In this section:

CloudCart Campaigns are related to all your marketing actions to attract new customers, "wake up" old ones or remind them with a message about incomplete orders. There are two types of campaigns - regular and automated.

A regular campaign is set up and sent it. There is no ongoing procedure when using this campaign. The important thing about this type of campaign is to create the message you want to send, select the date and time, and send it. There is no automation, rules or further actions here.

On the other hand, an automated campaign is a type of campaign in which you set up your goals and the steps that must be taken, as well as the different conditions between the individual steps.

The main difference between Regular and Automated campaigns is that there is an ongoing process in automated campaigns, which is triggered as soon as a user enters a specific segment. As for the regular campaign, it is held once, it is a one-time shot. In this article, we will look at how we can create a regular campaign and what are the features.

Creating а regular campaign

To create your first campaign, go to your admin panel, Marketing > Campaigns section, select Campaigns from the menu, and click on the Create campaign button in the upper right corner of the screen. 

Select Regular > Create campaign. In the window that opens, you'll see the steps you can take to set up your campaign.

Campaign's main settings

In this section, you should set the main settings of your campaign so that you can find it easily later. Enter the campaign's name (it is for internal use, only for your reference), the date, and when the campaign will start. You can set up a delayed start as well. 

If you don't check the "start delay" box, it will start immediately as soon as you set up the campaign.

Depending on your subscription plan, you have a limit on the number of campaigns you can create. Subsequently, you can purchase additional packages, depending on your needs.

Choose a segment for this campaign

In the second section, you need to select a specific pre-created segment. All subscribers in this segment will be targeted, and the campaign will be sent to them. After selecting a segment, you will see the number of subscribers who belong to it.

You can create a new segment from the "Add segment" button when creating the campaign and select it afterwards.

Unlike automated campaigns, regular campaigns do not have rules and conditions under which the campaign can be triggered. Here, the campaign depends entirely on the segments you choose.

Campaign actions

The settings you will set in this section will make the main logic of the campaign. Each step performs a specific action and could have its condition.


In regular campaigns you can have only one step, only one action! While in automated campaigns you can set as many steps as you need. 

The execute action drop-down menu is frozen. The action will be performed immediately. From the Action's type menu, choose one of the following:

If you select an email, for example,  as a channel for your campaign, you can also select an email template from the relevant button and send it to your subscribers. 

Email Templates

There are 50+ themes, sorted into various categories, which you can choose from:

There is also an option for saved templates. You can select your templates from the Saved templates tab if you have created them. 

Once you select the desired template, an easy to use drag-and-drop builder will open in a side panel where you can edit the template according to your taste and business needs. 

  • The template's name is only for internal use.
  • The subject - the subject will be seen by the recipient, so be careful what you will type here because it is one of the most critical things regarding the open rate metrics. Your subject needs to be eye-catching so that the maximum number of subscribers can open your email.
  • You can delete or add more sections to your template. Basically, you are able to change every element of the template. 
  • You can duplicate sections as well.

  • There are multiple options for editing: change the text, the colour, the line height, etc.

  • Adding products - add the desired number of blocks and then add the content by dragging it from the right.

Select a product from your store:

Once you have selected the products, you can change their names, show or hide the price, change the colours, and font sizes, change the text of the "action" button, choose whether to open the link in a new tab or not and much more.

Variables legend

To personalise your templates, use variables from the variables legend you can find at the bottom of the screen.  Copy the content in quotation marks of the desired variable and place it wherever you want in the template. When you send the email, all the variables you have used will be replaced by their real values. For example, {$Customer_first_name} will be replaced with the actual user name to whom you sent the email.

You can also access variables from merge tags and import them directly:

Important! Use only variables that are indicated in the legend of variables.

When you are done with the settings for your template, press the "Save" button and move on.

Customer tags

In this section, you can select customer tags for those who exit the campaign successfully. This means that if the action step is completed (in our case, the subscriber has received the email), then he will receive a tag. The tag could be the name of the campaign or something else that serves as a reference. Later you can use that information for future segmentation. 

Exit campaign

This section is related to the conditions for ending the campaign in relation to the subscriber actions This is not the case with regular campaigns, as they do not have a choice of different actions. This is a one-time campaign that is sent to the client and there are no different conditions and steps. So, there is no need to choose anything here.

Once you are ready with the settings of your Campaign, hit the Save button. You should also click the Start button; otherwise, the campaign will remain a draft, and it won't be activated.

Keep in mind that as soon as you launch the campaign you won't be able to change anything afterwards. So make sure you have set everythig as you want before you start it.

Campaign metrics

  • The little icon shown in the picture below shows that this is a regular campaign. 

  • Information about the date added
  • How many goals and steps does the campaign has
  • Reached subscribers
  • Placed orders -  only completed and paid orders have been counted
  • Total revenue from that campaign
  • From the "Statistics" button, you can access the statistics page with all the information. 

  • The number of the subscribers that are reached with that campaign
  • Campaign's status

For more detailed info about Campaigns statistics, read this article.