> ## Documentation Index
> Fetch the complete documentation index at: https://codebeans-cb-notifylyst.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Your first day

> From installing Notifylyst to a store that collects sign-ups and alerts shoppers — what to do, and how to know each step worked.

**Who:** you, the merchant · **Goal:** a working back-in-stock alert by the end of the day

```mermaid theme={"system"}
flowchart LR
  A[Install] --> B[Choose a plan in Shopify] --> C[Home: setup guide]
  C --> D[1 App embed on] --> E[2 Notify me button] --> F[3 Try it on a sold-out product] --> G[4 Test alert]
  G --> H[You are all set]
```

**1. Install and choose a plan**

Install Notifylyst from the Shopify App Store and approve its permissions. The app asks you to
**Choose a plan to get started** and sends you to Shopify's plan page; approve a plan there. Paid
plans can start with a free trial.

**It worked if:** you land on **Home**, greeted with the setup guide.

**2. Turn on Notifylyst in your theme**

Press the first step of the setup guide. Your theme editor opens; switch on **Notifylyst Restock
Widget** under **App embeds** and save.

**It worked if:** the guide ticks the step and shows **Notifylyst is on in your theme**. If it says
**Still off in your theme. Switch it on and save.**, you probably edited a draft theme — do it on the
live one.

![The Shopify theme editor's App embeds panel with Notifylyst Restock Widget switched on.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-03-theme-block.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=b2afcf21c19ca2a02b3039eb67ae2f9c)

**3. Show the Notify me button**

Press **Turn on floating button** for a tab on the edge of product pages, or add the **Notifylyst
Restock Button** block to your product template. Then make it yours under **Appearance** — the
[button and form](https://codebeans-cb-notifylyst.mintlify.site/app/guides/customize-appearance.md).

**It worked if:** Home's **Live on your store** card lists the **Notify me button**.

**4. Try it on a sold-out product**

Open your storefront in another tab, find a sold-out product, choose the sold-out variant and press
**Notify me when available**. Sign up with your own email address and press **It works**.

**It worked if:** your sign-up appears in **Analytics → Sign-ups** and in **Recent activity** on the
Dashboard.

![The Notify me when available form open over a sold-out product page.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/journey-shopper-02-popup.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=dee381001dd50ab6dd9a0d8e53445a77)

**5. Send yourself a test alert**

Press **Send test alert**, then **Send test email** in **Appearance → Notifications**.

**It worked if:** the email arrives, and **Settings → Communication logs** lists it as **Sent**.
Read it as a shopper would — is the sender name right? Is the wording yours? See
[Message templates](https://codebeans-cb-notifylyst.mintlify.site/app/guides/message-templates.md).

**6. You are all set**

Home now reads **You are all set — All 4 setup steps are done.** From here, Home's **Needs your
attention** card tells you when something stops alerts going out, and **Do more with Notifylyst**
suggests what to switch on next.

![Home after setup: You are all set, this month's numbers, Needs your attention, Do more with Notifylyst and Live on your store.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-01-navigation.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=eb58127fcf99d1641f9f5ea897a68d45)

## What happens behind the scenes

Nothing is added to your theme's code: the embed and blocks are part of Notifylyst's theme
extension, and the button and form settings are stored with your store in Shopify, so the
storefront loads them without calling Notifylyst's servers. From now on Shopify tells Notifylyst
whenever stock changes; you don't schedule anything.

## Where it can go wrong

| Symptom | Why | Fix |
| - | - | - |
| The app shows **Choose a plan to get started** again | The plan approval in Shopify wasn't finished | Approve it, then **Already chose a plan? Reload** |
| The embed step never ticks | The embed is on in a draft theme, or not saved | Turn it on in the live theme and save |
| No button on the product | The variant isn't sold out, or no button is set up | Pick a sold-out variant; turn on the floating button or add the block |
| The test email doesn't arrive | Spam folder, or nothing left to send | Check spam and **Communication logs**; check **Usage** |

> [card] [A shopper gets a restock alert](https://codebeans-cb-notifylyst.mintlify.site/journeys/shopper-restock-alert.md)
>
> The other side: what your shoppers experience.

> [card] [Quickstart](https://codebeans-cb-notifylyst.mintlify.site/app/quickstart.md)
>
> The same steps as a short checklist.


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