MerchantFlow Demo Mode

MerchantFlow Demo Mode

Demo Mode is a risk-free way to explore MerchantFlow's e-commerce analytics dashboard using sample data, without connecting a live store or entering billing details. It is designed for merchants and agencies who want to evaluate the platform's reporting capabilities before committing to a full setup.

How to Start Demo Mode

After creating your account, choose Explore with Demo Data on the /onboarding/choice screen.

MerchantFlow marks the workspace as a demo tenant, skips every remaining onboarding step, and sends you straight to the dashboard with:

• Sample products representing a typical e-commerce catalog
• Sample P&L and marketing views showing revenue, expenses, and ad performance
• A fixed DEMO ACCOUNT banner across the top of the dashboard, with a Not Real Customer Data badge and a Connect Real Data button

What Is Demo Mode Used For?

Use Demo Mode when you want to:

• Evaluate the interface before connecting a store or marketing channels
• Show MerchantFlow to teammates during an internal evaluation or demo session
• Understand reports, P&L views, and marketing dashboards before a live rollout
• Compare features against other e-commerce analytics tools

What Demo Mode Does Not Include

Demo Mode does not:

• Connect Shopify or WooCommerce automatically
• Sync live Google Analytics, Search Console, or ad-platform data
• Activate a production billing relationship
• Display your actual store revenue, orders, or expenses

All data shown in Demo Mode is pre-generated sample data for evaluation purposes only.

How to Switch from Demo to Live Data

You can move from Demo Mode to a live setup at any time using three methods:

• Click Connect Real Data in the demo banner at the top of the dashboard
• Navigate to the Setup Guide for a structured checklist
• Open /onboarding/commerce directly

All three land on the same place: the start of the standard merchant flow.

commerce -> marketing -> fulfillment -> balance -> funding -> payment -> email-summary -> complete

You do not have to finish the whole flow to leave demo mode. As soon as a real Shopify or WooCommerce credential exists on the workspace, MerchantFlow clears the demo flag on its own and the banner disappears - the demo flag can never override real merchant data.

After connecting, your demo data is replaced with live data from your integrations. See Connect Integrations for the full integration setup process.

Frequently Asked Questions

Does Demo Mode expire?

No. Demo Mode does not have a time limit. You can explore the sample dashboard for as long as you need before transitioning to live data.

Will I lose demo data when I switch to live mode?

Yes. Once you connect a live commerce platform, your workspace transitions from sample data to your actual store data and the demo data is no longer displayed.

Can agencies use Demo Mode?

Not the merchant version - agency accounts skip /onboarding/choice entirely. Instead, the agency Portfolio Overview (and Fulfillment Ops for 3PL agencies) has a Preview Demo button that grants read-only access to a seeded preview workspace and switches you into it, so you can walk a prospect through the full merchant dashboard. Use the workspace switcher to return to your agency workspace. Individual merchants invited by an agency can still choose Demo Mode on their own workspace. See Agency Workflows.

Do I need to enter payment information for Demo Mode?

No. Demo Mode does not require a credit card, Stripe checkout, or Shopify billing approval. Billing is only required when you transition to a live workspace with connected integrations.

Related Guides

• Create Account - Sign up for MerchantFlow
• Connect Integrations - Add Shopify, WooCommerce, and marketing channels
• First Sync - What to expect after connecting live data
• Setup Guide - Revisit onboarding tasks from the dashboard
• Dashboard Overview - Learn the dashboard navigation and features

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Last updated: August 29, 2026