Elevate customer communications by integrating your Orderly Emails templates with Shopify's Marketing Automations. This ensures consistent, branded messaging from abandoned cart reminders to post-purchase follow-ups.
Our new Marketing Automation email templates feature lets you export your customized Orderly Emails designs directly into Shopify's workflows, maintaining the professional look of your transactional emails.
Supported Automation Types
Use your Orderly Emails templates with various Shopify Marketing Automation workflows, including:
Abandoned checkout reminders
Abandoned cart recovery
Abandoned product browse reminders
More coming soon! 🥳
Step-by-Step Setup Guide
Implement your Orderly Emails templates in Shopify Marketing Automations with these steps.
Step 1: Copy Your Email Template Code
Copy the HTML code for your customized template from Orderly Emails:
Login to Orderly Emails
Click the "Export to Shopify" button next to your purchased email theme
Navigate to the "Shopify Marketing Automations" section.
Click "Click to copy email code..." to copy the template code.
The code is ready to be pasted into Shopify's automation editor.
The code includes your customizations, like branding elements, colors, fonts, and product recommendations.
Step 2: Access Marketing Automations in Shopify Admin
Access the Marketing Automations section in your Shopify admin panel:
Log in to your Shopify admin dashboard.
Navigate to the Marketing section in the sidebar.
Navigate to the Automations section in the sidebar.
Alternatively, use the direct link in the Orderly Emails app to go to the Marketing Automations page in Shopify.
Step 3: Open or Create Your Automation Workflow
Whether setting up a new automation or modifying an existing one:
For a New Automation:
On the Marketing Automations page, click "View templates."
Select the automation type (e.g., Abandoned Checkout, Abandoned Cart).
Click "Turn on" to start setup.
Follow Shopify's instructions for basic workflow settings.
Return to the main Marketing Automations page when done.
For an Existing Automation:
Find the automation you want to modify in your active list.
Click the three-dot menu (…) next to the automation name.
Select "Edit" to open the workflow editor.
This opens the editor to modify triggers, conditions, and actions.
Step 4: Modify the Workflow
Update the workflow to use your custom Orderly Emails template:
In the editor, delete the existing email action at the end.
On the last block, click "Then" to add a new action.
Select "Action" from the menu.
Choose "Email" from the categories.
Click "Send marketing email" to add this action.
This prepares your workflow for the custom email template code next.
Step 5: Configure Your Email Template
Implement your Orderly Emails template:
In the email panel, click "Select template."
In the selector, choose "Code your own" from the sidebar.
Delete any existing code.
Paste the code copied from Orderly Emails in Step 1.
Update the subject line to match your campaign goals.
Add compelling preview text for recipients' inboxes.
Send a test email to verify the template displays correctly.
Once satisfied, click "Set to active."
Your custom Orderly Emails template is now configured. It will maintain your branding and features while working with Shopify's automation triggers.
Step 6: Save and Activate Your Workflow
Save your changes and activate the workflow:
Review the workflow to ensure correct configuration.
Click "Turn on workflow" for new automations or "Apply changes" for existing ones.
Exit the workflow editor to return to the Marketing Automations dashboard.
Your automation is active and will send your Orderly Emails template to customers when triggered. Shopify will now use your custom Orderly Emails template for this automation, ensuring a consistent brand experience.
By integrating Orderly Emails with Shopify Marketing Automations, you've enhanced your customer communication strategy. Your automated emails now match the high-quality design and branding of your transactional emails, building trust and driving sales.
Consistent, branded communications impact customer perception and loyalty. With Orderly Emails and Shopify Marketing Automations, you deliver a premium experience that sets your store apart from those using generic templates.
Need help implementing your Orderly Emails templates in Marketing Automations? Contact our support team to maximize your email communications and boost revenue.