How to Create a Manual Email Campaign in Vitals
The Email Marketing app not only automates emails for marketing flows but also lets you send manual email campaigns for time-sensitive promotions, such as flash sales, restock announcements, and more!
Step 1: Start a New Campaign
- Go to the Campaigns tab in the Email Marketing app.
Click "Create New Campaign".
📌 Note: Your past campaigns will be listed here with key metrics such as email deliveries, open rates, and click rates.
Step 2: Choose a Template
✔ Pick from 50+ pre-designed templates, categorized into 25+ themes.
✔ Preview a template before selecting it.
✔ Click "Select" to proceed to the email editor.
Step 3: Edit the Email Template
Use the drag-and-drop email builder to customize your template:
✅ Upload & rearrange images
✅ Change colors, alignments, and styles
✅ Embed specific products directly into the email
💡 Advanced Customization: Click "See Variables" to insert dynamic elements like customer names or product details.
📌 Save your design and click "Next" when you're satisfied.
Step 4: Schedule the Campaign
Here, you can:
✔ Set an internal name for the campaign (visible only to you).
✔ Select the recipient list (targeted customers).
| 1 | New Customers | Customers with 0 orders |
| 2 | Existing Customers | Customers with >0 orders |
| 3 | Customer account disabled status | Customer has no account |
| 4 | Customer account enabled status | Customer has an account |
| 5 | Customer account invited status | Customer received an account invitation sent from Shopify admin but didn't accept it yet (see image below) |
| 6 | Customer account declined status | Customer received an account invitation sent from Shopify admin and declined it (see image below) |
✔ Enable cooldown to avoid spamming subscribers.
✔ Customize email details (subject line, sender name, reply-to address, and preview text).
✔ Send a test email to preview it in a real inbox (only for emails under your store’s domain).
🔹 Choose to send the campaign immediately or schedule it for later.
Canceling a Scheduled Campaign
- Go to the list of campaigns.
- Tick the checkbox for the campaign you want to cancel.
Click the three-dot menu, then select "Cancel Campaign".
⚠ Important: Sent emails cannot be canceled or retracted.
Need Help?
If you need assistance in designing or setting up your email campaigns, our support team is here to help! 😊