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Email Marketing Launch Checklist

Build a revenue-generating email channel from your first send

18 items

Email remains the highest-ROI marketing channel for ecommerce, returning an average of $36 for every dollar spent. Yet most Shopify merchants leave money on the table by launching without a proper email foundation.

This checklist walks you through everything from choosing your email platform to setting up the automated flows that drive repeat purchases and review collection.

Platform and Account Setup

Choose and configure your ESPhigh

Select an email service provider that integrates natively with Shopify (Klaviyo, Omnisend, Mailchimp). Connect your store and verify data sync.

Authenticate your sending domainhigh

Set up SPF, DKIM, and DMARC records to improve deliverability. Unauthenticated domains land in spam folders.

Import and segment existing contactshigh

Import your existing email list and create initial segments by purchase history, engagement level, and source.

Design branded email templatesmedium

Create reusable templates matching your store branding. Include header, footer, and product card components.

Set up suppression and compliance listshigh

Configure unsubscribe handling, honor existing opt-outs, and ensure GDPR/CAN-SPAM compliance from day one.

List Building Infrastructure

Add email signup popuphigh

Create an exit-intent or timed popup offering a discount in exchange for email signup. Test on mobile and desktop.

Place inline signup formsmedium

Add signup forms in the footer, blog sidebar, and about page. Multiple touchpoints increase capture rate.

Create a welcome offer landing pagemedium

Build a dedicated page for your signup incentive that you can link from social media and ads.

Set up double opt-in flowmedium

Configure confirmation emails to verify subscriber intent. Double opt-in lists have higher engagement and fewer spam complaints.

Core Automation Flows

Build welcome email serieshigh

Create a 3-5 email welcome sequence introducing your brand, bestsellers, and unique value proposition.

Set up abandoned cart recoveryhigh

Configure a 3-email abandoned cart series with increasing urgency. Include product images and a clear return-to-cart link.

Create post-purchase follow-up flowhigh

Automate order confirmation, shipping updates, and a delivery-timed review request in your collection provider. Connect the resulting reviews to Eevy for optimized display.

Build browse abandonment flowmedium

Trigger emails when visitors view products but do not add to cart. Include the viewed product and similar recommendations.

Set up win-back campaignlow

Create an automated series targeting customers who have not purchased in 60-90 days with a compelling re-engagement offer.

Testing and Launch

Send test emails across clientshigh

Preview every template in Gmail, Outlook, Apple Mail, and mobile. Rendering differences can break layouts.

Verify tracking and UTM parametersmedium

Confirm that all email links include UTM tags and that clicks register correctly in your analytics platform.

Test automation triggershigh

Place test orders and trigger every automation flow end-to-end. Verify timing, content, and suppression rules.

Schedule your first campaignmedium

Plan and schedule an initial broadcast campaign to your list. Start with your best-performing products or a launch announcement.

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Automate the optimization items

Eevy AI handles review layout optimization automatically — one less thing on your checklist.

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