Create Marketing Email Campaign

Overview

Email campaigns reach your app or product users using the email channel. Marketing email is a type of email to send promotions, sale or discount offers, new features or product.

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 a general email campaign:

  1. Navigate to MoEngage Dashboard Campaigns using the left navigation bar.

  2. Click Create Campaign Email Campaign on the top navigation.
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  3. Click Create button in the General Email Campaign.
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Step 1: Target Users

Campaign Name

Select a name that helps you identify the campaign while managing the campaigns later. The campaign name should have a minimum of five characters.

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Select audience

All Users User Property User Behavior User Affinity Custom Segment
Allows you to send the campaign to all the users of the app. When you use this option you cannot add multiple filters.

Create multiple filters

Multiple User Property rules, User activity rules, and Custom Segment rules are combined to create a complex user segment.

  1. Click Add Filter.
  2. Click AND or OR button.
  3. Select the Attribute or Event and logical filters associated with the attribute or events.

Exclude Users

Click Exclude Users to not include the users for the campaign.

For more information to exclude users, refer to Preference Management.

Reset Filters

Click Reset Filter to reset the segmentation filters.

Show Count

Click Show Count to display the total number of users that are currently part of the configured segment

After selecting the desired target segment, click Next to navigate to the "Content" tab

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.

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After you select a template, on the next screen you can enter email credentials and edit the content as follows:

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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 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,
  • Run Spam Test, 
  • 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.

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Email Templates

Use change templates to toggle between WYSIWYG and upload HTML. When you toggle the previously created email message is not retained or saved as draft.

Do not forget to insert an unsubscribe link in your email template. Read more about 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 (this will create a test campaign which you can view on All Campaigns page) or entering comma-separated email addresses.

In this option, no personalization will happen - it is primarily used to see how your email actually appears.

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After composing the email, click Next button to navigate to "Scheduling and Goals" tab

Step 3: Scheduling and Goals

Send Campaign

Following are the schedules:

Field Description
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.

Daily.png Select one of the following:

Field Description
At fixed time

Follow these steps to send the campaign on a specific date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
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.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
  5. Select Yes, send it to deliver the campaign in the time zone
    OR
    Select No, don't send it to not deliver the campaign in the time zone.
Best time to send (Sherpa)

Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the start time at which the campaign is sent.
  4. Select AM or PM
  5. Set the time until which the campaign is sent to users. (Send messages based on best time only till)
  6. Select AM or PM
  7. Click View best time distribution to see how the best time is distributed in a graph.
  8. Select Send message at start time or end time to send the campaign outside of the user best time.
    OR
    Select Do not send message to not send the campaign.
  9. Select Yes, send message at 2:28pm to send the campaign in the set time when the user in not available during the best time.
    or
    Select send at the app best time to send the campaign based on the set best time in the app.
    OR
    Select Do not send to not send the campaign.

For more information, refer to the Best time to send.

Daily

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Select one of the following:

Field Description
At fixed time

Follow these steps to send the campaign on a specific date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
  5. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
  6. Select either Never to not set any end date.
    OR
    Select On and set the the end date.
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.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the send time at which the campaign is sent.
  4. Select AM or PM
  5. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
  6. Select either Never to not set any end date
    OR
    Select On and set the end date.
  7. Select Yes, send it to deliver the campaign in the time zone
    OR
    Select No, don't send it to not deliver the campaign in the time zone.
Best time to send (Sherpa)

Follow these steps to send the campaign based on the MoEngage intelligence determined date and time.

  1. Select the campaign time zone
  2. Set the start date 
  3. Set the start time at which the campaign is sent.
  4. Select AM or PM
  5. Set the time until which the campaign is sent to users. (Send messages based on best time only till)
  6. Select AM or PM
  7. Click View best time distribution to see how the best time is distributed in a graph.
  8. Select Send message at start time or end time to send the campaign outside of the user best time.
    OR
    Select Do not send message to not send the campaign.
  9. Select Yes, send message at 2:28pm to send the campaign in the set time when the user is not available during the best time.
    or
    Select send at the app's best time to send the campaign based on the set best time in the app.
    OR
    Select Do not send to not send the campaign.
  10. Select the frequency at which the campaign is sent. Select the number of days the campaign is sent to the user in Repeat every.
  11. Select Never to not set any end date.
    OR
    Select On and set the end date.

For more information, refer to the Best time to send.

Conversion Goals

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

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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

Delivery Controls

Frequency Capping

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Throttling

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.

 

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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 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)

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