Email campaigns

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.

Integration is required

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.

Creating an email campaign

You can create an email campaign in two ways:

  • Creating a standalone email campaign in Campaigns > Email campaigns
  • 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.

Creating an email template

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.

Using the visual and HTML editor

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.

Subject and sender details and the three-dots menu

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.

Default email settings

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.

Pre-header and reply to

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.

Consents and frequency capping

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.

Settings

Function
Description

Schedule
(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

Recipient
(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.

Policy

Defines a period of time before a customer can receive another campaign that belongs to the same group.

Category (group)

Choose which consent is required for a customer to have to receive this campaign.
Read more on consents here.
If you don't use consents yet, you will see the campaign groups setting here.

UTM

Define the UTM tags utm_campaign, utm_medium, and utm_source. Read more about UTM parameters here.

Custom headers

You can define your own headers. This is an advanced feature only affecting the background processes of email campaigns. You can read more about email headers here. This is not to be confused with pre-headers, which is the text visible in inboxes right after the subject.

Audience
(only in email campaigns)

Define your custom audience that will receive this email campaign. You can use our standard customer and event filters.

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.

Testing your email

In the 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 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. Please note that as the email is specified manually, it will not be sent with data for any customer and hence personalization will not take effect. 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 EVALUATE tab.

The details about the campaign event have been moved into the System events article.

Email campaigns


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