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Schedule an Automated Campaign - Customer Marketing | How To

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Campaign editing tools are open to all ShippingEasy users. We welcome you to
explore the Customer Marketing solution and discover new ways to reach customers.

An Automated Campaign has all the perks of an email marketing 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 set list of customers, create a Regular Campaign instead. Learn how to send a Regular 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

To send an Automated Campaign:

  1. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.

  2. Click the blue Create Campaign button to the left of the page.
    create_campaign_button.PNG
  3. Select Automated in the "Select a campaign type" modal.
    select_campaign_type_Automated.png
  4. On the SELECT A CAMPAIGN TYPE page, you will select the type of Automated Campaign you want to send. There are two categories of Automated Campaigns:
    Increase Sales:
    • Abandoned Cart
    • Automated Offers
    • "Buy it Again" Reminder
    • First Time Buyer
    • Lapsed Customer Winback
      increase_sales_emails_-_activated_stores.PNG
    Build Relationships:
    • Order Confirmed
    • First Time Buyer
    • Request Feedback
    • Product Review Request
    • Amazon Seller Feedback Request
    • Amazon Product Review Request
      Build_Relationships_emails.PNG
  5. For each Campaign Type, ShippingEasy will show you which of your connected stores are eligible for the campaign. You can also use the Store Platform filter, in the upper right of the page, to see which Campaigns are best suited to a specific store. Learn more about the types of Automated Campaigns eligible for your stores.
    Store_Platform_Filter.png
  6. Once you have decided on the Campaign Type, click on the image tile to select it.  Next you will pick the specific template.
  7. On the SELECT A TEMPLATE page, you will see a gallery of templates that ShippingEasy has created specifically for the selected Campaign Type. Hover over a template that interests you. Click Preview to view the template and Select to apply the template to your campaign.
    select_or_preview_campaign.PNG
  8. On the ADD CONTENT TO YOUR EMAIL page, customize the campaign to fit your specific brand. Learn how to customize a campaign.
    campaign_editor_tools.PNG
  9. When you are finished customizing content, click Save & Continue.
    save___continue_button.png
    NOTE: Selecting Save allows you to save your work periodically without leaving the editor.
  10. On the SET RULES TO DEFINE YOUR AUDIENCE AUTOMATICALLY page, select rules to define your audience for your Campaign and schedule when the Automated Campaign is sent.
    TIP: open the guide to selecting customers for an automated campaign.

    Set the conditions, or "If" statement, for the Campaign. These conditions tell ShippingEasy what type of orders should trigger the Automated Campaign. For instance, if you selected a Campaign for one specific store platform, you can make sure to only send emails to customers who buy from that store.
    Automated_Campaign_-_Condition_-_Filter_-_Store.png

    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.
    automated_campaign_1_condition.PNG

    To add more conditions, click the [+] Add another condition button below the initial condition.
    add_another_condition.PNG

    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.
    automated_campaign_2_conditions.PNG

  11. 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.

    Actions_expanded.png

    • 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.
    • Choose to trigger an email after an order is Downloaded, Shipped or Delivered.
      NOTE: Delivery notification is not supported for FBA orders.

    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.
    order_is_equal_to_0_send_immediately.PNG

    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.
    order_is_equal_to_0_wait_and_send.PNG

  12. When all conditions have been set, click the blue Review Campaign button at the bottom of the page to be directed to the Confirm page.
    review_campaign.PNG
  13. On the CONFIRM YOUR AUTOMATED CAMPAIGN page, review the conditions of your campaign and specify the external details of the email. Fill in the following:
    • Reply To Email: where any replies from your customer will be sent
    • From Display Name: the name of the sender displayed in your customer's inbox
    • Subject Line: the subject of the email to be displayed in your customer's inbox. You can insert an emoji by pressing:
      • For Mac: command + control + space
      • For Windows: Windows key + ; (semicolon)
    confirm_external_conditions_of_automated_campaign.PNG
    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 {{store.email}} variable.
  14. Click Activate Campaign to finish setting up the Automated Campaign. Emails will be sent as the conditions are met.
    activate_campaign.PNG
    NOTE: If you have not subscribed to Customer Marketing, a pop-up will appear asking if you would like to activate this feature. Click the button in the pop-up to begin your subscription.
  15. A modal will appear confirming that you are about to send an Automated Campaign. Click Activate to confirm.
    activate_modal.PNG
  16. You will be directed to the Campaign Results page where you can review the results of the Campaign. Learn more about Campaign Delivery Rates. From here, you can also Edit, Pause or Duplicate the Campaign.
    edit_pause_duplicate.PNG
    NOTE: if the Automated Campaign is currently active, you will need to pause it before EDITING. Confirm by clicking the [Pause and Edit] button.
    pause_and_edit.PNG

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