Configure Page

Campaign Type: Select Standard or Multivariate. Multivariate testing gives your store the ability to test certain variables within an email and automatically send the best performing email to your customers. Multivariate is only recommend if you 5,000 subscribers or more.

From Email Address: If you’ve already verified your from email address, it will pull in automatically. Please note if you change this email address, you'll need to verify the new address before you can send this campaign.

Default Customer Name: This is how you will greet your recipient using the [[customer_first_name]] dynamic tag in your email. The Default Customer name is what we will use if we don't have the subscriber's first name. Valued Customer, Shopper, Shoe Lover if you're a shoe store etc. all work great here!

Recipients: Select the email list to send to or create a dynamic list.


Template Page

Basic: These templates are pre-formatted with columns to help you divide up your email into sections.

Favorites: If you’ve previously favorited a template for easy reference, like a master template, you would find that template in Favorites. You can “favorite” a template by going to Email > Template Library and clicking the heart icon next to each template name.

Custom: If you've created a custom template of your own, you would find that template in the Custom section.


Campaigns: This is where you will find your previously drafted and sent email campaigns.

Inspirations: The Inspirations tab seasonal templates that you can further customize to fit your store’s branding. This content is updated frequently with new templates and is a great reference point for design ideas!


Please note: If at any point in the campaign creation process you select a different template, all design changes you previously made will be removed, so just a reminder to take caution when choosing templates!

Design Page

Use the drag-and-drop editor to edit your content and click Save & Exit when finished. For a full tutorial of our drag & drop editor, click here.

Don't forget! All email campaigns require the [[unsubscribe]] and [[store_address]] tags in order to be CAN-SPAM compliant. Remember to add these tags to the footer of your campaign or your email will not send.

Click Through Rates

In addition to your subject line and pre-header text, it's important to consider the click rates of your email content. Here are a few tips to consider when designing your content to optimize your CTR:

  • Confirm links are not broken and land on the right destination. Links that lead to difficult to navigate landing pages or are invalid will negatively your CTR an may cause subscribers to unsubscribe.

  • Make the content short & sweet. You have a few seconds to capture the attention of your subscriber, so make sure you aren't including too much text for the user to sift through. We recommend the 80/20 rule: 80% imagery, 20% text.

  • Use CTAs. Make sure you are using the button module to include CTAs (call-to-action). Strong CTAs used effectively will help with overall engagement in your campaign.

Review Page

The final step is the Review Step. Depending on the size of your subscriber list, your recipient count may take a few moments to load.

If you see any red Xs under the CAN-SPAM Checklist, there are compliance elements that need your attention. You will want to ensure the From Email you inputted on the Configure page has been verified, that the footer of the email includes the [[store_address]] dynamic tag as well as the [[unsubscribe]] dynamic tag. You must use the dynamic tags rather than typing your physical store address out.

If you see any red Xs under the URL Validation sections, that means within the email there is URL is not formatted correctly. To correct, head back into the Design page and review every piece of content that is hyperlinked.


Send or Schedule Your Email

The final step is to send your email! You can choose to send immediately or schedule your campaign for the future. If you need to edit a scheduled email campaign, you'll need to Cancel your campaign, make your edits and then reschedule your campaign:



Pro Tip: Have you created a campaign you really like? You can duplicate it on the Campaign Dashboard and use again!

For a tour of our email editor, check out this article!

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