The four steps
- InstallInstall Sync Notify from the Shopify App Store and approve the permission screen. Your 14-day trial of Advanced starts at once, with no charge and no payment approval.
- Welcome and brand checkLook at the sample welcome email built from the logo, colours and fonts pulled from Shopify. Click "Looks good", or edit them on the same screen with a live sample. Your customers and orders sync in the background while you do this, so you don't have to wait.
- Connect your emailType your From email address. A provider preset fills in the host, port, encryption and limits. Type the password (an app password where your provider needs one), click "Test and send", then check your inbox and click "I got it".
- Turn on and go liveChoose which starter recipes to turn on. The welcome series is on by default. Click "Go live" to start the selected automations.
The required wizard
The brand check and email setup form a short required wizard. The dashboard opens once both are done.
Your progress is saved after every screen. If you leave partway, the wizard opens at the last step you reached when you come back.
If the email test fails
- A failed test shows a plain reason and a fix, for example "Gmail needs an app password" with a link to the provider guide.
- If your provider is not detected from the address, pick a preset or "Other" and enter the host and port yourself.
- If the test email does not arrive, check your spam folder and the From address, then send it again.
- Settings are saved only after the connection test passes and you confirm the test email arrived.