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Schedule an Automated Campaign

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ShippingEasy Content Team

Updated

This feature is available to Customer Marketing subscribers

Learn more about our Customer Marketing feature.

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 setlist 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

Send an Automated Campaign

  1. Go to MARKETING then click on EMAIL CAMPAIGNS.

    Navigation bar Marketing Email Campaigns dropdown

  2. Click the Create Campaign button to the left of the page.

    Create campaign button

  3. Select Automated in the "Select a campaign type" modal.

    Campaign_Automated_MRK.png

  4. 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

    Campaigns_Auto_IncreaseSales_CampTypes.png

    Build Relationships:

    • Order Confirmed

    • First Time Buyer

    • Request Feedback

    • Product Review Request

    • Amazon Seller Feedback Request

    • Amazon Product Review Request

    Campaigns_Auto_BuildRelationships_CampTypes.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 store.

    MKTG_Campaign_StorePlatform_Filter_MRK.png

  6. Click on the image tile to select the campaign type. Next, you will pick the specific template.

  7. Hover over a template that interests you on the SELECT A TEMPLATE page. You will see a gallery of templates that ShippingEasy has created specifically for the selected Campaign. Click Preview to view the template and Select to apply the template to your campaign.

    MKTG_Campaign_SelectPreview.png

  8. Customize the campaign to fit your specific brand. Learn how to customize a campaign.

  9. Click Save & Continue when you are finished customizing content.

    Save and continue marked

    Note

    Selecting Save allows you to save your work periodically without leaving the editor.

  10. Select rules to define your audience for your Campaign on the SET RULES TO DEFINE YOUR AUDIENCE AUTOMATICALLY page 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.

    Campaigns_Auto_Conditions_MRK.png

    One or More Conditions Can be Specified

    More conditions create 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. Good use with this approach is when you want all buyers to receive the email from the automated campaign.

    Campaign_Auto_1_Condition_MRK.png

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

    Campaign_Auto_AddAnotherCondition_MRK.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.

    Campaign_Auto_2_Conditions_MRK.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.

    Campaign_Auto_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 notifications are not supported for FBA orders.

    • For Amazon Feedback and Product Review emails, if using the Wait and Send condition, we recommend setting the time frame within 30 days of when the order was downloaded. If sending campaigns after an order is shipped or delivered, set the time frame well before 30 days, to account for the shipping and handling time. This is because Amazon will redact sensitive buyer information after 30 days. Any variables that reference buyer information may appear as blank or 'redacted' if the campaign is sent more than 30 days after downloading. Learn more about Amazon's data retention and privacy policies (see "Amazon Orders - Personally Identifiable Information").

    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.

    Campaign_Auto_Example_SendImmediately_MRK.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.

    Campaign_Auto_Example_WaitSend_MRK.png

  12. When all conditions have been set, click the Review Campaign button at the bottom of the page to be directed to the Confirm page.

    Campaign_ReviewCampaign_Button.png

  13. Review the conditions of your campaign and specify the external details of the email on the CONFIRM YOUR AUTOMATED CAMPAIGN page. 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)

      Campaign_Auto_ConfirmAutoCamp_MRK.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.

    Campaign_Auto_ActivateCamp_Button.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.

    Campaign_Auto_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.

    Campaign_Auto_EditPauseDuplicate_Button.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.

    Campaign_Auto_PauseEdit_MRK.png

Pause an Automated Campaign

If you need to edit an Automated Campaign, you have the option to pause it. Pausing an Automated Campaign will also suspend it until you're ready to resume sending it.

To pause an Automated Campaign:

  1. Go to MARKETING then click on EMAIL CAMPAIGNS.

    Navigation bar Marketing Email Campaigns dropdown

  2. Locate the active Automated Campaign you wish to pause. You can pause the campaign in two ways:

    1. On the Campaign Page: To the right of the campaign name, click the Actions dropdown and select Pause.

      Campaign_Actions_Pause_MRK.png

    2. From the Campaign Results page:

      1. Click the Campaign name.

        Campaign_Results_Automated_MRK.png

      2. Click the grey Pause button.

        Campaign_Auto_Pause_MRK.png

  3. Confirm that you wish to pause the Campaign. Click Pause.

    Campaign_Auto_Pause_Modal_MRK.png

  4. The Automated Campaign is now paused.

On the Campaign Results page:

A message is displayed to confirm that the campaign has been paused. You will also see options to Edit or Reactivate the Campaign.

Campaign_Auto_Results_CampaignHasBeenPaused.png

  • Clicking Edit will send you to the setup page.

  • Clicking Reactivate will turn the Automated Campaign back on.

  • Duplicating a paused campaign allows you to build on the success of an already established campaign. Learn more about duplicating a campaign.

On the CAMPAIGNS page:

The status is set to Paused.

Campaign_Auto_PausedNotification_MRK.png

Monitor Results of an Automated Campaign

After you have launched an Automated Campaign, you'll want to monitor the results of the Campaign. This data helps you understand the effectiveness of your campaign and find opportunities to improve it.

To monitor the results of an Automated Campaign:

  1. Go to MARKETING then click on EMAIL CAMPAIGNS.

    Navigation bar Marketing Email Campaigns dropdown

  2. Select Automated from the Campaign Type filter at the top of the list of campaigns.

    Campaign_Results_Automated_MRK.png

    The list of Campaigns will contain results for each Automated Campaign. The values indicate the interaction your customers had with each Campaign.

    Campaign_Results_AutoEmail_Stats.png

    Data

    Desccription of Data

    Queued

    The number of queued emails for an active automated campaign. Shows the number of emails scheduled to send later, based on current rule configurations.

    Total Sent

    The total number of emails sent by ShippingEasy for the campaign.

    Open

    ShippingEasy inserts a small, transparent image into all emails. When a customer reads an email, their client email application loads the tracking image which registers the open event with ShippingEasy.

    Not all email clients load images by default. Microsoft’s Outlook, Apple’s Mail.app, Mozilla’s Thunderbird, and Google’s Gmail do not load images. As such, there may be many occasions where recipients will have received a message, opened it, and it will never be shown as Opened because there is no way to track the event.

    For recipients who can be tracked, this is the number of recipients who opened the campaign email.

    Clicked

    ShippingEasy replaces the links in your email templates with a custom link that, when clicked, will redirect your customers to the original link from your template. When the user clicks a link in your email, ShippingEasy records the click event. This count is the number of click events across all recipients of the email message.

    Amazon Campaigns within Customer Marketing will again show “N/A” for Clicked percentages, as Amazon does not provide click data on emails

    Revenue

    The total amount of revenue generated to date by the campaign.

  3. Click View Report to view additional details about the Campaign.

    CampEditor_ViewResults_MRK.png

  4. The Campaign Results page provides graphs that show additional slices of data, along with a date selection menu for limiting results metrics to a specific time range.

    Campaign_Results_TimeFrame_Auto_MRK.png

    The values indicate the interaction your customers had with this Campaign.

    Data

    Description of Data

    Queued

    The number of queued emails for an active automated campaign. Shows the number of emails scheduled to send later, based on current rule configurations.

    Contacts Emailed

    The number of emails sent.

    Delivery

    The number of emails delivered vs those that bounced.

    Opens

    The number of emails that were opened vs those that remain unread.

    Negative trends may indicate an opportunity to make the subject line more compelling.

    Opt-Outs

    The number of customers who have opted out of future marketing emails.

    Negative trends may indicate an opportunity to narrow your target, change the timing or frequency of your emails, or make the content more relevant to your customer base. Cleaning up your contact list is also a good idea as emails that were unable to be delivered will be automatically marked as opt-out.

    Spam Reports

    Shows the number of recipients who reported the email as spam.

    Clicks

    The number of times customers click on your emails, with a detailed view into which links generated the most action.

    Negative trends may indicate an opportunity to make the call to action stronger or more relevant.

  5. To see which customers were sent the email, click on the Contacts Emailed link.

    Campaign_Resulta_ContactsEmailed_MRK.png

    The recipient's list shows the specific customers who received the email from the Automated Campaign, along with which order triggered the sending of the Campaign's email to that customer.

    Note

    The View filter allows you to select the time range used in the results. This makes it easy to see the list of recent recipients or all recipients.

    Campaign_Results_RecipientsReached_TimeRange.png

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