Your First Campaign
Campaigns are targeted emails that drive engagement, promote rewards, and increase sales. Start with your first campaign to announce your loyalty program.
Accessing Campaigns
Click Campaigns (left sidebar):
┌─────────────────────────────────────────────────────────┐
│ Campaigns [Create Campaign ↻] │
├─────────────────────────────────────────────────────────┤
│ │
│ Recent Campaigns │
│ │
│ ┌────────────────────────────────────────────────────┐ │
│ │ "Join Our Loyalty Program" │ │
│ │ Status: ✅ Sent │ Recipients: 2,450 │ │
│ │ Sent: Apr 1 │ Open Rate: 34% │ CTR: 8.2% │ │
│ │ [View] │ │
│ ├────────────────────────────────────────────────────┤ │
│ │ "Earn Faster This Weekend" │ │
│ │ Status: ⏳ Scheduled │ Recipients: 3,100 │ │
│ │ Scheduled: Apr 15 at 9:00 AM PT │ │
│ │ [Edit] [Cancel] │ │
│ ├────────────────────────────────────────────────────┤ │
│ │ "Birthday Month Bonus" │ │
│ │ Status: ⏸️ Draft │ Recipients: N/A │ │
│ │ Last edited: 2 days ago │ │
│ │ [Edit] [Delete] │ │
│ └────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────┘
Create Your First Campaign: Step-by-Step
Step 1: Click Create Campaign
┌────────────────────────────────────────────────────┐
│ Create Campaign │
├────────────────────────────────────────────────────┤
│ │
│ Campaign Type │
│ │
│ ⦿ One-Time Email │
│ ○ Recurring Campaign (scheduled) │
│ │
│ [Next] │
│ │
└────────────────────────────────────────────────────┘
Select One-Time Email for your first campaign.
Step 2: Choose Your Audience
┌────────────────────────────────────────────────────┐
│ Who Should Receive This Email? │
├────────────────────────────────────────────────────┤
│ │
│ Audience Selection: │
│ │
│ ⦿ All Members (12,450 people) │
│ ○ Specific Segment │
│ ○ Custom Filter │
│ │
│ If Specific Segment: │
│ [Select Segment ▼] │
│ Estimated Recipients: 2,450 │
│ │
│ Send To: │
│ ☑ Active Members │
│ ☑ Inactive Members (hasn't purchased in 90d) │
│ ☐ Bounced Emails (skip these) │
│ │
│ [Previous] [Next] │
│ │
└────────────────────────────────────────────────────┘
For your first campaign, select All Members.
Step 3: Write Your Email
┌────────────────────────────────────────────────────┐
│ Compose Email │
├────────────────────────────────────────────────────┤
│ │
│ From Name: │
│ [The Loyalty Team] │
│ │
│ Subject Line: │
│ [🎉 Join Our Loyalty Program & Earn Rewards] │
│ │
│ Preheader (preview text in inbox): │
│ [Get 100 bonus points just for joining] │
│ │
│ Email Body: │
│ ┌──────────────────────────────────────────────┐ │
│ │ [HTML/Rich Editor] │ │
│ │ │ │
│ │ Hi {'{'{first_name}'}'}, │ │
│ │ │ │
│ │ Thank you for shopping with us! We've │ │
│ │ created an exclusive loyalty program just │ │
│ │ for you. │ │
│ │ │ │
│ │ Here's what you get: │ │
│ │ • Earn points on every purchase │ │
│ │ • 100 bonus points just for joining │ │
│ │ • Exclusive member-only rewards │ │
│ │ │ │
│ │ [Join Now] ← Button │ │
│ │ │ │
│ └──────────────────────────────────────────────┘ │
│ │
│ Personalization Tags Available: │
│ {'{'{first_name}'}'} {'{'{last_name}'}'} {'{'{email}'}'} │
│ {'{'{points_balance}'}'} {'{'{tier_name}'}'} │
│ {'{'{sign_up_link}'}'} │
│ │
│ [Previous] [Next] │
│ │
└────────────────────────────────────────────────────┘
Template for first campaign:
Subject: 🎉 Join Our Loyalty Program — Get 100 Bonus Points
Hi {'{'{first_name}'}'},
We're excited to introduce our brand new loyalty program!
Starting today, you can earn points on every purchase and redeem
them for exclusive rewards.
What You'll Get:
✨ 100 bonus points just for joining
✨ 1 point per $1 you spend
✨ Exclusive member-only discounts
✨ Birthday bonuses and special offers
Join now and see your rewards grow!
[Become a Member] ← Click here
Questions? Reply to this email — we're here to help!
The {'{'{store_name}'}'} Team
Step 4: Schedule Delivery
┌────────────────────────────────────────────────────┐
│ Schedule │
├────────────────────────────────────────────────────┤
│ │
│ When Should We Send This? │
│ │
│ ⦿ Send Immediately │
│ ○ Schedule for Later │
│ │
│ If Scheduled: │
│ Date: [Apr 15, 2025] Time: [9:00 AM] │
│ Timezone: [America/Los_Angeles ▼] │
│ │
│ Test Email First? │
│ [Send Test Email to: rajaisavior@gmail.com] │
│ │
│ [Previous] [Review] │
│ │
└────────────────────────────────────────────────────┘
For your first campaign, Send Immediately so you can see results.
Step 5: Review & Send
┌────────────────────────────────────────────────────┐
│ Review Campaign │
├────────────────────────────────────────────────────┤
│ │
│ Campaign Summary: │
│ │
│ 📧 Subject: "Join Our Loyalty Program..." │
│ 👥 Recipients: 12,450 members │
│ 🕐 Send Time: Now │
│ 📊 Estimated Cost: Standard plan (no extra) │
│ │
│ Email Preview: │
│ ┌──────────────────────────────────────────────┐ │
│ │ [Shows how email looks in inbox] │ │
│ │ Subject: 🎉 Join Our Loyalty Program... │ │
│ │ From: The Loyalty Team │ │
│ │ Preheader: Get 100 bonus points just... │ │
│ └──────────────────────────────────────────────┘ │
│ │
│ Full Email Preview: │
│ ┌──────────────────────────────────────────────┐ │
│ │ Hi {'{'{first_name}'}'}, │ │
│ │ │ │
│ │ [Full email content displays here] │ │
│ │ │ │
│ │ [Join Now] Button │ │
│ └──────────────────────────────────────────────┘ │
│ │
│ [Previous] [Send Campaign] [Save as Draft] │
│ │
└────────────────────────────────────────────────────┘
Click [Send Campaign] to go live!
Campaign Types
1. Engagement Boost
Goal: Re-activate inactive members When: Members haven't purchased in 30-60 days
Subject: "We Miss You! 50% Extra Points This Weekend"
Hi {'{'{first_name}'}'},
It's been a while since you've shopped with us. Here's a special
offer just for you:
This weekend only, earn DOUBLE points on any purchase!
That $50 purchase becomes 100 points instead of 50. 🚀
[Shop Now]
Best,
The Team
2. Reward Announcement
Goal: Drive redemptions and repeat purchases When: You create a new reward
Subject: "New Reward Alert: $25 Off Is Here! 🎁"
Hi {'{'{first_name}'}'},
We just launched an amazing new reward, and you might already have
enough points to claim it!
$25 Off Your Next Order
Points Required: {'{'{points_needed}'}'} (You have: {'{'{points_balance}'}'})
{'{'{#if_can_redeem}'}'}
You're eligible NOW! Claim your reward:
[Redeem Now]
{'{'{/if_can_redeem}'}'}
{'{'{#if_cannot_redeem}'}'}
Just {'{'{points_until_eligible}'}'} more points to go!
[See How to Earn]
{'{'{/if_cannot_redeem}'}'}
Best,
The Team
3. Milestone Celebration
Goal: Celebrate and encourage ongoing engagement When: Member reaches points milestone (100, 500, 1000 pts)
Subject: "🏆 Congratulations! You've Earned 1,000 Points!"
Hi {'{'{first_name}'}'},
Amazing! You've reached 1,000 loyalty points. 🎉
Here's what that means:
✨ You're in the top 10% of our members
✨ You can now redeem for our premium rewards
✨ You've saved an average of $40 with our program
Your Available Rewards:
• $25 Off (1000 pts) ← You're eligible!
• Free Shipping (500 pts)
• $50 Off (2500 pts) ← Almost there!
[View All Rewards]
Keep earning!
The Team
4. Point Progress
Goal: Encourage completion of goals When: Member is close to a reward threshold
Subject: "You're {'{'{points_until_reward}'}'} Points Away From {'{'{reward_name}'}'}!"
Hi {'{'{first_name}'}'},
You're so close! 🎯
You have: {'{'{points_balance}'}'} points
You need: {'{'{points_required}'}'} points
You're missing: {'{'{points_until_reward}'}'} points
That's just one ${'{'{points_until_reward}'}'} purchase away from
redeeming {'{'{reward_name}'}'}!
Complete your next order and claim it:
[Shop Now]
The Team
5. New Collection Launch
Goal: Drive awareness and purchases When: You launch new products
Subject: "New Collection Just Dropped! Earn 2X Points Today 🚀"
Hi {'{'{first_name}'}'},
Our spring collection just arrived, and loyalty members get a
special benefit today:
Earn 2X points on everything in the new collection!
That means on a $50 purchase, you'll earn 100 points instead of 50!
[Shop New Collection]
Available for today only!
The Team
Best Practices
Know Your Numbers
Before sending:
- Check your audience size
- Look at recent send open rates
- Review what worked before
Example review:
Audience: 12,450 members
Expected Open Rate: 25-35%
Likely Opens: 3,100-4,350 members
Expected Clicks: 5-10% of opens = 150-400 clicks
Expected Sales: 2-5% of clicks = 3-20 orders
Timing Matters
Best times to send (varies by audience):
- Weekday mornings (9 AM): Higher open rates
- Tuesday-Thursday: Best engagement
- Avoid: Mondays (crowded), Fridays (checking out)
- Timezone: Send to your largest market timezone first
Use Personalization
Tags to personalize:
{'{'}first_name{'}'}— "Hi Sarah,"{'{'}points_balance{'}'}— "You have 450 points"{'{'}tier_name{'}'}— "Gold Member Exclusive"{'{'}last_purchase_date{'}'}— "Since your last purchase on..."
Impact: Personalized emails get 26% higher open rates.
Keep It Short
Email structure:
- Greeting - 1 line
- Hook - 1-2 lines (why they should care)
- Offer details - 3-5 lines
- CTA button - 1 line
- Closing - 1 line
Total: 7-10 lines, ~100 words
Longer emails get ignored or marked as spam.
A/B Testing
Test different approaches:
Test 1: Subject Line
Send: 50% with "50% Extra Points This Weekend"
50% with "Don't Miss Out — 50% Extra Points Today"
Winner: Whichever gets higher open rate
Test 2: CTA Text
Send: 50% with "Shop Now"
50% with "Earn Bonus Points"
Winner: Whichever gets higher click rate
Check results in Campaign Analytics after send.
Campaign Analytics
After sending, check results:
┌──────────────────────────────────────────────────────┐
│ Campaign Results │
├──────────────────────────────────────────────────────┤
│ │
│ Campaign: "Join Our Loyalty Program" │
│ Sent: Apr 1 at 2:00 PM PT │
│ │
│ DELIVERY METRICS │
│ ├─ Sent: 12,450 │
│ ├─ Delivered: 12,318 (98.9%) │
│ ├─ Bounced: 132 (1.1%) │
│ └─ Spam Complaints: 3 (0.02%) │
│ │
│ ENGAGEMENT METRICS │
│ ├─ Opens: 4,225 (34.3%) │
│ ├─ Clicks: 687 (5.5%) │
│ ├─ Conversions: 42 (0.34%) │
│ └─ Avg. Revenue per Email: $5.23 │
│ │
│ MEMBER ACTIVITY │
│ ├─ New Enrollments: 287 │
│ ├─ Orders Placed: 42 │
│ ├─ Total Revenue: $65,000 (attributed) │
│ └─ ROI: 2,145% (compared to cost) │
│ │
│ TIME INSIGHTS │
│ ├─ Most Opened: 2-4 hours after send │
│ ├─ Peak Click Time: 6-8 hours after send │
│ └─ Purchases completed: within 24 hours │
│ │
└──────────────────────────────────────────────────────┘
What Good Looks Like
| Metric | Good | Excellent |
|---|---|---|
| Open Rate | 20-30% | 35%+ |
| Click Rate | 3-5% | 7%+ |
| Conversion Rate | 0.5-1% | 2%+ |
| Unsubscribe | less than 0.5% | less than 0.1% |
Common Campaign Mistakes
❌ Sending too often - More than 1x per week leads to unsubscribes ✅ Do: Send 1-2 campaigns per month
❌ Generic subject lines - "Hello" or "Update" get ignored ✅ Do: Use numbers, questions, or urgency ("Your Points Just Increased!")
❌ No clear CTA - Hidden buttons or no action ✅ Do: Big, obvious button with action text
❌ Confusing design - Hard to read on mobile ✅ Do: Test on phone, keep it simple
❌ Not mobile optimized - 50% open on mobile ✅ Do: Preview and test on phones
Next Steps
- Create Segments to send campaigns to specific groups
- Check Analytics to see campaign performance trends
- Create More Rewards to promote via campaigns