Customers and Promotional Email

The Customers section gives merchants a quick view of customer activity, order history, abandoned carts, saved products and recent visits.

Go to:

Customers

From here, you can review customer information, copy contact details and follow up with customers who have abandoned their carts.

Understanding the Customers page

Each customer card can show:

• Customer name
• Username
• Email address
• Order activity
• Abandoned-cart status
• Saved Products
• Last Visit

Depending on the available customer information, you may also see buttons such as Copy Email and Copy Phone.

The Orders field summarises the customer's order activity.

It can show counts for:

• Pending orders
• Completed orders
• Cancelled orders

This gives you a quick view of how active the customer has been with your store.

If a customer has left products in their cart without completing checkout, the customer card can show:

Has Abandoned Cart: Yes

A Recover action will also appear.

Use this when you want to follow up with the customer and encourage them to return to complete their purchase.

The Saved Products field shows how many products the customer has saved or liked.

This can help you understand which customers have shown product interest even if they have not completed an order.

The Last Visit field shows the most recent recorded visit by the customer.

This can help you understand how recently the customer interacted with your store.

Copy a customer's email address

To copy a customer's email:

1. Go to Customers.
2. Find the customer.
3. Select Copy Email.
4. The customer's email address will be copied.

Copy a customer's phone number

If a phone number is available:

1. Go to Customers.
2. Find the customer.
3. Select Copy Phone.
4. The customer's phone number will be copied.

If a customer has an abandoned cart, you can send a recovery email directly from the Customers page.

To send a cart recovery email:

1. Go to Customers.
2. Find a customer showing Has Abandoned Cart: Yes.
3. Select Recover.
4. The Recover Cart Email window will open.
5. Review the recipient email address.
6. Add a Reply To address if needed.
7. Review or edit the Subject.
8. Review or edit the email body.
9. Send the recovery email when ready.

The recovery email window includes:

To: Shows the customer's email address.

Reply To: Enter the email address you want the customer to reply to.

Subject: The email subject line.

Dash to Cart can pre-fill a recovery-style subject for you.

Body: The email message sent to the customer.

The recovery email can include a link encouraging the customer to complete checkout.

Editing the cart recovery email

The email editor includes formatting tools such as:

• Paragraph
• Heading 1
• Heading 2
• Heading 3
• Bullet List
• Numbered List
• Blockquote
• Code Block
• Bold
• Italic
• Underline
• Strikethrough
• Link
• Image
• Emoji
• Horizontal Rule

AI Continue Writing

• The editor includes an AI option called Continue writing.
• Use this when you want AI to help continue or expand the email content you are writing.
• This can be useful when you want to quickly improve or extend a cart recovery message.

The Promotional Email section allows you to create and send promotional emails to individual customers or selected customer segments.

Go to:

Customers → Promotional Email

From here, you can:

• Compose promotional emails
• Save drafts
• Send emails
• View sent deliveries
• Review open activity
• Delete drafts

The page is divided into two main areas:

• Drafts
• Deliveries

Drafts

Draft emails that have not yet been sent appear under Drafts.

A draft can show:

• Subject
• Draft status
• Reply To address
• Number of recipients
• Created date
• Updated date

Available actions can include:

• View
  Send
  Delete

Deliveries

Emails that have been sent appear under Deliveries.

A sent email can show:

• Subject
• Sent status
• Reply To information
• Number of recipients
• Created date
• Updated date

Select View to open the delivery details.

To create a new promotional email:

1. Go to Customers → Promotional Email.
2. Select Compose Email.
3. Choose your recipients.
4. Enter a Reply To address if needed.
5. Enter the Subject.
6. Write the email body.
7. Select Save Draft or Send Email.

The To field allows you to select either customer segments or individual customers.

The customer segments shown in the current interface include:

• All Customers
• Has Abandoned Cart
• Has Completed Orders
• No Orders Yet
• Has Liked Products
• Returning Customers

The number of matching customers is shown beside each segment.

You can also select an individual customer directly from the recipient list.

All Customers: Use this when you want to send the email to your full available customer audience.

Has Abandoned Cart: Use this segment to target customers who have left items in their cart.

Has Completed Orders: Use this to reach customers who have previously completed an order.

No Orders Yet: Use this to reach customers who have not yet completed an order.

Has Liked Products: Use this to target customers who have saved or liked products.

Returning Customers: Use this segment to reach customers who have returned to your store.

Compose the Email: Once recipients are selected, complete the email fields.

Reply To: Enter the email address where you want customer replies to be sent.

Subject: Enter the promotional email subject.

For example, you may use a campaign or promotion title.

Body: Write the main promotional message.

The editor provides the same type of formatting tools available in the cart recovery email editor.

The promotional email editor also includes Continue writing.

To use it:

1. Start writing your email content.
2. Open the editor command menu.
3. Select Continue writing.
4. Review the generated continuation.
5. Edit the content as needed before sending.

If the email is not ready to send:

1. Create your email.
2. Select Save Draft.

The email will appear under Drafts. You can return later to review it before sending.

To send an existing draft:

1. Go to Customers → Promotional Email.
2. Find the draft.
3. Select Send.
4. Follow the on-screen process to send the email.

Once sent, it will appear under Deliveries.

To delete a draft:

1. Find the draft under Drafts.
2. Select Delete.
3. A Delete draft? confirmation window will appear.
4. Select Delete Draft to confirm.

The interface warns that deleting a draft is permanent and cannot be undone.

If your email is ready:

1. Complete the recipient, subject and body.
2. Select Send Email.

The sent email will move into the Deliveries section.

To review a sent email:

1. Go to Deliveries.
2. Find the sent email.
3. Select View.
4. The Delivery Details window will open.

Delivery Details can show:

• Subject
• Sent status
• Reply To information
• Number of recipients
• Recipient email address
• Open status
• Open timestamp
• Email preview

The Opened field shows whether the promotional email has been detected as opened.

For example:

Opened: 1 of 1

A timestamp can also show when the email was opened.

Important: open tracking is approximate

Dash to Cart explains that open tracking relies on a hidden image inside the email.

Some email clients may:

• Block images
• Pre-fetch images automatically
• Strip tracking pixels

Because of this, email open tracking should be treated as an approximation rather than a guarantee.

Email Preview

The Delivery Details window also includes an Email Preview. This lets you review the content that was sent to the customer.

Use Customers when you want to:

• Review customer information
• Check order history
• Identify abandoned carts
• See saved products
• Check recent visits
• Copy email addresses
• Copy phone numbers
• Send cart recovery emails

Use Promotional Email when you want to:

• Send marketing emails
• Target customer segments
• Contact individual customers
• Save email drafts
• Send campaigns
• Review sent deliveries
• Check approximate email opens
• Delete unused drafts

For abandoned carts:

1. Go to Customers.
2. Find customers with Has Abandoned Cart: Yes.
3. Select Recover.
4. Review the recovery email.
5. Edit the subject or body if needed.
6. Send the email.

For promotional campaigns:

1. Go to Customers → Promotional Email.
2. Select Compose Email.
3. Choose the most relevant customer segment.
4. Add a Reply To address.
5. Write the subject.
6. Write or improve the email content.
7. Save as a draft if you are not ready.
8. Send when ready.
9. Review the campaign under Deliveries.
10. Check open activity where available.

Customer segments are generated from the customer activity available in Dash to Cart. The available audience size is shown next to each segment.

Sent deliveries cannot be changed from the Delivery Details screen.

Email open tracking is not exact because it depends on how the recipient's email client handles tracking images.

The AI Continue writing feature can help expand email content, but merchants should always review the final message before sending.