Have you ever opened an email only to forget about it right after? We’re all guilty of it! This workflow helps you set up an email series with multiple reminders to incentivize clients to purchase.
Date-based email campaigns take about 15 minutes to create and the work you do now will pay off later.
First, make a plan. Ask yourself a few questions, like:
- What kind of sale or discount do I want to offer my clients?
- What will I say in my emails?
- When should the emails be sent?
- Which galleries and visitors will I target?
Once you have those questions answered, it's time to create!
For this example, you'll offer an automatic 20% group discount for all print products and an automatic cart discount for free shipping on orders over $100. You'll email all visitors to our active galleries, notifying them of the sale.
If you're using our Holiday Email Campaign, which includes pre-written email templates, please be aware that the dates included when you create the campaign are the original sales dates suggested by our lab partners. They can be updated by clicking on them.
1. Build your discounts
To create both discounts, go to Store > Price Sheets. Decide which price sheets you want to add the discounts to. Depending on the galleries you're targeting, you'll want to create a discount in each of your price sheets to ensure the discount is enabled in the gallery.
Note: Changing price sheets on a gallery will wipe out visitors’ saved cart items, so keep existing price sheets if possible.
Once you choose the price sheet(s), select Discounts > Add New Discount to create the two discounts.
Remember to ensure that your profit margins are high enough to offer both discounts!
20% off Prints Discount
- Click Create next to Group Discount
- Choose Automatic as the kind of discount
- Automatic discounts are simple because the client doesn’t have to remember to enter a promo code.
- Automatic discounts are simple because the client doesn’t have to remember to enter a promo code.
- Select the Prints, Canvases, Metals, Products, and Fine Art Prints groups > Next
- Click the bubble next to the % off of total option and add 20 to the textbox
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- You also have the option to set the amount of items required to trigger the discount and limit the number of times it can be used. For this example, we will leave those options blank.
- You also have the option to set the amount of items required to trigger the discount and limit the number of times it can be used. For this example, we will leave those options blank.
- Click Save
Free Shipping Discount
- Click Create next to Cart Discount
- Choose Automatic as the kind of discount
- Automatic discounts are simple because the client doesn’t have to remember to enter a promo code.
- Automatic discounts are simple because the client doesn’t have to remember to enter a promo code.
- Click the bubble next to the Free Shipping option
- Set the range from $100 to a very high number, such as $10,000
- Click Save
2. Build your email templates
If you are going to use our Holiday Email Campaign you can skip down to step 3.
- Go to Studio > Email > Templates > New Template
- Name your template > Create
- Create the email content (example below)
- Template-type: Email Gallery Link
- Email Subject: Enjoy 10% off your gallery for a limited time!
- Headline: Ready, Set, SHOP!
- Button Text: Get Started!
- Email Body: Tell your clients about the sale, how long it lasts, and any other important information about the gallery. If the gallery has a password, be sure to include the password variable. If some of your galleries have passwords and some don’t, you might include a note saying “if your gallery doesn’t have a password, don’t fret! Just enter your email and you can access the gallery.”
Repeat the steps above to create multiple emails to send on different dates leading up to the end of the sale.
3. Build your email campaign
If using our Holiday Email Campaign, click the ShootProof Email Campaign option and select Holiday Email Campaign.
- Once you’ve set up the template, go to the Campaigns tab
- Select New Email Campaign > Custom Date-Based Email Campaign
- Name your campaign > Next
- Now apply settings for this specific campaign
- Email Template: Choose the first email template that you created
- Trigger Date: Select the date you’d like these emails to send
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Recipients: All Visitors
- Repeat these steps for each of the email templates you created
4. Choose the galleries
- Remember the question “which galleries will I target?” This step is where you ensure all of the galleries you wish to target are Active.
- Go to Galleries > All Galleries
- Reactivate any inactive galleries and unarchive any archived galleries
- To reactivate inactive galleries in bulk, select the Inactive filter box > Select ALL > Actions > Bulk Actions. On that page, go to the Status drop-down menu > Active
- To unarchive archived galleries, select the Archived filter box > select each gallery individually > Actions > Unarchive
- To reactivate inactive galleries in bulk, select the Inactive filter box > Select ALL > Actions > Bulk Actions. On that page, go to the Status drop-down menu > Active
5. Assign the campaign
- Go to Galleries > All Galleries
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Select the Active filter box > Select ALL > Actions > Bulk Actions
- In the Advanced tab, select the Email Campaign drop-down and choose your newly created campaign
- Click Apply Changes
For more information about using campaigns, watch this video tutorial.