Direct answer
Automate four customer emails first: a post-purchase thank-you, a delivery confirmation, follow-ups at whatever intervals you set, and a reminder on quotes that have not closed. Then build a sequence that matches what you sell. A mattress store's 30-day comfort check and 90-day sleep quality follow-up do not translate to an appliance store's installation confirmation and filter replacement reminders. Run all of it off templates with merge fields for customer name, product details, and store info, so an automated message still reads like it came from your store. Set the sending identity under Settings, then Email: a from name and reply-to address the customer recognizes, tested with a send to yourself before anything goes live.
RetailGenie has built-in email, so you can automate customer communication (post-purchase thank-yous, delivery confirmations, follow-ups, and quote reminders) without wiring up a separate mail service. Emails send through RetailGenie and are configured per store; there's no personal inbox to connect.
Setting Up Your Sending Details
- Go to Settings → Email
- Set your store's 'from' name and reply-to address so customers recognize who the message is from
- Add your logo and brand colors to the email header (optional but recommended)
- Send yourself a test email to confirm everything looks right
What It Enables
Once your sending details are set, RetailGenie can send automated emails on your behalf: post-purchase thank-you emails, delivery confirmation emails, follow-up emails at intervals you configure, and quote-reminder emails for pending sales.
Email Templates
RetailGenie comes with pre-built email templates you can customize. Each one uses merge fields (customer name, product details, store info) so emails feel personal even though they're automated.
Industry-Specific Email Workflows
Set up automated email sequences tailored to your retail vertical:
- Mattress stores: 30-day comfort check, 90-day sleep quality follow-up, annual re-engagement
- Furniture stores: Custom order status updates, delivery scheduling confirmation, assembly satisfaction check
- Appliance stores: Installation confirmation, warranty registration reminder, filter replacement reminders
Vendor Communication
Email helps on the vendor side too. When you place a special order in RetailGenie, the system can email the vendor the order details, and you can keep that thread tied to the customer's order so status updates live in one place.
Create separate templates for each product category. A mattress delivery follow-up should ask about sleep quality, while a furniture delivery follow-up should ask about fit and comfort in the space.
Sending a lot of marketing email? Keep your lists clean and send transactional messages (receipts, delivery updates) as they happen. High bounce or spam-complaint rates hurt deliverability for every store on the platform.
Frequently asked questions
Do I need different email templates for mattresses, furniture, and appliances?
Yes, at least on the follow-up side, because the question you are asking changes by category. A mattress follow-up should ask about sleep quality once the customer has had time to adjust. A furniture follow-up should ask about fit and comfort in the space. An appliance follow-up is closer to an installation check, a warranty registration reminder, or a filter replacement reminder. Same skeleton, different body copy, and merge fields for name and product keep each version from reading like a blast.
Why do my automated store emails end up in spam?
Two numbers drive it: how many of your addresses bounce, and how many recipients mark you as spam. Keep the list clean, retire dead addresses, and send transactional messages (receipts, delivery updates) as they happen instead of folding them into a marketing blast. On shared sending infrastructure, high bounce and complaint rates hurt deliverability for every store on the platform, so clean your list before you send.
Can I use the same email system for vendors, not just customers?
Yes. When you place a special order in RetailGenie, the system can email the vendor the order details, and you can keep that thread tied to the customer's order so status updates live in one place. That matters the next time a customer calls to ask where their order is: the vendor's last reply sits with the customer record instead of in somebody's personal inbox.
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CRM Best Practices for Retail