Email remains a primary communication channel for B2B manufacturers. Product announcements, back-in-stock notifications, trade show invitations, and technical updates all reach buyers through email. But creating effective campaigns takes time, from writing copy to designing layouts to selecting the right audience.

Shopify Sidekick can help generate email campaign content directly within Shopify Messaging. This guide covers how manufacturers can use Sidekick to create B2B email campaigns, from initial setup to sending.

What Sidekick Can Do for Email Campaigns

Sidekick assists with multiple aspects of email campaign creation within Shopify Messaging.

Content Generation

Sidekick can generate and edit email text:

  • Write campaign copy from a brief description
  • Refine existing text for clarity or tone
  • Create subject lines and preview text
  • Adjust messaging for different audiences

Image Generation

Sidekick can create images for your emails:

  • Generate hero images based on your description
  • Create visuals that match your campaign theme
  • Produce images in specific styles (minimal, bold, technical)

Design Adjustments

Sidekick can modify design elements:

  • Change button styles (rounded, square, colors)
  • Adjust fonts and typography
  • Update color schemes
  • Modify layout elements

Audience Selection

Sidekick can help with targeting:

  • Recommend customer segments for your campaign
  • Create new segments based on criteria you describe
  • Suggest audiences based on campaign type

Setting Up Shopify Messaging

Before creating campaigns, configure your sender settings.

Authenticate Your Domain

Email authentication improves deliverability and ensures your emails don't get flagged as spam.

  1. Open your Shopify admin
  2. Go to Settings > Notifications
  3. In the Sender email section, click authenticate your domain
  4. Follow the on-screen instructions to add the provided CNAME records in your domain manager
  5. Wait up to 48 hours for DNS changes to propagate

If verification fails, double-check that the DNS records match exactly what Shopify provided. Don't remove any CNAME records that Shopify adds for Shopify Messaging.

Set Your Sender Email Address

Configure the "From" address customers see:

  1. Go to Settings > Notifications
  2. In Sender email, enter the email address you want displayed
  3. Click Save

Use a recognizable sender address that matches your domain. Something like "orders@yourcompany.com" or "sales@yourcompany.com" works well for B2B communications.

Creating a Campaign with Sidekick

Here's the workflow for building an email campaign using Sidekick.

Start the Campaign

  1. Open your Shopify admin
  2. Go to Apps > Messaging (Shopify Messaging)
  3. Click Create campaign
  4. Choose a template (or Code your own for custom HTML)

Set Your Audience

In the To field, select your recipients:

  • All email subscribers
  • A specific customer segment
  • A custom segment you create

For B2B manufacturers, consider segments based on:

  • Customer type (distributor, contractor, OEM)
  • Product category interest
  • Geographic region
  • Order history or purchase frequency

Add Subject Line

Enter a subject line and optional preview text. These significantly impact open rates.

For B2B emails:

  • Keep subject lines clear and specific
  • Include product names or categories when relevant
  • Avoid overly promotional language for technical audiences

Use Sidekick for Content

While editing the email, use Sidekick to generate and refine content.

Sidekick Prompts for Manufacturing Emails

Here are prompts tailored to common B2B manufacturing email campaigns.

Product Announcements

New product launch:

> "Generate email text announcing our new [product name] for industrial customers. Highlight [key features] and include a call to action to view specifications."

Product line expansion:

> "Write an email announcing we've added [new variants/sizes/materials] to our [product line]. Target distributors who sell to [industry]."

Back-in-Stock Notifications

Single product:

> "Generate email text for a back-in-stock announcement for [product name]. Keep it brief and direct."

Multiple products:

> "Create an email announcing that several popular items are back in stock, including [product list]. Include urgency about limited quantities."

Technical Updates

Specification changes:

> "Write an email notifying customers about updated specifications for [product line]. Emphasize that existing orders are unaffected."

Compliance updates:

> "Generate email text announcing our products now meet [certification/standard]. Explain why this matters for [industry] applications."

Trade Show and Event Invitations

Trade show presence:

> "Create an email inviting customers to visit our booth at [trade show name]. Include booth number and mention we'll be demonstrating [product/capability]."

Webinar invitation:

> "Write an email inviting customers to our upcoming webinar on [topic]. Include registration call to action."

Pricing and Catalog Updates

Price list update:

> "Generate email text announcing our updated price list effective [date]. Keep it professional and direct."

Catalog availability:

> "Write an email announcing our new product catalog is available. Include options to download PDF or request printed copy."

Image Generation for B2B Emails

Sidekick can generate images, though B2B manufacturing emails often benefit from product photography or technical images you already have.

When Generated Images Work

Seasonal or promotional campaigns:

> "Generate a hero image for a year-end clearance sale in a clean, industrial style."

Event announcements:

> "Create a banner image for a manufacturing trade show invitation with a professional, technical feel."

Abstract headers:

> "Generate a minimal header image with industrial/manufacturing theme in blue and gray tones."

When to Use Your Own Images

For most B2B manufacturing emails, consider using:

  • Actual product photography
  • Technical diagrams or drawings
  • Facility or capability images
  • Application photos showing products in use

These build credibility with technical buyers who want to see real products.

Design Adjustments with Sidekick

Customize email appearance to match your brand.

Button Styling

> "Change all buttons in this email to be rectangular with square corners."

> "Make the main call-to-action button larger and change it to [brand color]."

Typography

> "Change the heading fonts to a more industrial, bold style."

> "Make the body text larger for better readability."

Color Scheme

> "Update the color scheme to match our brand colors: [primary color] and [secondary color]."

> "Change the background to white and use dark text for a cleaner look."

Layout

> "Add more white space between sections."

> "Move the product specifications section above the call to action."

Audience Segmentation for B2B Campaigns

Targeting matters for B2B email effectiveness. Different customers need different messages.

Segment by Customer Type

Create segments for:

  • Distributors and resellers
  • End-user customers
  • OEM accounts
  • Contractors and installers

Each group responds to different messaging and offers.

Segment by Product Interest

If you tag customers by product category:

  • Target fastener buyers with fastener announcements
  • Send electrical product updates to electrical customers
  • Notify valve customers about valve promotions

For customer tagging strategies, see Target Industrial Buyers Smarter: Segment Manufacturing Customers by Product Category.

Segment by Engagement

Consider segments based on:

  • Recent purchasers (last 30/60/90 days)
  • Lapsed customers (no order in 6+ months)
  • High-value accounts
  • New customers

Using Sidekick for Segments

Ask Sidekick to help create segments:

> "Create a customer segment for customers who have purchased [product category] in the last 6 months."

> "Recommend a segment for this back-in-stock announcement."

B2B Email Best Practices

Manufacturing emails differ from consumer marketing.

Keep It Professional

  • Clear, direct language
  • Technical accuracy
  • Professional tone without excessive marketing speak

Lead with Value

  • What's new or important
  • How it benefits the customer
  • What action to take

Include Technical Details

B2B buyers want specifications:

  • Product specifications or links to spec sheets
  • Compliance and certification information
  • Application guidance

Make Action Clear

  • One primary call to action per email
  • Clear buttons or links
  • Contact information for questions

Optimize for Mobile

Many buyers check email on phones:

  • Responsive design
  • Readable text size
  • Tappable buttons

Campaign Types for Manufacturers

Common email campaigns for B2B manufacturers:

Product Announcements

New products, line extensions, or updated versions. Include specifications and ordering information.

Inventory Updates

Back-in-stock notifications, low stock alerts, or discontinued product notices.

Technical Communications

Specification changes, safety notices, compliance updates, or application guidance.

Company News

Facility expansions, capability additions, certification achievements, or leadership changes.

Event Promotion

Trade shows, webinars, training sessions, or facility tours.

Seasonal Campaigns

Year-end promotions, seasonal product highlights, or industry event tie-ins.

Account Communications

Payment term updates, catalog distribution, or account management changes.

Workflow Integration

Connect email campaigns with your broader operations.

Automation with Flow

Trigger emails based on customer actions:

  • Welcome series for new B2B accounts
  • Follow-up after first order
  • Re-engagement for inactive accounts

For automation setup, see Automating Back-office Processes with Shopify Flow.

Coordinate with Sales

For B2B:

  • Notify sales reps when campaigns send to their accounts
  • Provide sales with campaign details for follow-up
  • Align campaigns with sales initiatives

Track Results

Monitor campaign performance:

  • Open rates by segment
  • Click-through rates
  • Conversions from email to order

Use insights to refine future campaigns.

Getting Started

Begin with a straightforward campaign:

  1. Set up sender authentication if you haven't already
  2. Choose a simple campaign type (product announcement or back-in-stock)
  3. Select a clear audience (all subscribers or a defined segment)
  4. Use Sidekick for initial draft with a specific prompt
  5. Review and refine the generated content
  6. Send a test before sending to your full list
  7. Analyze results to improve future campaigns

Sidekick accelerates content creation, but review everything before sending. Generated content should match your brand voice and technical accuracy standards.

For more Sidekick capabilities, see How B2B Manufacturers Can Automate Complex Order Workflows with Shopify Sidekick.