Email and Campaigns
Design pixel-perfect email notifications and save them as templates. Send manually and with automations, one-off, and in bulk
Last updated
Design pixel-perfect email notifications and save them as templates. Send manually and with automations, one-off, and in bulk
Last updated
On Feb. 1, 2024, Google and Yahoo began enforcing new email sender requirements. Learn more about how to meet the new requirements from our partners at Klaviyo
Email messaging provides an opportunity to notify customers of newly issued credit or adjustments from order refunds, but can also be used for marketing, promotions, and new customer acquisition strategies
Begin sending email after verifying your sender address and branded sender domain. Follow the steps outlined in Verify your sender email address and Verify branded sending domain. This is the same email and domain used for Shopify Notifications found in the Shopify admin Settings > Notifications
Shopwaive Starter comes with 500 emails per month for Free. Shopwaive Pro and Checkout are available with Enterprise messaging features with increased quota
Manually send one-off emails to individual customers by selecting Adjust balance and checking the Send email option. You will have the option to send a basic notification or design a template with HTML markup, add url links to media assets and logos, and more
Send bulk or mass email notifications by enabling Email Campaigns from the Settings panel in Shopwaive. Once your email sending address is verified, press the Email customer balances button to send all customers an email with their current available balance and a link back to your store. Customers that are without credit or a balance are excluded from being notified. A pre-built basic email template is used to notify customers
Advanced users or brands may wish to send campaign email to customers using a template they design with Shopwaive's in-app HTML editor, powered by TinyMCE.
Send campaigns with advanced HTML templates by enabling Email Campaigns from the Settings panel in Shopwaive. Once your email sending address is verified, you will be given the option to choose a merge tag template you previously created. Saved templates without merge tags are grayed out and are unable to be associated with campaigns since merge tags are required to send dynamic data (i.e. available balance, email address) to your list of customers.
If a valid Store credit merge tag template exists and is selected (see the template named Store Credit Template 001 as shown below), you'll be able to press the Email all store credit balances button to send all customers an email with their current available store credit balance using the merge tag template you created. Customers that are without credit or balance are excluded from being notified
Likewise, if a valid Gift card merge tag template exists and is selected (see the template named Gift Card Template 001 as shown below), you'll be able to press the Email gift card codes with template button to send all customers an email with their current available gift card balance using the merge tag template you created. Customers that are without a gift card or balance are excluded from being notified.
For both store credit and gift card campaigns, you can further refine your sending audience by selecting a customer segment that you create within the Shopify admin.
You can create merge tag templates using either option described below:
Option 1: Copy and paste the customer balance and/or customer email link from the default template into a new template that you designed. If copied from editor to editor, the merge tag associated with these text elements are preserved
Create Email Campaign Template — Step-by-step:
Open the TinyMCE editor by issuing a test credit to an admin email address or test account. Search for the test email account and click Adjust balance. Check the option labeled Send Email in the popup and then click Save.
In the new window that appears, Select TinyMCE HTML Editor as the Email Editor preference. Scroll down to the email editor and highlight the available balance amount, in the example below $8.00 is highlighted. When highlighted, copy to your clipboard using keyboard shortcut Ctrl+C (Windows) or ⌘+C (Mac). Right-clicking the highlighted text to perform the copy/paste of merge tags is not supported as this is reserved for other operations while inside the TinyMCE editor.
Open a new session of the Shopwaive app with a new browser window or tab. Navigate to the email template you previously saved that you want to add the available balance merge tag. Paste the clipboard contents at the location in the template you want the available balance to appear, and then select Save this email as a template for future use. We named the new template in the example below Promo Template with Merge Tags
After saving the new template with at least one merge tag, you will be able to associate this email template with Campaigns to send all your customers their available balance with one-click. Follow the steps outlined above to create a new Campaign with the merge tag template
Toggle the Email Campaigns list found in the Settings panel to refresh the list of merge tag templates. Select the newly created merge tag template Promo Template with Merge Tags
Tip: When adding the available balance merge tag, the same process can be used to add the customer email merge tag to a new or existing template. Simply highlight and then copy using shortcut Ctrl+C (Windows) or ⌘+C (Mac) the email address link from the default template and then paste with Ctrl+V (Windows) or ⌘+V (Mac) into your new template. You can copy/paste the merge tags and place them at multiple locations
As mentioned previously, right-clicking the highlighted text to perform the copy/paste of merge tags is not supported as this is reserved for other operations while inside the TinyMCE editor
Option 2: Use HTML merge tags directly inside the source markup of the saved template
Step-by-step:
You can simply paste with Ctrl+V (Windows) or ⌘+V (Mac) the merge tags into the template source code. Use the following HTML merge tags
Depending if you are designing a store credit template or a gift code template, this merge tag can be used interchangeably to display the customer's available balance or their gift code balance.
This tag is the customer recipient's email address associated with their Shopwaive account.
This tag is used when creating a discount code template that can be referenced in a Shopify Flow using the Create discount action. Upon any Shopify action or webhook, a discount code can be sent to individual customers or an entire customer segment using the Create discount action. Alternatively, you are not required to send the code via email, simply opt-out of using Shopwaive email and the discount code will be created and can be accessed in your Shopify Discounts admin.
This tag is used when creating a gift code template that can be referenced in a Shopify Flow using the Create gift code action.
Before you begin using this merge tag, ensure you meet the requirements to use this feature. To use this enterprise feature, you must have an active Shopwaive Checkout subscription plan, a Shopify Plus subscription, and you must enable the Shopwaive Gift Extension in the app. Proceeding without these requirements being met will result in no action taken when attempting to use an HTML template with this merge tag.
Navigate to the TinyMCE editor, and select Tools > Source code
Paste with Ctrl+V (Windows) or ⌘+V (Mac) the merge tag into the template source code at the location desired. If your HTML markup is not in Shopwaive or in the TinyMCE editor yet, you can simply add the span tags into your template using any preferred editor outside of Shopwaive
We recommend using Email Campaigns and bulk email notification features mindfully, as your sender email address reputation is monitored by AWS and is dependent on the bounce and complaint rate. Excessive sending can result in your address being associated with spam Learn more
Have questions on any specific features? Contact us
