Help · Getting started
Home
Home is the first screen you see. Your store's name sits at the top beside the Carpe Messaging mark, and everything under it is a fact about your store or a way to the screen where you do something about it.
Home itself never changes anything. Every button on it takes you to the page where the thing is done — your domain to Settings → Domain, a form to Forms, a fix to the screen that fixes it — so nothing is created, sent or enabled from here.
Home has two faces. While your store is getting ready to send, it shows your setup. Once your domain is set up and your import has finished (or you have said you are not moving from another platform), it shows how your store is doing.
On the Free plan, one more line shows how many of this billing period's 1,000 free emails are used and the day they start again, with See billing beside it. Once 800 are used, the note at the top of the app says the same, so this line is not shown.
While you get started
Your store's name has Getting started beside it, and the first card is Getting your store ready to send, with how many steps are left for you and a bar that fills as you go. Only the steps your store can take are counted.
Open Setup guide, on the same line, opens the whole checklist in a panel at the side of the screen — the same panel the Setup guide button opens on every other screen — without leaving Home.
The next step you can take stands out at the top of the card, with the one colored button on the page. After that lists the rest in order, then the ones you have finished, ticked. Each step's button opens the page where you do it.
Getting an SMS number is marked Optional, and an optional step is never the next step — that is always the first required step still open. It stays near the top of the list, because carriers take up to a week to approve a number. Not using SMS? Skip it in Setup guide opens that panel, where the skip is; once it is skipped the step leaves Home and the count drops by one.
A step that cannot be taken yet says why under its words — waiting for your domain, or for your import to finish, or naming who on your team can do it.
Done for you names what the app has finished for you already, such as connecting your store and reading your customers from Shopify. Anything still under way is listed under it with where it has got to. Before that reading has started at all, one line says so:
Reading your store from Shopify…
While an import from your old platform runs, it has its own card at the top: what it is importing now, how far through it is, and See its progress, which opens the import's own page. The next step sits under it, so you can carry on while it works.
Under the card, Look around while you set up leads to Profiles, Segments, Templates and Forms.
The setup guide has a help page of its own, called Setup guide. If you have hidden it, Home shows one line instead — how many steps are left and the next one — with Show setup, which opens the same panel. To see the checklist on a page of its own, open Settings → Setup guide.
Is there anything to fix
Once your store is sending, the first card says whether there is anything to fix, and the time it was read. When nothing is wrong, it says so:
You’re good to go
Under it, one line names what is true right now: that your store is connected to Shopify, that your forms are showing on your store, the day your last campaign went out, and how many messages were not sent in the last 7 days. Anything that is not true, or that the app cannot tell from where you are, is left off — your forms only show there when you open the app in your Shopify admin, because only the admin can say.
A message not sent is the app doing its job — someone had unsubscribed, say — so it is never counted as something to fix. The count is a link to the reasons on the Not sent screen.
When something needs fixing, the card says how many things — "3 things to fix" — and lists each one with a button to the page where you fix it. A line appears when sending is paused for your store, when your Shopify connection needs reconnecting, when your text message number is suspended or its registration was sent back, when your forms are no longer enabled in your theme, when your postal address is missing, when an email in a live automation can't be sent until it is fixed, or when a form has changes you have not published. One automation's button opens that automation; for several, it opens Automations.
Templates are not counted here. A campaign or an automation gets its own copy of a template, so a template's problem never stops a send — the Templates screen marks each one that has something to fix. The first one's button is the one colored button on the page. While your store is still getting started, the same card appears above your setup whenever there is something to fix.
When Carpe Messaging staff have paused your store's sending, the card reads Sending is paused for your store under a red mark, says why in the same words as the red note at the top of the page, and says that only Carpe Messaging staff can resume sending — nobody on your team can, and Home has no button for it. A demonstration store's card reads Sending is off — this is a demonstration store instead: it never sends, and only Carpe Messaging staff can enable sending for a store. The When sending is paused page explains both.
They come in the order you would act on them: your store's own sending and connection first, then the law that refuses a send, then the things that block one piece of work each.
Your numbers
Five numbers for the period you choose with Last 7 days and Last 30 days at the top right. Your choice lives in the address, so the Back button and a bookmark both keep it. See performance opens the Performance screen for the same period.
Orders after a click is the orders that followed a click in one of your emails or a tap in one of your texts, with their total value and how many orders there were. It is counted the same way as on the Performance screen. If the count takes too long, it says so instead of showing a number.
Not counted just now
Sent is the messages sent in the period, with how many were delivered under it.
Opened and Clicked are rates, and they count people, not opens. Each is the share of delivered emails that were opened, or clicked, at all — so one person opening the same email four times counts once, and a rate never climbs above 100%. Under each is the number of people. Automatic opens and clicks, made by Apple Mail's privacy protection and by email security systems, are never counted as people; when there are any, the "in all" number beside the people counts them too.
A rate over nothing is unknown rather than zero, so a period with no deliveries says this instead of 0%.
Not enough yet
Confirmed and subscribed counts the profiles something in your store confirmed who have also said yes to marketing email. It is a part, never your total — there is no gross profile count on Home on purpose. Read it as an upper limit on your reach: an address carrying a permanent do-not-email record, or a profile with no address at all, is still refused at the moment of sending. Under it, not confirmed yet counts the profiles nothing has confirmed; they are excluded from every audience and never emailed until something the app trusts — an order, or another signal from your store — confirms them.
Go to
Four cards lead to the screens you work in, in this order: Segments, Templates, Campaigns and Automations. The whole card is the link.
Without a segment there is no one to send to, without a template there is nothing to send, campaigns are what you choose to send, and automations do the work while you are away. Your forms are already set up by the time your store is sending, so they are not one of the four.
Each card has one count: how many segments and templates you have, how many campaigns have been sent and how many are scheduled, and how many automations are enabled. If the count can't be read, the card shows none rather than a number nobody counted.
Recent campaigns
The newest three campaigns that finished in the period, with the day each went out, how many it was delivered to, the share that opened, and the orders after a click. A campaign's name opens it.
No campaigns finished in this period.
While setup still has steps left, the Setup guide button sits at the bottom right of Home, as it does on every other screen, and opens the checklist in a panel.
Help on every screen
Every screen has a round ? button at the right of its title row — on Home, on the line with your store's name. It opens this page's help in a panel at the side of the screen, without leaving it.
Point at the ? button, or move to it with the keyboard, and it says Help with this page. The panel lists that screen's help by heading with each one's short answer. Read the full guide takes you to the whole page in the Help center, and Open Help center to its front page. In the editors — templates, forms, the campaign builder, the segment builder and the automation editor — the same round ? sits right after the name of the thing you are editing.
The Help center button at the top right of every screen opens the Help center: every one of these pages, inside the app, with a search across all of them. Nothing opens a new window, and you never leave the app.
The same pages are published on our site as well, where anyone can read them before they sign up.