Creating your account and workspace

Sign up for Zalify, create your workspace, and connect your first site — the three steps that get your team up and running.

To start using Zalify you do three things, in order: create an account, create a workspace, and connect your first site. The whole flow takes a few minutes, and you can invite teammates and add more sites afterwards.

You can create a Zalify account two ways:

Email. Enter your email address and follow the sign-up flow.
Google. Click the Google option to sign up with your Google account. If you're already signed in to Google in your browser, you may also see Google One Tap — a small prompt in the corner of the page that lets you sign up with a single click. Both lead to the same Zalify account.

Use the same method each time you sign in. If you signed up with Google, choosing "sign in with Google" later will always land you in the right account.

Create your workspace

After signing up, Zalify asks you to create a workspace. A workspace is the container for everything your team does in Zalify: sites, contacts, campaigns, emails, designs, analytics, team members, and billing all live inside it.

Enter a name for your workspace — most teams use their company or brand name.
Complete any remaining setup questions.
Confirm to create the workspace.

Your workspace slug and URL

Every workspace has a slug — a short, URL-friendly identifier that appears in the address bar whenever you're working inside the workspace. If your teammates share links to a report or an email draft, the slug is the part of the URL that tells Zalify which workspace to open.

The slug is generated from your workspace name when the workspace is created. Because the slug appears in URLs your team will share and bookmark, pick a workspace name you intend to keep.

Connect your first site

Next, Zalify asks you to connect the website or store you want to work with. Your site is what the Zalify pixel tracks, where popups and the chat widget appear, and what Ana reports on.

Enter your site's domain (for example, shop.example.com).
Follow the prompts to finish adding the site.

If you run a Shopify store, connecting through the Shopify integration is the fastest path — it can handle pixel installation for you. See Connecting Shopify.

You can add more sites later from Settings → Sites — see Managing sites. Each site gets its own pixel, so keep one site entry per domain you track.

What happens next

Once your workspace exists and your first site is connected, you land on the Home dashboard. It shows a setup checklist that walks you through the remaining steps — installing the pixel, importing contacts, verifying your sender domain, and sending your first email. Two articles to read next:

Your Home dashboard — what you're looking at and where everything lives.
Reach setup checklist — the same checklist shown on Home, in article form.

Common questions

Can I belong to more than one workspace? Yes — if a teammate invites you to their workspace, it appears alongside your own and you can switch between them.

I signed up but can't find my team's existing workspace. Signing up creates a new account and workspace — it doesn't connect you to an existing one. Ask a workspace admin to invite you from Settings → Members instead, then accept the invitation from the email you receive. See Inviting team members and roles.

Do I need a credit card to sign up? See Plans and what's included for what each plan covers.

Your Home dashboard