Add an ecommerce store to an email campaign

1. Choose Marketing Campaigns in the left panel, then select Email .
2. On the Email Campaigns page, click Create at the top right of the screen.
3. On the General Details page, enter a campaign name and select a topic  for your campaign.
4. Click Next .
   

1. Note : Topics are information preferences your contacts select at the time of sign up or in their settings. By selecting a topic for your email campaign, you can make sure your contacts receive the information they signed up for. This also ensures that only the contacts associated with the selected topic receive your emails. If there are contacts who have not been associated with any topic, you can associate them to the selected topic by checking the Map it to the selected topic box in the email configuration page.
   
5. Select Ecommerce.
   
6. Choose the ecommerce platform that hosts your store (either Zoho Commerce or Shopify). Click Next.

Use Zoho Commerce

1. Click Zoho Commerce.
   
2. Click Connect . Learn more about the Zoho Commerce integration.
   

Use Shopify

1. Click Shopify .
   
2. Click Connect .
   
3. Click Continue . Learn more about the Shopify integration.
   

Configure an email campaign

1. On the Configuration page, click Add Recipient  in the To section.
   
2. You can select the recipients existing Lists, Segments, and Tags options, or define your own recipient criteria with the Custom option.
3. Select your target audience from the dropdown menu. You can exclude specific contacts by turning on the  Exclude Contacts  toggle.
   
4. Click Save.
   
   
5. In the Subject section, click Add Subject .
   
6. Enter a suitable subject line for the email campaign (up to 150 characters). You can use merge tags to customize your message for each of your contacts by clicking the Personalize button.
   
7. Optionally, enter a suitable line in the Preheader text field (up to 150 characters).
   
8. Click Save .
   
9. In the From section, click Add Sender Details .
   
10. Enter the sender's  name and email address .
    
11. Enable the Use different reply-to address toggle. Enter an email address that will receive the replies to this email campaign.
    
12. Enable the Track replies  toggle to track your replies.
    
13. Click Save .

1. Note: If the contact was imported from Zoho CRM, you can personalize the sender details by clicking the Personalize button. Now, the name and email address of the CRM lead owner who owns the contact will be filled automatically.
   This feature is only available if your CRM account is integrated with Zoho Marketing Automation and the contacts are synced.
14. In the Content section, click Add Content.
    
15. You can design your campaign with the help of the Template Gallery, Layouts, Build Your Own or Sent Campaigns tabs. Once you're finished, click Save and Proceed.
    
16. Optionally, click Set Response Action in the Response Action section. This helps you send responses automatically to recipients who have interacted with your campaign (link clicked, email opened, etc.).
    
17. Set the criteria for the response action and click Save .
    

Info : You can perform A/B testing on the Configuration page, where you create and send two different versions of your campaign to a small number of recipients. You can then send the best-performing version to the remaining contacts.

Conduct an A/B test

1. On the Configuration page, enable the A/B Test toggle.
   
2. Configure the percentage, test duration, and winning metric settings, and select a variation to send if the results are inconclusive.
   
3. Click Save .
   
4. Navigate to the Variation B sub-tab and create a new campaign. You can perform the test against a completely different version, or keep certain parts the same by enabling the Copy Variation A  toggle in the subject, sender, and content fields. Once you enable this, the data in Variation A will be copied to the Variation B campaign.
   

Send a test email

1. Click Test email once you've designed your content.
   
2. In the Select email address field, enter up to five recipient email addresses. Click Send.
   
   

Send an email campaign

1. Click Review and Launch at the top right corner of the configuration screen.
2. Select Send immediately to choose from one of the following:
   
1. Send now : Send your campaign right now.
   
2. Batch sending : Segment your contacts into smaller batches and send your campaign at specified time intervals. This controls your website traffic and prevents potential strain on your server. To do this, your campaign needs a minimum of 200 contacts.
3. Optimal open time : Send your campaign when your recipients will likely open their emails. This will be calculated based on past open time patterns for each recipient. If an optimal open time is not found for a recipient, your campaign will be sent immediately.
3. Click Send for Review .
   

Schedule an email campaign

1. Click Review and Launch in the top right corner of the configuration screen.
   
2. Select Send later .
   
3. Select the date, time, and time zone to schedule the campaign.
   
4. Select a schedule type . You can send the campaign at a fixed time, in accordance with recipient time zones, in batches, or during the optimal open time.  
   
5. Click Send for Review.
   

Note : You can edit your email campaign any time before it is scheduled to send. Once the campaign is reviewed and approved by our content compliance team, it will be sent at the intended time. Campaign reports and analytics will be available in the Reports tab.