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How to Use Marketing Campaigns

This guide explains how to use the Marketing Campaigns area in Print Shop Worx to plan, create, schedule, and review marketing activity for your print shop. It includes placeholder areas where screenshots can be added before sharing with customers or demo users.

Start here

Before creating campaigns, complete Settings first: company profile, branding, email settings, customer records, and any email templates you want to reuse.

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What Marketing Campaigns Is For

Marketing Campaigns is used to organise customer communications and promotional activity. It helps keep campaigns, email templates, social activity, reviews, and events connected to the rest of the workflow.

  • Plan campaigns for new products, seasonal promotions, customer reminders, and follow-ups.
  • Use email templates to keep customer messages consistent.
  • Track campaign status so draft, scheduled, and completed work is clear.
  • Connect campaign activity with customers, leads, reviews, and social content.

Recommended Setup Before Using Campaigns

Marketing works best when the basic business settings are complete. Use this checklist before creating your first campaign.

Step

What to do

Why it matters

1

Open Settings and complete Company Profile.

Campaign emails and documents should use the correct business identity.

2

Upload your logo and brand assets in Branding.

Campaign messages should look consistent and professional.

3

Check email settings and sender details.

Customers need to recognise who the email is from.

4

Add or clean up customer records.

Campaigns need accurate customer names and email addresses.

5

Create reusable email templates.

Templates save time and reduce errors.

6

Confirm customer permission and unsubscribe practices.

Marketing should only be sent to suitable contacts.

Where to Find Marketing Campaigns

  1. Log in to Print Shop Worx.
  2. Select Marketing from the top navigation.
  3. Open Marketing Dashboard or Campaigns.
  4. Use the campaign buttons or tabs to create and manage campaign work.

Campaign Statuses

Use statuses to show where each campaign sits in the workflow.

Step

What to do

Why it matters

Draft

Campaign is being prepared.

Not ready to send or schedule.

Scheduled

Campaign has a planned send or publish time.

Ready for review before release.

Sent / Published

Campaign has been released.

Used for history and reporting.

Paused

Campaign is temporarily stopped.

Useful if content needs changes.

Completed

Campaign work is finished.

Ready for reporting or follow-up.

 

Create a New Marketing Campaign

A campaign should have a clear purpose, audience, message, and follow-up action. Keep the first version simple; you can expand it later.

  1. Open Marketing > Campaigns.
  2. Click New Campaign or Create Campaign.
  3. Enter the campaign name, objective, status, and target date.
  4. Select the target audience or customer group.
  5. Add campaign notes, offer details, or internal instructions.
  6. Save the campaign as Draft until the content is checked.

Campaign Planning Fields

Step What to do Why it matters
Campaign Name Use a clear name, such as Winter Workwear Promo. Makes campaigns easy to find later.
Objective Describe the goal, such as generate quote requests. Keeps the campaign focused.
Audience Choose customer group or lead type. Improves relevance and reduces wasted sends.
Offer / Message Summarise what the customer should know. Helps keep email and social content aligned.
Follow-up Action Decide what staff should do after responses arrive. Turns marketing activity into sales workflow.

Example Campaign Types

  • Workwear reorder reminder
  • New customer welcome campaign
  • Review request follow-up
  • Seasonal promotion
  • Inactive customer reactivation
  • New service announcement, such as embroidery, DTF, or signage
  • Quote follow-up or lost quote recovery campaign

Using Email Templates

Email templates help staff send consistent messages without writing from scratch every time.

  1. Open Marketing or Settings > Email Templates.
  2. Create a template for the type of message you need.
  3. Add the subject line, body copy, and placeholders if supported.
  4. Save the template and test it before using it with customers.

Useful Marketing Email Templates

 

Step

What to do

Why it matters

Reorder Reminder

Reminds a customer to reorder workwear, uniforms, signs, or promo products.

Useful for repeat sales.

New Service Announcement

Promotes embroidery, DTF, signage, promotional products, or design services.

Useful for cross-selling.

Review Request

Asks happy customers to leave a review.

Useful for trust building.

Quote Follow-Up

Follows up customers who have not replied to a quote.

Useful for increasing win rate.

Inactive Customer

Re-engages customers who have not ordered recently.

Useful for repeat business.

Where to Find Marketing Campaigns

  1. Log in to Print Shop Worx.
  2. Select Marketing from the top navigation.
  3. Open Marketing Dashboard or Campaigns.
  4. Use the campaign buttons or tabs to create and manage campaign work.

What Marketing Campaigns Is For

Marketing Campaigns is used to organise customer communications and promotional activity. It helps keep campaigns, email templates, social activity, reviews, and events connected to the rest of the workflow.

  • Plan campaigns for new products, seasonal promotions, customer reminders, and follow-ups.
  • Use email templates to keep customer messages consistent.
  • Track campaign status so draft, scheduled, and completed work is clear.
  • Connect campaign activity with customers, leads, reviews, and social content.

Recommended Setup Before Using Campaigns

Marketing works best when the basic business settings are complete. Use this checklist before creating your first campaign.

Step

What to do

Why it matters

1

Open Settings and complete Company Profile.

Campaign emails and documents should use the correct business identity.

2

Upload your logo and brand assets in Branding.

Campaign messages should look consistent and professional.

3

Check email settings and sender details.

Customers need to recognise who the email is from.

4

Add or clean up customer records.

Campaigns need accurate customer names and email addresses.

5

Create reusable email templates.

Templates save time and reduce errors.

6

Confirm customer permission and unsubscribe practices.

Marketing should only be sent to suitable contacts.

Where to Find Marketing Campaigns

  1. Log in to Print Shop Worx.
  2. Select Marketing from the top navigation.
  3. Open Marketing Dashboard or Campaigns.
  4. Use the campaign buttons or tabs to create and manage campaign work.

What Marketing Campaigns Is For

Marketing Campaigns is used to organise customer communications and promotional activity. It helps keep campaigns, email templates, social activity, reviews, and events connected to the rest of the workflow.

  • Plan campaigns for new products, seasonal promotions, customer reminders, and follow-ups.
  • Use email templates to keep customer messages consistent.
  • Track campaign status so draft, scheduled, and completed work is clear.
  • Connect campaign activity with customers, leads, reviews, and social content.

Recommended Setup Before Using Campaigns

Marketing works best when the basic business settings are complete. Use this checklist before creating your first campaign.

Step

What to do

Why it matters

1

Open Settings and complete Company Profile.

Campaign emails and documents should use the correct business identity.

2

Upload your logo and brand assets in Branding.

Campaign messages should look consistent and professional.

3

Check email settings and sender details.

Customers need to recognise who the email is from.

4

Add or clean up customer records.

Campaigns need accurate customer names and email addresses.

5

Create reusable email templates.

Templates save time and reduce errors.

6

Confirm customer permission and unsubscribe practices.

Marketing should only be sent to suitable contacts.

Where to Find Marketing Campaigns

  1. Log in to Print Shop Worx.
  2. Select Marketing from the top navigation.
  3. Open Marketing Dashboard or Campaigns.
  4. Use the campaign buttons or tabs to create and manage campaign work.

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