# Onboarding checklist

{% hint style="info" %}

#### **Start in minutes with the Global Restock Campaign—cover every out-of-stock product automatically**

<a href="https://youtu.be/zyZZ5rRRHnI" class="button primary">Watch the 2-minute setup video</a>
{% endhint %}

Need different workflows for specific products or collections? Follow the steps below.

{% stepper %}
{% step %}

### Enable XFlow Helper&#xD;

{% hint style="success" %}
Steps:

1. Go to your Shopify dashboard.
2. Choose **Online Store > Themes.**
3. Navigate to **App embeds** and enable **XFlow Helper.**
   {% endhint %}

<figure><img src="/files/R22UN94c4DSr3c29NtVd" alt=""><figcaption></figcaption></figure>

Once enabled, customers will be able to subscribe to back-in-stock alerts directly from your product page.
{% endstep %}

{% step %}

### Customize the 'Notify me' form and messages&#xD;

The “Notify me” form is the entry point where customers subscribe to back-in-stock alerts when a product is unavailable.

From the XFlow dashboard, select **"Notify me" widget settings**.

<figure><img src="/files/z01D6rQ4yBIBc9tWZ1GG" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PN6AER96SnBKVcLgUDlI" alt=""><figcaption></figcaption></figure>

👉 *Follow the full guide here:*

{% content-ref url="/pages/A9sSmstzsj8gc4LQ6sSf" %}
[Customize "Notify me" form and messages](/xflow-app/notify-me-widget/customize-notify-me-form-and-messages.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Create and launch a campaign&#xD;

Build a campaign tailored to your goals.

Each campaign represents a dedicated restock strategy. Instead of applying one global setup to all products, campaigns let you control:

* Which products or collections are included
* How subscribers are handled when products restock (workflows).

<figure><img src="/files/5YeWlbql9RwrGIdsJtDA" alt=""><figcaption></figcaption></figure>

👉 *Follow the full guide here:*

{% content-ref url="/pages/tebcwaMIILdhj9EY0qrJ" %}
[Create and launch a Restock campaign](/xflow-app/campaigns/create-and-launch-a-restock-campaign.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Create an email template&#xD;

Go to **XFlow dashboard > Email templates** to set up and customize your email template.

Email templates control the content and branding of your notification emails, including:

* Subject line
* Messaging tone
* Call-to-action (CTA)
* Layout and branding elements

<figure><img src="/files/gK6VGAo58fV67HYbL5pw" alt=""><figcaption></figcaption></figure>

*Learn more:*

{% content-ref url="/pages/nXwNg4IKnFUKyqmD5GJb" %}
[Create an email template](/xflow-app/email-templates/create-an-email-template.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Create a workflow

Go to **XFlow Dashboard > Workflows** to build the workflow that works best for you.

Workflows control what happens when a product is restocked, and allow you to automate follow-up actions for subscribers.

<figure><img src="/files/ZoStDcFy3zkp9qnGKKvL" alt=""><figcaption></figcaption></figure>

Each campaign has its own workflow, so different products can follow different restock strategies. *Learn more:*

{% content-ref url="/pages/NWmkFOfstlDd2472afEb" %}
[Create a workflow](/xflow-app/workflows/create-a-workflow.md)
{% endcontent-ref %}
{% endstep %}
{% endstepper %}

***

#### 📩 **Need help?**

We’re here to make your XFlow experience smooth and successful.\
Our support team is always ready to assist you—no matter how big or small your question is.

<a href="https://admin.shopify.com/apps/xflow?chat=true&#x26;utm_source=foxecom&#x26;utm_medium=help_center_xflow_onboardingchecklist&#x26;utm_campaign=cta_button&#x26;utm_term=chat_now" class="button primary" data-icon="comment-lines">Chat now</a> <a href="mailto:contact@help.xflow.so" class="button secondary" data-icon="envelopes">Message us</a>


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