Exponea enables you to easily send personalized email campaigns to targeted customer segments using a simple visual editor or the traditional HTML builder.
In this article, you will learn where you can create email campaigns in Exponea and how to set the basic settings. To get a full headstart to all email features, go to the Working with emails section.
Please note that you need to integrate one of the supported email service providers in order to send emails from Exponea. See what integrations are available. If needed, you can contact your dedicated consultant or our support to set this up.
You can create an email campaign in two ways:
- Creating a standalone email campaign in
- Using an email node as part of a scenario
In both cases, the process of creating the template and related settings is the same. The only difference is that in scenarios the audience for the email can be specified by a complex set of conditions, being part of a bigger campaign (including SMS, push notifications, etc.). When creating a standalone email campaign, you can only use the customer and event filters to determine your audience.
After creating a new campaign in the Campaigns section, or double-clicking the email node in Scenarios, you will be presented with 3 options:
- Use the visual builder to build a new email
- Use the HTML builder to build a new email
- Reuse a template that you have already created in the Asset Manager. You will be able to edit it before sending.
To learn how to create an email template in Exponea, please go to the Asset Manager article. This article will continue explaining the settings related to sending an email campaign.
In the panel just above the email editor, you can define the subject of your email and the sender email address and name that will be shown in the email. Next, you can choose which of your integrated email service providers (ESP) you will use.
After clicking on the three dots you can add language versions (more information here), change the template you are working with, save your current work as a new template which you can use later, or download your current work as an HTML template.
You can set default email settings after clicking on the settings icon in the top right corner under
Project Settings>Channels>Emails as shown in the pictures below.
Here you can set the default email sender together with the default email integration.
Click on "Show more" in the upper control menu to reveal these features. You can set a custom pre-header, which is the text that is displayed next to the subject in email clients. Having a relevant preheader can increase the open rate and engagement with your email. We recommend to keep it between 80-100 characters long, although some devices might show as few as 30 characters.
Use the reply to function to set a different reply-to email when your recipients click "reply" to your email.
It is not possible to use JINJA in the reply to email field.
Exponea has advanced consent management, as well as the possibility to cap the number of emails (or SMS, push notifications) sent to a single customer within a certain timeframe (we call this "Policies"). Each campaign can belong to a single consent and policy group. You can set this in the campaign settings as described below.
(only visible when creating the email in email campaigns)
You can send the email
- Right after launching the campaign
- Every time a specified event is tracked for each customer
- On a specified day and time
- At the predicted optimal time when the customer is most likely to either open or click in the email
(only visible when creating the email in a scenario)
- Keep checked to send the email to all customers who enter the email node in the scenario
- Uncheck and define a specific email address that will be the only recipient of this email. This can be used to get daily reports to your email or when you need to connect your business to other API that supports email integration.
Defines the number of emails that a customer can receive within a specified timeframe. Read on how to create the policies
Define the UTM tags utm_campaign, utm_medium, and utm_source. Read more about UTM parameters here.
(only in email campaigns)
Transfer identity to URL links
If enabled, upon clicking on a link in the email, the customer will be identified, assigning them a new cookie.
If you choose optimal email time in the
Schedule, you can set it up in the same way as in a Wait node in Scenarios.
TEST tab, you can see the actual preview of your email for every customer individually. You can specify which customer using the arrow buttons or typing their email into the input field. You can also click on the filter icon (1) to only filter a specific segment of customers to see the preview for. This is especially useful if you use personalization in the email. You can also switch between a desktop and a mobile view (2).
You can also send a test email to yourself (3). It is possible to send an email to a specific email address to examine the appearance of the email from a customer's point of view. As the email address is specified manually, the personalization in the email will be based on the data of a random customer. To see if the personalization works correctly, it is advised to send an email to yourself as the only customer in the audience using the
email equals your email condition.
We strongly recommend sending a test email to your address before launching the live campaign.
A pre-defined dashboard containing useful metrics to evaluate the campaign is available in the
The details about the
campaign event have been moved into the System events article.