Accessing the App and getting started
Once you've added the MessageMedia App to your Shopify account, you should see it appear underneath the Apps heading in the navigation pane. If it's not there, you can click on the arrow next to where it says Apps and it will appear in the window at the top under Installed Apps:
Just click on the link and away you go! If you haven't got around to installing the app yet, head over to the Shopify App Store and search for MessageMedia: SMS Marketing.
The first time you open the MessageMedia App, you will see three Calls to Action in the Dashboard:
Create an Abandoned Cart Recovery Message in the MessageMedia App
Abandoned Cart notifications are sent as an SMS to customers who place items from your store in their cart but do not complete the checkout process before leaving the site, or within a specific time frame – after which you could assume they have abandoned their cart. The aim of this notification is to remind customers they have items in their cart and to encourage them to complete their purchase.
If you're accessing the App for the first time, you can access this function by clicking on Start recovering carts in the Dashboard:
You can also click on Abandoned cart recovery in the left-hand menu, and when you're in the cart recovery dashboard, you'll see the following:
1. The total amount of potential revenue ($) currently sitting in abandoned customer carts.
2. The total amount of sales ($) that have been generated as a result of customers returning to abandoned carts and completing purchases.
3. The total cost of the SMS messages sent as part of your abandoned cart recovery campaign.
4. A list of pre-populated templates that you can use for your messages.
5. The stats relating to each message:
- Sent - the number of messages sent, accompanied by the cost of those messages.
- Clicks - the number of times a customer has clicked on the weblink in your message and returned to your store. accompanied by the percentage of clicks vs. messages.
- Orders - the volume of purchases made by customers as a result of this campaign, accompanied by the percentage of purchases vs. messages.
- Sales - the value of purchase made by customers as a result of returning to your store via the weblink in your campaign.
- ROI (Return on Investment) - the ratio of dollars spent on each campaign versus dollars made from sales, shown as a percentage, e.g. $10 spent vs. $100 earned would be 1000% ROI.
- Opt-outs - the number of recipients that have chosen to opt out of receiving SMS marketing.
- Status - whether your campaign is Active or Inactive.
To create a new notification, click on New Notification in the top right:
You can set up new abandoned cart recovery in five simple steps:
1. Give your notification a name for easy future reference, this makes tracking performance in the dashboard much easier.
2. You need to decide on the delay between the customer adding the last item to their cart and this message being sent. You can choose a delay to be either a number of minutes, hours, or days.
3. If you have any existing discount codes set up, you can select one here by clicking in the discount field and selecting the relevant code from the resulting list. If you add a discount code here, it will automatically apply to the customer's cart.
4. Write the content of the message you want to send customers. You can add personalisation to your message, including the URL to their cart and the discount code. If you manually add the discount code instead of in the field above, the customer will need to manually enter this during checkout. The phone preview will update in real time as you write your message.
5. When you are happy with your message and settings, you can either save this message as a draft, or publish right away.
Once you've saved or published your message, it'll appear in the dashboard along with the other templates. New inactive messages will appear at the bottom of the list, and will move to the top when published:
Creating a Form in the MessageMedia App
Forms are used to display special offers to customers when they land on your site. Each form contains information about the offer, as well as a “Call to Action” (e.g. signing up to a mailing list). Forms are customisable in terms of the colour scheme, imagery, and content.
If you're accessing the App for the first time, you can access this function by clicking on Create a pop-up form in the Dashboard:
You can also click on Pop up forms in the left-hand menu, and when you're in the forms dashboard, you'll see the following:
1. A list of pre-populated templates that you can use for your forms.
2. An overview of the settings configured for each form:
- Target - whether the form is configured to show on all or specific pages of your shop.
- Delay - how much time is set to elapse between customers landing on your site and the form being displayed.
- Region - whether the form is set to display in all regions or specific geographic location.
- Numbers Collected - volume of lead data captured when customers engage with the form.
- Status - whether your from is a Draft or Active.
To create a new form, click on New Form in the top right:
You'll then be taken the form design wizard which has three section tabs:
1. Design
2. Content
3. Settings
Designing your Form
Click on the Design tab to access the design editor, and complete the steps:
1. Choose your background colour by clicking in the box under "Background colour" and then selecting your preference from the colour palette:
2. Select a feature image to appear at the top of the form by clicking on the "Add Image" button and selecting a file from your device (optimal size for feature images is 100px high by 500px wide):
3. Optional - Choose a "Hero" image - this is a vertical image that will appear up the side of your form (optional size for hero image is 900px high by 600px wide):
4. Optional - choose a mobile background image. This is an image that will form the background of your form if someone is viewing it on a mobile (optional size for mobile background image is 900px high by 600px wide):
When adding a mobile background image, you should pay special attention to the way the image interacts with the colour of the text in the form. You may want to adjust the brightness and contrast of the image or you can adjust the text colour so that text stands out more clearly.
5. Choose your Heading Styles and Text Colours by repeating the same process as above: to choose colours, and choose the heading style (i.e. the font size) from the drop-down lists. The larger the number, the smaller the heading - e.g. Heading 1 is the largest heading text, while Heading 5 is the smallest:
4. Choose your Button colour and Button Text Colour using the same method as above:
Customising your Form Content
Click on the Content tab to access the content editor, and complete the steps:
1. Enter your Heading text, the Subheading text, and the Button text:
2. Enter your Success heading and subheading text. This is the notification that the customer will see when they successfully complete the form that appears when they click the button in this form: 
Editing your Form Settings
Click on the Settings tab to access the settings editor, and configure desired settings:
| 1. Target - this is where you choose where to display your form. You can choose to show it on all pages in your shop, or specific pages. | |
| 2. Delay - this is the amount of time you want to elapse between your customers landing on your site and the form being presented to them. You can choose to have the form appear immediately, or you can set a delay (shown in seconds). | |
| 3. Region - this is where you choose your audience in terms of their geographical location. If your offer is not dependant on location, you can choose "All Countries". If your offer has a location restriction (e.g. “Free Shipping in Australia”) then you can choose the specific countries in which to show the form | |
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4. Data - this is where you can configure the lead data captured when your customers fill out the form. You can allocate a specific tag to be applied to the customer data, as well as select whether you'd like to collect the customer's name and contact number. If you check the box to collect the customer's personal data, there is also and optional field to include their email.
Important - if you decide to collect a customer's personal data, it's a legal requirement to include a copy of your privacy policy, so don't forget to add the link to the Privacy Policy URL field at the bottom. |
Once you're happy with your form, click Save and activate:
Create a Campaign in the MessageMedia App
Campaigns are a great way to invite customers to visit your store for special offers, seasonal promotions, new inventory offering, and a lot more. You can schedule your campaign SMS messages to be sent at predetermined dates (e.g. seasonal promotions being sent at the start of each season) or to be sent immediately (e.g. if advertising new arrivals).
If you're accessing the App for the first time, you can access this function by clicking on Start recovering carts in the Dashboard:
You can also click on SMS campaigns in the left-hand menu, and when you're in the campaign dashboard, you'll see the following:
1. The total number of clicks generated from all SMS campaigns
2. The total amount of orders and revenue that has been generated from SMS campaigns.
3. The total cost of the SMS messages sent for all campaigns.
4. A list of pre-populated templates that you can use for your SMS campaigns.
5. The stats relating to each campaign:
- Sent - the number of messages sent, accompanied by the cost of those messages.
- Clicks - the number of times a customer has clicked on the weblink in each campaign and returned to your store.
- Checkouts - the number of checkouts created from this campaign.
- Orders - the number of purchases made by customers as a result of this campaign.
- ROI (Return on Investment) - the ratio of dollars spent on each campaign versus dollars made from sales, shown as a percentage, e.g. $10 spent vs. $100 earned would be 1000% ROI.
- Opt-outs - the number of recipients that have chosen to opt out of receiving SMS marketing.
- Status - whether your campaign is Active or Inactive.
To create a new notification, click on New Notification in the top right:
You can set up new campaign in six simple steps:
1. Give your Campaign a name for easy reference.
2. Choose your audience from a list of options in the pop-out menu - new customers, returning customers, abandoned checkouts, email subscribers, or customers from Australia.
3. Choose whether you want to send your campaign immediately, or schedule to send at a later date. You can choose a specific date and a time specific to the minute using the scheduling tool.
4. If you have a discount code set up on your profile that you want to add to this campaign, enter it here. You can create a new discount by clicking “Create new discount” at the bottom - this will take you to the Shopify discount tool.
5. Write the message you want to send to your customers about your campaign. You can add variable fields based on the columns in your customer list (e.g. first name, location etc.). The phone preview will update as you write your message.
6. When you are happy with your message and settings, you can either save this campaign as a draft, or send it right away.
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