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Campaigns

A campaign is one email you decide the timing of. You write it, you choose who gets it, you read it once more, and you say when. Nothing about a campaign happens because a person did something — that is an automation, and it lives one section over.

Your campaigns

Under Campaigns you see every campaign this store has, newest activity first. Three counts sit across the top — drafts, scheduled, completed — and under them a line naming the last campaign that went all the way through.

Search by name. Type more than one word and every one of them has to match, wherever each of them falls and in any order — searching Mother 2026 finds a campaign called Mother's Day 2026 — final call. Use Status to narrow to one kind. Both live in the address bar, so going into a campaign and coming back brings you to the same view, and a filtered view can be bookmarked.

Paging. Under the table you choose how many to show at a time — 25, 50 or 100 per page — and step through with Previous and Next. The line beside them says where you are: Page 3 of 5. Type a number in the box to jump straight to a page. The page you are on is part of the address, so opening a campaign and coming back puts you back where you were, and the size you choose is remembered the next time you open this screen. Searching or changing the status takes you back to the first page. The three counts across the top and the line about something needing you always describe your whole store, never the page you are looking at.

The columns

• Campaign — its name. Yours to find it by; it is never in the email.
• Status — Draft, Scheduled, Preparing, Sending, Stopped mid-send, Completed or Canceled.
• Audience — how many people. An em dash means nobody has counted this yet, and a 0 means the count was taken and it was nobody. Those are different facts and this screen never lets them look the same.
• When — one column with one meaning per status: a draft shows its last edit, a scheduled one shows when it will go, a sending one says so, a completed one shows when it went.
• Delivered and Clicked — the same rule as Audience. A campaign with no audience cut yet has nothing to report, and says so with a dash.

Opens are not a column here. The opens number needs a sentence beside it about how mail programs now open messages on a person's behalf, and a table row has no room for a sentence. Opens live on the campaign's own report.

The row menu

Every row carries a ⋯ menu on the right with everything that campaign can still have done to it. What is in it depends on where the campaign is:

• Edit — on a draft. It opens the same screen the name does.
• Cancel campaign — on one that is scheduled, preparing its codes, sending or stopped mid-send. It asks first, and it says what canceling does at that point: nothing has gone out yet, or the rest is stopped and what left cannot be unsent.
• Make a copy — on every campaign, always. You get a new draft called "the campaign's name, then the word copy" — with the same audience and an email of its own, and the screen takes you straight into it. The copy is never scheduled — copying one that is going out does not schedule a second send — and editing the copy never changes the original, because the copy has its own email from the first byte.
• Delete — on a draft and on a canceled campaign, and nowhere else.

Deleting takes the email with it and there is no way back. A campaign that has put mail in somebody's inbox is never deletable, and that includes one you only sent a test of: it is the record of what went, and your reporting and each person's profile point back at it. That is why the menu does not offer Delete on a campaign that has sent — there is nothing you could do first to make it possible.

When something needs you

A strip above the table appears only when there is something to say.

This store cannot send right now. Your campaigns wait. Nothing is lost, and nothing is sent late — when the store can send again you schedule them afresh.

A campaign is overdue and has not started. Its time has passed by more than about fifteen minutes and it has not begun. It may still go.

The discount codes for a campaign could not be made, or are taking longer than expected. Those are two different pieces of news and the strip says which.

Writing one

Create campaign opens one screen with everything on it. No steps, no tabs: a merchant with an email and no audience is in exactly the same place as one with an audience and no email, so there is no order to walk in.

Name

Your own name for it, and it is never in the email. It starts as today's date on your store's clock. Two campaigns cannot share a name.

Audience

Pick the segments this goes to, and the segments it skips.

The total is the number of people. The per-segment lines under it are a breakdown, and they do not add up to the total — somebody in two of your included segments is one person, not two. The screen says so in as many words: everyone across the segments you pick, and nobody gets it twice.

Paused people are counted here and are not sent to. The line saying how many is there so the gap between what this screen counts and what actually goes out is never a surprise.

The audience is chosen when the campaign starts sending, not when you schedule it. Somebody who joins a matching segment in between is included.

Email

There are two ways in, and the first is Start from a template: one of the templates your store has saved, copied into this campaign. Design email is the other, and it starts from a plain starting point instead. Either one opens the editor.

The email editor saves as you work and has no Save button; this screen does not, and has one. Two screens, two habits, and the composer shows the email rather than pretending to own it.

The subject line, preview text and From name live with the email itself. You change them in the editor, and this screen shows you what they are.

You can change who the email comes from, one email at a time. The From name is the name a person sees in their inbox before they open anything, and it does not have to be your store’s name every time — it can be a person at your store. “Debra @ Mommy Makeup” is a From name; so is “Santa’s Little Helper” in December. Set it in the email editor, beside the subject line. Leave it empty and the email goes out under your store’s own From name, which you set once in Settings → Store. A name with an @ in it is fine; an actual email address is not, and the editor says so while you type.

Starting an email from a template

A copy is made. Starting from a template copies its content into an email that belongs to this campaign, and there is no live link back: editing it here changes this campaign's email only, and your template stays exactly as it is. Editing that template afterwards changes nothing this campaign will send.

It goes the other way too. An email you wrote in a campaign can become a template: open Versions in the email editor and use Save as a new template on the version you want. Any campaign or automation can start from it after that.

A store with no templates yet is told so, and offered a starting point instead.

When

Three choices, all on your store's clock, with the zone named on screen.

• As soon as possible. We check every minute, so this means within a minute.
• At a time you choose. A date and a time, in five-minute steps — finer than that is a promise the engine does not keep.
• At this time in each recipient's time zone. Where we have seen enough of somebody's visits to guess where they are, they get it at your chosen hour on their clock. Everybody else gets it at that hour on your store's clock, and the screen estimates how many of each. Anyone whose chosen time has already passed today gets the email as soon as the campaign starts.

Two things are always true and the control says so:

A time more than about fifteen minutes in the past is refused when you
schedule, so a typo cannot schedule a send that would never go out.

If your store cannot send when the time comes — the app uninstalled, the
connection to Shopify broken — the campaign is returned to a draft for you
to schedule again. It is never sent late.

Under the time is Ignore the frequency limit. Your store's frequency limit spaces out marketing email — see Settings → Email — and this campaign keeps to it unless you turn the switch on, in which case it sends even to somebody who had an email too recently. Anyone who can write a campaign can turn it on or off while the campaign is a draft; once it is scheduled it stays as it was, and the review says which:

This campaign ignores it.

Reading it once more

Review is its own screen, not a box over the composer, so you can reload it and link to it. Nothing on it is editable: every field sends you back to the section it came from, because an edit would undo the checks the review just made.

It shows you the audience and its count, the email light and dark, the checks, the offer's terms, the footer as it will appear, your sending addresses, the subject, and the schedule.

Under the heading Light and dark:

This is what the email looks like in a light mailbox and in a dark one. It
is not a test of every email program.

Prices and availability are as of when you schedule this campaign. That is what goes out.

Checks come in two strengths. One stops the send and names what to fix; the other is worth knowing and does not stop anything.

An audience with nobody in it stops the send here, on the count, where you can see the number that is zero.

Scheduling it

The confirm box names three things and nothing else: how many people, when, and the subject line. There is no name to type. Press it and the campaign is scheduled; the app sends it when the time comes.

If something changed while you were reading — the email was edited, a segment moved, the offer changed — nothing is scheduled and the screen loads the campaign as it now stands. Pressing again is yours to do.