Send automatic emails to customers

Welcome new customers, win back ones you haven't seen, and thank your regulars, by email.

Who is this guide for?Admins, in the back office.

Before you begin

  • Automatic emails are part of Surge Plus and Surge Premium.
  • Your shop's postal address is on the Business page. Nothing is sent without it.

The three emails

  • Welcome: once to a new customer, within a day of their first sale.
  • Win-back: once to a customer who hasn't bought for a number of days you choose. The default is 60.
  • VIP thank-you: once, when a customer reaches a number of visits you choose. The default is 10.

Turn them on

In Message, {first_name} and {business} are filled in for you.

On the back office
  1. Go to Customers and click Emails.
  2. Turn on the emails you want. Each switch saves straight away.
  3. To change the wording, edit Message, then click Save. Leave it empty to use the wording shown.
  4. Click Preview to see the email.

Who gets them

  • Only customers marked They agreed to marketing on their record.
  • They go out in the morning, never more than one a day to the same person.
  • Every email carries your shop's address and a one-click unsubscribe link.
Still stuck?

Email us your business name and what you were trying to do.

info@surgeups.com