Step-By-Step Instructions
Step 1 — Open the template
Click Email Marketing (or Marketing → Emails) in the left sidebar. Find the template called Monthly Check-In. Click to open and edit it.
Step 2 — Customize the content
The template has placeholder sections for you to fill in: Add your message for this month (a recipe, a seasonal tip, a product highlight, a personal note). Update the button text and link if you're pointing people somewhere specific. Swap the image placeholder if you want to include a photo.
Step 3 — Send or schedule it
Click Send or Schedule. Choose your contact list or segment (use tags to target a specific group). Confirm your send time. Click Send or Schedule.
Your account includes a pre-built Monthly Check-In email template. Use it each month to stay in front of your customer list with a personal note.
**Pro Tip:** You don't need to reinvent this every month. A simple personal note — even three or four sentences — is enough. Consistency matters more than production value at this level.
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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