Email Campaigns & Automations
Design a branded email, choose who gets it, test it, then send it now or schedule it, and see who opened and clicked. Automations send an email to each person a set time after something they do, like a first order or a booking.
Two kinds of campaign
| Kind | Use it for |
|---|---|
| One-off campaign | A single email that goes out once, now or at a time you choose: a sale, a new collection, a festival greeting, news. |
| Automation | An email each person gets once, a set number of days after a trigger: a welcome, a thank-you after a first order, a reminder to rebook. It keeps running until you stop it. |
Campaigns adapt to your business type. An online store starts with your customers and newsletter subscribers and a “Shop now” email. A business website starts with newsletter subscribers, enquiries and booking clients and a “Visit our website” email.
Create a campaign
Click New campaign
A draft opens in the editor with a starter email. Everything saves as you type; the name at the top is for your records only.Choose one-off or automation
Leave it on One-off campaign, or see Automations below.Pick who gets it
Switch on the lists you want, then narrow them down (see Choosing who gets it).Write the email
Add a Subject, an optional Preview text (the line inboxes show after the subject), and build the message from blocks.Check the preview, then send a test
The preview on the right shows the email in your store's logo and name, on desktop or phone. Send test delivers it to up to five addresses through your store's email settings, with “[Test]” in the subject.Review & send
Choose Send now or Schedule and a time, then type the number of recipients to confirm. If the audience changed since you opened the dialog, Joomni shows the new number and asks you to confirm again.
Choosing who gets it
A campaign can draw from one or more lists. Each person gets one copy, even if they're on several lists.
| List | Who is on it |
|---|---|
| Customers | Customers who accepted marketing, at checkout, when signing up, or set by you on the customer's profile. |
| Newsletter subscribers | People who signed up through a newsletter form on your site. |
| Enquiries | People who sent a message through a contact or quote form (leads). Spam is never included. |
| Booking clients | People who booked an appointment with you (bookings). Cancelled bookings don't count. |
Each list can be narrowed further:
- Customers: everyone, one tag, a saved segment, or filters (any of several tags, a minimum number of orders, a minimum amount spent, and when they became a customer).
- Enquiries: by status (new, contacted, qualified, converted, lost) and by tag.
- Booking clients: by service and by appointment date.
- Never send to: addresses to leave out of this campaign, whatever list they're on.
The count under the lists updates as you change them: how many people will receive it, how many come from each list, and how many are skipped and why (unsubscribed, bounced before, excluded or an invalid address).
Enquiries and booking clients didn't sign up for marketing
Writing the email
Build the message from blocks, then reorder them with the arrows:
| Block | What it is |
|---|---|
| Heading | A large title, with an optional small label above it. |
| Text | Paragraphs. Use **bold**, *italic*, [link text](https://…), a blank line for a new paragraph, and lines starting with - for bullets. |
| Button | A button with your label and link, left-aligned or centred. |
| Callout | A highlighted box with an optional title, in brand, info, success, warning, danger or neutral colours. |
| Image | An image from an https:// address, with alt text and an optional link. |
| Divider | A line between parts of the email. |
Personalise any block, the subject or the preview text with merge tags. Click a tag above the blocks to copy it:
| Tag | Becomes |
|---|---|
{{firstName|there}} | The person’s first name, or “there” if it’s missing. Put any fallback after the |. |
{{lastName}} | Their last name. |
{{name}} | Their full name. |
{{storeName}} | Your store’s name. |
{{storeUrl}} | Your store’s address, using your own domain if you have one. Handy for button links. |
Every email uses your store's logo and name and ends with an Unsubscribe link. Replies go to your store's email address. Campaigns made before the block editor still open with their original HTML; Switch to the visual editor replaces it with a starter layout.
Sending, scheduling and pausing
- Send now starts within a few seconds. Large lists go out steadily, and the campaign page shows a progress bar.
- Schedule sends at the time you pick. Who receives it is worked out again at that moment, so new subscribers are included. Use Unschedule & edit to change it before then.
- Pause and Resume stop and restart sending. Cancel stops it for good; anyone not sent to yet won't get it.
- If sending fails many times in a row, usually because of your email settings, the campaign pauses itself and shows the reason. Fix the settings, then resume.
Reading the results
Open any sent or sending campaign to see:
| Field | What it does |
|---|---|
| Numbers | Recipients, sent, opened, clicked, unsubscribed, bounced and failed, with percentages. |
| Recipients | Everyone it went to and what happened: sent, opened, clicked, bounced, failed or unsubscribed. Search, filter and export to CSV. |
| Links | Each link in the email with how many people clicked it and how many clicks in total. |
| Content | The email exactly as it was sent. |
Opens are an estimate, clicks are exact
Duplicate copies any campaign into a new draft, which is the quickest way to send a similar email again.
Automations
Choose Automation at the top of the editor, pick a trigger and how many days after it the email goes out (0 means within about 15 minutes). The triggers for your business type are shown first; the others are below them.
| Trigger | Sends N days after… |
|---|---|
| Became a customer | Someone signs up or checks out for the first time. A welcome or first-order discount. |
| Placed their first order | Their first order. A thank-you or review request. |
| Hasn’t ordered again | Their first order, only if they haven’t ordered a second time. A “come back” offer. |
| No order in a while | Their last order, if they haven’t ordered since. A win-back offer. |
| Joined the newsletter | They sign up through a newsletter form. A welcome and what to expect. |
| Sent an enquiry | They send a contact or quote form. A follow-up or useful information. |
| Had an appointment | Their appointment ends (not cancelled or a no-show). A thank-you or review request. |
| Hasn’t booked again | Their last appointment, if they haven’t booked another. A reminder to rebook. |
- Each person gets each automation once.
- Only things that happen after you activate it count, so switching one on never emails all your existing customers at once.
- Cancelled orders never count as orders.
- Narrow customer automations with the usual customer options, enquiry ones by tag and booking ones by service.
- Activate it by typing ACTIVATE to confirm. It then shows as Active and checks for people who are due every 10 minutes. Pause to switch it off for a while, Stop to end it for good.
Unsubscribes and bounces
- Every email has an Unsubscribe link and supports the one-click unsubscribe button in Gmail and other mail apps.
- Unsubscribing stops your store's marketing emails only. Other stores on Joomni aren't affected, and the person still gets emails about their orders and bookings.
- People who unsubscribed, whose address bounced, or who marked your email as spam are skipped automatically from then on. A customer who later opts back in, for example at checkout, receives campaigns again.
Better delivery
Good campaign habits
- One message per email: one sale, one launch, one announcement.
- Use a clear button that links to the product, collection, page or booking form.
- Pair the email with a discount code and an end date to create urgency.
- Send yourself a test and check it on your phone before every send.
- Look at the Links tab afterwards to see what people actually clicked, and do more of that.
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