How to Create an Email Marketing Campaign on Shopify Email

Learn how to send an email from your Shopify store and domain via Shopify Email. Great for reminders, promotional campaigns, and retargeting abandoned carts.

Table of Contents
  1. How to create your email on Shopify Email
  2. How to customize your email settings on Shopify Email
  3. How to customize your email body on Shopify Email
  4. How to finalize and send your email on Shopify Email
Table of contents
Chapter 1
Chapter 2
Chapter 3
  1. How to create your email on Shopify Email
  2. How to customize your email settings on Shopify Email
  3. How to customize your email body on Shopify Email
  4. How to finalize and send your email on Shopify Email

Email marketing is one of the main ways to send information about promotions to previous customers and to gently nudge potential customers who abandoned their carts to complete their orders. 

Shopify allows you to run marketing campaigns, and email campaigns are one way to do so. You can either use third-party apps or the new feature by Shopify called Shopify Email

Shopify Email is a new feature by Shopify to automate email campaigns without the use of a third-party app.

Shopify Email allows you to send up to 2,500 emails per month free, with additional $1.00 for the next 1,000 emails. This is ideal for new businesses that have a small number of customers. 

How to create your email on Shopify Email

Step 1. Click Marketing in the main sidebar to the left of your admin page. The Marketing overview page will load. 

Shopify Marketing overview page. A Create campaign button is located on the upper-right corner of the page. 
Marketing overview page. A Create campaign button is located on the upper-right corner of the page. 


Step 2. On the upper-left corner of the page, there is a button named Create campaign. Click it. 

A pop-up list labeled Build your campaign by adding a marketing activity will appear. It lists down the activities you can do with the features you have and with the apps connected to your Shopify account. 

Build your campaign by adding a marketing activity box on Shopify.
Build your campaign by adding a marketing activity box.

Step 3. On the list labeled Build your campaign by adding a marketing activity, click Shopify Email

A page titled Choose a starting point will be loaded, containing templates for your email marketing campaign. 

Choose a starting point page. Contains the templates available from Shopify Email. 
Choose a starting point page. Contains the templates available from Shopify Email. 

Step 4. On the Choose a starting point, scroll down to choose a template. You can check the template first by clicking Preview. Click Select if you want to use the template. 

A sample template preview on Shopify Email.
A sample template preview.

Step 5. The page for editing the email will be loaded. 

The email editing page. Contains settings for the recipients, the subject, the preview text, and the email appearing to the recipients.
The email editing page. Contains settings for the recipients, the subject, the preview text, and the email appearing to the recipients.

How to customize your email settings on Shopify Email

Step 1. Specify the recipients of the email by going to the To line. By default, all subscribers will receive the email. To change it, click the arrow after the All subscribers. A drop-down list of customer groups will appear. Click on the customer group you plan to target with the email. 

Customer groups lists. You can select a customer group as the recipient of the email.
Customer groups lists. You can select a customer group as the recipient of the email.


Step 2. To change the email subject and the preview text, go to the Subject line and the Preview text line, respectively. 

Step 3. By default, the email shown to recipients is the admin email. To change it, click the Edit link. A page for changing the sender email will be loaded. You can change the sender email to another email where you want the customers to make inquiries to.

Sender email settings. You can specify a different sender email that the recipients may contact for more inquiries.
Sender email settings. You can specify a different sender email that the recipients may contact for more inquiries.

How to customize your email body on Shopify Email

After the email information, you can now edit the body of the email. 

The options for editing the header of the email.
The options for editing the header of the email.

The Basics

The body of the email contains the header, the main content, and the footer. You can adjust the following:

  1. You can edit the header by replacing the name of your store with a logo. To do so, click the Select Image or drop an image to the specified area to upload the store logo. Afterwards, you can change the Logo size by moving a slider either to the left (to make it smaller) or to the right (to make it larger). You can move the logo closer to the left side or to the right side by changing the alignment. 
  2. To insert a new section, click the blue circle with a while plus arrow sign that appears when you hover the cursor near the border between two sections.
The add section icon appears between two sections as a blue circle with white plus sign. 
The add section icon appears between two sections as a blue circle with white plus sign. 
There are six types of content you can add: a text, a button, an image, a product description, a gift card, and a discount section. Click on the type of content you want to add. 


Editing Sections

You can then edit the sections with the following actions:

  1. To rearrange the sections, click the 2x3 dots symbol on the left side of the section and then drag it up or down while clicking it. 
  2. To duplicate a section, click the two sheets sign that appears on the right side of the screen. 
  3. To remove a section, click the trashcan sign that appears on the right side of the screen after the button for the duplicate sign. 
You can rearrange, duplicate, or delete sections using these buttons on Shopify.
You can rearrange, duplicate, or delete sections using these buttons. 

Featuring Products

Some templates may contain sections for adding a product. Click Select a product. A list of products will appear. Click on the product that you want to showcase in your email. 

you can edit the product section by specifying the product showcased in the section.
You can edit the product section by specifying the product showcased in the section.

Adjusting Footer

On the footer section, you can specify whether to include either the shop address or the phone number (or both). You can also add social media icons so the recipients can go instead to your social media accounts. 

The options for editing the footer of the email. 
The options for editing the footer of the email. 

How to finalize and send your email on Shopify Email

Step 1. After finishing your email, you can Send test first to see how it looks before you send it to your recipients. You can add up to five emails for the test email. 

Send test email box. You can specify the emails that will receive the test email. 
Send test email box. You can specify the emails that will receive the test email. 

Step 2. When you are done, click Review then follow the last steps so you can finally send the email to your recipients!

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January 3, 2021

How to Create an Email Marketing Campaign on Shopify Email

Shopping bag with receipt and wallet

Email marketing is one of the main ways to send information about promotions to previous customers and to gently nudge potential customers who abandoned their carts to complete their orders. 

Shopify allows you to run marketing campaigns, and email campaigns are one way to do so. You can either use third-party apps or the new feature by Shopify called Shopify Email

Shopify Email is a new feature by Shopify to automate email campaigns without the use of a third-party app.

Shopify Email allows you to send up to 2,500 emails per month free, with additional $1.00 for the next 1,000 emails. This is ideal for new businesses that have a small number of customers. 

How to create your email on Shopify Email

Step 1. Click Marketing in the main sidebar to the left of your admin page. The Marketing overview page will load. 

Shopify Marketing overview page. A Create campaign button is located on the upper-right corner of the page. 
Marketing overview page. A Create campaign button is located on the upper-right corner of the page. 


Step 2. On the upper-left corner of the page, there is a button named Create campaign. Click it. 

A pop-up list labeled Build your campaign by adding a marketing activity will appear. It lists down the activities you can do with the features you have and with the apps connected to your Shopify account. 

Build your campaign by adding a marketing activity box on Shopify.
Build your campaign by adding a marketing activity box.

Step 3. On the list labeled Build your campaign by adding a marketing activity, click Shopify Email

A page titled Choose a starting point will be loaded, containing templates for your email marketing campaign. 

Choose a starting point page. Contains the templates available from Shopify Email. 
Choose a starting point page. Contains the templates available from Shopify Email. 

Step 4. On the Choose a starting point, scroll down to choose a template. You can check the template first by clicking Preview. Click Select if you want to use the template. 

A sample template preview on Shopify Email.
A sample template preview.

Step 5. The page for editing the email will be loaded. 

The email editing page. Contains settings for the recipients, the subject, the preview text, and the email appearing to the recipients.
The email editing page. Contains settings for the recipients, the subject, the preview text, and the email appearing to the recipients.

How to customize your email settings on Shopify Email

Step 1. Specify the recipients of the email by going to the To line. By default, all subscribers will receive the email. To change it, click the arrow after the All subscribers. A drop-down list of customer groups will appear. Click on the customer group you plan to target with the email. 

Customer groups lists. You can select a customer group as the recipient of the email.
Customer groups lists. You can select a customer group as the recipient of the email.


Step 2. To change the email subject and the preview text, go to the Subject line and the Preview text line, respectively. 

Step 3. By default, the email shown to recipients is the admin email. To change it, click the Edit link. A page for changing the sender email will be loaded. You can change the sender email to another email where you want the customers to make inquiries to.

Sender email settings. You can specify a different sender email that the recipients may contact for more inquiries.
Sender email settings. You can specify a different sender email that the recipients may contact for more inquiries.

How to customize your email body on Shopify Email

After the email information, you can now edit the body of the email. 

The options for editing the header of the email.
The options for editing the header of the email.

The Basics

The body of the email contains the header, the main content, and the footer. You can adjust the following:

  1. You can edit the header by replacing the name of your store with a logo. To do so, click the Select Image or drop an image to the specified area to upload the store logo. Afterwards, you can change the Logo size by moving a slider either to the left (to make it smaller) or to the right (to make it larger). You can move the logo closer to the left side or to the right side by changing the alignment. 
  2. To insert a new section, click the blue circle with a while plus arrow sign that appears when you hover the cursor near the border between two sections.
The add section icon appears between two sections as a blue circle with white plus sign. 
The add section icon appears between two sections as a blue circle with white plus sign. 
There are six types of content you can add: a text, a button, an image, a product description, a gift card, and a discount section. Click on the type of content you want to add. 


Editing Sections

You can then edit the sections with the following actions:

  1. To rearrange the sections, click the 2x3 dots symbol on the left side of the section and then drag it up or down while clicking it. 
  2. To duplicate a section, click the two sheets sign that appears on the right side of the screen. 
  3. To remove a section, click the trashcan sign that appears on the right side of the screen after the button for the duplicate sign. 
You can rearrange, duplicate, or delete sections using these buttons on Shopify.
You can rearrange, duplicate, or delete sections using these buttons. 

Featuring Products

Some templates may contain sections for adding a product. Click Select a product. A list of products will appear. Click on the product that you want to showcase in your email. 

you can edit the product section by specifying the product showcased in the section.
You can edit the product section by specifying the product showcased in the section.

Adjusting Footer

On the footer section, you can specify whether to include either the shop address or the phone number (or both). You can also add social media icons so the recipients can go instead to your social media accounts. 

The options for editing the footer of the email. 
The options for editing the footer of the email. 

How to finalize and send your email on Shopify Email

Step 1. After finishing your email, you can Send test first to see how it looks before you send it to your recipients. You can add up to five emails for the test email. 

Send test email box. You can specify the emails that will receive the test email. 
Send test email box. You can specify the emails that will receive the test email. 

Step 2. When you are done, click Review then follow the last steps so you can finally send the email to your recipients!

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