Marketing & CRM
Know your customers. Reach them where they are.
Contact management, segmentation, email and SMS campaigns, automations, loyalty rewards, and giveaways — all reading from the same customer record.
Contacts & segments
Manage your list the way you think about it.
Every contact has a full profile — purchase history, campaign engagement, opt-in status, tags, and loyalty balance. Segments are dynamic, rebuilt as data changes.
- Named segments by purchase history, tags, or engagement
- Email and SMS opt-in status tracked separately
- Contact-level view of every campaign and order
- Import and export contacts as CSV
Email & SMS
Send campaigns that track what matters.
Design email campaigns from templates or from scratch. Send SMS to opted-in contacts. Open rates, click rates, and unsubscribes feed back into the contact record automatically.
- Open and click tracking per campaign
- TCPA opt-out handling for SMS
- Quiet hours — messages held, not lost
- Reusable templates per channel
Automations
Triggered sequences that run without you.
Set up email or SMS sequences that fire on their own — when someone signs up or submits a form, when a tag is added, on a birthday or signup anniversary, when a customer goes quiet, or when a cart is left behind at checkout. Each step can be a different channel.
- Starts on: signup, form submission, tag added, birthday, signup anniversary, going quiet, or an abandoned cart
- Multi-step sequences with delays
- Email and SMS steps in one automation
- Cart follow-ups quote the cart itself, and stop if the order arrives mid-sequence
- Pause or adjust without losing subscribers in-flow
Promotions hub
Coupons, giveaways, prize wheels, and loyalty — one hub.
Coupons & discounts, prize wheels, giveaways, loyalty & rewards, and special offers all live inside one Promotions page, with a guided builder that asks what you're trying to do and drops you into the right tool. Any coupon, automatic discount, or giveaway can be limited to a specific Customer Group — enforced at entry or checkout, not just labeled — while everything defaults to open to keep existing promotions working unchanged.
- One Promotions page for coupons, prize wheels, giveaways, and loyalty
- Guided "what are you trying to do?" builder picks the right tool
- Optional Customer Group targeting on coupons, auto-discounts, and giveaway entry
- Referral giveaways with configurable draw weights and QR codes linked to forms or campaigns
AI writing assistant
Draft campaign copy, then make it yours.
The built-in AI writing assistant can draft email and SMS copy based on your prompt. You review, edit, and send — it stays inside the platform, no tab switching.
- Draft subject lines and body copy
- Works in the email and SMS composer
- You edit and approve before sending
- Powered by Anthropic and OpenAI integrations
Prompt
Write a short email announcing our spring collection, friendly and brief.
Draft
Our spring collection is here — and it was worth the wait. Head over to the store to see everything that just landed. New arrivals go fast, so don't sit on it.
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.