How to Set Up Email Marketing Automations in Vitals

The Email Marketing app is a powerful tool that helps you engage customers through non-transactional emails. With automated email flows, you can reconnect with subscribers and past customers, driving more visits and conversions.

💡 Have specific questions about the app? See our list of Frequently Asked Questions (FAQs) of the Email Marketing app here: Email Marketing App FAQs

Getting Started: First-Time Setup

Setting up the app is quick and easy:

✔ Activate the Email Marketing app with a few clicks.

✔ The app will be ready to send Abandoned Checkout emails, Welcome emails, and/or Thank You emails automatically.

Activating & Managing Automations

When you activate the app, all automation funnels are initially inactive. To enable them:

  1. Open the Email Marketing app in Vitals.
  2. Select an automation (e.g., Abandoned Checkout, Welcome, or Thank You Flows).

  3. Select "Active" in the Status Dropdown option:

💡 Note: The app does not send abandoned checkout emails retroactively to past orders.

Understanding the Email Delivery Funnel

For each marketing flow, you can customize up to three email messages.

✔ By default, all emails in the funnel are active—but you can disable them if needed.

✔ Adjust the wait time between emails to optimize engagement.

Customizing Your Email Messages

Each email consists of two key steps:

Step 1: Adjust Email Settings

Click "Edit Email" to modify:

✅ Email Subject & Sender Name – Personalize your email for better open rates.

✅ Preview Text – Set the short preview text seen in email inboxes.

✅ Cooldown Rule – Prevents sending emails to customers who recently received another marketing email (to avoid spam).

✅ Reply-to Address – Specify where customer replies should be sent.

✅ Send Test – Preview the email by sending a test to an address under your store’s domain.

📌 Save your changes before proceeding to content editing.

Step 2: Design Your Email Content

Use the built-in email editor to create professional-looking emails:

✔ Start from 50+ pre-designed templates across different categories.

✔ Customize the email with dividers, headings, images, and more.

✔ Adjust the layout and formatting to match your brand.

Once you're happy with your design, click "Save", and your email is ready to go! 🚀

Analytics

The Email Marketing app measures the overall generic metrics:

  1. Subscribers: this is the count of the active emailable contacts. When a new Customer subscribes to your marketing emails, the indicator updates immediately. If a customer unsubscribes, the count will be decreased accordingly.
  2. Orders: this is the count of orders initiated from email engagement. If the customer opens or clicks the email and finalizes an order in the next 5 days, the order will be attributed to a campaign. This indicator also updates instantly, following the order.
  3. Sales: this is the total amount of sales generated through the Email Marketing app. It is the sum of all the Orders from point #2.

On the campaign level, the metrics displayed are:

  1. Open rate: this is the percentage of the emails your customers opened, from the total number of delivered emails. This metric is updated hourly.
  2. Click rate: this is the percentage of the clicks (or taps) your customers performed on links from your email. This metric is updated hourly.
  3. Orders: this is the count of orders initiated from email engagement. If the customer opens or clicks the email and finalizes an order in the next 5 days, the order will be attributed to the campaign. This metric is updated hourly.

Note that the campaign-level analytics are aggregated hourly. The analytics are updated at minute 0 of the next hour, for the hour that just passed.

For example, an Order performed at hour 13:01 will be reflected in the campaign analytics at 14:00, when the calculation script runs.

Additional settings

Email cooldown

Email cooldown is an option that can be activated to any email, be it an Automated email or Campaign. The purpose of this option is to avoid sending more than one email to the same customer in a customizable time frame. This will reduce the number of contacts that unsubscribe from your marketing emails, or mark the messages as spam, which will protect the server's reputation and maintain the high deliverability rate of 98%+. 

For example, when you shoot a Campaign, the customers that already received a Marketing Email in the past 16 hours (default value), will not receive the campaign (if the option is enabled). However, the customers that did not receive any Marketing Email from you in the past 16 hours, will receive the message. So the decision is taken on the customer level, not the campaign level.

You can control the length of the time interval from the global settings of the Email Marketing app:


Need Help?

Our support team is available to assist you with email setup, customization, and optimization—feel free to reach out anytime! 😊

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