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Email campaigns ​

▶ Watch — a quick walkthrough of email campaigns

Email (/crm/campaigns) lets you reach your customers directly — one-off campaigns and automated flows — using the purchase history you already have in Retailer OS.

The Email campaigns screen

Send a campaign ​

  1. Open Email and create a campaign.
  2. Choose who it goes to — your whole list or a segment (for example, top customers or people who bought a category).
  3. Write the subject and message.
  4. Review and send (or schedule).

Automated flows ​

Beyond one-off sends, email flows (/crm/email-flows) trigger automatically — for example a welcome to a new customer, or a nudge to someone who hasn't been back in a while. Set them up once and they run on their own.

Grounded in your data ​

Because email lives in the same system as sales, your segments are based on real purchase behaviour — not a separate list you have to keep in sync. Reviews and Q&A from your storefront come back into Reviews & Q&A to close the loop.

NOTE

Sending settings (from-address and deliverability) are configured under Setup → Email. See Setup & Admin.

TIP

To send by SMS as well as email, attach an online deal, and track the sales each campaign brings in, use Campaign Studio.