Email campaigns reach your app or product users using the email channel. A marketing email is a type of email used for sending promotions, sales or discount offers, new features, or products.
You can send personalized emails to your users based on:
- Target audience immediately or at a specific time (One-Time)
- Target audience
Before you start creating email campaigns, make sure you have configured email settings.
To create an email campaign:
Navigate to MoEngage Dashboard Campaigns using the left navigation bar.
- Click Create Campaign Email Campaign on the top navigation.
- Click Create button in the General Email Campaign.
Step 1: Target Users
Select a name that helps you identify the campaign while managing the campaigns later. The campaign name should have a minimum of five characters.
Allows you to target the users, based on user property such as first seen, last seen, city, and so on.
Select the User Properties and do the following:
- Select desired user property and filter conditions.
- Provide the filter value/s to create a rule.
For more information, refer to Create Segments.
Allows you to target the users, based on the behavior of the user or event such as app/site opened, viewed product, and so on.
Select the User Behavior and do the following:
- Select the execution condition and the desired user activity (event)
- Provide event frequency and time duration for the event execution
- Add Event attribute with a filter condition
- Provide the filter value/s to create a rule.
For more information, refer to Create Segments.
Affinity Segments are groups of users created based on the user performing an action with a specific attribute value.
For more information, refer to User Affinity.
Select User Affinity and do the following:
- Select the desired user event or attribute.
Select the user affinity parameter from
- Predominantly Select affinity attribute with a filter condition and provide the affinity values
- Minimum of Select affinity attribute with a filter condition and provide the affinity values
- Most number of times: Type or use the arrows to provide the top or bottom percentage of users
- Least number of times: Type or use the arrows to provide the top or bottom percentage of users
- Type or use the arrows to provide time duration for the event execution.
- Click the Attribute button to add more attributes to the filter.
Select the Custom Segment section then select the desired custom segment to create a rule.
For more information, refer to Custom Segments.
Create multiple filters
Multiple User Property rules, User activity rules, and Custom Segment rules are combined to create a complex user segment.
- Click Add Filter.
- Click AND or OR button.
- Select the Attribute or Event and logical filters associated with the attribute or events.
Click Exclude Users to not include the users for the campaign.
For more information to exclude users, refer to Preference Management.
Click Reset Filter to reset the segmentation filters.
Click Show Count to display the total number of users that are currently part of the configured segment
You can enable the control groups to which you want to send the campaign.
In the Enable Control Group section
- Click Global control to not send the campaign to all the users in the control group.
- Click the Campaign control group to not send the particular campaign to the control group.
For more information about control groups, refer to Control Group.
Click Next or use the tabs on the top of the create campaign navigation
Step 2: Content
Content creation options
To create email content you can choose between Drag and drop editor (either blank or pre-built WYSIWYG templates), Custom HTML editor where you can upload your templates in HTML format or previously saved templates under My saved templates after you have saved your created templates.
After you select a template, on the next screen you can enter email credentials and edit the content as follows:
You can personalize the Email Subject and Email Content (including any URLs). Type "@" and select among the list of user attributes. You will also need to select a fallback mechanism that applies when a personalization attribute is missing for a user. Read more about personalizing emails here.
You have to enter the Sender Name and select a "from" email address from the drop-down. If you do not see any email addresses in the drop-down, it is likely that you have not added/verified "from" email addresses in email settings.
There are additional options to
- Personalize URLs & images
- Preview your template in different environments and devices
- Check your Spam score
- See Email Tips
- Preview the email for laptop/mobile
- Save the template being created
- Additionally, you can change the email template by clicking on the "Change Template" button.
Email TemplatesUse change templates to toggle between WYSIWYG and upload HTML. When you toggle the previously created email message is not retained or saved as a draft.
Do not forget to insert an unsubscribe link in your email template. Read more about the unsubscribe tracking mechanism here.
(Optional) Running Test Campaigns
Test campaigns enable previewing the campaign or testing for certain custom segments to make sure the emails are displayed with target segments - exactly the way it was meant to. You can test the campaign you have just created by either selecting a custom segment or entering comma-separated email addresses.
If you wish to test if the personalized data is rendering right for the users, you should test the template with the custom segment.
Note: Test campaign with any custom segment will target a maximum of 50 users from the chosen custom segment.
In the case of testing with email addresses, no personalization will happen - it is primarily used to see how your email actually appears.
After composing the email, click the Next button to navigate to the "Scheduling and Goals" tab.
Step 3: Scheduling and Goals
|As soon as possible||
Sends the campaign immediately to the target users.
At a particular date and time
Send the campaign at the specified time, time zone, or predicted time.
Select one of the following:
|At fixed time||
Follow these steps to send the campaign on a specific date and time.
|Send in user time zone||
Follow these steps to send the campaign on a specific date and time within the time zone of the user.
|Best time to send (Sherpa)||
Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.
For more information, refer to the Best time to send.
Click Active continuously under Send campaign and do the following:
|Campaign Time Zone||
Select the campaign time zone in which the campaign is sent
Set the start date at which the campaign is sent.
|End Date||Set the end date at which the campaign is stopped.|
Supported formats for Date and Time Attributes
- Date/Time Format sent using MoEngage SDK
- Date/Time values sent in String formats as under:
- “EEE MMM dd HH:mm:ss Z yyyy”
- “EEE MMM dd HH:mm:ss yyyy zzz”
- “EEE, MMM dd HH:mm:ss yyyy zzz”
- “EEE, dd MMM yyyy HH:mm:ss zzz”
- “EEE,dd MMM yyyy HH:mm:ss zzz”
- “EEE, dd MMM yyyy HH:mm:sszzz”
- “EEE, dd MMM yyyy HH:mm:ss”
- “EEE, dd-MMM-yy HH:mm:ss zzz”
- “yyyy/MM/dd HH:mm:ss.SSS zzz”
- “yyyy/MM/dd HH:mm:ss.SSS”
- “yyyy/MM/dd HH:mm:ss zzz”
- “yyyy.MM.dd HH:mm:ss”
- “yyyy-MM-dd HH:mm”
- “MMM dd yyyy HH:mm:ss. zzz”
- “MMM dd yyyy HH:mm:ss zzz”
- “dd.MM.yyyy HH:mm:ss zzz”
- “dd MM yyyy HH:mm:ss zzz”
- “dd.MM.yyyy; HH:mm:ss”
- “dd.MM.yyyy HH:mm:ss”
- “dd.MM.yyyy zzz”
ZZZ - Represents the reported timezone
EEE - Represents Day of the Week e.g. Tue
MMM - Represents Month of the Year e.g. Jun
HH:MM:SS - Time that represents the hour of the day, minutes of the hours and seconds of the minute
DD:MM:yyyy and DD:MM:YY are the date formats as most commonly used
We do not support MM/DD/YYYY formats. In case if time-zone is not mentioned in your event property, it will be considered as UTC and notification will be sent accordingly.
To sum up, Event-Triggered campaign is a great way to engage the right users (through segmentation) at the right time (through event triggering).
The campaign will be sent only when
- The event property/attribute which is being used to create these types of triggers (like flight_time example), is in a valid date-time format. If it is not in date-time format, the string should have data in one of the supported formats. If the selected attributes do not contain data in any of these formats, the campaign won't be sent to your users.
- The date/time value from the attribute is greater than the time at which the trigger condition is fulfilled
- The date/time value from the attribute is less than 30 Days + the time at which trigger condition is fulfilled e.g. If your trigger condition is fulfilled at date D, your notification will be sent only when the attribute value is less than D+30
- The Intelligent Delay Optimization does not work for campaigns sent on the relative timing
After deciding on the scheduling, you can set the campaign conversion goal to understand the conversion activity tracked from running the campaign. Through this, you can tie the success of the campaign to conversion activities such as Item Purchased. You can also associate an attribute such as "Revenue" with the conversion goal. Revenue performance tracking is optional. If toggled, you will need to define the revenue attribute. For example, use the order total attribute of the order successful event
Your campaign is now ready to be sent. Click on Publish button, confirm in the dialog box and your campaign is created. Upon successful campaign creation, you will be taken to the campaign info page where you can view the campaign performance stats such as sent, opens, clicks, conversions, unsubscribes, bounces, and so on as mentioned in this article.
This feature helps control the number of emails sent to a user in a day. Click here for more info about Frequency Capping.
Throttling is a feature that allows you to control the sending rate of an email campaign.
ISPs place rate limits on IPs or domains from their end based on IP/domain reputation and sending pattern of the marketers. Normally there is an upper limit for volumes originating from an IP. Throttling helps prevent exceeding these limits, which could result in deferrals/blocks/reputation drop, especially while sending high volume campaigns and/or scaling up the volume.
To create a campaign throttle, on Step 3 of Campaign creation, under Delivery Controls, select the Throttle time from the drop-down.
Note - The throttling time refers to the number of email batches (batch size of 100) to be delivered in the user-selected time duration.
For example, if a user selects 3 hours for a campaign with a segment size of 18000 (i.e. 180 email batches of 100 emails each) then 1 batch (100 emails) will be delivered every minute for 3 hours (i.e. 180 minutes)