CAC and ROAS

Settings & your data

7
  • How to give Tendlio your product costs
  • How to choose who can use Tendlio and how its menu looks
  • How to switch between Simple and Advanced mode
  • How to see your activity and cleared to-dos in History
  • Your data and privacy
  • How to use the System status page
  • How to contact support or send feedback

Troubleshooting & FAQ

13
  • The analysis looks stuck or is taking long
  • My numbers don’t match WooCommerce Analytics
  • Which orders count as a sale
  • Emails aren’t going out
  • Staging copies and moving your store
  • Tendlio isn’t recording product visits
  • A storefront widget doesn’t show up
  • Caching and optimization plugins: what to exclude for Tendlio
  • Cart recommendations show nothing
  • If a storefront feature is off, does it still load?
  • A score shows “-” instead of a number
  • A to-do I marked done came back
  • Starting over, or what happens if I uninstall
View Categories
  • Home
  • Docs
  • Settings & your data
  • How to switch between Simple and Advanced mode

How to switch between Simple and Advanced mode

5 min read

Tendlio starts in Simple mode, unless you chose Advanced during setup. In Simple mode, Tendlio’s fine-tuning settings are out of sight, at their default values until someone changes them in Advanced mode. Advanced mode shows those settings, and switching back to Simple hides them again without changing what they’re set to.

You will learn #

  • What Simple and Advanced mode change, and what they leave alone
  • Where to switch between them
  • Which settings Advanced mode adds
  • How to turn the guided tours on or off, and see the welcome tour again

Before you begin #

  • The mode is the same for everyone. Simple or Advanced is one setting for your whole store, so when you switch, everyone who uses Tendlio on your site sees the change.

Switch between Simple and Advanced #

  1. Find the Simple / Advanced switch. In the app layout, it’s at the bottom of Tendlio’s menu on the left. When that menu is collapsed to icons, the switch is the sliders icon at the bottom. With Tendlio’s menu across the top of the page, the switch is at the very bottom of every Tendlio page.
  2. Click the switch. The page reloads in the other mode, and you stay on the page you were on.

You can also switch modes under Settings → General, in Advanced options & guidance. Use the Turn on Advanced mode switch there, on for Advanced and off for Simple, and click Save settings.

Advanced mode changes only what you see. Your scores and data are worked out the same way in both modes, and nothing turns off in Simple mode.

What Advanced mode adds #

Each setting that Advanced mode adds carries a small Adv mark. Hover over it to read: “Advanced option. The default works for most stores; change this only if you want more control.”

You’ll find them on these pages:

  • Settings → General, under Inventory: Stockout warning, how many days ahead Tendlio warns you that a best-seller will run out.
  • Storefront → Recommendations: how closely a product has to match to be suggested, and a few more choices, in the panels for Frequently bought together, Cart outlet picks, On-sale picks and In-stock alternatives.
  • Storefront → Deals: Cache, for the Deals page.
  • Customer recognition: Per-segment offer, and how often a customer can get a thank-you coupon, how long it’s valid and how many go out a day.
  • Recover sales: Send frequency, Daily recovery email limit and Coupon validity.
  • Welcome & second order: Minimum gap between automated emails, which keeps the welcome email, the second-order nudge and review requests from reaching the same person too close together.
  • Auto outlet: Stuck after, how long a discounted product can go without a sale before it counts as stuck.
  • Smart Product Sort: New-product placement, Trial length and Season boost.
  • Seasonal: Peak window, Concentration and Minimum sales, which decide how strict seasonal detection is.

On some of these pages, Simple mode shows a link where one of these settings would help, such as “Want to fine-tune how strict detection is? Turn on Advanced mode in Settings.” on the Seasonal page. The link opens Settings at the Advanced mode switch, and saving there leaves you on Settings. To stay where you were, use the Simple / Advanced switch on the page itself: it reloads that page in Advanced mode.

Turn the guided tours on or off #

Two more switches sit under Advanced options & guidance. Click Save settings after you change either one.

  • Guided helpers: Show the “Show me around” button on the busy pages puts a Show me around button on Tendlio’s busiest pages. Click it for a short tour of the page you’re on, step by step. The button is there unless you turn it off.
  • Getting started guide: Show the Getting started guide under Help keeps the step-by-step checklist in the Help menu. Once you’ve done every step, the guide leaves the menu on its own. How to set up Tendlio with the Getting started guide explains it.

To take the welcome tour of the Dashboard again, open Settings → General, scroll to Setup at the bottom, and click Replay the welcome tour. It opens the Dashboard and walks you through your scores, your numbers and where everything lives.

Why Simple mode hides settings instead of turning them off #

A hidden setting keeps working at the value it has, so switching modes never changes how your store runs. If Simple mode put hidden settings back to their defaults, a daily recovery email limit you’d raised in Advanced mode would drop back the moment anyone switched modes. With the lower limit, the recovery emails over it would wait until the next day.

In Simple mode, Recover sales tells you when today’s recovery email limit has been reached, and that Advanced mode is where you raise it.

Additional resources #

  • How to choose who can use Tendlio and how its menu looks: the app layout, and the menu the switch sits in.
  • How to set up Tendlio with the Getting started guide: the checklist the second switch shows or hides.
  • How to decide what to restock and how much to order: what the Stockout warning changes.

Frequently asked questions #

Does Simple mode turn features off? #

No. It hides some settings, and every setting keeps the value it has. Your scores and data are worked out the same way in both modes.

Can each person pick their own mode? #

No. Simple or Advanced is one setting for your whole store, so switching changes it for everyone who uses Tendlio on your site.

How do I hide the "Show me around" buttons? #

Under Settings → General → Advanced options & guidance, turn off Show the "Show me around" button on the busy pages, and click Save settings.

Updated on September 28, 2026
How to choose who can use Tendlio and how its menu looksHow to see your activity and cleared to-dos in History
Table of Contents
  • You will learn
  • Before you begin
  • Switch between Simple and Advanced
  • What Advanced mode adds
  • Turn the guided tours on or off
  • Why Simple mode hides settings instead of turning them off
  • Additional resources
  • Frequently asked questions
    • Does Simple mode turn features off?
    • Can each person pick their own mode?
    • How do I hide the "Show me around" buttons?
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