Reach setup checklist

To get Zalify Reach fully working, complete five steps in this order: install the Zalify pixel, verify your sender domain, get your first contacts in, publish a form, and send a broadcast. This is the same checklist you see on the Reach home dashboard when you first sign in — this article walks through each step and links to the detailed guide for it.

Each step builds on the one before it, so do them in order. Steps 1 and 2 are one-time setup; steps 3–5 are your first real use of the product.

1. Install the Zalify pixel

The pixel is a small script on your website. It powers popup display, on-site event triggers, and the chat widget — so until it's installed, popups won't appear on your site and chat won't load.

1. Open the pixel installation instructions in Reach.
2. Add the pixel to your site following the instructions for your platform (Shopify stores enable it through the app embed; other sites add the script to the page).
3. Visit your site and confirm the pixel is detected.

Deep dive: Installing the Zalify pixel · Zalify pixel and Reach

2. Verify your sender domain

Before you send email, verify the domain you'll send from in Email Settings. Verification proves to inbox providers that Zalify is allowed to send on your behalf — without it, your emails are far more likely to land in spam or not send at all.

1. Go to Email Settings in Reach.
2. Add your sending domain and copy the DNS records Reach gives you.
3. Add those records at your DNS provider, then return to Reach and confirm verification.

Deep dive: Verifying your sender domain

While you're in setup mode, also fill in your Brand Kit at /brand-kit — logo, colors, fonts, and company address. It feeds your email footers and templates, and the {{ company_address }} merge tag pulls the address from it. See Brand Kit and Reach.

3. Import or collect your first contacts

You need people to send to. There are two ways to start:

• Import existing contacts. If you have contacts in a CSV (for example, an export from a previous email tool), import them into a list. Only import people who actually opted in — see Managing contacts, and if you're switching tools, follow Migrating to Reach.
• Collect new contacts. If you're starting from zero, skip ahead to step 4 — your first form will collect contacts for you. Order webhooks from your store also create contacts automatically.

Either way, contacts land on lists, and lists are what you send to. See Lists and segments.

4. Publish your first form

Forms and popups turn visitors into contacts. Remember the split: you design the form in Z1 Canvas, then run it in Reach.

1. Create the form design in Z1 Canvas.
2. In Reach, connect the form to the list where submissions should go — see Connecting a form to a list.
3. If it's a popup, set its display rules — page targeting, delay, exit intent, and frequency — on the Pixel Triggers page. These rules are not in the form editor. See Controlling when your popup appears.
4. Publish, then visit your site to confirm the popup appears. This only works if the pixel from step 1 is installed.

Deep dive: Creating a form or popup

5. Send your first broadcast

A broadcast is a one-off email to a list — a welcome note, a newsletter, a promotion.

1. Design the email in Z1 Canvas. Make sure it includes the *|UNSUBSCRIBE_URL|* unsubscribe link and your company address (use {{ company_address }} to pull it from Brand Kit) — see Merge tags reference.
2. In Reach, choose the list to send to.
3. Send a test to yourself, then send or schedule the broadcast.

Deep dive: Sending your first broadcast

After the checklist

Once the basics work, the usual next steps are:

• Set up a welcome automation so new contacts hear from you immediately.
• Read Deliverability best practices before ramping up volume — especially if your sender domain is new.
• Check broadcast reports after your first sends to see opens, clicks, and unsubscribes.