Email Marketing Launch Checklist
Build a revenue-generating email channel from your first send
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
Select an email service provider that integrates natively with Shopify (Klaviyo, Omnisend, Mailchimp). Connect your store and verify data sync.
Set up SPF, DKIM, and DMARC records to improve deliverability. Unauthenticated domains land in spam folders.
Import your existing email list and create initial segments by purchase history, engagement level, and source.
Create reusable templates matching your store branding. Include header, footer, and product card components.
Configure unsubscribe handling, honor existing opt-outs, and ensure GDPR/CAN-SPAM compliance from day one.
List Building Infrastructure
Create an exit-intent or timed popup offering a discount in exchange for email signup. Test on mobile and desktop.
Add signup forms in the footer, blog sidebar, and about page. Multiple touchpoints increase capture rate.
Build a dedicated page for your signup incentive that you can link from social media and ads.
Configure confirmation emails to verify subscriber intent. Double opt-in lists have higher engagement and fewer spam complaints.
Core Automation Flows
Create a 3-5 email welcome sequence introducing your brand, bestsellers, and unique value proposition.
Configure a 3-email abandoned cart series with increasing urgency. Include product images and a clear return-to-cart link.
Automate order confirmation, shipping updates, and a delivery-timed review request in your collection provider. Connect the resulting reviews to Eevy for optimized display.
Trigger emails when visitors view products but do not add to cart. Include the viewed product and similar recommendations.
Create an automated series targeting customers who have not purchased in 60-90 days with a compelling re-engagement offer.
Testing and Launch
Preview every template in Gmail, Outlook, Apple Mail, and mobile. Rendering differences can break layouts.
Confirm that all email links include UTM tags and that clicks register correctly in your analytics platform.
Place test orders and trigger every automation flow end-to-end. Verify timing, content, and suppression rules.
Plan and schedule an initial broadcast campaign to your list. Start with your best-performing products or a launch announcement.
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