How to: Setup an Automated Campaign

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An Automated Campaign has all the perks of a Campaign, with the advantage of automation. Instead of creating a customer list, you decide what types of customers to reach out to, and at what point in the order experience to touch them. This dynamic profile enables you to continuously reach out to customers based on their behaviors. Without you lifting another finger, ShippingEasy will automatically contact your customers with your targeted Automated Campaign.

NOTE: if you prefer to send a one-time email to a static list of customers, create a One-Time Campaign instead. Learn how to send a One-Time Campaign.

These are the elements you can customize in an Automated Campaign:

  • Body of the email
  • Subject line for the email
  • Name to display in the email's From field
  • Reply-to email address
  • Attributes of the customers who should receive the email
  • The action you want to trigger the sending of the email
  • The delay (if any) before the email is sent

IMPORTANT: this guide assumes that you have a Campaign template drafted and ready to send.

If you have not created a Campaign template, start by selecting a Campaign template. Learn more.

If you already have a template that you want to update, you can customize it. Learn more.  

ShippingEasy also provides a selection of "single-click" Automated Campaigns, ready to send. Learn more.

TIP: if you are currently editing your CAMPAIGN template -

Finish setting up the Automated Campaign by clicking the blue Review & Send button.

Then skip to step 4.

To send an Automated Campaign:

  1. From the blue navigation menu, expand the MARKETING tab and select AUTOMATED EMAILS.
  2. Locate the Automated Campaign you want to send and click the cog, or settings, icon to the right. Single_Click_Edit.png
  3. You will be directed to the CAMPAIGN Results page. Click the Edit button.
    NOTE: if the Automated Campaign is currently active, you will need to pause it before proceeding. Confirm by clicking the [Pause and Edit] button.
  4. On the Sender Details page, for Campaign Type, make sure that Automated Campaign is selected.
  5. Specify the external details of the email. Fill in the following:
      • Subject Line: the subject of the email to be displayed in your customer's inbox
      • From Display Name: the name of the sender displayed in your customer's inbox
      • Reply To Email: where any replies from your customer will be sent
    NOTE: Variables can also be copied from this article and inserted into the Subject Line, From Display Name and Reply To Email fields. The only variable available for the Reply To Email field is the Email {{}} variable.
  6. Continue onto the "Set automated campaign rules" section.
    TIP: in a separate browser window, open the guide to selecting customers for an automated campaign.
  7. Set the conditions, or "If" statement, for the Campaign. The conditions tell ShippingEasy what type of orders should trigger the Automated Campaign.


    TIP: one or more conditions can be specified. More conditions creates a more targeted campaign.

    This example shows a simple condition: any order that has an order total of zero or more dollars will have an email sent to the buyer of that order. A good use for this approach is when you want all buyers to receive the email from the automated campaign.

    NOTE: to add more conditions, click the plus sign [+] button.

    This example shows a more complex set of conditions: for an order's buyer to receive an email from the campaign, the order must have a total greater than or equal to $100 and also include the product that has the SKU C349-333. This allows you to very precisely target which of your buyers receive the email from an automated campaign.

  8. Set the timeline for when the email is sent. This is the amount of time between when the conditions are met and when the email is sent.


    • Choose to trigger an email after an order is DownloadedShipped or Delivered.
    • Choose how quickly the email is sent after the trigger action. Either Send Immediately or Wait and send a certain number of days that you specify.

    TIP: consider when to send emails so that they have maximum impact.

    This example shows when an email is sent immediately after the order is downloaded: one use of this approach is for sending "we are processing your order!" emails to your customers.

    This example shows when an email is delayed until several days after the order is shipped. typically this is done when you want to send a "how did you like the product?" email after the order ships and you want to allow time for receipt of the package.

  9. Click Create Campaign to finish setting up the Automated Campaign. Emails will be sent as the conditions are met.


Related articles:

How to: Select the Customers for an Automated Campaign
How to: Monitor the results of an Automated Campaign
Quick Start: Launching an Automated Campaign
How to: Customize a Campaign template
What is a Campaign?

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.

ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

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Fully registered accounts may email, call, or chat with our team.
Trial accounts may email or call.


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