Create an email marketing campaign using Shopify Email

From your Shopify admin, you can create and send emails directly from Shopify Email. You can customize or build your own branded templates. You can also select which segment (group) of customers will receive your emails.

Draft emails save automatically while you edit, and won't be sent until you confirm that the email is ready. You can also schedule emails in advance to help yourself plan ahead for your store.

Refer to our guide aboutShopify's best practices for email marketingfor a full list of content suggestions, design tips, and strategies.

Set up an email marketing activity

Shopify Email enables you to send emails to segments of customers who have subscribed to email marketing from your store. To send email campaigns to specific audiences, learn more aboutcreating customer segments.

You need to add a subject for the email. When you add a subject, your email activity will be saved with that name. You can change this at any time.

Steps:

  1. From your Shopify admin, go toMarketing.

  2. ClickCreate campaign.

  3. ClickShopify Email.

  4. Choose an email template.

  5. ClickTo, and then select a customer segment.

  6. Enter a subject for the email.

  7. Optional: Enter preview text to customize the text that appears after the subject in customer email inboxes. For example,More fresh finds for your summer wardrobe.

After you set up the email activity details, you can customize the email body content.

Changing your sender email address

Thesender email addressis the email address that appears in theFromfield in messages that customers receive from you. Some domains might require additional authentication, otherwise your sender email address might appear withvia shopifyemail.com, or asstore@shopifyemail.com.

Steps:

  1. From your Shopify admin, go toSettings>Notifications.
  2. In theSender emailsection, enter your email address.
  3. ClickSave.

Customizing your email messages

Depending on what kind of message you're sending to your customers, you can select from a variety of branded templates in Shopify Email. Some templates automatically include assets from your store, such as your logo, products, and colors.

The default content of Shopify Email templates is based onemail marketing best practices, and includes placeholder text, images, and links in sections that are based on information from your store.

You can customize the body content for your email marketing activities by adding, editing, or removing sections. Changes are saved only to the specific email marketing activity that you're editing.

Add, edit or remove a section in the email content

  1. From your Shopify admin, go toMarketing.

  2. ClickCreate campaign>Shopify Email.

  3. Select a template that you want to customize. You can make the following changes to the email body content:

    • To add a section, use your mouse to hover over the email content where you want the new section, and then click the+icon.
    • To remove a section from the email content, first click it to open editing options, and then click the trash can icon to remove the section.
    • Click the section that you want to edit to see the editing options. Editing options are determined by the section type.

Text

The attributes of a text section.
Editing options
  • edit text
  • change text font, color, weight, alignment or apply italics
  • add a link

Changes to the text style are applied to the whole email. For example, when you set Heading 1 to use Times New Roman font, then all text with Heading 1 applied to it appears in Times New Roman.

The text of Price can’t be changed. The price of a product has to be changed in the product itself.

Button

The attributes of a button section.
Editing options
  • change font, size, corner styles (square, curved, rounded), fill (solid or outline), text color, background color, and alignment
  • add a link

Image

The attributes of an image section.
Editing options
  • edit width, background color
  • addalt text
  • add a link

An image can be selected from your Shopify files, or a new image can be uploaded.

Requirements
  • file size: maximum of 20 megabytes
  • resolution: maximum of 20 megapixels
  • aspect ratio: between 100:1 and 1:100
  • file format: jpg or png
The attributes of a header section.
Editing options
  • customize with store logo or store name, or change the font, text size, text color, text alignment, or background color
  • can be hidden

Product

The attributes of a product section.
Editing options
  • customize the text, button, layout, background color, ratio, and text alignment
  • can be a mutli-column layout to highlight products in different orientations
  • select new product image (won't change the image in your Product settings)
  • up to 9 products can be added

一个产品的价格只能被改变in the Products section where the template pulls the product detail from. It can't be changed in the Shopify Email editor.

Express checkout

The attributes of an express checkout section.
Editing options
  • customize the text, button style, layout, background color, ratio, image style, and text alignment
  • select new product image (won't change the image in your product settings)

Only one product with one variant can be selected for this section.

If you have Shop Pay enabled on your store, then bothBuy with Shop Payand theCheck out nowbuttons display in the section by default. You can deselect the Shop Pay button to hide it, but theCheck out nowbutton can't be hidden.

You can edit only the button size and corner style of the Shop Pay button.

Gift card

The attributes of a gift card section.
Editing options
  • customize with a new image, text, button, alignment, or background color
  • can be hidden

Gift cards need to be previously active for the store. They can’t be created or edited from the Shopify Email editor.

Discount

The attributes of a discount section.
Editing options
  • customize the text, font size, text color, and button

Discounts need to previously exist in the store. They can’t be created or edited from the Shopify Email editor.

Image with text

The attributes of an image with text section.
Editing options
  • customize the text, button, image style, position, spacing, alignment, and background color
  • ensure a link is added to any buttons
  • hide or unhide text and buttons, but images must always be selected

Multi-column

The attributes of a multi-column section.
Editing options
  • 自定义列与image style, position, spacing, alignment, and background color
  • turn on or off different elements in each column (example: the first column can have the image and button hidden but text on, and the second column can have the image hidden, but text and button on)
  • hide or unhide images, but text must always be included
The attributes of a footer section.
Editing options
  • customize the font, text color, link color, background, and divider color
  • display store address, phone number, and social media icons

The footer section can't be removed.

The store address and phone number are customized in your store settings.

To add social media links to your email, you need to use the Brooklyn, Debut, Kagami, Minimal, Narrative, or Parallax theme.

Custom Liquid

The attributes of a custom liquid section.
Editing options
  • customize image size and section size
  • create custom buttons, multi-columned sections, side-by-side images, bulleted lists, and other dynamic content.

You can input customLiquidand HTML into the code editor.

The code that you enter can't exceed 50 KB in size.

Learn more about thesupported liquid variables for Shopify email.

Preview an email before sending

  1. From the email editor, clickSend testto preview the email as your customers will see it. You can send a test email to the email address associated with your Shopify store.
  2. ClickReviewto see an overview of the email activity.
  3. When you're ready to send the email clickSend, clickSendagain to confirm. If you want to make changes to the email, then clickEdit Email Content.

Personalizing your email messages

You can add personalized text to your email campaigns, like your customer's first name, last name, email, city, state, province, and country. If you add personalized content to a certain section of your email message, then Shopify Email automatically uses customer information in that section, if it exists for the customer receiving the email. You can add personalized text to your subject line, preview line, and email body text. Personalization provides a more tailored experience for your email subscribers, and can improve open rates, conversions, and engagement.

You can have only two personalization values in your email's subject line and preview line. For example, in the subject line you can useFirst nameandLast name, but not a third personalization value. You can have a maximum of ten personalization values in the email body text. You can also add default information that is used when specific customer information isn't available.

Steps:

  1. From your Shopify admin, go toMarketing.
  2. ClickCreate campaign>Shopify email.
  3. Select a template to customize.
  4. To personalize a subject line, preview line, header, or body text, click the pencil icon in the appropriate section.
  5. Select the value that you want to personalize from the options that are displayed. For example, selectCityif you want your email to include the customer's city.
  6. Optional: Enter a default value that is used if the customer's information is unavailable. If you don't enter a default value, then the space for personalized text is left blank.
  7. ClickSave.

Creating and managing new Shopify Email templates

All emails that you create using Shopify Email can be edited and customized. You can save custom templates to use as a starting point for future campaigns.

Create and save a custom email template

You can create and save custom templates to use as a starting point for future campaigns.

Steps:

  1. From your Shopify admin, go toMarketing.

  2. ClickCreate campaign>Shopify Email.

  3. ClickCreate template.

  4. In the Shopify Email editor, edit your template.

  5. SelectSave as Template.

  6. Name your template.

  7. ClickSave.

Templates are saved underEmail>Templates.

Using a custom template

You can use your custom templates for any future marketing campaigns.

Steps:

  1. From your Shopify admin, go toMarketing.

  2. ClickCreate campaign>Shopify Email.

  3. Select your template from theMy Templates部分。在你选择你的模板,你可以follow the steps tocreate an email marketing campaign.

Editing a custom template

If you need to change an existing template, then you can edit it from the Templates list from the Email app.

Steps:

  1. From your Shopify admin, underApps, navigate toEmail>Templates.
  2. Click the overflow menu button to open the available options for the template you wish to manage.
  3. Click one of the following:
    • ClickDuplicateto duplicate the selected template.
    • ClickCreate emailto create a marketing campaign from the selected template.
    • Click删除to delete a template.

Adding express checkout

您可以添加快递付款到你的邮件,allows customers to purchase products through a direct checkout link. With this section, you can select a product or product variant, and create aCheck out nowbutton. If you haveShop Payenabled on your store, then aBuy with Shop Paybutton also displays.

When customers use express checkout, they bypass the product and cart pages for an accelerated checkout experience. Using accelerated checkout can increase customer conversions.

The express checkout buttons apply only to a single product, but you can add more than one express checkout section to an email.

Adding special characters to emails

You can add international characters to email subject lines and text.

Email subject lines support emojis.

Translating email content

Emails are only sent in the language that you write them in and aren't automatically translated. You cancreate customer segmentsto target a specific audience of your customers based on language.

Send or schedule an email

It's a good idea to proofread your email content before you send the email. Shopify doesn't check for misspelled words or other errors. You can send a test email to yourself to see what the email looks like in an inbox.

When you go to send or schedule your email, there is a suggested future time that appears with aSuggestedbadge beside it. The suggested time is based on Shopify's data and optimized for the best click-through rate. If you choose to send your email at the suggested time, then it might lead to a better conversion rate.

Send a test email

  1. From the email editor, clickSend test.
  2. In theEmail addressessection, enter up to five email addresses that you want to send the test to, one at a time.
  3. ClickSend.

Review and send your email now

  1. From the email editor, when you're done editing your email, clickReview.
  2. Optional: To make additional edits, clickEdit emailto go back to the editor orExitto go back to the previous page.
  3. ClickSchedule send.
  4. SelectNow. If there is a cost to send the emails, then an estimated cost is displayed.
  5. ClickSendto send.

Schedule an email

When you're done editing your email, you might want to schedule it for a later date. If you've reached anemail limit, then you can schedule the email for the next available day.

You can choose to schedule the email for a custom time, or a suggested time.

Steps:

  1. From the email editor, clickReview.
  2. ClickSchedule send.
  3. Do one of the following:
    • To choose your own custom send time, clickCustom date and timeand enter the details in theSend dateandSend timefields. If there is a cost to send the emails, then an estimated cost is displayed.
    • To choose the suggested time, optimized for the best click-through rate, click the option that has theSuggestedbadge beside it. If there is a cost to send the emails, then an estimated cost is displayed.
  4. ClickSchedule.

Cancel or reschedule a send time

You can cancel a scheduled email to stop it from sending at the chosen time. You can also reschedule it for another time.

Steps:

  1. From Shopify Email, click the campaign.
  2. ClickEdit send date.
  3. Do one of the following:
    • To cancel the email from being send at the scheduled time, clickRemove send date.
    • To reschedule, choose a new time and date, and then clickSave.

Email limits

Email limits determine how many subscribers you can email during a period of time. These are determined by several factors, and help prevent deliverability issues.

The number of emails you've sent in a day is calculated by how many emails were delivered to individual subscribers that day, rather than the number of email campaigns you have sent.

If you've encountered an email limit, do one of the following:

  • Schedule an emailfor the next available date.
  • Create customer segments and tailor your email to certain segments. Strategic marketers build email marketing around their audience. You cancreate customer segmentsto target specific subscribers with specific campaigns, or to split up your list into smaller segments.

You might be able to increase your email limits by improving your delivery metrics. Delivery metrics are affected by the following:

  • Bounce rate: The bounce rate indicates how many of the emails that you send out are "bounced" or returned to you.
  • Spam rate: Bounce rates, engagement from your subscribers, and if your customers marked your email as spam or junk can all affect whether or not your email is viewed as spam by an email provider.
  • Unsubscribe rate:如果一个用户点击Unsubscribein an email from you, or marks the email as spam, then they'll be removed from your list.
  • Click rate: Click rate is calculated by dividing unique clicks by the number of emails delivered. Learn more aboutemail best practicesto improve click rates.
  • Cart addition rate: The cart addition rate is the percentage of visitors who place at least one item in their cart during the session.
  • Conversion rate: The conversion rate is the percentage of subscribers who follow your email's call-to-action after reading your email, like buying the product you advertised in the email.

If you have questions about scheduling or segmenting customers, then you cancontact our support teamfor further assistance.

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