▶️ Create a mailing list

Step 1: Create a Salesforce Campaign

1. In Salesforce, go to the App Launcher.

2. Search for and select Campaigns.

3. Click New.

4. Fill in:

   • Name: e.g., “Store Newsletter List”

   • Check “Active”

   • Type: e.g., “Email”

5. Click Save.

This campaign will collect all opted-in customers as Campaign Members.

Step 2: Connect the Campaign to Your Store

1. In the StoreConnect app, go to StoreConnect Navigation → Configuration → Stores.

2. Choose the store where you want the opt-in to appear.

3. Open the Additional Relationships tab.

4. Click into the Campaigns section and then click New.

Fill in the following:

• Name: Internal name for this configuration.

• Campaign: Select the campaign you just created.

• Opt-In Text: This is what customers will see at checkout (e.g., “Sign up for news and promotions”).

• Auto-Opt-In: (Optional) Tick this to have the box checked by default (Note: this may violate privacy laws in some jurisdictions. Verify before use).

• Extra Info: Any other internal notes.

Click Save.

Step 3: Test It on Your Website

1. Go to your storefront and add a product to the cart.

2. Proceed to checkout.

3. Scroll to the bottom of the page—you’ll now see a checkbox to sign up for email updates using your opt-in text.

4. If the customer ticks this box and places an order, they will be added as a Campaign Member.

Step 4: Customer Account Management

• If the customer logs into their account and visits Contact Details, they can opt in or out at any time by checking/unchecking the marketing box and clicking Update.

Step 5: View and Manage Your Mailing List

• Go back to the Campaign record you created.

• Under the Campaign Members section, you’ll see a growing list of contacts who opted in.

• You can now use this list for email marketing, newsletters, or engagement campaigns using Salesforce or integrations like Marketing Cloud.