Runbook: Launch Your First Email Campaign
Account: VITAG (Vitagen Labs)
Navigation: StoreFronts → [vitag.ultracartstore.com] → Communication → Campaigns
When to Use This Runbook
Use when sending a one-time broadcast email to your customer or subscriber list — a product launch announcement, a promotional sale, a newsletter, or a welcome campaign. Campaigns are different from flows (which fire automatically based on triggers). A campaign is sent once to a selected audience.
Who handles this: Owner or Marketing with StoreFronts — Communications access.
Prerequisites:
-
Transactional email is configured (see
set-up-transactional-email.md) -
You have at least one list or segment to send to (see Step 2)
-
The email content is written and approved before entering the campaign builder
Step 1: Plan Before You Build
Answering these before opening the campaign builder saves significant rework:
| Segment | Definition | Use For |
|---|
| Campaign | Audience | Timing |
|---|---|---|
| Welcome email to new customers | New customers in the last 30 days | Send as a flow (automated), but a one-time blast gets things started |
| Subscription conversion | One-time buyers (non-subscribers) | "Join the Vitagen family — subscribe and save 10%" |
| New product announcement | All customers | When a new SKU launches |
| Seasonal promo | All customers | Major shopping dates: New Year (health resolutions), July 4th, Black Friday |
| Win-back campaign | Lapsed customers (90+ days since last order) | "We miss you — here's 20% off to come back" |