Email is the primary marketing channel used to communicate with your customers. You can use it to deliver checkout abandonment follow-up, post-purchase review requests, and also regular newsletters to grow your revenue. Email can be created as broadcast email or workflow email. Broadcast email is used for one-time delivery while workflow email is used in marketing automation and delivered via workflow.
Before you Begin
- Ensure that you have created at least 1 email profile. If not, see this guide on how you can add new email profile.
- Ensure that you have connected to your ecommerce store. Contact us and provide us with your store URL if the ecommerce platform that you are using isn't supported.
Setting up Broadcast Email
Go to broadcast emails page and add a new email. There will be multiple preset email templates to start with. Pick the one most suitable for your use case or select Blank template if you prefer to start from stretch.
Setting up Workflow Email
For workflow emails, you need to first create workflow before adding emails to it. Workflow emails must be attach to a workflow.
Resources
Resources determines variables you can use in your email. For example, {{ contact.first_name
}} will output contact's first name. By default, all emails will have access to the following resources:
- Contact
- Email Profile
- Email Recipient
Workflow emails will have additional resources based on workflow trigger. See guide on using resource in email.
UTM Tracking
UTM Tracking can be turned on to append utm parameters to email links. This allows you to pass traffic source data to Google Analytics.
- UTM parameter key must always begin with
utm_ - You can use variables for parameter value. For example,
{{ email.name }}to get email name.