Onboarding checklist

Checklist before launching your first campaign

1

Enable XFlow Helper

2

Set up 'Notify me' form and messages

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.

Learn more:

Customize 'Notify me' form and messages
3

Create an email template

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

Learn more:

Create an email template
4

Create a workflow

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

Learn more:

Create a workflow
5

Create and launch a campaign

Navigate to Campaign to build a campaign tailored to your goals.

Learn more:

Create and launch a Restock campaign

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