Help & documentation
Everything the app does, written for the person doing it. Read it before you install; it is the same help you will have inside the app.
Getting started
- Home
What the home screen shows you — what needs your attention, what you left unfinished, where your profiles stand, and what your sending did.
- Settings
How your store connects to the app, the two ways in, who is on your team and what each role may do, inviting and removing people, and your email settings.
- FAQ
Short answers to the questions asked most — profiles and consent, segments and lists, forms, email templates, discounts, images, metrics, and who on your team may do what.
- Coming from Klaviyo
How to import your profiles, your history and your work from Klaviyo, what arrives held, and what is not imported at all.
- Connect your MCP AI assistant
How to connect your own MCP AI assistant so it can read your store and write drafts, what it is never allowed to do, and how to disconnect it.
Audience
- Audience
The Audience section — what its cards count, how a segment differs from a list, and why consent is decided on the profile rather than by the group someone is in.
- Building a segment
How to write a segment rule in plain English — the kinds of condition, including where somebody is, how groups combine with OR and AND, the live count, and how saving works.
- Consent
What marketing consent means per channel, the four states a profile can be in, where consent comes from — including your own signup forms — and why Do not email is permanent.
- Deleting profiles
How the store's owner deletes one profile, or everybody in a segment or a list, what goes and what stays, and what happens to the same people in your Shopify store.
- Describe your segment
Tell Talaria the audience you want in plain words and get an editable draft — every row stays yours to review, count, change, and save.
- Exports
How to take a copy of your audience — why every export makes two files, what each column means, which scopes can carry a not-verified row, and why the link lasts a day.
- Import people
How to import your people from another platform — what each column means, what we ask you to confirm, and why some people arrive ready to email while others wait.
- Lists
What a list is and how it differs from a segment — the two numbers on every list, why adding a segment's people is a copy, and why membership is never consent.
- Narrowing by property
How to narrow a condition to the products someone bought, the pages they visited or the amounts they spent, and the difference in wording that changes who a rule catches.
- Profile properties
The things you know about the people on your list that we do not collect for you — where they come from, how to build a segment from one, and why every one you put in an email needs a fallback.
- Profiles
How the profiles screen and a profile's own page work — search, consent filters, the Paused mark, vouching for a real person, activity, and why consent and verified identity are different.
- Refusals
The record of every email you sent that was stopped before it reached somebody, what each reason means, and why most of them are not yours to undo.
- Segments
How your segments screen works — searching, labels, counts and their freshness, the row menu, the members preview, the built-in segments, rules about where people are, and why mailbox engagement and customer activity are kept apart.
- Verified identity
Why some profiles read "Verified identity" and others "Not confirmed yet", how a profile becomes confirmed — including straight away, from one of your own forms — and why unconfirmed profiles are shown but never counted or emailed.
Content
- Automations
Emails that go out on their own when something happens — how to build one, publish it, turn it on, and see who is moving through it.
- Back in stock
What a back-in-stock request is, why asking is not joining your list, the pop-up a shopper sees and how you write it, how your form is doing, and the things that close a request.
- Back in stock — groups and holding
How many people are notified at a time, the gap between groups, why your store is checked between each one, and exactly what the guarantee is.
- Back in stock — setting it up
Creating the form, placing the block on your product page, the two things that must be in place before a shopper sees anything, and the theme check.
- Back in stock — the two messages
The restock email and the discontinued email, what you can change in them, and why the cancel link and your store's details cannot be taken out.
- Campaigns
How a campaign is written, who it goes to, what the review shows you before it goes, and what scheduling one actually promises.
- Content
The Content section — templates, images, products, discounts and forms, what each card counts, and where each piece is used in an email.
- Discounts
Where discounts come from, a code of your own against a code for each person, what a printed deadline really does, and what comes back when one is used.
- Email templates
How an email is put together — the template a campaign owns, the versions behind it, the Library of pieces you reuse, and the rules that stop an email going out.
- Forms
Build a signup form for your storefront, choose who sees it and when it opens, publish it in one click, name your versions, and make an earlier one live again whenever you want.
- Images & media
One place for your store's images — how uploading works, what happens to an image on its way in, why every image needs a description, and the difference between archiving one and deleting it.
- Pause and resume
How to stop emailing one person or a whole segment for a while, what resuming releases, and why pausing never touches anybody's consent.
- Products in an email
The product block and its panel — the nine ways to fill it, which of them are answered when the email sends, and how to choose products by hand from your own catalog.
- Show a block to some people
Give one block or one section of an email a rule, so only the people it fits see it — written over your profiles' own properties and their Shopify tags.
- Text messages
Turning text messages on, getting a number of your own approved, and what happens in the weeks in between — including the state that quietly kills registrations.
- Unsubscribe page
The two pages behind the unsubscribe link in your email — what you can change, what Resubscribe does, and why they carry nothing of ours.
- Where a link goes
The one field behind every link in an email — a link you paste, or a search of your own store for a product, a collection or a page — and why renaming something never breaks it.
Analytics
- Analytics
The Analytics section — performance, refusals and metrics, what each card counts, and why an email the product refused to send is good news rather than an error.
- Connect Shopify Flow
How to send store credit, reviews and loyalty points into this app from Shopify Flow — the exact request each one sends, and what arrives where afterward.
- Metrics
The catalog of everything trackable to a profile — where each metric comes from, how the charts and activity feed read, and what removing a metric you brought here does.