Help · Settings

Store settings

Settings → Store holds the facts every email carries about your store, and how your store is connected to the app. This chapter covers each of them, top to bottom.

Your store connection

The app connects to your store when you install it from your Shopify admin. That connection is what brings your orders, checkouts, customer records, marketing consent and Shopify customer tags into the app — and it is why almost nothing in here has to be imported or maintained by hand.

Your order history is read when you install, not just from that day forward. Your customer records are imported first, then your past orders are added to them — all of them where Shopify has approved us to read orders older than 60 days, and the last 60 days where it has not. It happens on its own, in the background, and a store with years of orders takes a while; your reports and your engagement segments fill in as it goes. Nothing to start and nothing to wait on before you use the app.

And if you import your people later, your orders are read again. An order can only be attached to somebody the app already holds a profile for, so a purchase belonging to a person who arrives in a later import would otherwise be missing. Whenever an import of your people finishes, the app reads your order history once more and attaches what it could not attach the first time. You do not have to ask for it, and nothing is counted twice.

There are two ways in, and they lead to the same place. You open the app from your Shopify admin and it runs inside the admin — and because Shopify has already signed you in, that door asks for no password and there is nothing to remember. The app also has an address of its own, app.carpemessaging.com, with the same screens, the same data and the same store behind them; you sign in there with your email address and a password. Who may use each door, and how somebody gets a password in the first place, is in the Your team chapter.

One email address, several stores. The same email address can work in as many stores as have invited it — if you run two Shopify stores, or you work on more than one merchant's store, you keep one login and one password for all of them. You work in one store at a time:

• Inside Shopify, the store is the one whose admin you opened the app from. There is nothing to choose.
• At app.carpemessaging.com, if you work in more than one store, the app asks Choose a store after you sign in. To move to another store later, press your store's name at the foot of the menu, under Help, and choose the store you want from the list that opens. You land on that store's home screen. Both lists put the store you opened most recently first, and when you work in eight stores or more, Find a store above the list narrows it as you type. If you work in only one store, you do not see the store's name at the foot of the menu, and you are asked to Choose a store only when something has changed: you were removed from the store you had open, or you followed a link for a store you do not work in — then the screen says That link is for a store you do not work in.

If you switch stores in one browser tab while another tab is still open on the first store, a box opens over that other tab saying You switched stores in another tab. The page under it stays as it was, including anything you had not saved yet. Press Switch back to your first store to carry on in that tab where you were, or Continue in the other store to go to its home screen. Nothing you do in the old tab is saved into the new store.

A link in an email from Carpe Messaging opens the store the email is about. If you are working in a different store when you open it, the app asks whether to switch before it shows you anything.

Each store keeps its own team, roles, profiles, settings and billing. Being an owner in one store gives you nothing in another; each store decides your role for itself.

What your email says about you

Store settings is where your store's Store name, From name and Store address live. They are what every email you send carries about you: what your store is called, the name beside your subject line, and the postal address at the foot of every marketing email.

All three are yours from your first day here, whether or not you have set up a domain to send from yet.

Your store address

Every marketing email you send has to show your store's mailing address. That is the law wherever you are sending, and a marketing email without one on file is held back rather than sent. A transactional automation email — an order or shipping update — does not need one, and nor does a test that goes only to your team.

If your Shopify store publishes an address, it is filled in from there, so most stores never have to type it. If the box is empty, Shopify had none to give — or the store is not connected yet — and the address is yours to type. Change it here whenever the address on your email should be a different one from the address Shopify holds — a PO box, a mailing address that is not where you work, or simply a Shopify record that has gone stale:

Nothing will overwrite what you type.

And under that, in smaller type, the one thing that is true of every store:

Changing it here does not change it in Shopify.

If the address in the box is the one we filled in for you, that line is preceded by where it came from. An address you typed yourself is never described as Shopify's:

Filled in from your Shopify store.

It goes on one line in your email, so you write it on one line here. What the footer of your email shows is one comma-separated line, in both the designed version and the plain-text one, and the box matches that rather than asking you to imagine it.

Until it is filled in, your marketing email does not go out. The card says so, under the box, for as long as the box is empty:

Your store has no address yet, so sending is stopped until it is filled in.

And it cannot be emptied once it is set:

Your store address cannot be empty — every marketing email you send has to show one, so sending is stopped until it is filled in.

Store name

What your store is called. The box says what it is for:

What your store is called. It is what somebody reads on your unsubscribe page, and what a text message from you is signed with.

It is filled in from Shopify the first time an owner or a manager opens this screen, and it is yours to change if Shopify has it wrong or you would rather people saw something else.

Your store name follows your Shopify store name when you rename it there. Rename your store in Shopify and the new name replaces the one here — even a name you typed here yourself, because the newest change wins. A name you type here afterwards stays until the next time you rename the store in Shopify. Changing anything else about your store in Shopify leaves the name here alone. Your From name is never changed by a rename.

If Shopify has no name for your store — or we could not reach it — the box holds your store's web address instead, and the line under it says so:

Your store has not been named yet, so this is the name Shopify gave its web address. Type what your store is called.

Once the store has a name that line is gone, because it would no longer be true. Changing the name here never changes it in Shopify — the card says so once, under the address.

It is not the same thing as your From name, and the two turn up in different places. Your store name is what somebody reads on your unsubscribe page, and what a text message from you is signed with. Your From name is what an inbox shows beside a subject line — and a single email can set its own.

It cannot be left empty:

Your store name cannot be empty.

It has to fit on one line:

Your store name carries a line break or a control character. Retype it as one line.

And there is a ceiling, which no real store name comes near:

Your store name can be up to 200 characters.

From name

The name beside your subject line in somebody's inbox. Often your store's name, though it does not have to be — Rosa @ Fennimore & Vale is a perfectly good From name, and plenty of stores do better with a person's name in front of the brand:

The name people see in their inbox, next to your subject line.

A single email can set its own. Open any email in the editor and you will find a From name beside the subject line: leave it empty and the email sends under the name here, or fill it in and that one email sends under that. A welcome email signed by a person and a sale announcement signed by the store is an ordinary thing to want.

A From name is a name, not an address. Rosa @ Fennimore & Vale is fine — there are spaces around the @, and it reads as a name. rosa@fennimoreandvale.com is refused, here and in the editor, because a sender line that looks like an address is how an honest store comes to look like somebody pretending to be one. The refusal says so, and shows you both forms side by side:

That looks like an email address. A From name is a name — “Rosa @ Fennimore & Vale” is fine, “rosa@fennimoreandvale.com” is not.

It also has to fit on one line. If you paste a name that carries a line break or a tab, the save is refused with a note saying so:

That From name carries a line break or a control character, which an email cannot send. Retype it as one line.

And it cannot be left empty — leave the box blank here and there is no name for an inbox to show:

A From name cannot be empty.

Quotes are fine; a name like Bob "The Builder" Ltd sends exactly as written. So are accents and other marks — Rósa @ Fennimore & Vale arrives exactly as you typed it.

Saving them

All three are saved together, by the one Save this app uses everywhere: type into any of the boxes and a bar appears offering Save and Discard, and the page keeps you there while something is unsaved, until you save or discard. An owner or a manager changes them; everybody else sees them and cannot type into them.

The store's time zone

Store settings shows your store's Time zone, and shows it read-only. The note beside it says where it comes from: set in your Shopify admin. Carpe Messaging always uses your store's time zone.

The clock belongs to your store, so the app reads it rather than offering a second setting that could disagree with the first. Change it in Shopify and the app follows within a minute or so, with no reconnecting. The Your store's time zone page explains what it decides, and what happens to a campaign you already scheduled.

It formats every date you see — the Last activity column and the activity feed on your profiles, when a segment was counted and last edited, and the buckets your metric charts are cut into. One clock everywhere means two adjacent screens can never name different days for the same event. Compact dates in table cells show the whole moment on hover, in the same zone.

If your store has not been connected yet, the row says so: not available yet — connect your Shopify store. Until a zone is known, dates fall back to UTC rather than guessing from whichever browser happens to be open.

Storefront browsing

The app records what visitors look at in your store — pages, products, items added to the cart — so a returning visitor's browsing can land on their profile. It enables this in your store by itself, and there is nothing for you to set in Shopify.

You only see it here when something is wrong. If the app could not enable it, Store settings opens with a notice saying so and why: Shopify did not answer, Shopify did not accept it, or the problem is on our side. Until it is on, the pages and products people look at are not recorded. When Shopify was the reason, the app tries again each time you open the page; a problem on our side is ours to fix, and there is nothing for you to do. The Returning visitors help page explains what the browsing is used for.

Your collections, pages and blog posts

Your product blocks and link fields read a copy of your collections, store pages and blog posts, checked once a day. Store settings shows when each copy was last checked, under Collections, pages and blog posts, and Refresh checks them now.

Your product blocks read a copy of your Shopify collections, and your link fields read a copy of your store pages and your blog posts, rather than asking your store every time an email goes out. All three copies are checked once a day, and each has its own line under the button saying when it was last checked — Collections last checked, Store pages last checked and Blog posts last checked — the oldest thing in it, so the date is true of every collection, every page and every post, and not just the one that changed most recently. A copy nothing has read yet says so instead of showing a date:

No blog posts copied over yet.

Why you might refresh it yourself. Shopify tells us when you edit a collection, but not when a product edit somewhere else changes which rule-based collections that product belongs to. Retag fifty products in a bulk editor and nothing announces it. Your store pages and blog posts have no announcement at all — Shopify does not tell us about them, so a page or a post you have just added or renamed is ours to find on the next check. If you have just reorganized your store and want a product block or a link to reflect it now, press Refresh.

A refresh reads your whole store, so it can take a moment. If it does not get all the way through, we say so and keep what we read — press it again to finish the rest. When all three finished:

Checked — your collections, pages and blog posts are up to date.

Otherwise the three copies answer for themselves: your collections can be up to date while your pages or your blog posts still need another go, and each that fell short says so in its own sentence:

Your blog posts were not all re-read this time. Try again to finish them.

If a refresh is already running, we say that too rather than starting a second one.

If nothing has been copied over yet, the line says so instead of showing a date.

An owner or a manager can press it. Everyone can see when it was last checked.

Being told when people are waiting

One switch on Store settings emails your team when people start waiting at a Manual message in an automation. It is off until an owner or a manager enables it.

A Manual message holds everyone who reaches it until someone on your team sends it. The switch reads:

Email the team when people start waiting at a Manual message

It is off when you start, and we chose that for you: until you enable it, people wait at a Manual message until somebody opens the automation and sees them. On, the moment people start waiting at a Manual message that had nobody waiting, everyone on your team who can release them — marketers, managers and owners — gets one email with a link to them. It is one email per message, never one per person, and nobody is emailed about that message again until everyone waiting there has been released or skipped. Under the switch it says how many people on your team it would reach.

An owner or a manager can enable and disable it. How Manual messages work is on the Draft, Manual and Live help page under Manual messages.

Your images

How many images you are holding is not on this page. It is one line at the top of Images & media, beside the images it counts — how many, how much space they take, and the most a store can hold. It is a fact about your library rather than something you set here.