Ecommerce Marketing Checklist

Checklist

1. 1. Welcome to the Ecommerce Marketing Academy

   Welcome to Marketing Academy. We will guide you step by step from store connection through automated CRM, social posting, boosting posts, ads, analytics, boosts, and your first multi-channel Campaign. By the end, you will have a solid handle on your marketing flow and be ready for your first multi-channel campaign.

   Guide section • Connect Shopify, Connect WooCommerce, The Core Marketing Loop • Start in app

2. 2. Store Connected

   Great job! Your store is connected and synced. Segments and contacts are automatically populated, and ROAS (Return on Ad Spend) will now be tracked automatically. You can also create posts and ads directly from your connected store.

   Guide section • Automated CRM Journeys, Recover Abandoned Carts • Start in app

3. 3. Automated CRM and SMS

   Your customers will now receive the automated messages you enabled. These automated CRM messages are the engine that keeps driving sales at critical points in your customer journey. Next, make sure your emails look like they come from you and your business.

   Guide section • Use the Email Editor, Make Sure Your Emails Actually Arrive • Start in app

4. 4. Email DNS and Templates

   You did it! Setting up email DNS is the most technical step in the Get Shouting setup. With CRM running, you are ready for outbound social posting. Remember, you will want to keep your posts brief and to post regularly. Your goal is to drive traffic to your store.

   Guide section • Use My Store, Batch Shouts From Products, Product Link to a Week of Posts • Start in app

5. 5. First Posts Are Scheduled

   Your first posts are scheduled. Pretty easy, right? Remember, you want to be posting regularly, and we make it as easy as possible. In fact, if you have a post you like, you can set it to automatically repeat. You can also create an entire month of posts from your store with the push of a single button.

   Guide section • Batch Shouts, Post to Everything at Once • Start in app

6. 6. Review Post Performance

   Your posts have been published. Let us see how they are doing.

   Guide section • Use Analyze, The 4 Numbers Worth Tracking • Start in app

7. 7. Boost Your Best Post

   There is some clear data on which posts are resonating with your audience. Let us try boosting your best post. Think of this as a lightweight way to test social ads before spending real money. You can boost any post on Facebook, Instagram, and TikTok.

   Guide section • Boost a Post on Meta, First Low-Budget Campaign • Start in app

8. 8. Review Boosted Posts

   Let us see how your boosted posts performed.

   Guide section • Boost on Meta, Connect Meta Ads, Paid Ads in Get Shouting • Start in app

9. 9. Email Your Customers

   It is a good idea to reach out to your customers at least once a month. Ideally you send an email every week. Your email list is composed of people who have directly showed an interest in your brand and have opted in to hearing from you.

   Guide section • Use Email Campaigns, Weekly Broadcast • Start in app

10. 10. Analyze Latest Sends

    Let us see how your latest materials are performing.

    Guide section • Use Analyze, 30-Minute Monthly Review • Start in app

11. 11. Create a Multi-Channel Campaign

    You have a solid handle on your marketing flow and are learning what resonates. You are ready for your first multi-channel Campaign. Campaigns are goal-driven. Example brief: launch a weekend sale with social teasers, one email blast, and a small Meta ad set pointing to your bestseller collection. All your materials are created and scheduled at once. So once you review everything, you can hit publish and let the Campaign run.

    Guide section • Create a Campaign, One Campaign, Every Channel • Start in app

12. 12. Review Your Campaign

    It has been a couple of days. Let us see how your campaign is doing.

    Guide section • Use Analyze, One Campaign, Every Channel • Start in app

13. 13. Marketing Academy Graduate

    Congratulations. You have graduated from the Get Shouting Marketing Academy. You know what to do, how to do it, and you are learning what resonates and drives revenue. Keep up social posting and regular monthly campaigns. We keep it as automated as we can.

    Guide section • The Core Marketing Loop, Create a Campaign • Start in app