MerchantGuide

Email campaigns

Build merchant email campaigns with audience targeting, message editing, preview, testing, scheduling, and send reporting.

Last reviewed: Sep 15, 2026UI path: Merchant sidebar → Marketing → Email Campaigns

Before you start

Review Email Sync settings if you want contact data ready before sending.

Where to find it

Merchant sidebar → Marketing → Email Campaigns

The illustrations show draft editing, test and scheduling controls. Draft field-validation messages, generated previews and delivery results are not pictured.

Steps

Merchant Email Campaigns with a fictional draft, subject, sender and audience controls — Campaign details and audienceCurrent campaign selection, draft details and audience filters for a fictional workspace newsletter with zero recipients. The imported audience is fixture data; no contact was imported and no draft was saved.

View full-size image: Campaign details and audience

Send Configuration panel with empty test email and schedule fields — Campaign test and schedule controlsCurrent test-email and scheduling fields before entry. The Send Test and Schedule Send controls are shown but were not used; no message was sent or scheduled.

View full-size image: Campaign test and schedule controls

Step 1.

Open Marketing → Email Campaigns.

Step 2.

Choose or review the campaign audience before editing the message.

Step 3.

Build the campaign content and confirm the reply details.

Step 4.

Use the preview step to review the message before sending.

Step 5.

Send a test email if you want to confirm the content first.

Step 6.

Choose Schedule or Send now, then return later to review campaign reporting.

Campaign hero block editor with heading, body, image URL and call-to-action fields — Campaign hero block editorCurrent hero block fields and reorder, duplicate and remove controls with fictional content and an example.com link. No content or block order was changed.

View full-size image: Campaign hero block editor

Settings explained

Audience filters decide who should receive the campaign.
Builder is where you write and organize the email content.
Preview lets you review the final message before it is sent.
Scheduled means the message is ready for a future send time.
Reporting helps you review the campaign after it is sent.

Example

A merchant creates a reactivation campaign for subscribed contacts, sends a test to review formatting, schedules the campaign for the next morning, and later reviews the results to decide whether a follow-up message is needed.

Tips and limits

Test sends are useful before large audience sends.
Confirm audience filters before scheduling so the message reaches the right people.
If a campaign cannot be sent, check required fields, reply details, and current campaign status first.