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.

Installing Postscript

Installing Postscript in your Shopify store is a piece of cake. Head over to the Shopify App Store and search Postscript.

Search Postscript in the search field.

 

Select Postscript SMS Marketing from the options listed. On the following app page, select the green Add app button.

Select the green Add app button.

Make sure you review the app permissions prior to installing. You can accept and install the app by selecting Install app in the bottom-right corner of the page.

Select the green Install App button in the bottom-right corner.

Once installed, Postscript may take up to 15 minutes to sync with your store. Total time will depend on the size of your store. Postscript will send you an email notification once the sync completes.

While you wait for your store to sync, hop over to your Postscript dashboard and enable our recommended automations (or create your own!) You can also create segments and draft campaigns.

Downloading Postscript from Our Website?

Perfect! Enter your Shopify domain and skip straight to the app permissions page pictured above!

Messaging Customers

Postscript offers multiple options for messaging your customers such as campaigns, automations, and one-on-one responses.

When sending messages, you have two options:

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

Campaigns let you announce one-time events like daily deals, product launches, discounts, and sales. You can even send specific campaigns to a particular customer segment.

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.).

Popular automations include:

      • Abandoned cart
      • Customer winback
      • Welcome messages
      • Shipment notifications

TCPA Compliance and Opted-In Customers

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

Enabling Automations

Postscript offers several automations that you can enable once you've installed the app. You can access automations by selecting Automations in the side menu of your Postscript dashboard.

Select Automations in the left-side menu.

We strongly recommend you start with two popular automations: Abandoned Cart and Customer Winback.

Let's walk through enabling the Abandoned Cart automation together!

Before you enable this automation, take a quick moment to personalize your message to reflect your brand. Select Edit within the automation line to access message details.

Select Edit from the options provided.

From the message details page, you can customize a few important aspects of your message. 

Customize the automation's timing and message.

      1. Timing. Let Postscript know when you want the message to send! Here, our message will send 4 hours after a customer abandons their cart.
      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.

Abandoned Cart Compliance

Effective June 2021, TCPA compliance allows stores to only send one abandoned cart message per check-out session. This message must send 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.

Don't forget to enable your automation! Select the Enabled toggle.

Creating 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!)

Postscript offers a variety of segment criteria. You can use one or more criteria when defining a segment. Examples of criteria include:

      • Average Order Value
      • Number of Orders
      • Total Spent
      • Customer Created Date

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

Let's walk through creating a new segment together. You can access segments by selecting Segments in the side menu of your Postscript dashboard.

Select Segments in the left-side menu

To create a new segment, select Create Segment in the top-right corner of the page.

QSSeg2.png

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:

QSSeg4.png

      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.

Creating 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.

Let's walk through creating a new campaign together. You can access campaigns by selecting Campaigns in the side menu of your Postscript dashboard.

Select Campaigns in the left-side menu

To create a new campaign, select Create Campaign in the top-right corner of the page. 

Select Create Campaign in 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.

Customize your campaign 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).

Review campaign details.

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.

Creating 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.

Let's walk through creating a new automation together. You can access automations by selecting Automations in the side menu of your Postscript dashboard.

Select Automations in the left-side menu.

To create a new automation, select Create Automation in the top-right corner of the page. 

Select Create Automation in the top-right corner.

For our example, we want to create an automation that lets our customers know that their first order has shipped. Postscript offers several automation templates, including a shipping notifications template, but we're going to make ours from scratch. Select Custom Automation.

Select Custom Automation.

The setup for our custom shipping notification would look like this:

Customize your automation's behavior.

      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 craft the automation message.

Customize the automation's timing and 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.

Don't forget to enable your automation! Select the Enabled toggle.

Accessing Settings

Your settings page allows quick access to important account details, settings, and reports. You can access your settings by selecting the gear icon in the top menu of your Postscript dashboard.

Select the white gear icon in the top menu.

The tabbed menu along the top of the page allows you to move between your various settings.

Navigate your settings by selecting a tab.

      • 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.

Upgrading 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.

Select Upgrade in the top menu.

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.

Select Choose Plan for the plan you want.

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

Confirm your upgrade action.

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.
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