# UGC setup checklist

> Set up UGC from a new workspace: connect your store and Instagram, collect and approve your first posts, and add a gallery to your store.

Breadcrumb: UGC › Setup checklist · Updated: 2026-10-17
Docs index: https://docs.cevoid.com/llms.txt

This checklist takes your brand from a new workspace to UGC on your store. Each step says what it does and when it's done, and links to the article with the full steps.

| Step | What it does | Done when |
| --- | --- | --- |
| [Create your workspace](https://docs.cevoid.com/ugc/setup-checklist#create-your-workspace) | Creates your brand's account in Cevoid | Your workspace opens in Cevoid |
| [Connect your store](https://docs.cevoid.com/ugc/setup-checklist#connect-your-store) | Brings in the products you tag in posts | Your store, or your first product feed, shows in [Settings → Products and markets](https://app.cevoid.com/settings/products-and-markets) |
| [Set up your markets](https://docs.cevoid.com/ugc/setup-checklist#set-up-your-markets) | Sets the language, prices, and product links your galleries show | Each market shows _Synced_ in Settings → Products and markets |
| [Connect Instagram](https://docs.cevoid.com/ugc/setup-checklist#connect-instagram) | Finds posts that tag or mention you, and syncs your own feed | Your account shows _Connected_ in [Settings → Integrations → Instagram](https://app.cevoid.com/settings/integrations/instagram) |
| [Set up your legal policies](https://docs.cevoid.com/ugc/setup-checklist#set-up-your-legal-policies) | Asks creators to agree to your terms when they upload or approve a request | Your content consent is published in [Settings → Legal](https://app.cevoid.com/settings/legal) |
| [Collect UGC](https://docs.cevoid.com/ugc/setup-checklist#collect-ugc) | Gets photos and videos from creators, with the rights to use them | Posts from creators wait in your [Inbox](https://app.cevoid.com/inbox) |
| [Approve posts and tag products](https://docs.cevoid.com/ugc/setup-checklist#approve-posts-and-tag-products) | Makes posts shoppable and ready to show | Your [Library](https://app.cevoid.com/library) holds approved posts with product tags |
| [Add a gallery to your store](https://docs.cevoid.com/ugc/setup-checklist#add-a-gallery-to-your-store) | Shows your approved posts on your store | The gallery's card shows _Live_ in [UGC → On-site widgets](https://app.cevoid.com/on-site-widgets) |
| [Invite your team](https://docs.cevoid.com/ugc/setup-checklist#invite-your-team) | Gives your colleagues access to your workspace | Each colleague shows a role instead of _Invite pending_ in [Settings → Team](https://app.cevoid.com/settings/team) |

## Create your workspace

Your workspace is your brand's account in Cevoid. Create it from the UGC app on the Shopify App Store, [Cevoid: Shoppable UGC](https://apps.shopify.com/cevoid-ugc), or sign up with your store's domain: see [Create your workspace](https://docs.cevoid.com/get-started.md#create-your-workspace).

## Connect your store

Your store gives Cevoid the products you tag in posts and show in your galleries. How you connect depends on your platform.

- **Shopify:** Installing the UGC app, [Cevoid: Shoppable UGC](https://apps.shopify.com/cevoid-ugc), connects your store to your workspace. If you created your workspace from the app, your store is connected already. To connect more stores, see [Connect an additional store](https://docs.cevoid.com/integrations/ecommerce/shopify.md#connect-an-additional-store).
- **WooCommerce:** Connect your store in the setup screens, or later in [Settings → Products and markets](https://app.cevoid.com/settings/products-and-markets). See [Connect WooCommerce](https://docs.cevoid.com/integrations/ecommerce/woocommerce.md#connect-woocommerce).
- **Other platforms and headless setups:** Product feeds bring in your products, and Cevoid's gallery script loads your galleries. This needs access to your site's code: if you don't edit it yourself, share [General implementation](https://docs.cevoid.com/integrations/ecommerce/general-implementation.md) with your developer.

UGC works without your orders, so order sync is optional. It lets a flow ask customers for photos or videos after a purchase, and gives Analytics your [sales metrics](https://docs.cevoid.com/analytics/metrics/sales-analytics.md): see [Turn on order sync](https://docs.cevoid.com/orders-products/order-settings.md#turn-on-order-sync), or on other platforms, [Send orders through the API](https://docs.cevoid.com/orders-products/order-settings.md#send-orders-through-the-api).

## Set up your markets

A market is a version of your storefront with its own domain, language, and currency. Your galleries use it to show captions, prices, and product links in the visitor's language and currency. Manage your markets in [Settings → Products and markets](https://app.cevoid.com/settings/products-and-markets).

- **Your first market:** On Shopify and WooCommerce, Cevoid creates it from your store when you connect the store, and starts syncing its products. On other platforms, create it with your storefront's domain, then add its product feeds. See [Create a market](https://docs.cevoid.com/localization/products-markets.md#create-a-market) and [Add a product feed](https://docs.cevoid.com/integrations/ecommerce/product-feeds.md#add-a-product-feed).
- **More markets:** Create a market for each other version of your storefront, such as another language or currency. On Shopify, you can add your Shopify Markets: see [Add markets from Shopify Markets](https://docs.cevoid.com/integrations/ecommerce/shopify.md#add-markets-from-shopify-markets).
- **First sync:** Except for your first market on Shopify and WooCommerce, a new market waits under _Markets ready to sync_ until you start its first sync. After that, it shows _Synced_ and syncs on its own about once a day. See [Sync a new market](https://docs.cevoid.com/localization/products-markets.md#sync-a-new-market).

## Connect Instagram

Connecting your brand's Instagram account lets Cevoid find posts where customers tag or mention you. Cevoid also syncs your own feed posts to your Inbox: see [Instagram feed sync](https://docs.cevoid.com/ugc/collect/instagram-feed.md).

Until you connect an account, [UGC → Instagram](https://app.cevoid.com/instagram) shows _Connect your Instagram_, and its **Connect Instagram** button opens [Settings → Integrations → Instagram](https://app.cevoid.com/settings/integrations/instagram). The account must be an Instagram business account, connected to a Meta Business page you're an admin of. See [Prerequisites](https://docs.cevoid.com/integrations/social/instagram.md#prerequisites) and [Connect an Instagram account](https://docs.cevoid.com/integrations/social/instagram.md#connect-an-instagram-account).

To also find public posts with your hashtags, see [Hashtagged posts](https://docs.cevoid.com/ugc/collect/ugc-from-instagram.md#hashtagged-posts).

## Set up your legal policies

Upload forms and DM requests show creators your content consent policy, so they agree to your terms before you use their photos and videos. A new workspace has none published. Write and publish it in [Settings → Legal](https://app.cevoid.com/settings/legal): see [Activate content consent](https://docs.cevoid.com/legal/legal-policies.md#activate-content-consent). For text to start from, see [Content consent policy example](https://docs.cevoid.com/legal/content-consent-example.md).

## Collect UGC

Instagram posts from creators need their permission before you use them. On [UGC → Instagram](https://app.cevoid.com/instagram), get access to a post, and it moves to your Inbox:

- **Direct access:** For a post you already have the rights to. See [Get direct access to a post](https://docs.cevoid.com/ugc/collect/ugc-from-instagram.md#get-direct-access-to-a-post).
- **Rights request:** Ask the creator by direct message or by comment, with a request template. See [Send rights requests](https://docs.cevoid.com/ugc/collect/ugc-from-instagram.md#send-rights-requests).

Upload forms let customers send photos and videos straight to your brand. Cevoid creates your first one, _Cevoid upload form_, marked _Default_ on [UGC → Uploads](https://app.cevoid.com/uploads). Share its link or QR code, or add an upload button to a gallery: see [Share a link to your upload form](https://docs.cevoid.com/ugc/collect/upload-forms.md#share-a-link-to-your-upload-form) and [Embed an upload button in a gallery](https://docs.cevoid.com/ugc/collect/upload-forms.md#embed-an-upload-button-in-a-gallery). With order sync on, a flow can also email customers an upload request after a purchase: see [Ask for an upload after a purchase](https://docs.cevoid.com/ugc/collect/upload-forms.md#ask-for-an-upload-after-a-purchase).

To bring over posts from another UGC platform, see [Import and export UGC](https://docs.cevoid.com/ugc/collect/import-and-export.md).

## Approve posts and tag products

New posts wait in your Inbox until you approve them. Approved posts move to your [Library](https://app.cevoid.com/library) and show in every gallery whose content they match.

- **Approve posts:** Click **Approve** on a post in [UGC → Inbox](https://app.cevoid.com/inbox), or select several posts and approve them with a bulk action. See [Approve posts](https://docs.cevoid.com/ugc/manage/library-and-inbox.md#approve-posts).
- **Tag products:** Add the products a post shows on its **Products** tab. Product tags make the post shoppable, and show it in the product page gallery on each tagged product's page. See [Add product tags](https://docs.cevoid.com/ugc/manage/posts.md#add-product-tags).

## Add a gallery to your store

Galleries show your approved posts on your store. Cevoid creates three when your workspace is set up, in [UGC → On-site widgets](https://app.cevoid.com/on-site-widgets): the product page gallery, the All posts gallery, and the UGC gallery.

- **Shopify:** The gallery blocks come with the UGC app, [Cevoid: Shoppable UGC](https://apps.shopify.com/cevoid-ugc). In a gallery, **Embed gallery** → **Open Shopify editor** copies the Gallery ID and opens your theme editor, where you add the gallery's Cevoid block.
- **Other platforms:** Paste the gallery's div code where the gallery goes, on a page with Cevoid's gallery script: see [Add the gallery script](https://docs.cevoid.com/integrations/ecommerce/general-implementation.md#add-the-gallery-script)

For the steps, see [Embed galleries on your website](https://docs.cevoid.com/ugc/showcase/galleries.md#embed-galleries-on-your-website). To change a gallery's layout and style, see [Gallery design](https://docs.cevoid.com/ugc/showcase/gallery-design.md).

A gallery's card on UGC → On-site widgets shows _Live_ when the gallery loaded on a page of your website in the last 10 days. Until the product page gallery first loads, its card shows _Most popular_. A post you approve can take up to 3 hours to show in a gallery on your website.

## Invite your team

Only admins can invite people to your workspace, and the person who created it is its first admin. To give your colleagues access, see [Invite people](https://docs.cevoid.com/workspace/team.md#invite-people).

## Related articles

- [Instagram](https://docs.cevoid.com/integrations/social/instagram.md)
- [UGC from Instagram](https://docs.cevoid.com/ugc/collect/ugc-from-instagram.md)
- [Upload forms](https://docs.cevoid.com/ugc/collect/upload-forms.md)
- [Library & Inbox](https://docs.cevoid.com/ugc/manage/library-and-inbox.md)
- [Galleries](https://docs.cevoid.com/ugc/showcase/galleries.md)

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Canonical: https://docs.cevoid.com/ugc/setup-checklist