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Regular Email Campaigns

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Regular Email Campaigns are a great way to keep in touch with customers and keep them up to date with new products, sales, or other happenings with your store.

Video Walkthrough

If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:

 

Step By Step Guide

To start, go to the campaign section of the Customer Marketing tool:

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Click “Create Campaign” on the left and select “Regular”

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The steps at the top show the 4 steps to produce a Regular Email Campaign

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Step 1 Template

Select the template for your email. You can use the filter on the left side to find a specific type, or choose a blank layout, previous campaign, or a completely blank template:

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Step 2 Content

This step is where you edit the email to your specifications before sending it out. Check out our template editor guide for an in-depth look on how to use this editor. When you are happy with your campaign, click “Save and Continue” to go to the next step:

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Step 3 Audience

On this step you choose the list of customers to which you wish to send this email. If you already have your list created, just choose if from the “Existing List” Tab:

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If you need to make a new list, click on the “Create a New List” section and choose one of the 2 options:

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Select from a list of customers

 If you choose “select from a list of customers” you will be taken back to your Contact list where you can use the filters to find the customers you want to add to your list. Once selected, create a list with them by clicking the “Add/Remove from Lists” button and selecting “Create New List”

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Give the list a name and an optional description. Then click the “Create List” button:

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After your list is created, click the link at the top of the page that says “return to your campaign”:

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Paste In Emails

If you choose to paste in emails, you are taken to a screen to paste multiple emails directly into your contact list, and create the list at the same time. This is useful if you just have a list of emails with no other information about the contact, as you will not be able to add names or addresses via this page. 

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Once the emails are pasted create a new list by entering a name in the “Name new list” field, and hitting “Create List” right below:

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This will add the list to your list of existing contact lists right above, and check the box to add to that list:

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Then hit the “Add Customers” button at the bottom of the page:

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This will take you back to your contacts page, but since you already created the list, just click the “Return to your Campaign” link in the blue box at the top of the page:

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This takes you back to step 3, but with the list you created. Click that list to move on to step 4: Confirm.

Step 4 Confirm

On this final step, adjust the Reply-To Email, the From Display name, and the Subject line:

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Right below that, determine whether this email is sent immediately, or scheduled for a future time:

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If you choose “send immediately”, simply hit “Send Now” and confirm and your email is sent:

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If you choose to schedule your email for a future time, you will be prompted with this box to set the date and time, as well as tips for the best times to schedule emails:

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Further Reading

Regular Email Campaigns

How to Send a Regular Campaign

How to Monitor the Results of a Regular Campaign

How to Select the Contacts for a Regular Campaign


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