Use this checklist when setting up Smart Emails for the first time.

### 1. Choose the primary language

Your primary language is the source for the design, template structure, and automatic translations. Choose the language in which you normally write and maintain the email content.

### 2. Choose and customize a preset

Select one of the 30 preset variations, then open the editor. Configure global colors, typography, buttons, logo, Shop Links, footer, and any marketing sections. Review the individual structure and text of the templates you plan to use.

### 3. Send a test email

Open a template, click **Send Test**, enter an email address, and check the result on desktop and mobile. Test important links, images, footer content, and both light and dark mode.

### 4. Generate the primary templates

Click **Export to Shopify**. Smart Emails saves the design and generates the HTML for every template available on your plan.

### 5. Install the primary language in Shopify

Go to **Exports**, select a template, and copy its code. Open the Shopify destination shown by Smart Emails, replace the notification body, and save it. Repeat this for each primary template you want to use.

Shopify does not allow an app to replace the primary notification body automatically. This copy-and-save step is therefore required once per primary template and again after structural changes.

### 6. Add secondary languages

Return to the Smart Emails Home page and click **Add Language**. Select the required languages and confirm. Smart Emails then:

* creates a language-specific design set
* copies the primary design
* translates supported text with Google Cloud Translation
* enables and publishes the locale in Shopify
* installs the translated `body_html` for every primary template already installed

You do not manually export the secondary-language versions.

### 7. Check Email Status

Open **Email Status** to verify which primary templates and language versions are present. If a language was added before a primary template was installed, install the primary template first and then run the offered synchronization.

### 8. Trigger a real Shopify notification

Create a test order or trigger the relevant notification. This final test verifies Shopify Liquid data, customer-language selection, the subject line, and the email body together.

|| **Current limitation:** Smart Emails automatically installs translated email bodies. Shopify notification subject lines are separate and are not currently translated by Smart Emails.