How to Send Weekly Welcome Voucher Reminders in Shopify
The most effective way to increase activation rates is by sending a Welcome Voucher Reminder Email once per week, encouraging those who joined but haven’t placed their first gifted order yet to do so.
This guide will walk you through a step-by-step process to clean up your marketing list, remove unsubscribed reps, and ensure that your reminder is sent to the right individuals.
Before you begin, log in to your Shopify Admin panel.
Keeping your customer segments clean
To maintain an organised system, it's important to clean up outdated segments.
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Navigate to Customers in your Shopify Admin.
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Click on Segments in the left-hand menu.
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Select outdated segments labeled as 'Imported on X date'.
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Click Delete segments (far right-hand side).
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⚠ Do NOT delete any other segments.
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Open the 'BRAND REP UNSUBSCRIBED' segment.
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Copy the email addresses of unsubscribed individuals.
Remove unsubscribed Brand Reps from your program
Brand reps who have unsubscribed should be removed from your program to ensure they don’t continue receiving vouchers or commissions.
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Open a new tab and go to Collabs > Connections.
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For each email copied from the 'BRAND REP UNSUBSCRIBED' segment:
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Paste the email into the Search bar in Collabs Connections.
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Select the individual and click Pause connection (far right-hand side).
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Repeat this process for all unsubscribed individuals.
Export and Filter your Active Brand Rep list
Now, it's time to ensure that only active Brand Reps receive emails:
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In Collabs Connections, remove any search filters to display all active reps.
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Click Export (top-right) to download an Excel file.
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Open the downloaded file in Microsoft Excel or Google Sheets.
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Select Column E: 'Status' and apply a filter.
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Filter by 'Archived' status and delete those rows.
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Remove the filter and save the file (keep it open).
Import the updated Brand Rep list into Shopify
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In Shopify Admin, go to Customers.
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Click Import (top-right corner).
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Click Download a sample CSV.
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Open the downloaded file and delete all example data.
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Copy Column G: 'Email' from your exported file and paste it into Column C: 'Email' in the sample CSV.
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Delete any duplicate email columns.
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In Column D: 'Accepts Email Marketing', type 'yes' and drag down to apply to all records.
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Save the file.
Upload and overwrite customers in Shopify
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Return to Shopify’s Customers screen.
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Click Import and select your modified customers-template.csv file.
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Check 'Overwrite existing customers'.
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Click 'Add tags to customers' and enter the tag 'reps'.
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Click 'Import customers'.
Send the weekly reminder email
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In Shopify Admin, go to Apps > Email.
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Locate the Welcome Voucher Email sent last Wednesday.
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Click the three dots and select Duplicate email.
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Edit the Subject Line (remove 'Copy of').
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Review and edit the email content as needed.
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Click Review (top-right).
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Click Schedule send.
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Select 'Now' or schedule for early Wednesday morning.
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Click Send.
Why sending this email matters
Consistently following these steps each week is crucial for scaling your Brand Rep program. It helps increase activation rates and ensures your program remains clean and well-organised.
By making this a regular practice, you'll activate significantly more individuals into your Brand Rep program.
Tips for improving activation rates and scaling your program
Remember, you can send up to 100 invites per week, and I highly recommend using up this limit to maximize your outreach. You can send unlimited Gifted Vouchers valued at £20 GBP each to as many individuals as you wish and we will supply everything completely free of charge. Here are two key things to keep in mind when sending collaborator invites:
Filter by location
– Always use the 'Location' filter on the recruiting page to target collaborators in countries where you ship (e.g., the United Kingdom). You can check your Shipping Policy to confirm eligible countries. Only reach out to influencers in these locations.
Use the Audience Size filter
– If you're a brand-new brand, larger influencers may be less likely to collaborate at this stage. Use the Audience Size filter to set a maximum follower count in your search results. I recommend starting with influencers who have under 15,000 followers. You can expand this range later as your brand grows.
– If your brand is more established, you have the opportunity to collaborate with larger influencers who align with your audience. I recommend reaching out to influencers with a following between 10 to 100 times the size of your own social media audience.
If you want to expand your outreach beyond 100 invites per week, simply use our direct DM template (see below) and contact individuals directly via DM on social media. I highly recommend it—the more influencers you connect with, the faster your store will grow. Since we’re fully funding all gifted products for influencers who promote your store, you have every reason to reach out to as many as possible and maximize this opportunity.
DM template
Edit any text that is bold as needed.
START MESSAGE ==>
Hi [INFLUENCER NAME],
I'm [YOUR-NAME] from [YOUR-BRAND]™! I'd love to invite you to join our growing creator community as a [YOUR-BRAND]™ Brand Rep. You'll receive a FREE £20 gift voucher every month to spend in our store, letting you choose products to promote to your audience.
Plus, you'll earn 30% commission on all sales through your unique link or discount code—paid via Shopify Collabs. You can even use your own code to get cashback on personal purchases!
Simply pick your products, use your voucher, and share them with your audience. It's that easy!
Join for FREE and claim your £20 voucher here: [YOUR-APPLICATION-PAGE-LINK]
====== END MESSAGE
Need help?
Running your store and managing your Brand Rep program are essential for growth, but they can also be time-consuming. If you'd rather focus on other things while ensuring these critical tasks are handled by us, check out the options below for how we can help.
Re-enrol in the Shopify Launch Accelerator (£395/month, no contract — cancel anytime)
If you want complete ongoing day-to-day management and ZERO product costs, you can re-enrol in the Shopify Launch Accelerator for £395/month. This keeps your store growing with all the same benefits that you had before.
- We managing everything for you, day to day.
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We supplying all customer orders 100% for FREE until you decide to take over.
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We keep growing your Brand Ambassador team, ensuring they actively promote your store every month.
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We drive traffic and grow your social media using 100% organic marketing (zero paid ads).
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We cover the cost of all ‘gifted’ products sent to influencers who create content and drive sales.
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You keep 100% of all profit your store makes.
With this option, you can focus on inviting collaborators into your program while we handle everything else behind the scenes. If you'd like to re-enrol, you can do so here:
Re-enrol in Shopify Launch Accelerator →
Ongoing Management + PAYG (£99/month, no contract — cancel anytime)
If you don’t want to re-enrol in the Shopify Launch Accelerator program but still want support, you can still get complete ongoing management of your store handled by us for just £99/month. You’ll still pay wholesale prices (PAYG) for any products you sell or gift, but we’ll handle the workload so you can focus on growing your program.
If you'd like Ongoing Management + PAYG, you can enrol here:
Have questions? Let's book a call with Jason
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