The Marketing Module is an all-in-one platform for all your marketing needs. Create custom lists based on consumer purchases, drag and drop designs, and automate messaging when your customers make purchases. Use this document to quickly find other resources related to the Marketing Module.
Table of Contents
- Table of Contents
- Legacy vs Modern Marketing Module
- Domain Verification
- Notifications
- Lists
- Designer
- Campaigns
- Third Party Integrations
- Troubleshooting
Legacy vs Modern Marketing Module
Older users of OrderPort may have the legacy version of the Marketing Module. Most of the changes are related to UI. With the exception of the designer, the documents listed here utilize screenshots from the modern Marketing Module. For the designer, we provide a seperate document for the legacy designer. You can upgrade to the latest version at no extra cost by contacting helpdesk@orderport.net.
Modern Marketing Module:
Legacy Marketing Module:
Domain Verification
Before you can utilize the module, you must set it up by verifying your domain.
See these resources for more information:
- Setting up Email Marketing and Domain Verification (Document)
- Marketing Domain Verification – OrderPort University (Video)
Notifications
Notifications are automated emails that are sent to customers when certain events happen, like a purchase or an update to customer information. They can also be sent to your business’ employees for things like low inventory alerts.
- Notifications Guide (Document)
- Notification Definitions (Document)
- Marketing Notifications – OrderPort University (Video)
Lists
Email Lists are a part of OrderPort's marketing module and are used to organize customer contacts. You can create your own lists using certain filtering rules, such as wine clubs or recent purchases.
- Email Marketing Lists (Document)
- Marketing List Builder – OrderPort University (Video)
Designer
The designer is used to create email designs to send to your customers.
Some OrderPort users are using the legacy version of the Marketing Module. If this is the case for you, the most substantial difference is in the designer. The modern version is drag and drop, while the old version is just rich text editing. For this reason, we have seperate versions of the document for the legacy and modern designer. You can upgrade to the latest version at no extra cost by contacting helpdesk@orderport.net.
Modern Marketing Module:
- Marketing Designer Guide (Document)
- Marketing Designer – OrderPort University (Video)
Legacy Marketing Module:
- Marketing Designer - Legacy (Document)
Campaigns
Campaigns are used to schedule and send the designs you've created to the lists you've created.
- Email Campaigns (Document)
- Sending a Marketing Campaign – OrderPort University (Video)
Third Party Integrations
If you'd like to use your customer data in a third-party marketing platform, OrderPort offers integrations with MailChimp and Klaviyo.
Klaviyo:
- Klaviyo Integration (Document)
- Klaviyo Integration – OrderPort University (Video)
MailChimp:
- MailChimp Integration (Document)
- Mailchimp Integration – OrderPort University (Video)
Troubleshooting
Don't hesitate to reach out to support (helpdesk@orderport.net) if you have questions or need assistence. If you are faced with the Sender Verify Failed error when using BCC's or test emails, see the document below.