Postscript Quick Start Guide

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   Check out Postscript Roots! If you're new to SMS or need a refresher on the importance of SMS marketing, check out our Postscript Roots channel for the latest video tutorials and series that walk you through what you need to know to master SMS marketing.

We've designed this guide to help you jumpstart your Postscript journey. You can use the side menu to jump to various sections within the guide.

Install Postscript


  1. Search for Postscript in the Shopify App Store.
  2. Select Postscript SMS Marketing from the options listed.
  3. On the following app page, select the green Add app button.
  4. Shopify will prompt you to log in to your store.
  5. Review the Postscript app permissions, then select Install app in the bottom-right corner of the page.
  6. Shopify will direct you straight to your Postscript dashboard, where you Postscript Onboarding wizard will launch.
  7. Follow the prompts to complete your Postscript setup.

Once installed, Postscript may take up to 15 minutes to sync with your store. The total time will depend on the size of your store.

   Downloading Postscript from our website? Perfect! Enter your Shopify domain and skip straight to the app permissions page pictured above.

Message Customers


Postscript offers multiple ways to message your customers such as campaigns, automations, and one-on-one responses.

When sending messages, you can pick from two message types:

  • SMS: Plain text with a 160 character limit.
  • MMS: Can include emojis, GIFs, and images with a 1600 character limit.

Each message type costs a different number of credits to send. You can learn more about these message types and Postscript credits here.

   Note: You can only send messages to customers who have provided their phone numbers and opted in to text marketing. Learn more about opting in and TCPA compliance here.

Enable Automations


Automations allow you to create a sequence of automated messages that send at intervals you set (e.g., 10 minutes, 1 hour, 2 days, etc.).

We strongly recommend you start with two popular automations: Abandoned Cart and Customer Winback. You likely opted to add a template for each of this automations in the Postscript Onboarding wizard, so we'll walk through editing an existing automation. You can learn how to create a new automation further down this page.

  1. Select Automations in the side menu of your Postscript dashboard.
  2. Locate your Abandoned Cart or desired automation and select Edit to the far-right of the automation line.

From the message details page, you can customize your message

  1. Timing. Let Postscript know when you want the automation message to send. Here, our message will send 5 minutes after we've marked the order as fulfilled.
  2. Image or GIF. Add an image or GIF to increase engagement and click-through rates. (Note: Adding an image or GIF makes the message an MMS message.)
  3. Message. Get creative with your message text! Personalize it to reflect your brand and customer. We recommend adding in an emoji or two, if appropriate.
  4. Test. Send yourself a test text to see how the message looks on your phone! You can also preview your message in real-time on the right side of the page. (Note: Sending a test message will use credits just like sending a message to a customer would.)
  5. Save. Select Save Automation in the bottom-right corner of the page.
   Note: Effective June 2021, TCPA compliance allows stores to only send one abandoned cart message per check-out session. This message must be sent within 48 hours of the trigger occurring (i.e., the customer starting the check-out process but not completing their order).

Once you've customized and saved your automation, select the Enabled toggle for your Abandoned Cart automation on the main Automations page.

Create Segments


Segments allow you to reach a specific group of customers when sending campaigns. They're completely customizable and update in real-time. You define the criteria for your segment, and Postscript filters for customers that match it.

Here's a few example segments:

  • Customers who spent a certain amount (or more!) in your store. (Reach out to these VIP customers with sneak-peek product announcements!)
  • Customers who have never completed a purchase in your store. (Reach out to these customers with an exclusive coupon!)

Similar to automations, Postscript offers default segments you can use in your campaigns. You can also create brand new segments.

  1. Select Segments in the side menu of your Postscript dashboard.
  2. Select Create Segment in the top-right corner of the page.

For our example, we want to create a segment for customers who have spent over $50 in our store but have never received a text from us. Our setup for the segment would look like this:

  1. Name your segment. Choose a name that tells you who the segment targets. We named ours "Customers > $50 Without Any Texts" since that's exactly who we want to reach. 
  2. Define your criteria. Choose your criteria and a corresponding parameter (e.g. greater than, includes, etc.). Enter your value in the empty field. (Note: Depending on the criteria you select, your value could be an amount, a word, or an option you select from a drop-down list.)
  3. Add additional criteria. You can include one or more criteria in a segment. Additional criteria help you further narrow your intended subset of customers. You can add additional criteria using AND or OR statements.
    • AND Example: Customers who have spent over $50.00 AND have never received a text from our store.
    • OR Example: Customers who have purchased our coral water bottle OR customers who have purchased our lime green water bottle.
  4. Review segment size. As you apply criteria, the number of members in your segment size will adjust. If the number doesn't look correct, double-check your criteria. 
  5. Save. Select Save Segment in the bottom-right corner of the page.

Create Campaigns


Campaigns allow you to schedule and send single messages to a specific customer segment or your entire customer base. You can use campaigns to let customers know about new products, promotions, daily deals, and more.

  1. Select Campaigns in the side menu of your Postscript dashboard.
  2. Select Create Campaign on the top-right corner of the page. 

On the campaign details page, you can customize your campaign message and specify which customers Postscript should message.

  1. Name your campaign. Choose a name that will allow you to identify and track the campaign in the future.
  2. Select a segment. Tell Postscript which customers to include in this campaign by selecting a customer segment from the drop-down list. Postscript displays the number of customers in the segment. (Note: You need to create a segment before you can assign it in a campaign.)
  3. Enable Safe Send (optional). Safe Send prevents the campaign message from sending to any customers who received any text message from your store in the last 16 hours (e.g., welcome series messages, abandoned cart messages, etc.).
  4. Include an image or GIF (optional). Including an image or GIF can increase click-through rates and engagement. It's also great when you've created a campaign to promote a specific product. (Note: Adding an image or GIF makes the message an MMS message.)
  5. Customize your message. Create a message that reflects your brand and audience. You can insert tags (such as {first_name} or {shop_link}), link a specific product, or throw in a discount using options from the More drop-down list.
  6. Save. Select Save & Continue to Preview in the bottom-right corner of the page.

Previewing a campaign before you send it out allows you to confirm important details, see how the campaign looks, and schedule when the campaign sends (if applicable).

There are a few things we want to draw attention to on the preview screen:

  1. Message Count. See how many messages Postscript will send to each customer included in your campaign.
    • A single SMS message contains up to 160 characters. If your campaign message contains over 160 characters, Postscript will send multiple messages to the specified customers. (Note: Including emojis in your message reduces the number of available characters.)
    • A single MMS message contains up to 1600 characters.
  2. Credits. View how many credits the campaign will use. Learn more about SMS and MMS credits here.
  3. Send Me A Test. See how the message looks on your phone and test linked products or pages. (Note: Sending a test message will use credits just like sending a message to a customer would.)
  4. Schedule Campaign. You can schedule a campaign to go out at a later date and time. Select Schedule Campaign, enter the date and time in the popup, then select Save Schedule.

If you're ready to send the campaign right away, select Send Campaign Now in the lower-right corner of the page.

Create Automations


Automations allow you to create multi-stage communications triggered by a certain event (e.g., subscribing to texts, abandoning a cart, etc.) Automations run in the background and are a great way to engage your customers.

  1. Select Automations in the side menu of your Postscript dashboard.
  2. Select Create Automation on the top-right corner of the page.
  3. Postscript offers several automation templates, or you can create a Custom Automation.

For our example, we want to create an automation that lets our customers know that their first order has shipped. The setup for our custom shipping notification would look like this:

  1. Name your automation. Choose a name that will allow you to identify and track the campaign in the future. We named ours "Shipping Confirmation."
  2. Define the automation trigger. The trigger tells Postscript when to run the automation. For our example, Postscript will run this automation when the order ships.
  3. Add filters. Filters allow you to fine-tune which customers receive an automation. Learn more about filters here. For our example, we want this shipping confirmation to send when we've fulfilled a customer's first order, so we've created a user filter that will only send this automation to customers with one order.
  4. Save. Select Save & Continue to Messages in the bottom-right corner.

After you define the automation's behavior, you can customize your automation message.

  1. Timing. Let Postscript know when you want the automation message to send. Here, our message will send 5 minutes after we've marked the order as fulfilled.
  2. Image or GIF. Add an image or GIF to increase engagement and click-through rates. (Note: Adding an image or GIF makes the message an MMS message.)
  3. Message. Get creative with your message text. Personalize it to reflect your brand and customer. We recommend adding in an emoji or two, if appropriate!
  4. Test. Send yourself a test text to see how the message looks on your phone. You can also preview your message in real-time on the right side of the page. (Note: Sending a test message will use credits just like sending a message to a customer would.)
  5. Save. Select Save Automation in the bottom-right corner of the page.

Once you create an automation, you need to enable it. You can do that from the main Automations page. Locate your new automation in the list, then select the Enabled toggle on the automation line.

Access Settings


Your settings page allows quick access to important account details, settings, and reports. You can access your settings by select your store name in the top menu, then selectin Account from the drop-down.

  • Settings. Manage basic settings for your shop including your shop name and preferred contact information. You can also unsubscribe a specific phone number and set double opt-in behavior.
  • Message & Tracking. Customize Postscript attribution windows.
  • Plan. View current plan details and upgrade or downgrade your Postscript plan.
  • Billing. View your billing date, payment source, and payment history. You can change your payment details on this page.
  • API. Access your store's unique API key.
  • Contact Card. Customize your store's contact card.
  • Reports. Access and run subscriber and revenue reports.

Upgrade Your Plan


Once you've installed the Postscript app on your Shopify store, Postscript sets you up on the Free plan. This plan includes 100 free credits in your 30-day cycle, which equals 100 US/Canada SMS messages (up to 160 characters) or 50 US/Canada MMS messages.

If you wish to upgrade from the free plan, select Upgrade in the top menu of your Postscript dashboard. If you've already upgraded to a paid plan and wish to upgrade again, select the gear icon in the top menu and select Plan within your settings page.

On the Plan page you can review your current plan, how many credits you have used, and the number of days left in your billing cycle.

To upgrade your plan, choose an option that fits your goals, then select Choose Plan on the right of the plan line.

 Postscript will ask you to confirm your upgrade action. Select Upgrade to confirm.

Once done, Postscript redirects you back to your dashboard and displays updated credits in your top menu.

Tips and Tricks


Remember, you can only send messages to customers who have opted in to marketing and provided their phone numbers.

Your SMS messages should have a conversational voice, similar to how your store would send texts if it was an actual person.

Tips for Maximizing Traffic and Sales

  • Turn on automations, especially Abandoned Carts.
  • Enable the popup from the Grow List menu.
  • Use images and GIFS where appropriate.
  • Customize each message to reflect your brand.
  • Send out campaigns for marketing initiatives, just as you would with email or social.
  • Stay on top of customer responses.

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

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