Configure Email Channel

This article provides information about various tabs in Email settings and also explains the procedure to configure your email channel. Follow the below steps to access the email settings:

  1. Login to MoEngage Dashboard.
  2. Navigate to Settings on the left-side panel.
  3. Under Channels, click Email.

Overview Tab

The Overview tab helps the user identify whether the senders configured are in MoEngage or App Marketplace. The Overview tab displays the number of senders configured in Moengage and App Marketplace separately. This tab contains the following two options:

  1. Setup MoEngage email sender.
    Under this option, you can view the number of senders configured via MoEngage delivery. Clicking View details redirects you to the Sender Configuration tab. If you are using MoEngage as your ESP this is where you will find your settings. 
  2. Setup other email sender.
    Under this option, you can view the number of senders configured via Moengage App Marketplace. Clicking View details redirects you to the App Marketplace. If you have configured your own ESP (ie other email senders), you will find them under App Marketplace.
    Overview tab 1.png

Sender Configuration Tab

This tab helps you to configure the senders in MoEngage delivery. You can add any number of senders here. Follow the below steps to add a sender.
Sender configuration tab.png

  1. Click Add Sender on the top-right corner of the screen.
  2. In the following Warning pop-up that appears, click Continue.
  3. In the following Add sender page, click on any sender you want to configure.
    select service providers.png
  4. After adding the sender, it will be displayed under Sender Configuration tab.
    Sender configuration tab.png
  5. Click the ellipsis icon (ellipsis.png) to Mark as default, Edit, Delete the added sender. Make sure to follow the below points while deleting a sender.
    • You cannot delete a sender, which is marked as default.
    • When you delete a sender, a pop-up appears that displays all the active campaigns associated with it. You need to stop each active campaign to delete the sender.

Configure Custom Connector

MoEngage can integrate with any SMTP connector for sending email campaigns. You would need to configure the connector, set up the unsubscribe mechanismand optionally track bounces & complaints if your SMTP connector can post these details in the required format (as described later in the article)

Configure Custom SMTP Settings

      • Sender Name: Provide a name for the Sender.
      • SMTP Host Name: IP Address or server name of the SMTP connector service you are using
      • SMTP Port: This is the SMTP port number of the connector service to which the connection would be established. To avoid the rate limits set by some hosting companies, we recommend using port 587 instead of port 25.
      • SMTP Protocol: You can select the protocol prefix (SSL/TLS) that your connector supports.
      • SMTP Authentication: Select ON here if your SMTP connector requires authentication to establish the connection. Then, enter the SMTP credentials in the username and password.  
        Screenshot 2024-07-02 at 7.03.22 PM.png

Configure Custom Unsubscribe Settings

  • MoEngage Tracking will add MoEngage's unsubscribe page URL as the email footer - “If you'd like to unsubscribe and stop receiving these emails click here”.
    By default, MoEngage redirects your customers to a standard landing page. The only option available there is to re-subscribe. If you want to navigate your customer to a custom landing page e.g. to capture the reason for their unsubscription etc, they can put a link to their own landing page in Unsubscribe Page URL as shown below:
    https://api-0X.moengage.com/v1/emailresubscribe
  • MoEngage hosts each customer in a different data center; you can find your data center number (value of X) by checking the data center and API endpoint mapping here.
  • Selecting None means MoEngage will not include unsubscribe links in your email campaigns. You are now responsible for including an unsubscribe link while creating the email content. If you don't do it in promotional campaigns, the chances of being identified as spam are high.
    none.png

 

Configure List Unsubscribe Email

  • If you select MoEngage Managed option, MoEngage will include its own mail-to and https URL  in email's headers, in all non-transactional emails.unsibscribe settings.png
  • If you select Self Managed option, enter the One-click unsubscribe URL and List unsubscribe email, so that MoEngage will include this in your mail-to and https URL in emails' headers, in all non-transactional emails.
    Screenshot 2024-07-03 at 10.58.54 AM.png

Configure Custom Bounce and Complaint Settings

  • Bounce & Complaints Tracking: This URL needs to be configured on the ESP's dashboard. They will post events like delivered, bounced, spam complaint on this URL for MoEngage to consume and update stats against the corresponding campaign. MoEngage receive this information in a POST call in the below format to the URL mentioned in your Bounces & Complaint Tracking (Callback URL) field.          
    bounces.png
info

Note

Since we will not have the Campaign ID in case of this callback, we are unable to show the bounce and complaint details in Campaign Analytics for Custom SMTP Connectors.

POST Format - list of JSON. In "event" you can pass "hard_bounce", "soft_bounce" or "spam" for each case.

JSON
    [
    	{
      		"event": hard_bounce,
                "data": [
        	  {
                  	"email":"abc@moengage.com"
                  },
                  {
                  	"email":"bcd@moengage.com"
                  }
                ]
        }
    ]

You are all set up with connector configurations. You can now click Save button to test these settings (including credentials etc.) and save them. You can then select Custom SMTP as the default connector in General Settings

General Settings Tab

While creating new email campaigns, the settings from General Settings will be used as defaults. 

  1. The sender that is marked as default, which can either be a MoEngage sender or non MoEngage sender, is listed under the Set a Default Sender field.
  2. In the User attribute that stores user's email address field, add Email (Standard). This is the  MoEngage standard attribute name for the email attribute, where the name is provided by MoEngage, and the value is provided by the client.
    • If you choose Email from the standard attribute with the correct connector configuration, we will track global opt-out against this email address. 
  3. Positioning of Open Tracking Pixel

    MoEngage allows you to position a tracking pixel at the top or bottom of the email body, thereby tracking the open rates of emails sent to your customers. By default, the tracking pixel is at the bottom of the email to ensure high open rates. If you observe clippings in your email then you can select the Place tracking pixel at the top option to keep the tracking pixel at the top of the email body or else you can keep the tracking pixel at the bottom of the email body by selecting Place tracking pixel at the bottom option.
    Screenshot 2024-11-13 at 2.02.52 PM.png

  4. Bot interaction sensitivity
    Screenshot 2024-11-13 at 2.05.08 PM.png
    This section has the following options:
    • Low sensitivity: This option allows you to track current metrics without segregating email opens between authentic users and bot. It is suitable if you have comparatively fewer Apple MPP users or if you have not had any issues with inflated email opens in the past.
    • High sensitivity (recommended): This option allows you to know the bot's impact on your email open analytics. You can continue receiving your current and adjusted metrics or only the adjusted metrics. Note that adjusted metrics display only the authentic user open rates. When you select this option, the Metric segregation section with the following options is displayed:
      • Show Adjusted Metrics Only: This option displays only the authentic user open rates, known as adjusted metrics. On the email analytics page, you can view metrics such as Adjusted Opened, Adjusted Open Rate, and Adjusted Click to Open Rate. When this option is selected, MoEngage does not process any open events whose source is identified as bots.
      • Include Adjusted Metrics with Current Metrics: This option allows you to display a comparison of adjusted metrics and current metrics. Current metrics will include both bot opens and user opens, whereas adjusted metrics contain only authentic user opens. On the email analytics page, you can view metrics such as Opened and Adjusted Opened, Open rates and Adjusted Open rate, Click to Open Rate, and Adjusted Click to Open Rate. When this option is selected, MoEngage classifies every email open as a bot's or a user's. The same data is aggregated and displayed on the Campaign Analytics page.
        arrow_drop_down Email Bot Opens - FAQ

        What will get classified as machine opens?
        In addition to Apple Mail Privacy Protection opens, all email opens coming from a list of malicious user agents will be classified as machine opens. The list of user agents has been compiled by us based on our monitoring and assessment that has happened over the last couple of quarters.

        Which option will be set as default for my customer?
        For the customers where email open suppression has happened in the past, we will show them “Adjusted” metrics only. There will be no difference in the numbers that they have been seeing all this while.

        For all other customers, MoEngage shows both the Total Opens metrics (which they are used to seeing today) and the “Adjusted” Open metrics. This is so they can determine what percentage of their open metrics are generated by machines. Based on this, they can take a call to report on the adjusted numbers internally and/or move to us, showing only the Adjusted metrics for them.

        What if I want neither suppression nor a split view?
        This is one of the solution's supported options. If you believe that you are not impacted by machine opens, you can indicate this in email settings. As a result, MoE will not evaluate email opens for machine activity and will show all open metrics.

        Is this solution future-proof?
        For the past couple of quarters, we have done a lot of research and troubleshooting on the email opens front and have a good handle on the various moving parts involved. Having said that, Machine open detection and labeling is a shifting landscape that requires continuous identification and resolution of issues. We will continue to do the same in the future.

        Does this cover all machine activity?
        No, machine activity impacts clicks, unsubscribes, and spam complaints in addition to email opens. Our current solution will classify email opens only.

        For which campaigns will this apply?
        The split of total vs. adjusted opens will be available for all campaigns created after 16 December 2024. Campaigns created before that will not have this data.

        What will this do to my conversions?

        Given its impact on business reporting and marketers’ KPIs, the conversion logic will remain as it is and will factor in all email opens as before. We will monitor the adoption and response from the customers and then decide whether the conversion logic should also be updated.

        One of the changes that we have made, though, is in the BTS and MPC computations. This is because our promise with both these capabilities is engagement optimization, which will be most effective if done based on user opens only.

        What will happen to analytics and reports / key metrics dashboards?
        Reports will show options to include both total and adjusted metrics. Key metrics will show all opens or adjusted opens based on the user's selection.

        Is this supported on Inform?
        Currently, No. This will be extended to Inform Analytics in the future.

        Is this supported for Flows?
        Yes, it is.

        Are there any changes I should make to trigger campaigns created using email opens?
        Yes, you can consider updating the trigger condition and adding “Machine Open = False” as an additional attribute to the email open event.

  5. Under From email address(s) section,
    • You can add from email address by clicking Add email address. In the following screen that appears, enter the following details:
      • Add from Email Address, The verified email addresses are available in email campaign creation step 2 while creating content.
        Screenshot 2024-07-03 at 11.17.35 AM.png
      • Select sender from the drop-down. Click Add.
        Screenshot 2024-07-02 at 7.26.53 PM.png
    • You can view the list of all email addresses configured along with their Connector Type and Email Status.
    • Domain Reputation and Domain Reputation Trend

      MoEngage shows the domain reputation and its trend for each unique and verified domain while adding a from email address in the email settings. For more information, refer to Domain Reputation.

    • To delete an email address, click the Delete icon against it. When you delete an email address that has some active campaigns associated with it, this will stop sending the campaign.FROM EMAIL ADDRESS.png

Subscription Management Tab

This tab contains the following sub-tabs:

  1. Opt-in management is a process for obtaining and managing users' permission to send email communications. It involves gaining consent to send emails and handling users' choices about receiving those emails. For more information, refer to Opt-in Management.
    Single opt-in and Double opt-in (Recommended) are two approaches to opt-in management, representing different levels of user consent.
    • Single Opt-in: By default, any new user profile in MoEngage is created using the single-opt-in method. For more information, refer to Single Opt-in.
    • Double Opt-in (Recommended): All new user profiles are initially opted out. However, these users are considered double opted-in only after providing confirmation through a consent-seeking email. Note that this process doesn't affect existing users.
      Click Double opt-in (Recommended) and Save to start adhering to Double Opt-in practices in your MoEngage workspace. For more information, refer to Double Opt-in.
      While moving to the Double Opt-in method, make sure to implement the instructions based on whether Inform or Landing Page is enabled for your workspace. For more information on these instructions, refer to Configure Double Opt-in in MoEngage.Screenshot 2025-04-02 at 4.43.20 PM.png
  2. Preference management 
    Preference Management allows you to automatically exclude specific users from the email campaigns. This tab indicates that the campaigns marked as Spam, Bounce, or Unsubscribe will not be sent to the verified email address.
    Screenshot 2025-04-02 at 4.45.08 PM.png
  3. Subscription categories
    Subscription categories are a means to provide your customers with the flexibility to choose the kind of communication that they want to receive from your brand. For more information, refer to Configure Subscription Categories.
    Screenshot 2025-04-02 at 4.46.00 PM.png

PII Tokenization

Personally Identifiable Information (PII) Tokenization in email campaigns is a security measure used to protect sensitive data. PII tokenization allows brands to not send PII data to MoEngage and fetch it only on a need basis while sending a message. For more information, refer to PII Tokenized Sending.

When PII Tokenizations is enabled, you are not be able to see User attribute that stores user's email address field under General Settings.

Screenshot 2024-07-02 at 7.32.11 PM.png

FC and DND

To limit the number of emails sent to users in a certain period, configure frequency capping settings. Do not disturb are quiet hours during which it is advisable not to send any messages to users.  If a message is scheduled to be sent during do-not-disturb hours, you can either discard it or save it for after the do-not-disturb hours. For more information, refer to Frequency Capping and Do Not Disturb.

Email_FCDND.png

Delivery Callbacks

To view delivery statistics on the campaign analytics page, you must send the callback as defined below:

  • The MoE-API will be shown on the Settings dashboard. The API supports only POST requests.
  • There is no authentication mechanism on the endpoint.
  • The preferred timeout for the API request must be 5 seconds.
  • user_id should be taken from the custom_args parameter of the Email Sending API payload.
  • In the event, you can pass or each case. Note that the values are case-sensitive.

Following is the sample payload for the same:

JSON
[ 
  { 
"event": "hard_bounce", "cid": "MOE_CampaignID", "data":[
{ "email":"encrypted_email_id1", "user_id":"MOE_USER_ID" }, { "email":"encrypted_email_id2", "user_id":"MOE_USER_ID" } ] } ]

 

JSON Parameter Data Type Required Description
event String Yes

This field denotes the delivery callback event. Supported values are: 

  • delivered
  • hard_bounce
  • soft_bounce
  • spam

Note: This field is case-sensitive. When passing the value in the request, follow the case as in the example.

cid String Yes This field denotes the unique identifier used to identify a user in MoEngage.
data JSON Object Yes This field contains the data of the user. For more information, refer to Data JSON Object.

Data JSON Object

The data JSON object contains the following:

JSON Parameter Data Type Required Description
email String Yes This field denotes the email ID of the user.
user_id String Yes This field denotes the user ID of the user.

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