SmartrMail connector
Automate Your Email Marketing with SmartrMail Integrations
Connect SmartrMail to your eCommerce stack, CRM, and data tools to run personalized campaigns at scale.
What can you do with the SmartrMail connector?
SmartrMail is an eCommerce email marketing platform built for online retailers — product recommendations, segmentation, automated sequences, the works. The problem is that all of it only works well if your data is current. Integrate SmartrMail with the rest of your tech stack through tray.ai and subscriber lists, purchase data, and customer segments stay in sync automatically. No manual exports. Connect SmartrMail to Shopify, your CRM, helpdesk, analytics tools, and more to run lifecycle email programs that actually keep up with your customers.
Automate & integrate SmartrMail
Automating SmartrMail business process or integrating SmartrMail data is made easy with tray.ai
Use case
eCommerce Order Data Sync to SmartrMail Subscribers
Automatically sync new customers and order data from your Shopify, WooCommerce, or BigCommerce store into SmartrMail subscriber lists and custom fields. Every purchase event updates the subscriber profile so segmentation and product recommendations stay accurate. No more lag between a completed order and the customer entering your post-purchase email sequence.
Use case
Abandoned Cart Recovery Automation
Trigger SmartrMail abandoned cart email sequences automatically when a shopper adds items to their cart but doesn't complete checkout, pulling cart contents and customer details directly from your eCommerce platform. Set timing rules and follow-up cadences in tray.ai so the right number of reminders go out without over-messaging. Feed conversion data back into your CRM or analytics warehouse to measure recovery revenue.
Use case
CRM-Driven List Segmentation and Audience Management
Push customer lifecycle stages, lead scores, and deal statuses from your CRM into SmartrMail subscriber segments so your email campaigns always reflect where each contact is in the buying journey. When a deal closes or a customer churns in Salesforce or HubSpot, the corresponding SmartrMail list membership updates automatically. Winback, upsell, and onboarding campaigns reach exactly the right audience.
Use case
Post-Purchase Review and Loyalty Enrollment Flows
After an order ships or is delivered, automatically enroll customers in SmartrMail review request sequences and trigger loyalty program enrollment through connected platforms like Yotpo or Smile.io. Timing is coordinated so review requests fire at the right post-delivery window, not immediately at purchase. All enrollment and response data consolidates back into your central data store.
Use case
Customer Win-Back Campaign Triggers
Identify lapsed customers using purchase history data from your eCommerce platform or data warehouse, then automatically enroll them in SmartrMail win-back sequences with product recommendations based on past purchases. Define lapse thresholds and recency rules in tray.ai without hardcoding logic into your store. When a win-back purchase is made, subscriber engagement status updates to active automatically.
Use case
Subscriber Unsubscribe and Suppression Sync Across Tools
When a contact unsubscribes or marks an email as spam in SmartrMail, that suppression immediately propagates to your CRM, customer support platform, and any other email or messaging tools in your stack. Global unsubscribes from other tools sync back into SmartrMail to prevent accidental re-engagement. Centralized suppression management cuts your GDPR and CAN-SPAM compliance risk significantly.
Use case
Email Performance Data Export for Business Intelligence
Pull SmartrMail campaign metrics — open rates, click-through rates, attributed revenue, unsubscribe data — into your data warehouse or BI tool on a scheduled basis for unified marketing performance reporting. Combine email performance with paid media, organic, and direct sales data to get a clear picture of what's actually driving revenue. The reporting pipeline runs automatically so marketing and leadership teams always have current dashboards without manual data pulls.
Build SmartrMail Agents
Give agents secure and governed access to SmartrMail through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Subscriber Details
Retrieve detailed information about individual email subscribers, including contact data, subscription status, and engagement history. An agent can use this to personalize outreach or make decisions based on subscriber behavior.
Data Source
Fetch Subscriber Lists
Pull all available subscriber lists and their membership details from SmartrMail. An agent can use this to segment audiences and decide which contacts qualify for specific campaigns or automations.
Data Source
Retrieve Campaign Performance Metrics
Access open rates, click-through rates, and other engagement metrics for sent email campaigns. An agent can analyze this data to spot top-performing content and flag what to change in future campaigns.
Data Source
Monitor Automation Sequences
Fetch details and performance data for active email automation sequences. An agent can use this to check how automated flows are holding up and surface sequences that need attention.
Agent Tool
Add Subscriber to List
Enroll a new or existing contact into a specific subscriber list in SmartrMail. An agent can trigger this when a user signs up, makes a purchase, or hits a qualifying condition in another connected system.
Agent Tool
Update Subscriber Information
Modify contact details, tags, or custom fields for an existing subscriber. An agent can keep SmartrMail records in sync when customer data changes in a CRM, e-commerce platform, or support tool.
Agent Tool
Unsubscribe or Remove Contact
Remove a subscriber from a list or mark them as unsubscribed in SmartrMail. An agent can handle opt-out requests from other channels and stay compliant by propagating those actions automatically.
Agent Tool
Create Email Campaign
Generate and configure a new email campaign in SmartrMail, including subject line, content, and target list. An agent can draft campaigns from triggered events like a product launch or a promotional window.
Agent Tool
Send or Schedule Campaign
Trigger the delivery of an email campaign immediately or schedule it for a future time. An agent can automate sends based on business events so campaigns go out at the right moment without anyone having to do it manually.
Agent Tool
Tag Subscribers
Apply or remove tags on subscriber records to support segmentation and targeting. An agent can tag contacts dynamically based on behaviors or data from integrated platforms, keeping campaigns more relevant.
Agent Tool
Trigger Automation Sequence
Enroll a subscriber into a specific automated email sequence in SmartrMail. An agent can kick off onboarding flows, re-engagement sequences, or post-purchase series based on events detected across connected tools.
Get started with our SmartrMail connector today
If you would like to get started with the tray.ai SmartrMail connector today then speak to one of our team.
SmartrMail Challenges
What challenges are there when working with SmartrMail and how will using Tray.ai help?
Challenge
Keeping Subscriber Data Fresh Across eCommerce and Email Platforms
eCommerce teams frequently find that subscriber records in SmartrMail go stale as purchase events, returns, and customer profile changes happen in the store platform but never make it back to the email tool. Product recommendation engines end up serving irrelevant content, and segments include the wrong contacts.
How Tray.ai Can Help:
tray.ai listens for order, customer update, and return events from your eCommerce platform in real time and immediately maps those changes to SmartrMail subscriber fields and list membership, so every campaign draws on current data without any manual sync work.
Challenge
Managing Compliance When Unsubscribes Happen Across Multiple Channels
Retailers and B2C companies running email, SMS, live chat, and CRM outreach in parallel face real compliance risk when an unsubscribe in one tool never reaches the others. A customer who opts out of SmartrMail emails can still receive CRM sequences or support outreach if the suppression isn't shared.
How Tray.ai Can Help:
tray.ai intercepts SmartrMail unsubscribe and spam complaint webhooks and pushes suppression updates to every connected tool in your stack at once, giving you a reliable compliance layer that doesn't depend on manual coordination between platform admins.
Challenge
Triggering Timely Automation Without Native Platform Constraints
SmartrMail's native automation builder works well within its own ecosystem, but teams often need to trigger or gate sequences based on events that live outside the platform — a delivery confirmation from a shipping provider, a deal closure in a CRM, or a support ticket resolution. Those cross-platform triggers simply aren't available natively.
How Tray.ai Can Help:
tray.ai sits between SmartrMail and every other tool in your stack, letting you kick off or suppress SmartrMail sequences based on any external event or data condition, with logic, delays, and branching that you configure without writing custom code.
Challenge
Aggregating Email Revenue Data for Unified Marketing Reporting
Marketing teams need to compare SmartrMail email revenue against paid social, SEO, and direct traffic in a single BI dashboard, but SmartrMail campaign data lives in isolation and has to be manually exported, cleaned, and merged with other sources before any meaningful analysis can happen.
How Tray.ai Can Help:
tray.ai automates the extraction and transformation of SmartrMail campaign metrics on a defined schedule, loading clean, structured data directly into your data warehouse or appending it to shared reporting sheets so BI dashboards always reflect current email performance alongside other channels.
Challenge
Scaling Personalized Campaigns Without Manual Audience Building
As customer databases grow, manually building and refreshing SmartrMail audience segments based on CRM data, purchase history, or support interactions becomes unsustainable. Teams either over-segment and can't keep up with list maintenance, or under-segment and send generic campaigns that don't perform.
How Tray.ai Can Help:
tray.ai continuously evaluates customer records across your CRM, eCommerce platform, and data warehouse against segment criteria and automatically updates SmartrMail list membership as conditions change, so your audience segments stay accurate without manual intervention.
Talk to our team to learn how to connect SmartrMail with your stack
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Integrate SmartrMail With Your Stack
The Tray.ai connector library can help you integrate SmartrMail with the rest of your stack. See what Tray.ai can help you integrate SmartrMail with.
Start using our pre-built SmartrMail templates today
Start from scratch or use one of our pre-built SmartrMail templates to quickly solve your most common use cases.
Template
Shopify New Order to SmartrMail Subscriber Update
Automatically creates or updates a SmartrMail subscriber record and customer custom fields whenever a new order is placed in Shopify, keeping purchase history and segment data current for personalized email flows.
Steps:
- Trigger on new order created event in Shopify
- Extract customer email, name, order value, and product categories from order payload
- Create or update subscriber in SmartrMail with mapped custom fields and apply relevant list tags
Connectors Used: Shopify, SmartrMail
Template
HubSpot Contact Lifecycle Stage Sync to SmartrMail Segments
Keeps SmartrMail subscriber list membership in sync with HubSpot contact lifecycle stages, automatically moving contacts between segments when their CRM status changes so campaign targeting stays accurate.
Steps:
- Trigger on contact lifecycle stage change event in HubSpot
- Map the new lifecycle stage to the corresponding SmartrMail subscriber list or segment
- Add subscriber to new segment and remove from previous segment in SmartrMail via API
Connectors Used: HubSpot, SmartrMail
Template
Lapsed Customer Win-Back Enrollment from BigQuery
Runs on a daily schedule to query BigQuery for customers who haven't purchased within a defined window, then enrolls matching email addresses into a SmartrMail win-back automation sequence.
Steps:
- Scheduled trigger fires daily and runs SQL query in BigQuery to identify lapsed customers
- Filter results to exclude already-active SmartrMail subscribers and current unsubscribes
- Batch-enroll qualifying email addresses into the designated SmartrMail win-back sequence
Connectors Used: Google BigQuery, SmartrMail
Template
SmartrMail Unsubscribe to Salesforce and Intercom Suppression
Listens for unsubscribe events from SmartrMail and immediately updates the corresponding contact in Salesforce and conversation profile in Intercom to prevent re-engagement across all customer-facing channels.
Steps:
- Receive SmartrMail unsubscribe webhook event in tray.ai
- Look up matching contact in Salesforce by email and set email opt-out field to true
- Find Intercom user by email and add unsubscribed tag to prevent outbound messaging
Connectors Used: SmartrMail, Salesforce, Intercom
Template
Post-Delivery Review Request via SmartrMail from ShipStation
Triggers a SmartrMail product review request email sequence a set number of days after ShipStation marks an order as delivered, timing outreach to the delivery window where response rates are highest.
Steps:
- Trigger on shipment delivered status update in ShipStation
- Wait the configured number of days using tray.ai delay logic before proceeding
- Enroll customer email in the SmartrMail review request automation sequence via API
Connectors Used: ShipStation, SmartrMail
Template
SmartrMail Campaign Metrics to Google Sheets Weekly Report
Pulls campaign performance data from SmartrMail every week and appends open rates, click rates, revenue, and unsubscribe metrics to a Google Sheets dashboard for marketing team review.
Steps:
- Scheduled weekly trigger fetches campaign performance data from SmartrMail API
- Transform and format metrics including open rate, CTR, attributed revenue, and unsubscribes
- Append formatted rows to the Google Sheets report and post a summary message to a Slack channel
Connectors Used: SmartrMail, Google Sheets, Slack