Note: The below-given instructions are relevant for stores built with Advanced Store plans. Upgrade your plan anytime!💡
Personalized marketing emails upsell successfully because they are timely and highly relevant to the recipient. These emails are set up once and then sent out automatically when a particular event in your store triggers them. For example, when your customers:
Added products to Favorites, but haven’t bought them.
Left a cart with products in it.
Bought in your store more than once.
Haven't bought for 6 months, etc.
You can enable automated marketing emails at your store manager's Marketing → Automated Emails.
Table of content
Types of marketing emails
Your store supports different types of automated marketing emails. Use them all or choose only those that suit your business goals.
Favorite products reminder is sent 3 days after a client added products to their Favorites, but hasn’t bought them.
Abandoned carts reminder with a discount coupon is sent 2 hours after a customer added products to a cart and specified their email address at checkout. Each email contains a list of products the customer left in the cart and a button to complete an order. You can enhance the email efficiency by adding a discount coupon to it.
Order confirmation with related products is sent right after an order is placed. It contains the description of the order and other products that a customer may also like. A customer will see that there are products in your store complementing their order and will have a good reason to come back and buy. You can manually assign three related products to each of your items in your catalog to form logical product combos. If you don’t specify related products but still want to enable this automated email campaign, the products would be picked randomly.
Feedback request is sent four weeks after the order status is changed to "Shipped" or one day after the order status is changed to "Delivered" (in case such an email hasn't been sent yet). If your shipping generally takes more or less time, you can update your send time accordingly. These emails show customers that their opinion matters and that you care if they are satisfied with their shopping experience. It will help to establish and develop long-lasting relations. Upon receiving this email your customer can click the “Give feedback” link. A new email window will be opened, with a pre-entered email address of your store (the one that you enter into the Company email field in Settings → General → Store Profile). Once you get the letter with feedback, you can further process it. For example, say thank you to your customer, ask for some details, manage the complaint and/or place the review on your website. Note: Feedback from customer emails is not placed automatically on your store website. If you want to set up an automatic review collection, you can do this using the HelpfulCrowd app from the App Market.
Customer loyalty appreciation is sent to a customer the day after they have placed their second and all subsequent orders. It helps to thank customers for their loyalty and establish a more personal connection.
Inactive customer reminder is sent if a customer does not show up for 6 months after their last purchase. The email contains last order details and your store featured products.
Purchase anniversary email is sent a year after the order was placed. It features your store bestsellers, from the Store front page category. This type of email is especially useful if your products are often bought as gifts, as it may remind your clients of their special occasion and bring them back in search of new presents.
Here is how the store picks your products to showcase in “Inactive customer reminder” and “Purchase anniversary” emails:
Six of the most expensive products from the Store front page category.
If you have less than six products in Store front page category, the store will show as many products as you have.
If you don't have the Store front page category, the store will show 6 of the most expensive products from your entire store.
If you sell just one item, the store will show this item in an email.
Note: The “Inactive customer reminder” is not sent for the orders placed more than 6 months ago. The “Purchase anniversary” email is not sent for the orders placed earlier than a year ago. To send out marketing emails under other conditions, you can use a dedicated email marketing platform, for example, Mailchimp.
Enabling automated emails
Automated emails help you send tailored messages to customers at the right time. Emails are personalized to line up with their past engagements with your store. This means that each customer will see potentially interesting product suggestions for themselves. The more relevant your emails are, the higher your chances are of increasing sales.
Automated emails are set up once, and then sent out each time a customer meets a pre-defined trigger. Before enabling it, you can preview each email template, edit its content, and add a discount coupon.
To start sending automated emails:
1. From your store manager, go to Marketing → Automated Emails.
2. Enable Emails sending (at the very bottom of the page) to enable all available marketing emails at once. Or enable only those emails that suit your business goals.
That’s it — from now on, customers will start getting marketing emails. You can track the statistics of the emails (how many emails were sent, how much money they have brought, how many coupons were added) at the top of the Automated Emails page.
Adding discount coupons
You can add a discount coupon to any of the automated marketing email templates.
Discount coupons are flexible to create. You can limit the number of times a coupon can be used, set coupon codes to be applicable to specific orders, products, or customers. You can add any type of coupon to the automated marketing email except for the single-use coupon since they can be used only once.
To add a discount coupon to an automated email:
1. From your store manager, go to Marketing → Automated Emails.
2. Pick an email to which you'd like to add a discount coupon.
3. Scroll down to the Marketing tools section and click Add Discount Coupon:
4. Choose an existing active coupon from the dropdown, or click Manage Coupons to create a new one. You can select any coupon, except one that is limited by the single-use. If you select a coupon with limitations, for example, a coupon that can be applied only to a particular category or product, the store reminds you of that:
When a customer receives a discount coupon, they can apply the code at checkout and get a discount for their next order. To apply the code, a customer should click Redeem your coupon at checkout:
You should have at least one active coupon in your store for this field to appear for customers.
Note: You can manage discount coupons — change their name, code, discount type, limits and create new ones in Marketing → Discount Coupons.
Adding links to your social media accounts
Specify your social media accounts in automated emails to encourage customers to connect with you 🍒
1. From your store manager, go to Settings → Store Profile page.
2. Scroll down to Social media accounts.
3. Add links to your accounts.
All done! From now, these accounts will be displayed in email notifications sent by your store.
Editing customer marketing email templates
Email templates are universal and can be sent as they are. But you can always change the verbiage and tone of the emails to match your store's brand.
Before editing the email template, please learn more on how to do it here: Editing mail notifications.
To edit an email template:
1. From your store manager, go to Settings → Notifications.
2. Choose an email you want to edit, then click Edit.
3. Make the necessary changes.
4. Save changes.
5. Send a test email to make sure everything is done right.