Shopify Email Marketing Checklist: Build and Monetize Your Email List
Grow your Shopify store's revenue with email marketing. This checklist covers list building, welcome flows, promotional campaigns, and email deliverability best practices.
Email marketing generates an average ROI of for every spent ??making it the highest-ROI channel in e-commerce. This checklist walks you through building a complete email marketing system for your Shopify store: from choosing your platform and building your list to setting up automated flows that earn revenue while you sleep.
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Choose an email marketing platform: Klaviyo (best for Shopify), Omnisend, or Shopify Email 💡 Klaviyo's free plan covers up to 250 contacts with full automation features.
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Connect your email platform to Shopify and sync customers and purchase data 💡 Enable revenue tracking to accurately attribute sales to email campaigns.
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Set up a pop-up or embedded form to collect email subscribers with an incentive 💡 Offer 10–15% off or free shipping in exchange for an email — converts at 5–8%.
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Create a welcome email series (3–5 emails over 7 days) for new subscribers 💡 Welcome emails have 4x higher open rates than regular campaigns — make them count.
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Set up the abandoned cart flow (3 emails: 1hr, 24hr, 72hr) 💡 The abandoned cart flow is your highest-ROI automation — prioritize this first.
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Create a post-purchase flow: thank you, shipping update, review request 💡 Post-purchase emails improve repeat purchase rate and collect early reviews.
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Build a win-back flow for customers who haven't purchased in 90+ days 💡 Use a subject line like: 'We miss you — here's 15% off' to recapture lapsed buyers.
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Plan and schedule monthly promotional campaigns: sales, new arrivals, seasonal 💡 Send 2–4 campaigns per month max to avoid unsubscribes from frequency fatigue.
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Segment your list by purchase history, engagement, and geographic location 💡 Segmented campaigns generate 58% of email revenue compared to unsegmented blasts.
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A/B test subject lines for all major campaigns (test 20% of your list first) 💡 The #1 variable to test is subject line — it determines whether your email gets opened.
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Monitor key metrics monthly: open rate (target 30%+), CTR (target 3%+), revenue per email 💡 If open rate drops below 20%, focus on list hygiene and re-engagement campaigns.
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Clean your email list quarterly: remove unengaged contacts who haven't opened in 180 days 💡 A smaller, clean list has better deliverability than a large, disengaged one.
✅ Summary
With your welcome flow, abandoned cart flow, and post-purchase sequence in place, you have the core email system of a 7-figure store. Add a weekly or bi-weekly campaign to your list to maintain engagement. Visit our Email Marketing Campaign checklist for best practices on writing campaigns that convert.
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Choose an email marketing platform: Klaviyo (best for Shopify), Omnisend, or Shopify Email
💡 Klaviyo's free plan covers up to 250 contacts with full automation features.
Connect your email platform to Shopify and sync customers and purchase data
💡 Enable revenue tracking to accurately attribute sales to email campaigns.
Set up a pop-up or embedded form to collect email subscribers with an incentive
💡 Offer 10–15% off or free shipping in exchange for an email — converts at 5–8%.
Create a welcome email series (3–5 emails over 7 days) for new subscribers
💡 Welcome emails have 4x higher open rates than regular campaigns — make them count.
Set up the abandoned cart flow (3 emails: 1hr, 24hr, 72hr)
💡 The abandoned cart flow is your highest-ROI automation — prioritize this first.
Create a post-purchase flow: thank you, shipping update, review request
💡 Post-purchase emails improve repeat purchase rate and collect early reviews.
Build a win-back flow for customers who haven't purchased in 90+ days
💡 Use a subject line like: 'We miss you — here's 15% off' to recapture lapsed buyers.
Plan and schedule monthly promotional campaigns: sales, new arrivals, seasonal
💡 Send 2–4 campaigns per month max to avoid unsubscribes from frequency fatigue.
Segment your list by purchase history, engagement, and geographic location
💡 Segmented campaigns generate 58% of email revenue compared to unsegmented blasts.
A/B test subject lines for all major campaigns (test 20% of your list first)
💡 The #1 variable to test is subject line — it determines whether your email gets opened.
Monitor key metrics monthly: open rate (target 30%+), CTR (target 3%+), revenue per email
💡 If open rate drops below 20%, focus on list hygiene and re-engagement campaigns.
Clean your email list quarterly: remove unengaged contacts who haven't opened in 180 days
💡 A smaller, clean list has better deliverability than a large, disengaged one.