Marketing Emails / Email Campaign Setup
This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative purposes only and may not be applicable in your setting due to differences in preference, settings and/or state and local regulations.
To setup email Campaign's for Marketing purposes, you will need to create templates for each campaign you would like to send out. The first step is ensuring that you have setup your custom SMTP Settings. If you have not completed this step, please follow this guide.
Creating Email Campaign Templates
1. Click on Customers
2. Click on Engage Customers
3. Click on New Campaign
You will need to follow the steps below to create your first Email Campaign
1. Enter a Campaign Name " Ammo Sale"
2. The From Name, Email and Reply email should all match what you had setup in the SMTP Settings Process.
3. Enter in the Email Subject, this will be the Title of the email that your customers see.
4. Select your contact List. If you do not have one, you can follow these steps.
5. Enter an email address to send a test copy to
6. Pick the Schedule, Send Now or a Custom Date and Time.
7. Add All of the text and images you would like to send to your customers.
8. Give the Template a Name
9. Select the Category and Sub Category
10. Click Save Template
11. If you are ready to test, click Create Campaign.
12 You will be able to find this campaign under Customers > Engage Customers > Campaigns.
Custom Payment Request Email Setup
1. Navigate to Manage > Store Configuration > Email Settings
2. Click on Notification Templates
3. Select AR Payment Login OTP
4. Adjust the Text in the Subject and message as you see fit and click Update
5. Select AR Payment Reminder or AR Payment Request
This will bring you to create a campaign email
6. Select Create Default Template
7. Create a Campaign Name (AR Payment Reminder or AR Payment Request)
You can create an individual one for 30 / 60 / 90 / 120 day increments and attach the AR Statement to each email.
8. Enter in the Subject you would like to display
9. Select Your template Type
10. Check if you would like to Attach an AR Statement
11. Set the number of days
12. Populate the template box with the text that you would like to send to the customer
13. Enter in a Template Name
14. Select a Category and Sub Category
15. Click Save Template
16. Select Create Campaign
Repeat these steps for each template email you would like to create
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