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Run an email campaign

Design an email from a template, send it to a chosen group, schedule it, and see who opened it and what it sold.

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Before you start

This needs Email Marketing switched on. An admin turns it on in Settings, under Features.

  1. Step 1: Start a campaign

    In the admin menu: Marketing, then Email Marketing

    On the "Campaigns" tab, click "New campaign". Pick a starter template, one of your saved templates, or "Start from blank". Campaigns are designed on a computer; on a phone the button offers an announcement instead.

    Fill in the "Subject" and "Preview line", then build the email from blocks. "Save draft" keeps it; drafts stay in the Campaigns list, where "Edit" opens them again.

  2. Step 2: Choose who gets it

    In the admin menu: Marketing, then Email Marketing

    On the "Audiences" tab, "Add starter audiences" gives you ready-made groups, and "New audience" builds your own from conditions (all of them must match). An audience only narrows the people who can be emailed; it never adds someone who unsubscribed.

    "Contacts" lists every client and whether they can be emailed.

  3. Step 3: Test it, then send or schedule

    In the admin menu: Marketing, then Email Marketing

    "Preview and test" shows the email on a computer and a phone, and sends a test to you. Then click "Send", choose who gets it, and choose "Send now" or "Schedule for later" with a date and time in your studio's time zone. For "Send now" the confirm button says how many people it goes to. Scheduling needs your studio's time zone to be set.

  4. Step 4: See how it did

    In the admin menu: Marketing, then Email Marketing

    Click a sent campaign's subject in the Campaigns list. The page shows how many were "Delivered", "Opened", "Clicked" and "Bounced", who did each, and "What this campaign sold": purchases made with its discount code, straight from its links, or by people who clicked it and bought later.