Creating a New Instant Site

🧩 Add a new site to your Instant account

If you operate multiple stores, you can add each one to Instant and manage them side-by-side. This keeps your data clean, lets you tailor integrations per site, and supports different billing arrangements without needing help from a member of our team.

With the Create New Site button, you can kick off onboarding for another site directly from your dashboard. Your user carries across so you don’t have to re-invite yourself, while the new site’s integrations, billing, and configuration are set up fresh.

How to add a new site

1. Open your profile menu.

   Click your profile avatar (or initials) in the bottom left of your dashboard’s sidebar.

2. Click “Create new site.”

   This starts the guided setup flow for the new site.

3. Complete integrations.

   Connect the new site’s platforms (e.g., Shopify, Klaviyo). Use the credentials that correspond to this site only.

4. Set up billing.

   Add or select a payment method for the new site. Billing is isolated per site unless your plan has consolidated invoicing.

5. Review and finish.

   When you finish, you’ll land on the new site’s dashboard.

Tip: If you already have many sites, use the site switcher in the sidebar to jump between them at any time.

What gets copied vs. what’s fresh

When you create a new site, your user (name, email, and phone number) comes with you so you can manage setup immediately. Everything else — integrations, lists/segments, flows/automations, web pixel, DNS, and billing — ****is intentionally not copied.

If you need parity with an existing site, treat the existing setup as a reference and re-create only what’s relevant.

Data separation and reporting

Each site maintains its own event stream, deliverability reputation, and revenue attribution. Dashboards, LTV metrics, and campaign performance reflect only activity from that site. This separation minimises the risk of over-attributing performance to the wrong brand or skewing results across brands.

FAQs

Does adding a site affect my existing sites?

No. Sites are isolated. Existing campaigns, flows, and analytics remain untouched.

Can I copy flows/templates from another site?

This is unsupported right now.

Who can see the new site?

Only users with access to that site. After setup, invite additional teammates from Settings → Users within the new site.

Can I consolidate billing across multiple sites?

Each site bills separately by default. You can reach out to our team for consolidated billing.