SmartyTap documentation
Set up SmartyTap email and text marketing: connect Shopify, import contacts, authenticate your domain, get your number approved and send by the rules.
Last updated: 2026-10-19
SmartyTap is Chargezen's email and text marketing: campaigns and flows for the customers who said yes, with your order, subscription and loyalty data built in. These guides follow the Chargezen admin screen by screen, so the menu names and buttons match what you see. Start with Introduction, then set up sending.
SmartyTap Starter is $20/month and Pro is $199/month. Texts cost 2¢ per part from your SMS credits. See SmartyTap pricing.
MMS can use more SMS credits than a text.
Getting started
Introduction
Find your way around SmartyTap and set things up in the right order
Connect Shopify
Bring in customers with their email and SMS consent
Contacts and consent
Import a CSV, organize lists and tags, and see who can get what
Sending and compliance
Opt-in and opt-out
Double opt-in, STOP, START and HELP, and one-click email unsubscribe
Quiet hours
Hold texts at night in each customer's own time zone
Smart Sending
Skip people who got another campaign in the last 16 or 24 hours
Email domain authentication
Add SPF, DKIM and DMARC and send from your own domain
Sending-domain warm-up
How a new domain earns trust, stage by stage
10DLC and toll-free registration
Get your number approved to text
Bring your number
Keep the number your subscribers already know
Audience
Segments
Build SmartyTap segments from orders, subscriptions, loyalty points and tiers, consent, location and site activity. They update as customers change.
Forms and popups
Grow your email and text list with SmartyTap popups and embedded forms: the form types, what to ask, how to word consent and what happens after a signup.
Preference center
What customers see when they click Manage preferences in a SmartyTap email: their language, and a way to stop marketing email but keep order emails.
Campaigns
Create a campaign
Send a SmartyTap email or text campaign: choose who gets it, write each message, set the send time, check the text cost, schedule it and plan the calendar.
A/B tests
Test up to seven versions of a SmartyTap email or text, pick the winner by open, click or placed order rate, and send it to everyone else.
UTM tracking
SmartyTap adds UTM tags to the store links in every email and text, so Google Analytics and Shopify show which campaign and message brought each visit.
Local-time sending
Send a SmartyTap campaign at the time you choose in each recipient’s time zone, decide what happens when that time has passed, and respect quiet hours.
Translations
Add a version of a SmartyTap email or text in another language. Customers whose language matches get it, and everyone else gets the original.
Automations and reports
Anatomy of a flow
How a SmartyTap flow works: the trigger that starts it, trigger filters, re-entry, profile filters, Email steps, time delays and Splits, and how to turn it on.
Order flows
SmartyTap flows on Shopify order events: thank-you, fulfilled, order tag, cancelled and refunded emails, with triggers, filters, re-entry and an example.
Abandoned checkout
Bring back shoppers who started checkout and didn’t buy: the SmartyTap abandoned checkout flow, its pixel trigger, the exit filter, timing and example emails.
Browse abandonment
Email known shoppers about a product they viewed and didn’t buy: the Viewed Product trigger, exit filters, 30-day re-entry and an example email.
Birthday email
Send birthday points from Chargezen Rewards with an email on the day, and reach birthday months in SmartyTap campaigns with the Birthday condition.
Reports and revenue
Read SmartyTap results: campaign performance, delivery status, A/B test results, email deliverability and the sales your texts earned credit for.
Need more help? Contact support