Campaign Configuration: Email

Messaging offers the ability to tag Campaigns with custom Metadata fields and values. These Metadata fields allow you to create Filters that look for specific Metadata tags in them, or for use in reports, future Campaigns, or other tasks.

To assign Metadata values to a Campaign from within the Campaign screen:

1. In the Tool Bar, click Settings > Set Metadata. The "Metadata" pop-up window is displayed, listing every Metadata field defined for this account.  A red asterisk is displayed next to the fields that are required for Campaign launch.

2. Enter or select the desired Metadata values.

3. Click ok.

For more information on setting up Metadata fields, see Metadata Settings.

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

Note: If your Campaign contains Cells & Splits, the Tag can be added only at the top-level Campaign, and not to an individual cell.

To assign a Tag to the Campaign:

1. In the Tool Bar, click Settings > Set Tags. The "Mailing Tags" pop-up window is displayed.  

2. In the "Add Tag" field, begin typing the Tag value.

3. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter.

4. Optionally, repeat steps 2 and 3 to add more tags. To remove a tag, click the "X" icon next to the tag label

5. Click ok.

The first time you log into Messaging, the platform prompts you to set your time zone. Once the time zone is set, all system dates and times will display according to that time zone (this setting can later be modified through the Update Profile screen). However, when scheduling a Campaign, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign.

To establish the time zone used for all scheduling activities related to this Campaign:

1. In the Tool Bar, click Settings > Set Time Zone. The "Set Time Zone" dialog box is displayed.

2. From the "Time Zone" drop-down menu, select the desired time zone, then click ok.

Messaging tracks and reports various system events, such as user clicks, opens, delivery, and more. The platform allows you to configure various report options at a Campaign level.

To set the Campaign's report options:

1. In the Tool Bar, click Settings > Report Settings. The "Report Settings" pop-up window is displayed.

2. The "Delivery Audit" section is an optional feature that must be enabled in your account. This option is available only for Regular One-Off Campaigns in the email Channel. The platform maintains a special list of email addresses across all different domains. This list functions much like a Seed List, in that your Campaign will send copies of the message to these addresses. This feature validates the entire mailing process by checking your sending infrastructure, message content, and sending reputation. The feature indicates whether your message landed in the consumer's inbox or spam folder, or if it was blocked. To utilize this feature for this Campaign, place a check mark in this check box.

Note: Please speak with your Customer Service Representative for more information on enabling the Delivery Audit feature.

3. Tracking information is constantly gathered by the platform. However, the reports are updated only when manually executed, or on the schedule set for Automatic Updates on the Update Options screen. Optionally, you can define an automated update schedule that applies only to a Campaign. To define an automated Campaign-specific update schedule:

• Place check marks next to the days of week on which you want the automated update schedule to run.

• From the "Every X Hours" drop-down menu, select the automated update frequency. The possible frequency ranges from every hour to every twelve hours.

• From the "First X Days" drop-down menu, indicate for how long this automated schedule should run after the Campaign is initially launched. The possible values are 5, 10, 15, 20, 25, or 30 days.

4. The "Google Analytics" section is an optional feature that must be enabled in your account. This section is used to configure the default settings for Google Analytics. From this section, select a default application and a default table. See Google Analytics for more details.

Note: Please speak with your Customer Service Representative for more information on enabling the Google Analytics feature.

5. Click ok.

A Personalized URL (or "PURL") is a website address that contains one or more personalized elements, such as the consumer's first name and last name, for example.

Before you can use a PURL in your Campaign, you must complete the following setup steps:

• Create a PURL Field

• Bind that PURL Field to a PURL Domain

• Assign the PURL Domain to a Web Form

After you've completed all those steps, you can bind the Web Form to your Campaign. When you bind the Web Form to the Campaign, the platform will automatically generate the values for the PURL Field.

To bind the Web From to your Campaign:

1. In the Tool Bar, click Settings > Set PURL Options. The "PURL Options" pop-up window is displayed.

2. The "PURL" field is used to select the Web Form. Either begin typing in the Web Form name, or click the search button (magnifying glass icon) to search for it.

3. From the "URL Type" drop-down menu, select either "Prefix" or "Suffix" to control where you want the personalization field(s) inserted into the URL.

4. Click ok.  

For more information on setting up Personalized URLs, see the PURL Domains topic.

Most of the Email Header fields, such as" From Address" and "To Address," are available from the main Campaign screen. The platform also allows you to add optional Blind Carbon Copy (BCC) and Reply-to fields.

To add Email Header fields:

1. In the Tool Bar, click Settings > Email Headers. The "Email Headers" pop-up window is displayed.

2. Optionally, enter one or more Blind Carbon Copy email addresses into the "BCC Address" field. These email addresses will receive a copy of the Campaign message, but the addresses are not visible to the recipient.

3. Optionally, enter a Reply-to email address in the "Reply-to" field. This address instructs the recipient's email client where to send reply messages.

4. Click ok.

Marketers can easily achieve on-brand content designs by uploading your company fonts quickly and easily. This will then be available for selection from the font list in the Content Designer.

Note: To upload custom fonts, you must have the Content Designer feature enabled in your account.

To upload user custom fonts:

1. In the Tool Bar, click Settings > Custom Fonts. The "Custom Fonts" dialog box is displayed.

2. Click Add.

3. In the displayed "Font Settings" dialog box, enter the following details, and then click OK. 

• Font Display Name: The name of the custom font.

• Font CSS URL: The URL for Engage+ to retrieve the custom font.

• Font and Its Fallback: This tells Engage+ the fallback to use if the system fails to retrieve the font from the Font CSS URL above. The first value must be the current custom font name, followed by the fallback to use.

4. Click OK.

The custom fonts are available for the Content Designer Elements: Title, Paragraph, List and Menu. This can be selected from the Font family list in the Content Properties.  See Content Designer > Add Content Elements to a Design for more information.  

To see a preview of your message content:

1. In the Tool Bar, click preview. The system displays a pop-up window containing a simulated version of your content, as well as the email header information (From address,  To address, Subject line and Preheader pairings). The preheader will appear following the subject line and a “-” just as it will appear in the inbox preview in the Gmail browser email client. Optionally, you can collapse the header section by clicking the blue up-arrow icon above the email content.

2. If your content contains multiple format versions (HTML, plain text, etc.), you can select which version you want to view. From the format drop-down menu, select a format version. The screen is refreshed to show the selected version of the content.

3. The "Device Width" drop-down menu contains different screen resolution options for Mobile, Tablet, and Desktop devices. From this menu, select the device and resolution that you want to simulate. The screen is refreshed to show the content formatted for that device and resolution.

4. When finished, click ← at the left corner to exit the Preview window.

Note: When using LiveContent content in your email campaign, an impression is always recorded on the content when previewed (or the URL requested in proofing) and will require your LiveContent credit.
There is a work around to prevent charging credits during previewing, through the use of seed list feature on LiveContent. In every LiveContent account, users can add up to 100 seed emails, designed especially for testing. This allows testing of LiveContent content using the value included in the seed list without charging credits. However, this is limited to 1,000 test impressions per day.
So, use the LiveContent Seed List feature, and include the same seed email addresses for testing purposes in both LiveContent Seed List and Engage+ Proofing Group (use specific records) so that the proofing emails will only be sent to the members in the Seed list of LiveContent and Proofing Group in Engage+.  

Personalization Fields allow you to populate message content with values pulled from your database. To test the Personalization Fields in your email content:

1. In the Tool Bar, click preview.

2. Click the "Personalization" tab, in the right pane. The system displays all of the Personalization Fields in the message, populated with their corresponding Merge Symbol (for example: {[first_name]}.

3. Select a method of testing the Personalization Fields in the message:

• Type a test value into a Personalization Field. The system refreshes the preview screen with this value inserted into the message. 

• In the "Email Record Lookup" field, enter an email address for a recipient, then click the search button. The system refreshes the preview screen with the values from this recipient inserted into the message.

4. When finished, click reset to revert back to displaying Merge Symbols.

If you have Dynamic Blocks in your message content, different recipients will receive different variations of the message, based on the rules set up within the Dynamic Block. To test the Dynamic Content variants in your email content:

1. In the Tool Bar, click preview.

2. Click the "Dynamic Content" tab, in the right pane. The system displays all of the "Content Block" type assets (Content Blocks, Dynamic Blocks, etc.) included within the header and / or message content.

3. Place check marks next to each asset that you want to include within the message preview. The system refreshes the Preview window.

4. For Dynamic Blocks, the system displays all the Rule / Block Pairs defined with the Dynamic Block. To test a specific Rule / Block Pair, place a check mark next to it. The system refreshes the Preview window to show how the content appears for the selected Rule / Block Pair. Repeat this step as necessary to test other Rule / Block Pairs.

Note: If you have Dynamic Content in your header, the header fields are listed separately than the Dynamic Content fields in the message content.

Proofing refers to the process of testing a marketing campaign by sending out sample messages to a special set of recipients. Proofing is intended to verify that your marketing message appears the way you intend, and that any dynamic content within the message is being generated and populated correctly.

From within the Preview window, you can submit a "quick proof." The Quick Proof function provides a simpler method to test the different content versions of an email Campaign than a Proofing Group.

Note: You can also send Quick Proofs from the review section of the Campaign screen (see Review for more details on this section). The Quick Proof method available from within the Preview window provides nearly the same functionality, but with one notable difference -- the Preview window method lets you enter custom Personalization values. Conversely, the review section method of Quick Proofing will use default values for any Personalization fields in the Campaign content.

To send a quick proof from the Preview window:

1. In the Tool Bar, click preview.

2. Optionally, enter the desired Personalization values (see "Test Personalization" above for more details on this process).

3. Optionally, select the desired Dynamic Content variations (see "Test Dynamic Content" above for more details on this process).

4. Click the "Review" tab, in the right pane.

5. The "Your Email" field is used to define the recipients of the quick proof. To define the recipients, either:

• Type in one or more email addresses, separated by commas, or

• Click "Add emails from Proof Group" to see a list of all the Proofing Groups in your account. Select the desired Proofing Group (see Proofing Groups for more details). The "Your Email" field is populated with all of the recipients in this Proofing Group. You can optionally then edit this list of recipients.

6. In the "Subject Prefix" field, enter a text string that will be displayed at the beginning of the email subject line (such as "PROOF" for example). This prefix can help the recipients identify the proof message in their email inbox.

7. Click send proof.

From within the Campaign screen, you can copy an existing Campaign to use as the basis for a new Campaign:

1. In the More Actions menu, click copy Campaign. A "Copy Campaign" dialog box is displayed.

2. Enter a name for the new Campaign.

3. By default, the new Campaign will be saved in the same folder location as the base Campaign. Optionally, click the magnifying glass icon to browse to and select a different folder location.

4. Click copy campaign. The system creates a copy of the current Campaign.

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

From within the Campaign screen, you can delete a Campaign:

1. In the More Actions menu, click Delete Campaign. A confirmation dialog box is displayed.

2. Click delete. The system moves the Campaign to the Recycling Bin.  

To rename a Campaign:

1. In the Tool Bar, the name of the Campaign is displayed within a text field. Enter the new name within this field.

2. Click save.

To view detailed information about the Campaign:

1. Click the icon next to the campaign name.

2. The Item Details panel is displayed, which provides the following information:

• Who created the item, and who modified it last.

• A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

• A "Related Items" section that lists other items in the system that reference or utilize this Campaign.

• The Campaign's folder location.

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

1. In the More Actions menu, click Change Campaign Type. The "Set Campaign Type" pop-up window is displayed.

2. Click the radio button for the desired Campaign type. A warning message is displayed within the pop-up window.

3. Click ok.   

To select the content type for your Campaign:

1. In the More Actions menu, click  Change Content Type. The "Change Content Type" pop-up window is displayed.

2. Click on an option below for more details on these sources.

Provide ContentProvide Content

TemplateTemplate

Dynamic BlockDynamic Block

Content BlockContent Block

Proofing refers to the process of testing a marketing campaign by sending out sample messages to a special set of recipients referred to as a Proofing Group. Proofing is intended to verify that your marketing message appears the way you intend, and that any dynamic content within the message is being generated and populated correctly.

The Quick Proof function provides a simpler method to test the different content versions of an email Campaign than a Proofing Group. Quick Proof offers the following advantages over traditional Proofing Groups:

• The user can send one-off proofs to email addresses that may not be in the database or in a Proofing Group.

• The user can quickly select only the Dynamic Content that he or she wants to test, and test every iteration of that Dynamic Content.

• The user can test Dynamic Content without having to find sample records that match the desired criteria.

Note: You can also send Quick Proofs from the Preview window (see Email Campaign for more details on this section). The Quick Proof method available from within the Preview window provides nearly the same functionality as the method available from the review section or More Actions in Tool bar, but with one notable difference -- the Preview window method lets you enter custom Personalization values. Conversely, the review section method or More Actions in Tool bar of Quick Proofing will use default values for any Personalization fields in the Campaign content.

Please note the following restrictions in regards to the Quick Proof function:

• Quick Proofs are not available if the Campaign content contains Looping Blocks.

• The eDesign Optimizer and Add Alternate Data Set options will not be available when using Quick Proof.

• Any Personalization within the Campaign content will display the default values. 

• You can create a reusable Quick Proof-only Proofing Group comprised of the Quick Proof recipients (see Proofing Groups for more details). However, a Quick Proof-only Proofing Group doesn't have a designated source table, which limits its use to the following scenarios: an EDP-driven Campaign, or a Quick Proof within a Messaging Campaign.

To run a Quick Proof:

1. If your Campaign contains Cells and Splits, you must choose either a specific sub-cell (which sends proofs for only that sub-cell), or the top-level Campaign (which sends proofs to all sub-cells). Click "3. Setup and Launch Campaign." To pick a sub-cell, select it from the Cell Tree. To pick the top-level Campaign, select the top-most item in the Cell Tree.

2. In the Tool Bar, click More Actions > Send Proof. Alternately you can click on Send Proof at the right end of the Proofing and Auditing section of the Campaign Review tab. The "Quick Proof" pop-up window is displayed.

3. Select the email format – either "HTML" or "Plain Text."

4. The "Send Proof to" field allows you to enter the email addresses to which you want to send the proof. You can either:

• Manually type in one or more email addresses. If entering multiple addresses, they must be separated by commas or semi-colons.

• Send the proof to an existing Proofing Group by clicking the "Browse" icon to the right of the "Send Proof to" field. A pop-up window is displayed, listing all of the existing Proofing Groups for the email channel. Select the desired group. The pop-up window is closed, and the field is populated with a comma-separated list of all the email addresses in the Proofing Group. Optionally you can then edit this list by removing or adding email addresses.

5. If your Campaign contains Cells and Splits, and you selected a parent cell above in step 1, the "Cells" tab is populated with a cell hierarchy. Place a check mark next to each sub-cell that you want to test. If you selected a sub-cell above in step 1, only that one sub-cell is displayed in the "Cells" tab. Based on the number of cells that you select, the "Cell Count" in the top-right corner of the "Cells" tab indicates how many proofs will be sent to each recipient. The system imposes a hard limit of 250 proofs to each recipient. If you surpass this threshold, an error message is displayed. You must then reduce the number of selected cells in order to decrease the Proof Count.

6. If your Campaign contains Dynamic Content, the "Dynamic Content" tab is populated with a tree diagram, showing all of the Dynamic Blocks, along with the rules within each Dynamic Block. Place a check mark next to a Dynamic Block and rule that you want to test. By default, the first rule is selected for each Dynamic Block. You can optionally select multiple rules within a Dynamic Block, and / or select multiple Dynamic Blocks. For Dynamic Block that use the IF > IF structure, all selections will be contained in a single proof version.

Note: If your Campaign includes static Content Blocks, they will appear in the "Dynamic Content" tab as well. Content Blocks will automatically be selected and uneditable, as they will always be included in your proofs.

7. Based on the number of Dynamic Content rules that you select, the "Proof Count" in the top-right corner of the "Dynamic Content" tab indicates how many proofs will be sent to each recipient. The system imposes a hard limit of 250 proofs to each recipient. If you surpass this threshold, an error message is displayed. You must then reduce the number of selected rules in order to decrease the Proof Count.

8. When finished, click send proof to generate and send the proofs.

The "Proofs" status area shows the progress of the proofs as they are created and sent. See "Review Proof Results" below for more details.