Creating marketing activities

Marketing activities integrate with Shopify-created marketing tools and third-party marketing apps to help you create promotions using ads, emails, social media posts, and SMS messages. You can create and manage marketing activities from the Marketing page of your Shopify admin.

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. For important events, such as Black Friday, you might consider creating multiple marketing activities to work towards a specific marketing goal.

Requirements to create marketing activities

Your store needs to meet the following requirements in order to create marketing activities:

• Your store is on the Basic Shopify plan or higher.
• You have at least one marketing app installed.

Many marketing apps also require you to sell using an online store.

Create a marketing activity

To create a marketing activity, you need the Marketing permission, and if you're marketing using an app or a channel, then you also need the App and channel access permission.

There are pre-made templates available in your Shopify admin for some common marketing activities, such as announcements and newsletters. The details that you need to add to your marketing activity depend on the activity that you're creating.

When you create a marketing activity or automation in Shopify, it's automatically saved as a draft as you make changes. If you want to prepare your marketing in advance, then you can exit your marketing activity to save it as a draft, and then publish it later.

After you create a marketing activity, it displays in the Installed marketing app activities section on the Marketing page of your Shopify admin.

Steps:

Desktop

1. From your Shopify admin, go to Marketing.

2. Click Create activity.

3. In the Select a marketing activity dialog, click the marketing activity that you want to create.

4. Select the template that you want to use for your marketing activity.

5. Add the required details. You can preview marketing activities and automations before you publish.

6. Do either of the following:

   • To keep your marketing activity or automation as a draft and publish it later, exit the activity.
   • To publish your marketing activity or automation, click Publish activity.

iPhone

1. From the Shopify app, tap the … button, and then tap Marketing.
2. Tap + to choose creating a campaign or automation, and then select the activity or automation.
3. Enter a name for the activity or automation.
4. Enter the required details. You can preview marketing activities and automations before you publish.
5. Do either of the following:
   • To keep your marketing activity or automation as a draft and publish it later, exit the activity.
   • To publish your marketing activity or automation, tap Publish activity.

Android

1. From the Shopify app, tap the ☰ button, and then tap Marketing.
2. Tap + to choose creating a campaign or automation, and then select the activity or automation.
3. Enter a name for the activity or automation.
4. Enter the required details. You can preview marketing activities and automations before you save or publish.
5. Do either of the following:
   • To keep your marketing activity or automation as a draft and publish it later, exit the activity.
   • To publish your marketing activity or automation, tap Publish activity.

Archive a marketing campaign

You can archive existing 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 in your Shopify admin.

You can archive a marketing campaign from its details page.

Steps:

Desktop

1. From your Shopify admin, go to Marketing.

2. Click an existing marketing campaign.

3. Click Archive campaign.

iPhone

1. From the Shopify app, tap the … button, and then tap Marketing > Campaigns.
2. Tap an existing marketing campaign.
3. Tap ☰ > Archive campaign.

Android

1. From the Shopify app, tap the ☰ button, and then tap Marketing > Campaigns.
2. Tap an existing marketing campaign.
3. Tap ⋮ > Archive campaign.

Delete a marketing campaign

If a marketing campaign has activities with one of the following statuses, then you can delete the marketing campaign:

• Deleted
• Deleted externally
• Draft

To delete a campaign, the campaign must either have no activities in it, have only activities that have been deleted, or have only draft activities in it. You can also delete an archived campaign.

Steps:

1. In your Shopify admin, click Marketing.
2. Click the campaign that you want to delete, click the More actions drop down menu, and then select Delete campaign.
3. Click Delete campaign again to confirm your choice.