Creating Email Campaigns

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This guide only covers the creation of One-time, Triggered & Recurring Campaigns

Looking to automate Transactional Email Campaigns? Let's get you started!

Emails are an effective channel for conveying updates throughout a user's lifecycles and keeping them engaged. Your dashboard comes with a highly intuitive 6-step campaign creation interface that makes it easy to execute highly personalized campaigns in minutes!

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Must Read

At WebEngage, we are obsessed with enabling consumer business, like yours, to create contextual experiences that facilitate retention-led growth. This is why user data (User Attributes), behavioral data (Events & Event Attributes) and Segments play an integral role in campaign creation. We recommend that you get yourself acquainted with the respective concepts before proceeding.

Here's a quick summary of the exciting possibilities offered by the campaign creation interface:

• Leverage our extensive templates library to create beautiful & highly responsive Email templates in minutes! (skip to Drag & Drop Email Editor)

• Personalize messages to each user's preferences and behavior, across the various stages of their lifecycle (skip to Step 3: Message)

• Automate multivariate message testing for your campaign - we'll automatically identify a winner and send it to the entire audience (skip to Step 4: Conversion Tracking & Variation Distribution)

• Test your campaign with internal team members before sending it to your users (skip to Step 5: Test Campaign)

• Avoid disturbing users during DND hours, implemented in their timezone (skip to Step 2: When DND)

• Schedule campaigns for delayed delivery to users who are currently unavailable (skip to Step 2: When, Queueing)

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Important

Please ensure that you have integrated an ESP (Email Service Provider) with your account before proceeding as it enables campaign delivery to all your users. Here's the integration guide.

Select Campaign Type

As shown below, the campaign creation interface can be accessed by clicking the Plus icon placed on the top left of the central hub of Email. In doing so, you will be prompted to select the type of campaign you'd like to create.

Let's quickly walk you through each campaign type:

One-time

These are stand-alone messages that are sent to your users only once and generally comprise of time-bound offers, festive deals, product updates, and so on. Such campaigns end as soon as they're delivered to the target audience.

• When: Launch immediately or Schedule for later
• Delivery Frequency: Once only

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Skip to Step 2, When: Campaign Schedule > Setting up One-time Campaign

Triggered

These are ongoing cycles of communication that are sent to only those users of your target audience, who perform a particular event on your app/website.

• When: Launch immediately or schedule for later
• Delivery Frequency: Whenever the specified Event is performed by a user or a few Minutes/ Hours/ Days after the event occurs

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Skip to Step 2, When: Campaign Schedule > Setting up Triggered Campaign

Recurring

These are ongoing cycles of communication that are scheduled to be sent periodically to its target audience. Such campaigns help you automate communication for several recurring events in your user's lifecycle like subscription renewals, policy renewals, bill payments, recurring investments and so on.

Or you could leverage these campaigns to engage all new users who have recently signed up, users who performed a certain action on your app but left without transacting or proceeding to the next stage and so on.

• When: Launch immediately or schedule for later
• Delivery Frequency: Daily, Weekly or Monthly

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Skip to Step 2, When: Campaign Schedule > Setting up Recurring Campaign

Transactional

These are highly contextual messages that your users expect to receive while interacting with your brand through your app, website or offline. This could be anything like acknowledging user interactions like, sign up (welcome newsletter), password reset, payment confirmation (invoice), order confirmation or conveying payment reminders, account statements and so on.

• When: Launch immediately
• Delivery Frequency: Whenever a specific Event occurs in your backend

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Continue here...

Step-by-step Guide to Creating Transactional Email Campaigns

Now, let's walk you through all the steps of campaign creation.

Step 1: Define the Audience

1. Name your Campaign

As shown above, the first step is to give your campaign a unique name that helps you identify its purpose.

Tag is a handy feature that helps you categorize your campaigns as per their purpose, target audience, frequency, or any other parameter that makes them easier to search for. Tags also help you analyze campaign results for a group of campaigns that belong to a tag.

2. Select Content Type

As shown above:

• Select Promotional to send the Email to only those users of the target audience who have not unsubscribed to your channel.

  • Users can choose to unsubscribe to your Email channel anytime they like by clicking the Unsubscribe Link added to the message at Step 3: Message.

• Select Transactional to send Email to all users in the target audience, irrespective of whether or not they've unsubscribed to your channel in the past.

• Since selecting this option overrides your users' channel preferences, we recommend that you use it cautiously.

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Content Types ARE NOT RELATED TO Campaign Types / ESP Service Types

Please note that the content type selected here has no correlation to:

• The Transactional/ Promotional Messaging Services provided by your ESP.

• The Transactional Email Campaigns you can send through WebEngage's Transactional Campaign API.

3. Select Audience Type

One of the key differentiators of successful campaigns is that they're tailored to the behavior and preferences of a specific group of users. Thus, by selecting an Audience Type, you can choose to target a specific segment of users or combine several segments to define your Email campaign's audience.

As shown below:

• Select Send to users in single segment to target all users who are included within a particular segment (How to set it up)

• Select Send to users in multiple segments and/or exclude users from these segments to narrow down the audience to a very specific user persona, defined by including and excluding several segments from the target audience (How to set up the conditions - Send To & Don't Send To)

4. Select Target Segment(s)

Here's how you can set up each Audience Type:

4A. Select a Segment (Send To)

(If Send to users in single segment is selected as Audience Type)

As shown below, click the dropdown nested beside Send To, to specify the target segment.

Let's quickly walk you through Segment Preview:

• Reachable Users: Indicates the number of users, from the selected segment, that can be engaged through Email as a channel, at present.

• Rules of Segmentation: You can choose to segment your entire user base by 3 broad parameters - User (attributes), Behavior and Technology. Thus, Segment Preview presents a snapshot of all the users, against the parameters based on which, they have been grouped together.

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Skip to:

How to Edit a Segment

How to Create a New Segment

How to Create a Disposable Segment

Step 2: When

4B. Combine Segments (Send To)

(If Send to users in multiple segments and/or exclude users from these segments is selected as Audience Type)

Using multiple segments to define the target audience is an excellent way to target users that have similar preferences, belong to the same location or have performed certain actions on your app/website - without creating a new segment.

Here's how you can go about it:

Step 1: Select a Condition

• Select Users in ANY of these segments to send the campaign to all the users included within each segment.

• *Select Users in ALL of these segments to send the campaign only those users who are shared by all the segments.

Step 2: Select a Segment

Step 3: Click Add Segment to specify another one.

For example, in the above visual, we have selected, Users in ALL of these segments. This means that the campaign will be sent to only those users who are included within all three segments at any given point in time. Users who are a part of 2 or fewer segments will not receive the message.

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Skip to:

How to Edit a Segment

How to Create a New Segment

How to Create a Disposable Segment

Step 2: When

4C. Exclude Segments

(If Send to users in multiple segments and/or exclude users from these segments is selected as Audience Type)

You can choose to exclude a segment or multiple segments from the target audience by configuring the field, Don't Send To. This is a great way to selectively engage users that match a specific persona. Here's how you can go about it:

Step 1: Select a Condition

• Select Users in ANY of these segments to prevent users in each segment from receiving the campaign.

• Select Users in ALL of these segments to prevent only those users from receiving the campaign that are common between all the segments.

Step 2: Select a Segment

Step 3: Click Add Segment to select another one.

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When Segment Isn't Specified Under the field, 'Send To'

By default, a campaign is set to be delivered to All Users. Thus, if no segment is selected under Send To AND segments are specified under Don't Send To, then the campaign will be send to all the users who are reachable on Email AND are not included within the specified segments.

Edit Segment

Click the Edit icon, placed towards the right of the dropdown to edit the selected Segment. In doing so, you will be prompted by a pop-up, pre-populated with the existing rules of segmentation, as shown below.

Simply make your edits and click Save to proceed. In doing so, you will able to preview the number of reachable users as per your edits.

• For example, in the above visual we can see that the number of reachable users increased from 5,400 to 15,600 as we added more locations under the field, Geo Filtering.

Create a New Segment

You can create a new Segment _of users by clicking the _Plus icon placed towards the right of the dropdown. In doing so, you will be prompted by a pop-up, allowing you to build a new segment, as shown below.

Once created, you will be able to access the Segment through the List of Segments and while creating campaign/journey.

Create a New, Single-use Segment

You can create disposable segments or segment users specifically for the campaign and avoid adding it to the List of Segments in your dashboard.

As shown above, this can be achieved by leaving the field, Name blank while creating the segment. In doing so, it will become an Ad hoc segment in your dashboard which will be available only for sending the campaign you're currently creating.

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Related Read: Rules of Segmentation

Please refer to Creating Segments for step-by-step guidance on how you can segment your users by their attributes, behavior (events), and technological preferences.

Removing Duplicates

For One-Time and Recurring campaigns, Remove Duplicates option will automatically ensure that a particular email address doesn't receive any Email campaign multiple times if your project has multiple users with the same email address.

If multiple users have the same email address (as shown in the example below), WebEngage will only pick one of these users while sending the campaign.

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Please Note

Remove Duplicates option will be enabled by default for new campaigns created. However, you can disable it manually as per your campaign's requirement.

Apply Universal Control Group

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Conditional Option

This is a conditional option which will be shown only if the you have created Universal control group in your account. Click here to know how to create Universal control group.

• When the box is checked, the campaign will not be sent to users who are part of the Universal Control Group in the segment that is selected.
• When the box is unchecked, the campaign will be sent to all users that are part of the segment inclusive of the Universal Control Group users.

Step 2: Specify When to Send

As highlighted above, the second step of campaign creation allows you to specify when and how often you'd like the target audience to receive the Email and manage the role your campaign plays in your overall engagement strategy. Hence, When has been divided into two sections:

• Campaign Schedule
• Frequency Capping & DND

Let's get you acquainted with the workings of each:

Campaign Schedule

Here you can specify when and how often the target audience should receive the campaign. This can be determined by configuring the Campaign Type selected when you initiated creation. Here's how you can go about it:

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Navigate to:

One-time Campaign

Triggered Campaign

Recurring Campaign

Setting up One-time Campaign

Step 1: As shown below, select One-time as the Campaign Type

Step 2: Specify the Delivery Time

As shown above:

• Select Now to send the campaign immediately
• Select Later to schedule the campaign:
  You can choose from the 2 options i.e. Send Intelligently or to send at a specific time.
  • Send Intelligently: optimizes campaign send-time for each user, our system intelligently decides the best time to send a campaign based on your user’s interactions with past campaigns of each channel. Click here to know more.
  • Send at Specific Time: You can specify the time at which you would like to send your campaign to your users, either from the users time zone or the campaign's project time zone.
    You can choose to schedule a one-time Email campaign for delivery in your user's timezone! (How it works)

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Skip to Frequency Capping & DND to complete Step 2: When, of the campaign creation process.

Setting up Triggered Campaign

Step 1: As shown below, select Triggered as the Campaign Type

Step 2: As shown above, select the Event upon the occurrence of which the campaign will be triggered or sent to the user

• For example, in the above visual we have selected the custom event Product - Added to Cart as the trigger event

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The following options can be selected here:

• Custom (all the custom events being tracked for your account)

• System (all the campaign events pre-defined by us for tracking user-channel interactions like app installed, Email delivered, Email opened and so on.)

Step 3 (Optional): Add Attribute Filters to the Event by clicking on the filter icon.

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The following options can be selected here:

• Custom (all the custom attributes attached to the custom event selected as the trigger event)

• Time (Event Time)

• Location (City, Country)

• Technology (Device Manufacturer, Device Model, Carrier, App Version, App ID, SDK Version)

• Engagement (Campaign ID, Journey ID - can be found under the campaign's overview & journey's overview)

  • These attributes are applicable only to campaign events like Email Rejected, Push, Dismissed and so on.

• Others (Session Count, Language)

• Further, you can choose to club multiple event attributes by the AND/OR logic to define the scope of occurrence of the event.

• Doing so implies that if users included within the target segment don't perform the specified Event, in the context of the added attribute filter(s), then they will not receive the campaign.

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How It Works: Clubbing Event Attributes by AND/OR Logic

AND: Implies that users will have to perform the Event in the context of all the event attributes to receive the campaign. (Helps you narrow down the target audience)

OR: Implies that users will receive the campaign if they perform the Event in the context of any one event attribute. (Helps you widen the target audience)

Step 4: Specify the Delivery Time of the triggered campaign

As shown in the above:

• Select Send as soon as the event occurs to delivery the campaign immediately
• Select Wait for (duration) and then send to deliver the campaign after sometime
• You can set up a wait time in Minutes, Hours or Weeks, after which, the campaign will be sent to the respective users

Step 5: Specify the Start Date or the date-time on which the triggered campaign should start getting delivered to the target audience

As highlighted in the visual below:

• Select Now to send the campaign immediately
• Select Later to schedule the campaign

Step 6: Specify the End Date or the date-time on which the triggered campaign should cease getting delivered to the target audience

As highlighted in the visual above:

• Select Never to run the campaign indefinitely (you can always choose to Pause a campaign manually through its Campaign Overview)
• Select Later to stop the campaign at a specific date-time in the near future

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Skip to Frequency Capping & DND to complete Step 2: When, of the campaign creation process.

Setting up Recurring Campaign

Step 1: As shown above, select Recurring as the Campaign Type.

Step 2: Specify the Start Date on which the recurring campaign should start getting delivered to the target audience.

Step 3: Specify the Delivery Schedule or the frequency and date-time of campaign delivery.

As shown in the visual above, the frequency of a recurring campaign can be set as:

• Daily, at a specific Time
• Weekly, at a specific Day and Time
• Monthly, on a specific Day of the Month and Time

View Realised Schedule shows you the entire schedule for your campaign as set by you.

Step 4: Specify the End Date or the date-time on which the campaign should cease getting delivered to the target audience

As highlighted in the visual above:

• Select Never to run the campaign indefinitely (you can always choose to Pause a campaign manually through its Campaign Overview)
• Select Later to stop the campaign at a specific date-time in the near future

Frequency Capping, DND, Queuing & Throttling

Here you can leverage the features of Frequency Capping (FC), DND Hours, Queueing and Throttling to determine how a user perceives your Email campaign in the context of your entire engagement experience.

Context: Campaigns don't exist in isolation. Most marketing campaigns are designed for a specific audience, motivating them to perform a particular action. And more often than not, users receive multiple campaigns through various channels, nudging them towards a similar goal.

Thus, these features allow you to manage the frequency and timing of campaign delivery for each user. Let's get you acquainted with the workings of each:

FC

Using Frequency Capping (FC), you can control the number of campaigns a user receives within a Day, Week, Month and maintain a consistent gap between consecutive messages (sent through multiple channels or the same channel).

As highlighted above:

• Select Follow... to send the campaign as per your account's frequency capping and time gap settings

  • This means that if the upper limit on the number of messages a user can receive within a day, week or month is exhausted, then this campaign will get queued for delayed delivery (detailed read on how this works)

• Select Ignore... to ensure campaign delivery even if the frequency cap for the day/week/month has been met for a user (impact of disabling FC for a campaign)

Set Frequency Capping Limits

If you have not set up Frequency Capping yet, then you can choose to configure it by clicking the Configurations > Frequency Capping on the left panel. Once set, you will be able to send all your campaigns with FC enabled, including the existing one.

Detailed read on How to configure FC & Time Gap.

DND

Using the DND Settings of your account, you can prevent users from receiving campaigns during specific periods such as when they may be asleep, and so on. The best part - DND hours are determined individually for each user. This means that the duration specified by you will be applied to all your users only in the context of their time zone!

As highlighted above:

• Select Follow... to ensure that users aren't disturbed by the _Email at the hours specified by you (as per their timezone)_
• Select Ignore... to ensure campaign delivery even if _DND hours are applicable to a few users (Disabling DND for a campaign)_

Set DND Hours

If you haven't set up DND Hours yet, then you can choose to configure it by clicking on Configuration > DND on the left panel. Once set, you will be able to send all your campaigns with DND hours enabled, including the existing one.

Detailed Read on How to configure DND Hours.

Queueing

If you choose to send a campaign with FC or DND enabled, then Queueing is automatically enabled. It's a feature that allows delayed delivery of the message to a user, in cases where immediate delivery is not possible due to your FC or DND settings.

As highlighted above:

• Select Queue message for up to..., to enable the feature and specify a custom queueing duration for the campaign in Minutes, Hours or Days.
  • Doing so will ensure that we hold on to the campaign for the specified duration and send it only when a combination of your FC and DND settings allow us to. (How delivery time is determined for queued messages)
• Select Do not Queue messages... to drop the message if we're unable to deliver it to a user due to FC/DND settings (Disabling Queueing for a campaign)

Throttling

As highlighted above:

• Select Do not throttle campaign... to send all messages instantly to the entire target audience.

• Select Throttle campaigns as per channel throttling limits to control the number of messages delivered per minute.

• Select Throttle campaigns at... to specify a custom message throttling duration for this campaign. Please note, this limit cannot be higher than the channel-level throttling limit specified under Settings > Throttling.

Step 3: Create the Message

The message creation interface comes loaded with intuitive features like Variations, Drag & Drop Editor, Message, Image, Link Personalization, Raw HTML templating, Personalizing Email Attachments and User Preview - enabling you to create high impact Emails in minutes.

Let's get you acquainted with each feature:

Select ESP

While the Email campaign is created and personalized through your dashboard, the actual message is delivered to by an Email Service Provider (ESP). We have partnered with several global ESPs to enable 2-click integration with your WebEngage account. (How to configure an ESP)

As shown above, using the dropdown, you can choose to send the campaign through any of the ESPs that are currently integrated with your account.

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Please Note

Depending on the ESP you’re using, you may need to configure your account separately sending Transactional and Promotional Emails, respectively. Thus, please be mindful of the fact that the ESP selected here has been set up to send the (Email) Content Type selected at Step 1: Audience. A mismatch between the two may cause your campaign to fail.

Configure Sender-Receiver Details (From & Reply To)

As shown above:

Step 1: Add the Name and Email Address from which you'd like your users to receive the email.

• We recommend using a Sender Name that easily helps users identify the context like Jake from Example.com.

Step 2 (optional): Click the toggle switch to enable Reply To and specify the receiving email address.

Step 3 (optional): If you're sending a campaign that requires multiple team members to monitor responses then we recommend that you configure CC and BCC.

• Click the toggle switch to enable respective fields and add the email addresses.

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Important

You can now add your brand's logo to your campaign emails to build brand visibility, this can be done by a new standard known as BIMI stands for Brand Indicators for Message Identification.
Detailed read here.

Create Email Body

Depending on your communication needs, you can choose to create the Email's body in any of the following ways:

• Create a Rich Text Message
• Build a Custom HTML Template from Scratch with the Raw HTML Builder
• Pick a Responsive Template from our Ready-to-use Library & Customize It as per Your Needs

Let's walk you through all the steps and methods of message creation:

Step 1: Add Subject Line

You can personalize the Subject Line to each user by adding the relevant User Attribute or Custom Event Attribute as a placeholder to the text.

Step 2 (Optional): Customize Email Preheader

Email Preheaders are the text that appears next to the subject in the email inbox. This text is extracted from the first line of the email body. Senders can now customize email preheaders, instead of capturing the text present in the first line of the email body.
Preheaders are used to construct enticing or catchy sentences that persuade recipients to open the email.

How to customize Email Preheaders?

Create your email campaigns as usual, and proceed to the messages tab.

• Step 1: Below the ‘Subject’ option is where the ‘Preheader’ field is present.
• Step 2: You can add a preheader text to your email.
• Step 3: In case you want your preheader space to be completely blank, you can select the checkbox that says ‘Blank Preheader’. This will only show the sender's name and subject in the email inbox. This is generally done to increase focus on the subject without distracting them with other text.

The fields for ‘Preheader’ and ‘Blank Preheader’ are optional. In case, the email preheader fields are left blank, then the text present in the first line of the email body will be used automatically.

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Note

You can add Email Preheader for Raw HTML, Rich text, Drag & Drop Editor and AMP email.

Step 3: Add Message

Let's get you acquainted with each method:

Template Library

You can choose a template for your email, from the ‘Template Library’ button.

• On clicking on it, you are introduced to a new tab that consists of various templates such as ‘Drag n Drop’ , ‘Custom HTML’ and ‘AMP’ if you have selected the AMP supported ESP templates or from your own saved templates.

• You can filter the templates based on the filters on the left i.e. All, ‘Drag n Drop’, Custom HTML, and AMP
  • All: Displays all the types of templates
  • Drag n Drop - Displays the drag and drop templates.
  • Custom HTML - Pre-built custom HTML templates
  • AMP: Pre-built AMP HTML templates.
• If any Drag n Drop template is selected, then the editor would open up with options that you can use to customize email as per your need.
• If the Custom HTML or AMP template is chosen, then it would directly prefill the body field with the HTML code.

Method 1: Rich Text

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Personalizing Links to Each User's Preference & Behavioral History

You can easily personalize the URLs & deep links embedded in your Emails to your users in any of the following ways:

Method 1: Pass screenlink or pagel_url as a custom event attribute, attached to a custom event gleaned for your app and website, respectively. (Step-by-step guide on how to execute this)_

Method 2: Build the URL or deep link by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter (Step-by-step guide on how to execute this)

Method 2: Raw HTML

You can easily write Email Messages using HTML editor. Just enter the message details in HTML format and you are good to go!

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Personalizing Images to Each User's Preferences or Behavioral History

You can easily personalize the images included in your Email template to your users in any of the following ways:

• Method 1: Pass image_url as a custom event attribute, attached to a custom event gleaned for your app.(Step-by-step guide on how to execute this)

• Method 2: Build the image URL by specifying a parent link and adding a custom event attribute/custom user attribute as the path parameter. Then manually add the image format like, .png, .jpeg, .jpg, .gif, at the end of the link structure (Step-by-step guide on how to execute this)

Method 3: Drag & Drop Editor

Select from the list of customizable templates to create your Email.

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Related Read

A Step-by-step guide on using the Drag & Drop Designer to create responsive & dynamically personalized Emails

Step 4: Insert Unsubscribe Link

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Please Note

If you've created the message using the Drag & Drop Editor, then you can add the link through the editor itself. (how to add)

The most important step of Email campaign creation - adding an unsubscribe link to your email plays a big role in ensuring that your domain is not blacklisted by the user's email provider and that it doesn't land up in the spam folder.

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Fact Check

• Each time a user clicks on the auto-generated unsubscribe link, we track it as the performance indicator, Unsubscribes for all your Email campaigns & Email as a channel.

• All unsubscribed users are automatically deemed unreachable through the channel, indicated through Email Channel Reachability across your dashboard.

As shown above, place the cursor where you'd like to add the unsubscribe link and click 'Insert Unsubscribe Link' to add it.

• In doing so, the hyperlinked text, 'Unsubscribe here' will be added to the body copy.
• You can easily replace the text with a custom message and use the auto-generated link to hyperlink it.
• For example, in the above visual, we have added the link to a custom CTA - Don't want to hear from us? Unsubscribe & break our heart :(

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Please Note

Unsubscribing to your domain is a small two-step process designed by us and allows us to update your user's preferences across your dashboard in real-time.

Hence, please do not edit the auto-generated unsubscribe link for any of your email campaigns. Doing so will prevent users from exercising their right to stop receiving further communication from you. This can cause you to unknowingly spam users, leading to reduced domain authority, poor brand reputation and even blacklisting (in extreme cases).

Add Attachments

As shown above, you can choose to add multiple attachments to your campaign in any of the following ways:

1. Upload the document: Click the Upload button placed next to the field and select a file from your desktop.

2. Insert a link to the document: The attachment must be hosted on a publicly accessible domain or cloud service (like AWS) to ensure that it renders for all your users.

UTM Parameters

• Start by enabling UTM at the global level through the Configurations section on the dashboard. This ensures that campaign-level UTM tagging is enabled by default. Click here to know how.
• Modify or Edit UTM at Campaign Level: While global UTM is setup, you can modify parameters for specific campaigns as well as per you needs.
• Disabling Global UTM: While disabling the UTM setup at global level you can choose whether to keep UTM for already running campaigns or remove it from all campaigns.

Note: Campaigns which are already sent with UTM parameters cannot be removed.

Preview Email

The top panel of the message creation interface allows you to toggle between a Raw Preview and User Preview to gauge the email's appearance. Here's how it works:

Raw Preview

It helps you visualize the raw message and attributes, as added by you. For example, in the visual below, the personalization token for 'first name', {{user['system']['first_name']}}, has been rendered in the preview as it is.

User Preview

Allows you to view the Email's body copy for an actual user from your account by populating it with data from their user profile, as per the elements of personalization added to Message.

For example, in the visual above, we have visualized the Email's message for the User ID, . Here's how you can go about it:

Step 1: Select User Preview from the top panel

• In doing so, you will be prompted by a pop-up allowing you to search for a user to populate the corresponding attribute and event values.

Step 2: Enter the User ID, preferably of a power user included within the target audience

• Access List of Users of the campaign's target segment (as specified at Step 1: Audience) to identify an ideal user

Step 3: Click the Search and Populate button

• In doing so, you will be shown a summary of the values against the respective attributes and events included in the message. This is a good way to ensure that all the values are available for the user, if not then you can enter an alternate User ID.

Step 4: Click the See Preview button on the pop-up to visualize the Email with real user data

• While this is a great way to gauge the overall look and feel of the Email, we recommend that you test the campaign with an internal test segment to ensure that it's good to go!

Create Variations

Variations are just different versions of the campaign's message that facilitate easy multivariate testing and are referred to in the following manner in your dashboard:

Variation A: The first version of the message.
Variation B: The second version of the message.
Variation C, D, E: Subsequent versions of the message created for testing.

As shown above, by default the message creation interface consists of a single Variation A.

• You can click on the Plus icon to create up to 5 versions of the message.

  • Select Create New to start building the new Variation from scratch
  • Select Copy from Variation A (or any of the previous versions) to make minor edits to the new Variation

• Each Variation can be created independent of the other, allowing you to test multiple aspects like its layout, body copy, buttons, links, and colors to identify a mix that resonates with your entire target audience.

• The percentage values indicate the share of users, that will receive a Variation and can be customized at Step 4: Conversion Tracking.

Test Message

You can easily test the message with an internal segment of users before sending it to your entire user base. As shown below, click the Test Message button to select a Variation and Test Segment. Please refer to this Step-by-step Guide to proceed.

Once you have sent the message, you will be able to see whether the message has been delivered or not. If not, the reason for delivery failure will be mentioned.

Step 4: Set up Conversion Tracking & Variation Testing

The fourth step of campaign creation allows you to measure the effectiveness of your campaign in various ways like:

• Tracking conversions for a specific goal
• Comparing performance against a control group
• Testing multiple variations of the message to identify a winning version

Hence, it has been divided into two sections: Conversion Tracking and Variation Distribution. However, depending on the number of message Variations created by you, the view of Step 4: Conversion Tracking will vary:

When only 1 Variation Exists

As shown below, on proceeding to this step from Step 3: Message, you will be welcomed by an interface on which Conversion Tracking is disabled.

When Multiple Variations Exist

As shown below, on proceeding to this step from Step 3: Message, you will be welcomed by an interface on which:

• Conversion Tracking is disabled
• Variation Distribution meter indicates the share of the audience that will receive each Variation

Now, let's get you acquainted with the workings of Step 4: Conversion Tracking:

Conversion Tracking

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Must Read

We recommend that you gain a broad understanding of how Conversion Tracking works in your dashboard before proceeding. Doing so will lay a strong foundation for understanding whether or not you need to enable Conversion Tracking for the campaign and its impact on Revenue Tracking.

By default, Conversion Tracking is disabled for all Email campaigns. As shown below, you can use the toggle switch to enable it.

Step 1: Select a Conversion Event

The term, Conversion Event is an alias that helps you identify the event you expect users to perform after receiving the Email.

As shown above, you can choose from a list of all the Custom Events being tracked for your account to specify the campaign's conversion goal. For example, we have specified the campaign's conversion goal as the custom event, Checkout - Completed.

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The following options can be selected here:

• Custom (all the custom events being tracked for your account)

• System (Session Started, User Login)

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Pro Tip

We recommend that you map all the Custom Events, that record the occurrence of a monetary transaction in your app, as Revenue Events in your dashboard. This will help ensure that selecting the respective events as the Conversion Event of a campaign helps you track Conversions and Revenue for the campaign and its channel :)

Step 2: Add Attributes to the Conversion Event

Depending on the end goal of the campaign, you can choose to narrow down the scope of conversion to a specific action like Puma Leggings Purchased, Jimmy Choo Pumps Purchased, Episode 3 Streamed, Chapter 7 Started and so on.

This can be done by adding attribute filters to the selected Conversion Event. Here's how you can go about it:

Step 1: As shown above, click on the filter icon placed next to the drop down

• In doing so, you will be prompted by a pop-up allowing you to select an attribute and specify its value
• For example, in the above visual, we have filtered the event, Checkout Completed, by the attribute filter, Primary Category which is one of, Women Dresses, Women Jeans, Women Tops & Tees
  • This implies: Only those users who purchase products from one of the mentioned categories will be counted towards the campaign's conversion metrics.

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The following options can be selected here:

• Custom (all the custom attributes attached to the custom event selected as the conversion event)

• Time (Event Time)

• Location (City, Country)

Step 2: As shown below, click Add Filter to add more attributes to the event

• You can club multiple event attributes by the AND/OR logic
• This way only those users who perform the Conversion Event in the context of All/Either attribute filters will be considered towards the Conversion numbers of the campaign

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How It Works: Clubbing Event Attributes by AND/OR Logic

AND: Clubbing multiple event attribute filters by the AND logic helps you narrow down the scope of occurrence of the Conversion Event. This means that only those users will be counted towards the campaign's Conversions who perform the Conversion Event in the context of all the event attributes.

OR: Clubbing multiple event attribute filter by the OR logic helps you widen the scope of occurrence of the Conversion Event. This means that users who perform the Conversion Event in the context of any of the specified event attributes* will be counted towards the campaign's conversions.

Step 3: Set Conversion Deadline

The Conversion Deadline is a duration defined by you that tells us when to stop tracking conversions for a campaign.

• This means that once your campaign is delivered, we will track users who perform the Conversion Event in the context of its attribute filters (if any), only till the specified Conversion Deadline.

As shown above, by default, a Conversion Deadline of 7 days is set for all campaigns. You can choose to specify a custom duration in Hours or Days, as per the campaign's end goal.

For example, in the above visual, we have defined a deadline of 12 Hours for the Conversion Event, Checkout - Completed.

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Related Read

List of all the Conversion metrics and Performance Indicators tracked for Email campaigns

Step 4: Enable Control Group (Optional)

A Control Group is a small portion of the target audience of a campaign that is randomly selected, representing the behavior and preferences of the entire segment, and does not receive the campaign.

An optional but recommended step, adding a Control Group to the target audience allows you to compare the campaign's performance against the organic behavior of Control Group users. This makes for the perfect benchmark to assess the true impact of the campaign on influencing user behavior.

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Must Read

Why you should (almost) always use Control Group to measure the effectiveness of your campaign and how it works in your dashboard

On checking the Control Group checkbox, you are presented with another choice called 'Target Control Group', that lets you choose between two options.

• Set a new control group for this campaign
• Custom Control Group

Option 1: Set a new control group for this campaign: This will be a campaign level control group which means a control group that is created for a specific campaign only. The users in this control group are randomly added from the selected segment in 'Audience' tab. This control group is good if the aim is to measure impact for a specific campaign.

On clicking this option, the Variation Distribution slider is exposed that allows you to select percentage of users to be added in Control Group from target audience.

Option 2: Custom Control Group: This option is shown when atleast one Custom Control Groups is created in your account. Click here for detailed read on creating custom control group.

Since this is a pre-created control group, overlapping users within this group and the target segment won't be receiving the campaigns.

Custom control groups are good for analyzing effectiveness of multiple campaigns. For example: Analyzing effectiveness of SMS and Email campaigns during Diwali sale.

Unlike Campaign level control group, the percentage of users to be part of control group cannot be controlled when Custom control group is selected.

Variation Distribution (Multivariate Testing)

If you have created multiple versions of the Email at Step 3: Message, then you can choose to automate the testing process by enabling Send Winning Variation Automatically. Doing so will allow you to test all the _Variations(and Control Group if enabled) with a smaller test audience and we will automatically send the winning variant to the entire target audience. _(detailed read)*

However, you can opt to test the Variations and Control Group manually if you are unable to automate testing due to the small size of the target audience (less than 2,000 users) of a One-time or Recurring campaign. Or if you are unwilling to test a Triggered campaign with a minimum of 500 messages.

Send Winning Variation Automatically

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Must Read

• Basics of setting up Send Winning Variation Automatically for a campaign

• How Send Winning Variation Automatically enables intuitive multivariate testing for your campaign

Depending on the campaign type selected at Step 2: When, the steps of setting up automated variation testing will vary.

Testing a One-time Campaign

Given the short lifespan of one-time campaigns, we suggest that you launch the campaign well in advance for testing, and schedule it for delivery at the most viable time slot (as suggested by the channel's engagement trends). Doing so will ensure that your users receive the most effective version of your campaign at a time that records the highest engagement rate.

Step 1: Specify Size of Test Audience
You can choose to test the Variations and Control Group (if added) with 5% to 25% of the campaign's entire target audience. As shown above, we have chosen to treat 15% of all users as the Test Audience.

Step 2: Define Time to Test

A custom test duration can be specified in Minutes or Hours. As shown above, we have specified a test duration of 8 Hours. This means that the impact of all the message Variations and organic behavior of the Control Group (if added) will be tracked for 8 Hours, after which we will determine a winner.

Step 3: Select Win Criteria

The Win Criteria is a performance indicator that helps us determine a winning Variation according to the campaign's end goal. As shown above, it can be defined as Clicks or Conversions, as per your needs.

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Quick Read: How automated variation testing works for one-time campaigns

Testing a Triggered Campaign

Triggered campaigns are on-going cycles of communication that are sent to users only when they perform a certain action or Event. Thus, the most scientific way to test Variations of a triggered campaign is by ensuring that a significant number of messages are delivered before we draw a comparison.

Step 1: Specify Size of Test Audience

The Test Audience can be defined only in terms of the number of messages delivered. This means that Variation testing will continue until the specified number of messages have been successfully delivered.

As shown below, we have specified that a minimum of 1500 messages must be triggered to users to identify a winning version. This means that all the Variations will be equally divided amongst the specified number.

Step 2: Select Win Criteria

The Win Criteria is a performance indicator that helps us determine a winning Variation according to the campaign's end goal. As shown above, it can be defined as Clicks or Conversions, as per your needs.

• Once we identify a winning Variation, it will be sent as the only campaign to all the subsequent users who perform the trigger event.

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Quick Read: How automated variation testing works for triggered campaigns

Testing a Recurring Campaign

If you choose to create a Recurring campaign at Step 2: When, then the entire first run of the campaign will be considered as its Test Audience by default.

• We will calculate the test results 1 hour before the second run of the campaign to identify a winning variation.
• A winning Variation will be determined as per the Win Criteria and will be sent as the only campaign to all users from the second run. onwards.

Thus, as shown below, just need to define the Win Criteria as Clicks or Conversions and we will take care of the rest.

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Quick Read: How automated variation testing works for recurring campaigns

Manual Distribution

If you are unable to set up Send Winning Variation Automatically due to the small size of the target audience (less than 2,000 users) of a One-time or Recurring campaign, or if you are unwilling to test a Triggered campaign with a minimum of 500 messages, then you can choose to test the Variations manually.

As shown above, all the Variations created in Step 3: Message are equally divided amongst the entire target audience. Using the slider, you can choose to specify a custom share for each Variation and Control Group, if enabled.

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Quick Read: How manual Variation Distribution works

Depending on your Variation testing settings, the campaign will be tested against the Control Group in either of the following ways:

Impact on Variation Slider if Control group is enabled

In case the Control Groups have been enabled the Variation Distribution slider behaves differently based on the type of control group selected:

If Campaign level control group is selected: In this case, the user will have the option of adding the control group by deciding the percentage or size of the control group on variation distribution slider.

If Custom Control Group is selected: You will not be able to manually select the size of the control group using the variation slider since the Custom Control Group is pre-created and overlapping users in the selected Custom Control Group and target segment, won't be receiving the campaign.

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Keep in mind

• In a particular campaign, Custom Control Group and campaign control group cannot be applied together.

• Universal control group can be added irrespective of Custom Control Group or Campaign Control Group is selected.

• In case multiple control groups are applied within same campaign (E.g: Universal Control Group + Custom Control Group or Universal Control Group + Campaign control): In this case, since the users in both the control group are mutually exclusive, the overall control group size will increase and the target audience size will decrease.

Step 5: Test Your Campaign (Recommended)

Iron out all the creases in your Email campaign by testing it with internal team members for maximum impact!

While this is an optional step, we recommend that you test all campaigns that contain custom HTML layouts, images, buttons, links and elements of personalization to ensure that everything's in order. This can be easily done by creating a Test Segment and adding all the stakeholders to it.

However, you can always choose to skip it by clicking the Skip Test & Proceed button, as highlighted above. Doing so will take you to the final step of campaign creation - Step 6: Preview & Launch.

Now, let's show you how you can test all the message Variations:

Step 5.1.: Select a Variation

As shown above, by default, Variation A is selected against the field - Variation To Test.

However, if you have created multiple Variations then you can test each one by sending them consecutively to a Test Segment. For example, in the visual above, we have chosen to test Variation D of our Email campaign.

Step 5.2.: Select Test Segment

As shown above, all the test segments created while testing a campaign, for any channel (Push, SMS, Web Push, Email, WhatsApp), can be found under the dropdown, Send Test Message To, along with details of all its users.

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Haven't created a test segment yet?

Step-by-step Guide to Creating Test Segment

Related Guides: Editing / Deleting Test Segment

Step 5.3.: Personalize Test Message

As highlighted above, you can test personalization in two ways:

• Use own data of users included in the test segment to receive a message personalized to your user profile
• Use data of a specific user to receive the exact message that the selected user would receive
  • On selecting this option, you will be prompted to search for a user in your database.
  • We recommend selecting this option if you have personalized the message to a very specific set of custom events or users attributes that are unlikely to be available for an internal team member.

Here's how you can personalize the message to a specific user:

Step 1: Click the Search User button

• In doing so, you will be prompted by a pop-up allowing you to search your user base

Step 2: Add the User ID, preferably of a power user included within the target audience

• Access List of Users of the campaign's target Segment (as specified at Step 1: Audience) to identify an ideal user

Step 3: Click the Search and Populate Values button

• In doing so, you will be shown a summary of the values against the respective attributes and events included in the message. This is a good way to ensure that all the values are available for the user. If not, then you can enter an alternate User ID to personalize the message.
• Click the Save and Return to Test Campaign button to proceed with the selected user

Step 4: Click the Send Test & Proceed button to test the campaign.

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Please Note

After the Test Message has been sent, you will see that it is in Queue. After some time you will be able to see the delivery status of the test message as Delivered or Failed.

The Delivery details include Device details, Browser Name, and so on.

If the Test Message has Failed to deliver, then you will be able to see the reason for failure.

Creating Test Segment

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Prerequisite for adding internal team members to a test segment

As you are aware, all the data stored in your WebEngage is either gleaned from your integrated apps and website or can be manually uploaded as a CSV file. Thus, it may so happen that details of internal teammates may not be readily available in your dashboard (even if they are account admins).

Hence, we recommend that you request the respective members to sign up on your platform so that we can populate their respective User Profiles with their personal and behavioral data. Doing so will come in handy when:

• Creating Test Segments

• Personalizing the test message to the data of users added to the test segment

• Viewing a User Preview of the message at Step 3: Message

Step 1: Name Your Test Segment
As shown below, the segment's name is prefixed with 'TEST -' and can be customized henceforth. For example, we have named our segment, TEST - Design team.

Step 2: Add Internal Users Through Filters

As shown above, you can segment internal members by manually adding their User ID, Email Address or Phone Number (the chosen filter will depend on the Unique Identifier or the parameter that helps identify users in your WebEngage account, as specified by you).

For example, in the above visual, we have selected User ID as the filter and have toggled between the List of Users (nested under Users) and the campaign creation interface to identify and add the respective User IDs to the test segment, Test - Design Team.

Step 3: Click on the Create Test Segment button.

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Pro Tip

We recommend that you leverage the diverse device preferences of your teammates to test the Email template on multiple devices (desktop, mobile, tablet), varying screen sizes and OS (Mac, Windows, Android, iOS) to ensure that it looks stunning all across!

Editing Test Segment

Step 1: As shown below, click the Edit icon placed next to the field - Send Test Message To to edit the users included within the selected Test Segment.

• In doing so, you will be prompted by a pop-up, pre-populated with details of existing users.

Step 2: As shown above, make all your changes and click the Update Test Segment button to proceed. For example, we have added new members to the segment, TEST - Content team.

Deleting Test Segment

Step 1: As shown below, click the Bin icon placed next to the field - Send Test Message To to delete the selected Test Segment.

• In doing so, you will be prompted to confirm your decision.

Step 2: Click the Delete Segment button on the pop-up.

• In doing so, a notification will pop-up on the bottom right confirming the deletion.

Step 6: Preview & Launch

Once you are satisfied with the test results, it's time to send the Email to your users! But before that, we recommend that you conduct a quick preview of the campaign's message and settings to ensure that it's in line with your end goal.

As shown above, the last step of campaign creation presents a snapshot of its:

• Target Segment (Step 1: Audience)
• Campaign Type, Delivery Time, Frequency Capping, DND Hours and Queueing settings (Step 2: When)
• Message Variations (Step 3: Message)
• Conversion Tracking and multivariate test settings (Step 4: Conversion Tracking)

Edit Campaign Before Launch

You can always choose to edit a step by clicking the Edit icon, placed next to each step's header. In doing so, you will be directed back to the step, as shown below.

Simply make your edits, save them, toggle back to Step 6: Preview & Launch to continue your review, as shown above.

Saving Campaign as a Draft

If you're unsure or are awaiting approval of the campaign's contents, then you can simply go back to the central hub of Email after saving your settings. Doing so will automatically save the campaign as a Draft, allowing you to edit or launch it anytime you like.

Launching Scheduled Campaigns

If you have chosen to schedule/ start the campaign at a later date-time, then on launching it, its status will indicate Upcoming in Email, List of Campaigns, as shown below.

What Happens After a Campaign is Launched?

Once launched, messages are sent to users included in the target audience as per the campaign's settings. Throughout it's run time, the campaign's status will indicate Running (in Email, List of Campaigns) until it ends or is manually paused by you.

1. Analyzing Campaign's Performance

You can analyze each campaign's real-time impact on user engagement, conversions, and revenue by accessing its Overview section through the List of Campaigns of Email.

2. Modifying the Campaign

Further, you can always choose to Edit and Pause an Upcoming or Running) campaign if you feel the need to. (Step-by-step guide on modifying Email campaigns)

3. Scheduling Campaign Reports

Once you have launched a campaign, you easily monitor its performance through scheduled reports, delivered straight to your (& your teammate's) inbox! This can be configured through the campaign's analysis section. Here's how you can go about it.

Further, you can also schedule Channel-wise reports to monitor the overall performance of Email through the Settings section of your account. Here's how you can go about it.

We hope this has equipped you with a robust understanding of how you can create various types of campaigns, track conversion, automate multivariate testing and test your campaign internally before launch. Please feel free to drop in a few lines at [email protected] in case you have any queries or feedback. We're always just an email away!