Configure Email Channel

Connector Configuration

Simple Mail Transfer Protocol (SMTP) is a quick and easy way to send, receive, and/or relay outgoing emails from one email server to another.  MoEngage allows you to configure any SMTP service of your choosing to send emails from its system.  In case you do not have an existing SMTP service, we can configure one for you via SendGrid (Please contact MoEngage Sales for pricing).  Please configure one of the following SMTP services by going into Settings -> Channel -> Email -> Connector Config in MoEngage Dashboard.  You must fill out 3 sections: SMTP Settings, Unsubscribe Settings and Bounce & Complaint Settings.

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Configure SendGrid Connector

Configure SendGrid account

You can sign up for SendGrid at https://sendgrid.com/pricing and select your pricing plan. After account creation, you can optionally white-label your domain in your account by clicking on "Set Up + Configure" button. 

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Add a new domain and clicking on "Save". Then you can add the SendGrid specified TXT Records in your domain's DNS settings. This will remove "via sendgrid.net" seen by email recipients.

 

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SendGrid has a mechanism to track Unsubscribes, Bounces & Complaints which is described in detail later in this article.

Configure SendGrid SMTP Settings

You can find the SendGrid's SMTP connector configurations here

  • SMTP Host name, Port and Protocol type can be filled from the details in link. To avoid rate limits set by some companies, port 587 is the suggested port. 
  • SMTP Username and Password are your SendGrid account credentials
  • Maximum send rate depends on your pricing plan. You can get in touch with SendGrid to get these are per your plan.

Configure SendGrid Unsubscribe Settings

"SendGrid Tracking" will enable us to use unsubscribe information received from SendGrid on the Callback URL (mentioned below in Bounces section) to track unsubscribes. You MUST turn ON Subscription Tracking in your SendGrid Account -> Settings -> Tracking. Scroll down in Subscription tracking to add your unsubscribe page url in "Custom landing page url" to redirect the user to. Learn more about SendGrid Subscription tracking here. 

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Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Configure SendGrid Bounce and Complaint Settings

This information is obtained by setting Event Notifications ON in your SendGrid Account -> Mail Settings

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Now, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> SendGrid -> Callback URL and paste it in HTTP POST URL text box shown above.

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Select the actions checked in the below snapshot to enable tracking of unsubscribes, bounces and complaints.  

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

Configure Amazon SES Connector

Configure Amazon SES account

You can create an Amazon Web Services account at http://aws.amazon.com/. After account creation, go to AWS Console -> SES and verify your domain by adding the specified TXT Records in your domain's DNS settings.

Your new Amazon SES account might be a sandbox account. In that case, you need to request for a production account from Amazon SES without which your SMTP settings will not be configured. More details are mentioned here. Your request can also cite a limit increase for Daily Sending Quota and Maximum Sending Rate. Amazon usually takes 4 hours to confirm access to production account. 

Bounces & Complaints in SES are tracked through Amazon SNS which is described in detail later in this article.

Configure Amazon SES SMTP Settings

You can find the SMTP connector configurations in your AWS Account -> SES -> SMTP Settings

  • SMTP Host name, Port and Protocol type can be filled from the above details. Avoid using port 25 as it has a higher rate of emails getting throttled. 
  • SMTP Username and Password can be obtained by clicking on the button "Create My SMTP Credentials". Since, there is limited generation of SMTP credentials, you need to mandatorily save the credentials in your records. Read more about generating credentials here.
  • Maximum send rate is mentioned in "Sending Statistics" tab

 

Configure Amazon SES Unsubscribe Settings

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  • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Configure Amazon SES Bounce and Complaint Settings

This tracking is implemented through Amazon SNS notifications which is also described in detail as follows:

Once your domain is verified on SES, select the domain name and click on "Edit Configuration" button under Notifications. You can then create a new SNS topic, select this topic for Bounces and Complaints under SNS Topic Configuration and click on "Save Config".
Next step is to go to AWS Console -> SNS -> Topics and click on the recently created topic

Now, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> Amazon SES -> Callback URL 

Go back to SNS Topic Details, click on "Create Subscription" and paste the url in Endpoint as shown below in the snapshot

You are all set up with connector configurations. You can now click on "Save" button which will test these settings (including credentials etc.) and save them. You can then select Amazon SES as the default connector in General Settings.

Configure Mandrill Connector

Configure Mandrill account

You can select your pricing plan and sign up for Mandrill at https://mandrill.com/signup/. After account creation, you need to set up your sending domain by adding your domain, verifying it and adding DKIM & SPF records to your DNS settings. More details on setting up domain here

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Mandrill has a mechanism to track Unsubscribes, Bounces & Complaints which is described in detail later in this article.

Configure Mandrill SMTP Settings

You can find SMTP Settings in your Mandrill account -> Settings -> SMTP & API Info

  • SMTP Host name can be filled from the details in SMTP & API Info.
  • SMTP Port and Protocol type can be obtained from here. To avoid the rate limits set by some hosting companies, port 587 is the recommended port.

  • SMTP Username is your Mandrill account username

  • SMTP Password is any API Key generated by clicking on New API Key button under SMTP & API Info

  • Maximum send rate depends on your pricing plan and is mentioned on your Mandrill Dashboard

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Configure Mandrill Unsubscribe Settings

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  • "Mandrill Tracking" will enable us to use unsubscribe information received from Mandrill on the Callback URL (mentioned below under Bounces) to track unsubscribes. You need to mandatorily either add Unsubscribe Tag or enable "add Unsubscribe Footer" in your Mandrill Account -> Settings -> Sending Defaults. More details here

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  •  

    Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Configure Mandrill Bounce and Complaint Settings

This information is obtained by "Adding a Webhook" in your Mandrill Account -> Settings -> Webhooks and selecting events as shown below to enable tracking of unsubscribes, bounces and complaints. Also, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> Mandrill -> Callback URL and paste it in "POST to URL" text box shown below.

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

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 mechanism and 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

  • 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 on 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 username and password.  
  • Maximum send rate: This is the maximum number of emails per second that can be accepted by your SMTP connector.

Configure Custom Unsubscribe Settings

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  • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Configure Custom Bounce and Complaint Settings

  • Bounce & Complaints Tracking: Moengage can receive this information in a POST call in the below format to url mentioned in your Moengage Account -> App Settings -> Email Settings -> Connector Configurations -> Custom -> Callback URL

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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.

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

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

General Settings

While creating new email campaigns the settings from General Settings will be used as defaults.  If you choose Email from standard attribute, with correct connector configuration we will track global opt out against this email address.  If you chose a custom email attribute, unsubscribes will need to be handled separately.

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FC & DND

To limit the number of emails sent to users in a certain period of time please configure frequency capping settings.

Do not disturb are quiet hours during which it is advisable to not send any messaging to users.  In case a message is scheduled to be sent during do not disturb hours, you can either discard the message or save it for after do not disturb hours are over.

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