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To maintain an organised system, it's important to clean up outdated segments.

  1. Navigate to Customers in your Shopify Admin.

  2. Click on Segments in the left-hand menu.

  3. Select outdated segments labeled as 'Imported on X date'.

  4. Click Delete segments (far right-hand side).

    • ⚠ Do NOT delete any other segments.

  5. Open the 'BRAND REP UNSUBSCRIBED' segment.

  6. 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.

  1. Open a new tab and go to Collabs > Connections.

  2. For each email copied from the 'BRAND REP UNSUBSCRIBED' segment:

    • Paste the email into the Search bar in Collabs Connections.

    • Select the individual and click Pause connection (far right-hand side).

  3. 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:

  1. In Collabs Connections, remove any search filters to display all active reps.

  2. Click Export (top-right) to download an Excel file.

  3. Open the downloaded file in Microsoft Excel or Google Sheets.

  4. Select Column E: 'Status' and apply a filter.

  5. Filter by 'Archived' status and delete those rows.

  6. Remove the filter and save the file (keep it open).

Import the updated Brand Rep list into Shopify

  1. In Shopify Admin, go to Customers.

  2. Click Import (top-right corner).

  3. Click Download a sample CSV.

  4. Open the downloaded file and delete all example data.

  5. Copy Column G: 'Email' from your exported file and paste it into Column C: 'Email' in the sample CSV.

  6. Delete any duplicate email columns.

  7. In Column D: 'Accepts Email Marketing', type 'yes' and drag down to apply to all records.

  8. Save the file.

Upload and overwrite customers in Shopify

  1. Return to Shopify’s Customers screen.

  2. Click Import and select your modified customers-template.csv file.

  3. Check 'Overwrite existing customers'.

  4. Click 'Add tags to customers' and enter the tag 'reps'.

  5. Click 'Import customers'.

Send the weekly reminder email to 'BRAND REPS HAS NOT ORDERED' segment

  1. In Shopify Admin, go to Apps > Email.

  2. Locate the correct email. This email will be sent to the BRAND REPS HAS NOT ORDERED segment.

  3. Click the three dots and select Duplicate email.

  4. Edit the Subject Line (remove 'Copy of').

  5. Review and edit the email content as needed.

  6. Click Review (top-right).

  7. Click Schedule send.

  8. Select 'Now' or schedule for a specific time.

  9. 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 only send up to 100 invites per week via Shopify Collabs, and I highly recommend using up this limit each week. However, once you reach this limit, use our direct DM template (see below) and start contacting individuals directly via DM on social media.

If you want to scale quickly, you should aim to hit 100 DM's per day.

The more influencers you connect with, the faster your store will grow. Here are key things to keep in mind when sending invitations to individuals to collaborate with you.

Filter by location (Shopify Collabs)

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.

Filter by keyword (Shopify Collabs)

Use the Search creators Keyword filter at the top of the Collabs Recruiting screen to easily find creators who are actively interested in promoting products like yours. For example, if you’re selling Home Décor items, try searching with keywords such as Home Décor, Home Improvement, or New Home, to name just a few.

There are countless keyword options you can use to identify the ideal creators for your niche. Taking this approach will significantly boost your activation rates and improve overall engagement by ensuring you’re inviting the right people into your program.

Use the Audience Size filter (Shopify Collabs)

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.

Use multiple social platforms to reach your daily collab goals.

Keep in mind that both Instagram and TikTok have limits on how many direct messages you can send daily to prevent spam. To avoid restrictions, new accounts should send under 10 DMs/day. To get around this, use multiple social platforms to reach your daily collab goals.

If you're enrolled in our Shopify Launch Accelerator, you can send unlimited Collab invites or DM's to as many individuals as you wish, and we will supply everything completely free of charge.

And, 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

START MESSAGE ==>

Hi [INFLUENCER NAME],

Would you be interested in a collab opportunity in exchange for a FREE £20 Gift Voucher that you can spend at my store every single month?

You can choose the products that you want to promote, order them for free and share with your audience. You'd also get 30% from every sale referred.

Kindly reply here if you'd be interested or have any questions.

====== END MESSAGE

After you receive a reply via DM

Answer any questions or send them a link to your application page where they can join your program.

START MESSAGE ==>

Hi [INFLUENCER NAME],

To get started, join for free here: https://yourdomain.com/pages/apply-to-become-a-brand-rep

Let me know if you have any questions!

====== 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 continue managing everything for you, day to day.

  • We continue supplying all customer orders 100% for FREE until you decide to take over.

  • We continue to keep growing your Brand Ambassador team, ensuring they actively promote your store every month.

  • We continue to drive traffic and grow your social media using 100% organic marketing (zero paid ads).

  • We continue to cover the cost of all ‘gifted’ products sent to influencers who create content and drive sales.

  • Expand your brand to additional marketplaces; i.e. we list your products to eBay, Etsy, Amazon (incl. Fulfilment by Amazon) and TikTok Shop. 

  • You continue to 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.

  • We continue managing everything for you, day to day.
  • We continue to keep growing your Brand Ambassador team, ensuring they actively promote your store every month.
  • We continue to drive traffic and grow your social media using 100% organic marketing (zero paid ads).
  • Expand your brand to additional marketplaces; i.e. we list your products to eBay, Etsy, Amazon (incl. Fulfilment by Amazon) and TikTok Shop. 

If you'd like Ongoing Management + PAYG, you can enrol here:

Get Ongoing Management + PAYG →

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