Getting Started with Yotpo Email: Explore & Launch Your First Campaign

Setup Essentials

Before you start sending marketing messages, make sure you’ve completed the technical setup in the Getting Started with Yotpo Email: Setup Essentials.

Feature Overview

Now that you’ve completed your setup, it’s time to explore Yotpo Email’s powerful marketing capabilities. In this guide, you’ll:

• Grow your audience

• Create smart segments

• Send your first email campaign

• Send your first SMS campaign

• Launch high-impact flows

• Review performance with analytics

• Connect to third-party tools

Start exploring

1. Grow Your Audience

Applies to: Email & SMS

Setting up a subscriber collection tool is essential for growing your SMS and email audience.

Estimated time: 10 mins

1. Go to Audience > Subscriber Collection Tools.

2. Choose a popup or embedded tool and click Set it up.

3. Customize the appearance, trigger, and settings.

4. Save and publish.

See detailed instructions on setting up a subscriber collection tool.

2. Create Your First Segment

Applies to: Email & SMS

1. Organize contacts to send relevant, personalized messages.

2. Estimated time: 10 mins

3. In Yotpo SMS & Email, go to Audience > Lists & Segments.

4. Click Create audience.

5. You can create segments manually, from a list, or by using AI-powered Tailor Segments. Choose your desired option.

6. Click Create audience.

See detailed instructions on setting up segmentations and lists.

3. Send Your First Email Campaign

Applies to: Email only

Start reaching your customers with a well-crafted email campaign. You can use pre-designed templates or recreate your brand’s past emails using the drag-and-drop editor.

Estimated time: 30 mins

1. Go to Campaigns > My Campaigns.

2. Click Create campaign > Email campaign.

3. Browse or search for a template and click to customize it with your own branding.

4. Test and preview your email.

5. Choose your audience and schedule or send.

See detailed instructions on creating an email campaign.

4. Send Your First SMS Campaign

Applies to: SMS only

Start reaching your customers with a direct and effective SMS message.

Estimated time: 10 mins

1. Go to Campaigns > My Campaigns.

2. Click Create campaign > SMS campaign.

3. Select a template or start from scratch.

4. Customize your text content, add personalization, discounts, or links.

5. Test and preview your SMS.

6. Choose your audience and schedule or send.

See detailed instructions on creating an SMS campaign.

5. Activate Key Flows

Applies to: Email & SMS

Automated flows help you engage customers at every stage of their journey.

Estimated time: 60 mins

1. Go to Flows > My Flows.

2. Click Create flow and choose from:

   • Welcome

   • Abandoned Checkout

   • Customer Winback

   • Order Confirmation

   • Shipping Confirmation

3. Customize and save.

See detailed instructions on activating flows.

6. Analyze Your Performance

Applies to: Email & SMS

Understand what’s working and optimize future campaigns.

Estimated time: 10 mins

1. Go to Analytics > Revenue Analytics.

2. Choose to view results by campaigns, flows, or subscriber activity.

See detailed instructions on understanding your email analytics and deliverability analytics.

7. Integrate with Third Parties

Applies to: Email & SMS

Connect Yotpo Email with your favorite tools to boost efficiency.

Estimated time: 15 mins

1. Go to Integrations.

2. Browse or search for your integration.

3. Follow the connection instructions.

See detailed instructions on integrating with third parties.

You’re now ready to create, launch, and scale your first marketing campaigns using Yotpo Email. For more advanced guides, check out our Help Center.