> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/shopify/email-and-campaigns.md).

# Email and Campaigns

Design pixel-perfect email notifications and save them as templates. Send manually and with automations, one-off, and in bulk

{% hint style="info" %}
On Feb. 1, 2024, Google and Yahoo began enforcing new email sender requirements. [Learn more about how to meet the new requirements](https://academy.klaviyo.com/2024-new-sender-requirements-checklist/1817230) from our partners at Klaviyo
{% endhint %}

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FmADFZ89n45Y64SLnVs4A%2F5.png?alt=media&amp;token=ab6fb071-e3e4-4103-b12c-8e0ea643c739" alt=""><figcaption><p>Send email campaigns with merge tag templates in Shopwaive</p></figcaption></figure>

## Features and functionality

{% hint style="success" %}
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
{% endhint %}

Begin sending email after you authenticate your branded sending domain in the Shopwaive app under <mark style="color:blue;">**Settings**</mark> > <mark style="color:blue;">**Email**</mark>. Follow [Setup branded email](/shopify/install/setup-branded-email.md). The sender is your store's sender email from the Shopify admin (**Settings** > **Notifications**), and its domain must be the root domain you authenticate

{% hint style="info" %}
In the app, the branded sending domain can be set up only by a store on the [Shopwaive Checkout](/shopify/pricing.md) plan that is also on Shopify Plus.
{% endhint %}

To show balances in Klaviyo email and SMS, and build Klaviyo segments and flows on them, see [Klaviyo](/shopify/email-and-campaigns/klaviyo-email-and-sms.md).

## Send email manually, one at a time

Open <mark style="color:blue;">**Customers**</mark>, choose <mark style="color:blue;">**View account**</mark> for the customer, then click <mark style="color:blue;">**Send email**</mark> at the top of the account screen. Enter a **Subject title** and a **Media url** (the image shown at the top of the email): both are required. The **Basic** editor sends a ready-made message; choose **Advanced** to edit the **Body message**. Optionally tick **Display a call to action button**, then click **Send**. If **Send email** shows the tooltip "Authenticate DNS with your branded domain to send email. Go to Settings > Email", finish [Setup branded email](/shopify/install/setup-branded-email.md) first

## Send email in bulk

Option #1: Set up email campaigns with Shopwaive's [Send email](/shopify/shopify-flow.md#send-an-email-when-credit-is-deposited) action in Shopify Flow. Tick the action's **Send to all customers with a balance** field to email every customer with a balance

Option #2: Open any customer's account, click <mark style="color:blue;">**Send email**</mark>, and tick <mark style="color:blue;">**Send this as an email campaign to all customers with a balance**</mark>. Write the email, click **Send**, then confirm with **Yes, continue**. A progress bar shows while the campaign sends, and "Campaign sent" appears when it finishes: keep the page open until then. The email goes to every customer with a balance, and to the customer whose account you opened

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FXelniYhC96yqnpM43Ye5%2FVerifyEmail.png?alt=media&amp;token=a5635a36-5732-4f24-904c-77d6fd3fa92b" alt=""><figcaption><p>Tick the campaign checkbox to email every customer with a balance</p></figcaption></figure>

## Send email with campaigns and templates

To reuse an email, tick <mark style="color:blue;">**Save this email as a template for future use**</mark> in the composer and give it an **Email template name** before you send.

Saved templates are listed at the top of the composer with **Load** and **Delete**. The list shows the templates whose body contains the `{{balance}}` merge tag, so include it in any template you want to load again or send as a campaign.

## Gift code emails

A gift code can be emailed when it is created: by the [Create gift code](/shopify/shopify-flow.md#create-a-gift-code-and-optionally-send-email) action in Shopify Flow, with its **Send Email with Shopwaive** or **Send Email with Shopify** option, or by the <mark style="color:blue;">**Send Gift Cards**</mark> tile on [Shopify POS](/shopify/shopify-pos.md). The app has no button that emails gift codes to all customers.

## Create campaign templates with merge tags

The composer's **Advanced** editor shows the **Body message** field. It takes plain text, HTML and these merge tags:

* `{{balance}}`: the customer's available balance
* `{{firstName}}`: the customer's first name
* `{{note}}`: the customer's most recent transaction note

The **Subject title** takes plain text and merge tags, not HTML.

Templates saved with the earlier HTML editor use the HTML merge tags below. Shopwaive still fills them when the Create discount or Create gift code action in Shopify Flow sends a saved template.

## HTML Merge Tags

Keep a sample value inside each tag, as shown below. Shopwaive replaces that sample with the customer's value wherever the same text appears in the email, so use a sample that appears nowhere else. A tag left empty breaks the email.

### Credit or gift code balance

Depending if you are designing a 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.

```markup
<span id="_credit_value">$8.00</span> 
```

### Customer email

This tag is the customer recipient's email address associated with their Shopwaive account.

```markup
<span id="_customer_email">customer@example.com</span> 
```

### Discount code

This tag is used when creating a discount code template that can be referenced in a [Shopify Flow ](/shopify/shopify-flow.md#create-a-discount-code-and-optionally-send-email)using the [Create discount](/shopify/shopify-flow.md#create-a-discount-code-and-optionally-send-email) 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](/shopify/shopify-flow.md#create-a-discount-code-and-optionally-send-email) 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.

```markup
<span id="_discount_code">SAMPLECODE</span>
```

### Gift card code

This tag is used when creating a gift code template that can be referenced in a [Shopify Flow](/shopify/shopify-flow.md#create-a-gift-code-and-optionally-send-email) using the [Create gift code](/shopify/shopify-flow.md#create-a-gift-code-and-optionally-send-email) action.

{% hint style="info" %}
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 and a Shopify Plus subscription. If Shopify does not create the gift card, the Create gift code step fails in Flow with a message, and no email is sent. The email is sent only when your sending domain is authenticated.
{% endhint %}

```html
<span id="_gift_card_code">SAMPLEGIFTCODE</span>
```

{% hint style="info" %}
We recommend using email campaigns and bulk email 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](https://docs.aws.amazon.com/ses/latest/dg/monitor-sender-reputation.html)
{% endhint %}

Have questions on any specific features? [<mark style="color:blue;">**Contact us**</mark>](mailto:support@shopwaive.com)
