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Email settings

Emails are managed from Marketing -> Follow-Up Email -> Manage campaigns — open a campaign and use the actions on each email row in the sequence.

Quick actions​

Each email in the sequence has the following actions available directly from the campaign view, without opening the settings dialog:

  • Edit email — opens the email settings dialog.
  • Preview (👁 icon) — opens an inline modal showing the rendered subject (prefixed with Subject:) and the full email body, populated with sample store data. Available on both the campaign listing page and the campaign view page.
  • Delete — removes the email from the sequence.
  • Duplicate — creates a copy of the email in the same trigger.

Email campaign settings​

Configure basic options for email automation and delivery.

  • Email template: select the email template for this campaign. To create a new template, go to Follow Up > Email Designer > Manage Templates.
  • Delivery time delay: allows sending an email with a specified delay after the event occurs. Three fields are available for configuration: days, hours, and minutes.
  • Excluded weekdays: select the days when emails should not be sent.

Coupon configuration​

Include a discount coupon in your email to incentivize customers.

  • Include coupon in email: enable to include a coupon in the email and offer a discount to the recipient.
  • Shopping cart price rule: select the Cart Price Rule associated with the coupon. The coupon codes are generated automatically. Check the option Use Auto Generation at the cart price rule to use it.
  • Coupon expires after, days: enter the number of days before the coupon expires. Specify the validity period for the coupon in days. For example, entering 7 will make the coupon valid for one week after it is sent. Leave blank to set no expiration date.

Cross-sells settings​

Add related product suggestions to emails to encourage additional purchases.

  • Include cross-sells in email: enable this option to include personalized product recommendations in the email.
  • Cross-sells source: select the source of cross-sell product recommendations. The data for these products is pulled from the relevant sections in the product card. Available 3 options:
    • Cross-sells products
    • Related products
    • Upsell products