The Tool Desk
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1. Choose the offer and the audience
Decide which product or group of products is relevant to which opted-in contacts before building the email. A promotion for new arrivals, for example, may suit a different segment from a message about a replenishment item. Benchmark says Shopify customer segments can be synced into its lists, but that does not mean every customer should receive every offer. Benchmark’s ecommerce overview describes product-focused email, and its Shopify integration page describes product listings and customer-segment syncing.
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Keep the message focused: one clear offer, a small set of related items, and a direct link to the relevant product or collection page. Send only to contacts you are permitted to email, and make sure the segment matches the offer.
2. Connect Shopify and sync the intended contacts
- In Benchmark Email, follow the current Shopify integration instructions to connect the store. Benchmark’s help article says setup uses a Shopify app and access credentials; review the requested permissions and authorize the store you intend to use. Benchmark’s Shopify setup guide was updated December 10, 2024.
- Check that your Benchmark account has enough contact capacity for the contacts you plan to sync. The help guide identifies contact capacity as a requirement for syncing.
- Choose the relevant Shopify customer segment and sync it to the appropriate Benchmark list. Confirm the list and segment before using them in a campaign.
Benchmark documents a limit of one Shopify store connected at a time. Its integrations directory also lists other ecommerce-related connections, including eBay and WooCommerce-related options, but their listing does not establish that they support Shopify’s same product-block behavior. See Benchmark’s integrations directory for its listed connections.
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3. Build a branded product email
- Choose an ecommerce email template in Benchmark and apply your brand elements, such as your logo, colors, and consistent typography.
- Write a brief introduction that explains the offer or why these products may interest the selected audience.
- Add products using Benchmark’s Shopify Product Block, then write concise, product-specific copy and a clear call to action that leads to the relevant destination.
- Preview the email and check how it reads on mobile as well as desktop. Make the main offer and action easy to identify.
Benchmark describes this template-and-product workflow in its ecommerce email guidance. Its Shopify page says the Product Block can bring Shopify product listings into email campaigns.
4. Verify every product detail before sending
Do not assume a product already selected for a campaign will reflect later edits in Shopify. Benchmark’s help documentation says selected product details do not automatically update after changes in Shopify, and changes to product details made in Benchmark do not update Shopify. Before sending, check:
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- Price, discount, and offer terms against the live store.
- Product availability and any relevant variants.
- Product name, image, and description.
- That each image and call-to-action link opens the intended live page.
- That the email’s wording matches the landing page and the offer’s dates or conditions.
These checks are especially important when a campaign has been drafted ahead of a price change, stock update, or promotion deadline. The limitations are described in Benchmark’s Shopify integration help article.
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Use Benchmark’s campaign reports to review opens and clicks, and use Google Analytics tracking or suitable UTM parameters to follow what recipients do after they reach your site. Benchmark describes reporting and Google Analytics tracking on its ecommerce page. Compare the campaign’s traffic and downstream behavior with your own sales and site analytics before drawing conclusions about revenue; an open or click is not proof of a purchase or of causation.
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If you have a specific question, test one element at a time—for example, two subject lines, alternative content, or different send times. Benchmark identifies A/B testing for subject lines, content, and time of day. Treat the result as evidence about that campaign and audience, not a guaranteed lift in sales.
6. Use automation only when it fits the customer journey
Benchmark promotes Automation Pro and workflows for timely or personalized messages. An automated follow-up may be worth considering when it has a clear trigger and useful purpose, but verify the current plan comparison and setup requirements before relying on a particular automation. The product pages describe these features; they do not establish that every automation is included in every plan. Benchmark’s ecommerce overview and Shopify integration page outline its automation options.
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Check current plan limits before connecting a list
Benchmark’s pricing page displays a free tier limited to 500 contacts and 2,500 monthly emails. It displays Pro at $19 per month, or $16 per month with the annual option. The page lets visitors select region and contact count, and pricing can change; check the live figures for your market and list size before choosing a plan. View Benchmark Email pricing.
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Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
