Help & documentation

What the home screen shows — your setup while you get started, then whether anything needs fixing, your numbers and the way to where you work.

The checklist that takes a new store from install to its first campaign — what we do for you, the eight steps under Needs review, and how to hide it.

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.

How to find help without leaving the app — the Help center button, the ? at the right of every screen's title row and its panel, search, asking Talaria, Recently viewed and guides.

How the profiles screen and a profile's own page work — search, consent filters, editing a name, a phone number or a birthday, printing a name exactly as typed, the Paused mark, which segments somebody is in, profiles not confirmed yet and what you can do with them, vouching for a real person, activity, and why consent and verified identity are different.

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.

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.

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.

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.

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.

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.

Tell Talaria the audience you want in plain words and get an editable draft — every row stays yours to review, count, change, and save.

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.

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.

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.

How to stop emailing and texting one person, a whole segment or a list for a while, what resuming releases, and why pausing never touches anybody's consent.

The things you know about the people whose profiles you hold that we do not collect for you — where they come from, how to build a segment from one, and when one you put in an email wants a fallback.

How Carpe Messaging recognizes somebody who comes back to your storefront, what makes a visitor known, how long that lasts, and why being recognized is never consent.

Sync a segment to Meta as a Custom Audience and use it in your Facebook and Instagram ads — kept up to date every hour, with every profile that is never synced counted.

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.

What a paid address check costs, what each answer means, what happens to that person here and in your Shopify store, and whether they can ever come back.

Why every date in the app runs on your store's own clock — what "since a date" and "in the last 30 days" mean, when discount codes end, and how send time differs.

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.

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.

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.

What a back-in-stock request is, why asking is not subscribing, the pop-up a shopper sees and how you write it, how your form is doing, and the things that close a request.

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.

Enabling back in stock, placing the block on your product page, the bot check Enable sets up for you, and the look at your own store.

The back in stock email and the no longer available email, where to edit them, what you can change, and why the cancel link and your store's details stay in.

The Content section — templates, images, product groups, discounts, forms and back in stock, what each card counts, and where each piece is used.

What dark mode does to your email in each kind of inbox, which mail apps repaint it on their own, and what Carpe Messaging and you can do about it.

Hand your MCP AI assistant your idea, images and style guide, and it builds a template in your store from the editor's own blocks. It designs; it never sends.

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.

Saved rules that choose products, reused by name in any product block — and your store rules, which decide what an email may never show.

The product block and its panel — the ways to fill it, which of them are answered when the email sends, and how to choose products by hand from your own catalog.

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, their Shopify tags, whether you know their first name, or a detail of the event that started an automation.

A wheel on a signup form that people spin for a discount — the prizes and their odds, the page that shows what they won, the rules and odds, and what you are responsible for as the sponsor.

A text-only email is your words and links and nothing else, shown in the text size and typeface each reader's own mail app is set to — like an email a person writes.

The one field behind every link in an email — a web address, a phone number or an email address you type, or a search of your own store for a product, a collection, a page or a blog post — and why renaming something never breaks it.

How a campaign is built in three steps — who gets it, the email or the text, and when to send it — and what sending or scheduling one actually promises.

Enabling text messages, getting a number of your own approved, and what happens in the weeks in between — including the state that quietly kills registrations.

Why a text waits for a decent hour where the person is, whose hours decide — in the US and in Canada — and when somebody we cannot place is texted.

The laws and carrier rules behind marketing texts, what the app enforces on every text you send, and the parts that stay yours to get right.

Emails that go out on their own when something happens — how to build one, apply your changes, enable it, and see who is moving through it.

Which order and shipping emails Shopify sends for you, which ones to send from here instead, and how to make sure nobody gets the same email twice.

How birthdays reach your profiles — forms, imports and Shopify — the Birthday automation and its 7-day discount code, and why only the month and day are kept.

How Browsed product, Added to cart and Abandoned checkout hand a shopper from one to the next, and why each stops at an order so nobody is reminded after buying.

Why bots threaten your sending reputation, the doors they come through, and everything the app does to keep them out of your profiles and away from your sends.

The Analytics section — Performance (email and text messages), Campaigns & automations, Form performance, Deliverability, Not sent and Metrics, what each one counts and what it does not count yet, and why a message that was not sent is good news rather than an error.

How store credit you give with Redeemly reaches your profiles through Shopify Flow, and how to email people about the credit they have.

How Shopify Flow passes store credit, reviews and loyalty points from your other apps to your profiles here — no key, no code, on every paid plan.

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.

Why messages were not sent — the four groups, what each reason means, what to do about the few that are yours, and why most of them are the app keeping a promise.

The seven Carpe Messaging actions in Shopify Flow — what each one records, which boxes it needs, and what to do when a step fails.

How to read and answer the texts people send your store's number — Needs reply, who has a conversation, No reply needed, About, saved replies, Talaria's suggested reply, images in and out, reactions, the email when somebody texts, and the carrier's reply to STOP.

What each Settings page is for — your store, your brand, your team, email, your sending domain, text messages, connections and profiles — and where to read the whole of each.

How to move off Klaviyo in three steps — import, get ready and switch from Klaviyo — what arrives held, what is not imported, and a chapter for each part.

The two plans, Free and $29 per month: what each includes, choosing one when you install, moving between them, what you pay for, and where to see this billing period's usage.

How to connect your own MCP AI assistant so it can read your store, write drafts and add images, what it is never allowed to do, and how to disconnect it.

The order to move your text messages in — import, then verify your number, then two texts that tell your people about the change — and why the order matters.

The page a person opens from a Preferences page link in your email — what they can change there, the words they read before email goes off, and the questions you add.

How your store's email deliverability is built — your own sending domain, the daily number, the faster start your history can earn, and how a pause ends.

The two pages behind the unsubscribe link in your email — what you can change, what Resubscribe does, and why they carry nothing of ours.

Why we may pause all email and text messages from your store at once, what happens to campaigns in progress, and how to get sending back.