💎 Growth plan and above: Email campaign is available on the Growth plan and above.
Use Email campaign to send one-time marketing emails to a selected group of clients. You can start with a ready-to-use template or create your own email from a blank canvas.
Before you start
Email campaign is available on the MoeGo desktop web app. Before creating a campaign:
Confirm that you have the Access Marketing campaign permission.
Review the available campaign credits shown on the Email campaign list.
Make sure the clients you want to contact have a valid email address and are subscribed to marketing emails.
Create an email campaign
Open Email campaigns: From the left navigation menu, go to Marketing > Email campaigns.
Start a new campaign: Select Create email in the upper-right corner.
Choose a campaign: Select the template that best matches your goal, or select Start from scratch to begin with a blank canvas.
Customize the subject: Enter the subject line clients will see in their inbox.
Edit the content: Update the text, images, buttons, links, and other content in the email editor.
Add personalization when needed: Use the personalization options in the editor to tailor the email for each recipient. You do not need to add every available variable.
Continue to recipients: Select Next when the email content is ready.
Select recipients
The recipient step shows the number of selected clients, the filters applied, and the campaign credits that will be used.
Review the recipient count: Confirm that the total matches the audience you expect.
Review the eligibility criteria: Confirm that the audience includes clients who are subscribed to marketing emails, have an active client status, and have an email address.
Check the client list: Select View list to review the selected recipients.
Refine the audience: Select Edit filters if you need to narrow the audience further.
Continue to sending: Select Next when the recipient list is ready.
Learn more about Client & Pet List - Smart Filter 👈
Preview and test the email
Review the email preview before sending it to clients.
Review the preview: Check the message layout, subject, links, and business information.
Send a test email: Select Send a test email, enter a recipient email address, and select Send.
Test emails help you review the layout and links, but some personalized content behaves differently from the final email. The store name uses the current business information, the customer name displays as CUSTOMER NAME, and dynamic link values can remain as placeholders.
Send now or schedule for later
After reviewing the preview, choose how you want to send the campaign.
Send immediately
Review your audience: Confirm the selected recipients and credit usage.
Confirm permission: Make sure you have your clients' permission to send marketing emails.
Send the campaign: Select Send now.
Schedule a time
Open scheduling: Select Schedule.
Choose a date and time: Set when you want the campaign to be sent.
Confirm the schedule: Select Schedule in the confirmation window.
After the campaign is sent
Return to Marketing > Email campaigns to check the campaign status. Sent campaigns include a View report action so you can review performance and recipient activity.