First-Time Setup

Once Notifly is installed and the widget is on your product pages, there are a few things to configure before it’s ready to send notifications.

1 — Add products to Notifly

By default no products are active in Notifly. Go to Notifications in the Notifly dashboard and click Add Products. From there you can select products individually, or use Import All Products to add your entire catalog at once.

Only products added here will show the subscription widget on their product pages.

See Products & Collections for details.

2 — Enable the notification types you want

Notifly supports two trigger types — back-in-stock and price drop. Both are enabled by default, but you can turn either off:

• OS 2.0 themes — open your theme editor, select the Notifly app block, and toggle Enable Back-in-Stock Alerts and Enable Price Drop Alerts in the block settings
• Legacy themes — edit the data-enable-back-in-stock and data-enable-price-drop attributes in your notifly-widget.liquid snippet

Triggers are controlled at the theme level, not inside the Notifly dashboard.

See Notification Triggers for details.

3 — Review your notification templates

Notifly ships with a preset template for each notification type and channel — they’re ready to use out of the box. You’ll likely want to customize the copy and branding to match your store.

Templates are managed in a few places depending on what you’re editing:

• Email Templates — create and manage email templates. Free plan merchants use the default system template. Basic plan merchants can choose from 3 presets. Pro merchants get the full Unlayer drag-and-drop editor and custom HTML mode.
• Shop Defaults — set your brand color, logo, social links, and default SMS and WhatsApp message templates. SMS and WhatsApp template editing requires Pro.
• Individual notification — when viewing a specific product notification, Pro merchants can override the template for that product specifically.

See Templates for details.

4 — Connect external accounts (Pro)

If you’re on the Pro plan and want to use your own sending accounts, go to Custom Providers in the Notifly dashboard to connect:

• SendGrid — for email sending
• Twilio — for SMS and WhatsApp

Connecting your own accounts removes notification limits and overages entirely — you’re billed directly by the provider at their rates.

See Bring Your Own Accounts for details.

5 — Configure quiet hours (Pro)

Quiet hours prevent Notifly from sending notifications during specified hours — useful for avoiding late-night messages to your customers. This feature is available on the Pro plan.

Go to Notification Settings to configure your quiet hours window and timezone behavior.

See Quiet Hours for details.

6 — Test with a real subscription

Before going live, run a quick end-to-end test:

1. On your storefront, visit a product page where a variant is out of stock
2. Click the back-in-stock button and subscribe with your own email address
3. In your Shopify admin, restore stock on that variant (set inventory to 1 or more)
4. Check that the notification arrives in your inbox within a few minutes

Note

Notifly monitors for trigger conditions automatically. Back-in-stock notifications typically send within a few minutes of a stock change being detected.

You’re set up. Use the Analytics dashboard to monitor subscriptions and sends as they come in.