Mailbot Documentation
Intelligent email marketing and automation app for Shopify stores. Create, schedule, and automate personalized email campaigns — from abandoned-cart reminders to welcome flows and post-purchase follow-ups.
Key Benefits
Drive More Sales
Automated follow-ups increase conversions
Recover Lost Carts
Re-engage inactive customers automatically
Multi-Purpose Emails
Newsletters, promos, and transactional updates
Smart Segmentation
Send the right message to the right customer
Installation
Add Mailbot from Shopify App Store
Go to Mailbot on Shopify App Store and click "Add App", then approve the requested permissions.
Grant Permissions
Mailbot requires access to:
- Orders - For triggers like "abandoned checkout" or "post-purchase"
- Customers - For segmentation and personalization
- Store email domain - For verified sending
Click Approve Access to finalize installation.
Verify Email Domain (Optional but Recommended)
This improves deliverability and sender reputation:
- Go to Settings → Sender Domain
- Follow the DNS instructions to add SPF/DKIM records
- Verify your domain to improve email delivery rates
Video Tutorial
Watch this comprehensive guide to setting up Mailbot and creating your first email campaign.
Email Campaign Setup
Learn how to create and send your first email campaign
Automation Workflows
Set up abandoned cart and welcome email flows
Dashboard Overview
The main Mailbot dashboard shows key metrics, recent campaigns, and quick actions. Here's what each section does:
Campaign Performance
View open rates, click rates, and conversions for all your campaigns
Audience Overview
Total subscribers, segments, and engagement metrics
Active Automations
Status and performance of automated email flows
Recent Activity
Recent sends, opens, and clicks from your campaigns
Quick Actions
Create new campaigns, view templates, manage segments
Settings & Configuration
Sender info, domain verification, and preferences
Dashboard Highlights
Creating Your First Campaign
Follow these steps to create and send your first email campaign:
Choose Campaign Type
Select from:
One-time Campaign
Send a newsletter, promo, or announcement once
Automation Flow
Triggered emails based on customer behavior
Select Your Audience
Choose who receives this email:
- All Subscribers: Send to your entire email list
- Segment: Filter by purchase history, location, or behavior
- VIP Customers: Target high-value customers only
- Custom: Build your own audience with advanced filters
Design Your Email
Use our drag-and-drop editor or choose a pre-built template:
- Add images, text blocks, buttons, and product recommendations
- Personalize with customer names, order history, or location
- Preview on desktop and mobile before sending
Send or Schedule
Choose when to send:
Send Now
Email goes out immediately to your audience
Schedule for Later
Pick a date and time for optimal engagement
Automation Flows
Set up automated email sequences that trigger based on customer actions. Save time and increase conversions with pre-built automation templates.
| Flow Type | Trigger | Purpose |
|---|---|---|
| Abandoned Cart | Customer leaves items in cart | Recover lost sales with reminders |
| Welcome Series | New subscriber joins list | Introduce your brand and products |
| Post-Purchase | Customer completes order | Thank customers and request reviews |
| Win-Back | Customer hasn't purchased in 90+ days | Re-engage inactive customers |
| Back in Stock | Product becomes available again | Notify customers waiting for restock |
How to Create an Automation
- Go to Automations → Create New Flow
- Select a pre-built template or start from scratch
- Configure the trigger (e.g., "Abandoned Cart after 1 hour")
- Design the email content and personalize with dynamic fields
- Set delays between emails in multi-step flows
- Activate the flow and monitor performance in the dashboard
Segmentation & Targeting
Create targeted segments to send the right message to the right audience. Segmentation improves engagement and conversion rates.
Behavioral Segments
Based on customer actions:
- Recent Purchasers: Bought in the last 30 days
- Cart Abandoners: Added items but didn't complete checkout
- Engaged Subscribers: Opened or clicked recent emails
Demographic Segments
Based on customer attributes:
- Location: Target by country, state, or city
- Lifetime Value: VIP customers vs. first-time buyers
- Purchase History: Product categories or specific items bought
Reports & Analytics
Track the performance of your email campaigns with detailed analytics. Monitor key metrics to optimize your strategy.
| Metric | Description | Industry Avg |
|---|---|---|
| Open Rate | % of recipients who opened the email | 15-25% |
| Click Rate | % of recipients who clicked a link | 2-5% |
| Conversion Rate | % of recipients who made a purchase | 1-3% |
| Revenue per Email | Average revenue generated per sent email | $0.10-0.50 |
Export Reports
Download campaign performance data as CSV for further analysis. Export includes:
- Detailed recipient activity (opens, clicks, purchases)
- Campaign-level performance summaries
- Revenue attribution by campaign and customer
Pricing Plans
Choose a plan that fits your business needs. All plans include core features with scalable email sending limits.
Free
- Up to 2,000 emails/month
- Basic automation flows
- Email templates
Perfect for testing and small stores
Business
- Up to 7,000 emails/month
- Advanced segmentation
- Priority support
- A/B testing
Best for growing businesses
Enterprise
- Up to 140,000 emails/month
- Dedicated account manager
- Custom integrations
- Advanced analytics
For high-volume senders
Best Practices
Follow these tips to maximize the effectiveness of your email campaigns:
1. Craft Compelling Subject Lines
Keep subject lines under 50 characters, use action words, and personalize when possible. Avoid spam trigger words like "FREE" or excessive punctuation!!!
2. Segment Your Audience
Don't send the same message to everyone. Create segments based on behavior, purchase history, and preferences for better engagement.
3. Test Before You Send
Always send test emails to yourself. Check for typos, broken links, and mobile responsiveness. Use A/B testing to optimize performance.
4. Optimize Send Times
Best times are typically Tuesday-Thursday, 10am-2pm. Avoid Mondays and weekends unless your audience data shows otherwise.
5. Monitor and Iterate
Track your metrics (open rate, click rate, conversions) and continuously improve. What works for one audience may not work for another.
Troubleshooting
Common issues and solutions:
Low Open Rates
If your emails aren't being opened:
- Improve your subject lines - make them more compelling and personal
- Verify your sender domain to improve deliverability
- Clean your list - remove inactive subscribers
- Test different send times to find when your audience is most engaged
Emails Going to Spam
To improve inbox placement:
- Verify your email domain with SPF and DKIM records
- Avoid spam trigger words (FREE, URGENT, ACT NOW, etc.)
- Include a clear unsubscribe link in every email
- Balance image-to-text ratio (too many images can trigger spam filters)
Automation Not Triggering
If your automated emails aren't sending:
- Ensure the automation flow is set to "Active" status
- Check that trigger conditions are correctly configured
- Verify customers meet the audience filters (e.g., subscribed to marketing)
- Review delay settings - emails may be scheduled for later
Dashboard Not Loading
If the Mailbot dashboard won't load:
- Clear your browser cache and cookies
- Try a different browser or incognito/private mode
- Check Shopify status page for any platform-wide issues
- Contact support if the issue persists
Frequently Asked Questions
How many emails can I send per month?
It depends on your plan: Free (2,000), Business (7,000), Enterprise (140,000). If you need more, contact us for custom pricing.
Do I need to verify my domain?
Domain verification is optional but highly recommended. It improves email deliverability and reduces the chance of emails landing in spam.
Can I import my existing email list?
Mailbot automatically syncs with your Shopify customer list. You cannot import external lists - only customers who have opted in to marketing emails will receive campaigns.
How do abandoned cart emails work?
Abandoned cart automations trigger when a customer adds items to their cart but doesn't complete checkout. You can set the delay (e.g., 1 hour, 24 hours) and customize the email content.
Can I A/B test my emails?
Yes! A/B testing is available on Business and Enterprise plans. Test subject lines, content, send times, and more to optimize performance.
What happens if I exceed my email limit?
You'll receive a notification when you reach 80% of your limit. If you exceed it, campaigns will pause until the next billing cycle or you can upgrade your plan.