Creating marketing campaigns in Shopify

After you set up an integrated marketing app, you can create, publish, and manage marketing activities like Facebook ads and Google Smart Shopping campaigns from the Marketing page in Shopify. When you create a marketing activity, you have the option to save it as a draft and publish it when it's ready, so that you can prepare your marketing activities in advance.

You can also use the Marketing section to organize your marketing activities in Shopify. For important events, such as Black Friday, you can create a marketing campaign, and group marketing activities together to work toward a specific objective. The Marketing page also includes recommendations to improve your marketing strategy.

You need to have a marketing app installed and be on the Basic Shopify plan or higher to create marketing campaigns and activities.

Creating marketing campaigns

A marketing campaign is one or more marketing activities grouped together under a single theme. For example, you might want to create a "Black Friday Sales" marketing campaign that contains a Google Shopping and a Facebook marketing activity.

You can create a marketing campaign based on a new activity. You can rename a campaign and add more marketing activities to a campaign at any time.

Create a marketing activity

You can create marketing activities from the Marketing page for any of the integrated apps that you use. When you create the marketing activity, the details that you need to add depend on the activity type.

When you create a marketing activity in Shopify, you have the option to save it as a draft and publish it when it's ready, so that you can prepare your marketing activities in advance.

Steps:

Add an activity to an existing marketing campaign

Edit or publish a draft marketing activity

Draft marketing activities are listed on the Marketing page in Shopify with a Draft label. You can make changes to a draft activity, and then save the draft or publish the activity.

Steps:

  1. In Shopify, go to Marketing.

  2. Click an existing marketing campaign.

  3. Next to a marketing activity, click Edit activity.

  4. Optional: Make changes to the activity details.

  5. Save a draft or publish the activity:

    • To save a draft, click Finish later.
    • To publish the activity, click Publish.

Edit a published marketing activity

  1. In Shopify, go to Marketing.

  2. Click an existing marketing campaign.

  3. Next to a marketing activity, click Edit activity.

  4. Make changes to the activity details.

  5. Click Save activity.

Pause a published marketing activity

  1. In Shopify, go to Marketing.

  2. Click an existing marketing campaign.

  3. Next to a marketing activity, click Edit activity.

  4. Click Pause activity.

Delete a marketing activity in Shopify

You can delete a marketing activity that you created in Shopify.

When you delete an activity in Shopify, you won't be billed for it any more. Shopify syncs to the related service, like Facebook or Google. While the activity is being deleted outside of Shopify, you see the Being deleted status for the activity. After the activity is fully deleted outside Shopify, it's removed from the list of activities in Shopify. Deleting a marketing activity is permanent.

Marketing activities created outside of Shopify need to be deleted from the service where they were created.

Steps:

  1. In Shopify, go to Marketing.

  2. Click an existing marketing campaign.

  3. Next to a marketing activity, click Edit activity.

  4. Click Delete activity, and then click Delete activity to confirm.

Archive a marketing campaign

You can archive marketing campaigns in Shopify that match any of the following conditions:

  • There are no marketing activities in the campaign
  • All of the marketing activities in the campaign are paused
  • All of the marketing activities in the campaign have failed to sync

You can't add any marketing activities to an archived campaign, but you can unarchive it at any time and then add activities. To view archived campaigns, click the link on the Marketing page.

You can archive a marketing campaign from its details page.

Steps:

  1. In Shopify, go to Marketing.

  2. Click an existing marketing campaign.

  3. Click Archive campaign.

Marketing recommendations

The recommendation section includes changes that you can make to your store to improve traffic and increase the conversion of visitors into customers. Shopify continues to add recommendations specific to your business as your business evolves. Use the < and > to change to the previous or next recommendations. If you don't want to a specific recommendation anymore, then click No, thanks.

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