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Emails: create form

Email Campaign Process

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Creating an email campaign

You can create an email campaign by creating a standalone email campaign in Channels > Emails. Clicking on the 'Create Email' button on the top will bring you to Email settings. 

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Name

(required)

The name under which the email will be displayed in the list of emails. This name is only visible within the Channel/Emails tab. 


Remember: If performance reporting is set up for Emails, frequently changing the campaign name may render the report difficult to understand. After the Email campaign is live and activated, we suggest changing the name as little as possible.

Email subject

(required)

A brief description that summarizes the topic or purpose of an email message, which is displayed at the top of the email message, above the body of the email. You may use an attribute picker to personalize the subject line.


The limit is 150 characters.


Learn more: on how to make maximum use of the subject line.

Preheader definition

(optional)

The text that appears next to or below the subject line in the inbox. The limit is 100 characters.


Learn more: on how to craft a click-worthy email preheader.

Sender address

(required)

The email address will appear as the sender of the email.

Sender name 

(optional)

The "Sender Name" field is optional and provides an opportunity for users to personalize the recipient's inbox. This field allows users to provide the name of the sender that recipients will see when they receive the email.

Reply address

The email address that will be shown to recipients when they hit "Reply" to the email campaign.

Reply name

Name that will be displayed to recipients when they hit "Reply" to the email campaign.  

UTM parameters settings

(required)

UTM parameters are used for 3rd party tracking with platforms like Google Analytics. By adding the UTM parameters to all links in your email, you can track campaigns and user behavior on the website.

UTM_CAMPAIGN

A specific identifier used to distinguish the content you are promoting. It is essential to choose a campaign name that is easily recognizable and memorable. E.g., SummerSalesCampaign

UTM_CONTENT

An optional parameter that helps to identify the specific content that is driving traffic to your site, e.g., segment, NewUsers

UTM_MEDIUM

Identifier of the marketing medium used to deliver your campaign, e.g., Newsletter.

UTM_SOURCE

A source refers to a particular advertiser, website, or publication that directs a visitor to your website, representing a distinct entity within a marketing channel. In our example, we can use Email.

UTM_TERM

An optional parameter used to track specific keywords or elements associated with your campaign, e.g., HeaderImage

For example:


If a user clicks on any link within your email campaign, the resulting URL will include tracking parameters "utm_source," "utm_medium," "utm_campaign," "utm_term," and "utm_content." 

For our case, the URL may appear as:

http://www.yourdomain.com?utm_source=Email&utm_medium=Newsletter&utm_campaign=SummerSalesCampaign&utm_term=HeaderImage&utm_content=NewUsers

By including these parameters, you can more effectively track the performance of your email campaign and gain insights into which channels and content are driving the most traffic and conversions.

Creating an email template

Once you have filled in the required and necessary fields, you can move on to creating your email content. At this point, you will have two options to choose from:

  1. Use the Visual Editor to construct a new email: this option allows you to use a drag-and-drop interface to create an email layout and add text, images, and other design elements to your email.

  2. Use the HTML builder to construct a new email: This option enables you to build an email using HTML code. This method is best suited for users who are proficient in coding and want to have greater control over email design and functionality.

Regardless of which option you choose, both builders offer different advantages and can help you create professional-looking emails that resonate with your audience.

Step-by-step guide for Visual Editor

Here is a step-by-step guide on how to use the Visual Editor:

  1. Click Visual Editor to proceed with creating the template. The editor is divided into two main sections: the right-hand panel and the main editor window.

  2. The right-hand panel contains a variety of content blocks that you can add to your email template. These content blocks include text blocks, images, buttons, social media icons, and more.

  3. To add a content block to your email template, click on the block on the right-hand panel and drag it to the desired location in the main editor window. You can then customize the content block by clicking on it and using the configuration tab that appears.

  4. You can personalize an email campaign using the attribute picker. When the email is sent, the attributes will be replaced with the profile attributes value, e.g., first name, last name, abandoned product in the basket, etc. This will make the email more personal.

  5. To preview your email template, click the "Preview" button at the top of the editor. This will allow you to see how your template will look on different devices, such as desktop computers and smartphones.

  6. Once you've finished designing your email template, click the "Save" button to save your changes.

Learn more: about the content blocks and their configurations available in the Email Editor.

Step-by-step guide for HTML builder

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If you already have HTML Email templates created before, you can copy and paste them into our editor to get started. The HTML builder offers advanced customization options for those with a strong understanding of coding.

Here is a step-by-step guide on how to use the HTML Builder:

  1. Once you choose a layout for HTML Builder, you will be directed to the email editor interface. Here, you can insert HTML code and other design elements to create a customized email template. 

  2. Personalize an Email using liquid syntax to the attributes. This syntax allows you to dynamically insert profile-specific information into your emails, making them feel more personalized and relevant to your audience.

  3. Once you've finished designing your email template, click the "Save" button to save your changes. 

Personalize Emails

Personalization refers to the practice of tailoring messages to individual customers based on their specific data. This allows businesses to communicate with their audience on a more personalized and individual level. The level of personalization can range from simple methods like addressing customers by their name to more advanced approaches like customizing email content based on segmentation or providing personalized recommendations.

Learn more: about personalization in this article.

Preview & test

Preview

You can switch between the mobile and desktop views of your message to view and edit content. You can check how the content will display on a mobile phone without going sending a test message. Any changes made to the mobile view will be reflected on the desktop view as well.

Test

You can choose to test your email template in various ways. For example, you can send a test email to yourself or to a group of users to confirm that your design, images, and text appear as expected on different email clients and devices. You can also test your email with attributes to make sure that the personalized content is populated correctly. Furthermore, you can check the links in your email to make sure they work correctly.


To start testing, you need to fill in the following:

Sent test to

Email address of the testing user (e.g., example@gmail.com).

Profile ID

Utilize any customer profile ID to fill in relevant attributes used in the email subject and content (e.g., 3ff16c5c-4109-328a-684f-2381ef149c52)


Remember: each customer profile has its ID, which you can see in the URL of the detail page to the Customer Profile. 

Activation of email campaign

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Segment selection

The Email campaign allows you to target specific segments of your profiles, ensuring that your message is received by the right people at the right time.

To enable activation, use the dropdown list to select the needed segment. Click on the "Add sending batch" button if you want to create another set of segments. 

Activate campaign

Once you have thoroughly tested your email campaign and are satisfied with its design and content, you have the option to either schedule or to send it immediately. 

1. Define schedule campaign

Scheduling your emails allows you to reach your audience at the best times, increasing engagement rates and providing more control over when your message is sent. It is possible to schedule a specific time for sending email if needed. Time is scheduled in the UTC timezone. It is possible to set multiple schedules for one segment.

Currently, you can to set a schedule:

  • at a particular time of the day,
  • repeat every minute /hour (from hour to hour).

If the schedule was set to the segment, then users from the segment will receive emails on selected days and time.

Remember: you can set a schedule tofor each sending batch independently of one another.

2. Activate campaign immediately

Use the "Send now" button to send the email to the audience with immediate effect. 

Sending an email immediately can be a great way to communicate important, time-sensitive information to your customers,customers or quickly communicate important updates with them. Sending an email right away can help to ensure that everyone receives the necessary information in a timely manner.

Remember: you can immediately send an email campaingcampaign to different sending batches independently of one another.

Activation history

Activation history lists all Emails sent for the last 30 days. 

It contains information on the segment's name, date when the email was activated, user, and status (waiting, running, error, finished) of rendering the email.

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Logs

The ‘Log’ button redirects the user to the logs box. It tracks updates made to an Email campaign and notes about the level of each modification (“info” or “error”), the time it was made, and a comment.


The ‘Attributes’ section shows the condition of attributes used in the Email campaign.

Statistics

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The statistics on the number of entities that received the Email campaign are saved in the Grafana logs, accessible through the User menu. However, only users with the appropriate permissions can view this information.

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