Step-by-step guide to composing a campaign, choosing an audience, and sending
email to subscribed customers.
Before you begin
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- You need Manage or Admin marketing access.
- At least one customer must be subscribed to email marketing.
- SendGrid must be configured. Contact your platform admin if sends fail with "email not configured."
Steps
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Step 1 — Open Campaigns
From Marketing Hub, click Campaigns in the sidebar, then New campaign.
Step 2 — Name and subject
- Enter an internal campaign name (staff only).
- Enter the email subject customers will see.
- Optional: Preview text (inbox snippet).
Step 3 — Compose the email
- Start from a template or build in the visual editor.
- Use these merge tags in the body:
{{firstName}} — customer first name
{{lastName}} — customer last name
{{storeName}} — your store name
{{unsubscribeUrl}} — required unsubscribe link
Step 4 — Choose audience
- All subscribed — every mailable customer in your organization.
- Segment — a saved audience (see Build an audience with segments).
Step 5 — Save or send
- Save draft to finish later.
- Send now to queue the campaign immediately.
Only subscribed customers with valid email addresses are queued. Others are
skipped and logged.
Step 6 — Review results
After sending, open the campaign to see delivery, opens, clicks, bounces,
and unsubscribes.
Tips
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- Send to a small segment before mailing your full list.
- Always include {{unsubscribeUrl}} in the footer.
- If you see a session-expired message, sign in again and retry.
Related articles
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- Build an audience with segments
- Understand campaign results and stats
- Configure Marketing Settings (reply-to and CAN-SPAM)