Quick Start Guide

Once you have installed NotifyBay, you can get it up and running on your storefront in just a few minutes. This guide walks you through the absolute essentials to start recovering revenue today.

Step 1: Activate Your Core Modules

First, decide which notification features you want to offer your customers.

Navigate to NotifyBay > Settings in your WordPress admin sidebar.
On the General tab, find the Feature Selection section.
Ensure Waitlist (Back-in-Stock) is toggled ON to capture intent for out-of-stock items.
Toggle Enable Wishlist to ON if you want customers to track price drops.

Click Save Settings at the bottom of the page.

Step 2: Configure Your Button Appearance

NotifyBay needs to look like a native part of your store. You can customize the look and placement in the Display tab.

Click the Display (Appearance) tab at the top of the Settings screen.
Placement: By default, NotifyBay is set to Automatic. This works for almost all themes by automatically inserting the form near the “Add to Cart” button.
Button Styling:
- Change the Waitlist Button Text (e.g., “Alert me when in stock!”).
- Add your theme’s primary button class to the Button CSS Class field (e.g., button alt or btn-primary) to ensure a perfect visual match.

Click Save Settings.

Step 3: Verify & Send Your First Test

Before going live, it’s critical to verify the “Customer-to-Dashboard” flow.

Open an Incognito Window: Open your store as a guest visitor.
Join a Waitlist: Go to any Out of Stock product. You should see your new button. Click it, enter a test email, and submit.
Check your Dashboard: Go back to your admin browser tab and navigate to NotifyBay > Leads.
Success: You should see your test email at the top of the list with an “Active” status.

What’s Next?

Now that your engine is running, you can:

Customize your email templates to match your brand voice.
Set up Double Opt-In for better email hygiene.
Learn how to place forms manually using Shortcodes or Blocks.