Onboarding checklist

Checklist before launching your first campaign

1

Enable XFlow Helper

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

2

Customize the 'Notify me' form and messages

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, go to Campaigns > Global configuration to set up the Back-in-Stock alert, including the sign-up form and the “Notify Me” button.

👉 Follow the full guide here:

Customize 'Notify me' form and messageschevron-right
3

Create and launch a campaign

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)

👉 Follow the full guide here:

Create and launch a Restock campaignchevron-right
4

Create an email template

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

Learn more:

Create an email templatechevron-right
5

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.

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

Create a workflowchevron-right

📩 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.

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