26 Feb 2025 12.00 AM I 143 Views
How can I send SMS and email communications to specific customer groups?
- This Article is for stores running on Standard plan or higher
Follow the below steps to send SMS and email communications to specific customer groups:
Step 1. Log in to your Commmerce’s Admin Panel by entering the
Registered mail ID and
Password. To log in
click here
Step 2. Click on the Marketing option on the left side of the Dashboard (as shown below)
Step 3. Below the Marketing option, you will find the SMS & Email section. Click on SMS & Email (as shown below)
Step 4. Below the SMS & Email option, you will find the Scheduled option (as shown below)
Step 5. Then click on the Add New Schedule button in the top right corner (as shown below)
Step 6. As per your requirement, you can choose a Blank template or a Saved template.
6.1. If you select a Blank Template (as shown in “1”), you’ll get the option to create your own Email template (as shown in “2”).
**Please be advised that, due to regulations set forth by the Telecom Regulatory Authority of India (TRAI), SMS templates are not subject to editing.
6.1.1. Fill in the required details (as shown below)
6.1.2. You can add an unsubscribe link and use your email address to check the email template preview.
6.1.3. To select a Customer Group, please choose 'Customer Groups' from the drop-down menu under Recipients. Once selected, you can click on 'Select Customer Group' to choose the specific pre-created Customer Group to which you would like to send the email.
6.1.4. If you click on 'Send Now', the email will be sent to everyone you selected in the recipients. If you select 'Schedule', (as shown in "3") it will prompt you for frequency.
Choose 'One Time' (as shown in "4") to send the email once and then set the date and time (as shown in "5").
6.1.5. If you choose the recurring option, you will be presented with the choice to select from daily, weekly, monthly, or yearly frequencies. Additionally, you can specify the recurring time and the end date for this schedule. Once all details have been updated, please click on the Save button.
6.2. If you select a saved template (as shown in "1"), you will find several pre-created templates available for your selection (as shown in "2"), and you can choose to proceed further.
6.2.1. In the subject line, you can select the customer's name and order number (as shown in "3"). You can also edit the email templates and add images or text to the email (as shown in "4"). In the body of the email, you can select the customer's name, product, tracking URL, and more( as shown in "5"). Once all the details are updated, you can click on 'Preview' to check the email format (as shown in "6").
6.2.2. You can add an unsubscribe link (as shown in “7”), and use your email address to check the email template preview.
6.2.3. To select a Customer Group, please choose 'Customer Groups' from the drop-down menu under Recipients. Once selected, you can click on 'Select Customer Group' to choose the specific pre-created Customer Group to which you would like to send the email.
6.2.4. If you click on 'Send Now', the email will be sent to the selected customer group in the recipients. If you select 'Schedule',(as shown in "8") it will prompt you for frequency; choose 'One Time' (as shown in "9") and then set the date and time (as shown in "10").
6.2.5. If you choose the recurring option, you will be presented with the choice to select from daily, weekly, monthly, or yearly frequencies. Additionally, you can specify the recurring time and the end date for this schedule. Once all details have been updated, please click on the Save button.
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