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Create Email

Learn how to create an Email using the Netcore CE dashboard.

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Emails directly engage users, and the Netcore CE dashboard helps you easily create and optimize your campaigns.

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Prerequisite

Have your domain name added and verified on your Netcore CE dashboard.
Refer to Domain Settings to know more.

Steps to Create an Email

Follow the steps to create an Email campaign.

  1. Navigate to Engage > Campaigns and click the Create button to create your email campaign**.
  2. Select Engage with users > Email. Select the email type you want to create. The available email types are Regular campaign, AMP, A/B Campaign, and Split.
Create an Email

Create Email

3. Provide basic details about your campaign in the Setup section

Setup

Refer to the table below for details on the sections available under Setup.

Field NameDescription
Campaign nameEnter a unique name for this campaign.
Add tagsAdd relevant tags to organize and categorize this campaign. You can select up to five tags.

The Advanced section has the following features:

  1. Google Analytics Tracking
    You can track your campaign performance to measure traffic and conversion. Toggle Google Analytics tracking on to monitor campaign performance via Google Analytics.

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Prerequisite

You need to ensure to set default values for Google Analytics tracking and conversion goals in Global Advanced settings under Account configuration section in dashboard.

Track email performance via Google Analytics

Track Email Performance via Google Analytics

You must add URL parameters to track campaign efficacy under Google Analytics campaign reports.

URL ParametersDescription
Source (utm_source)Identify the origin of your traffic, such as a search engine or newsletter.
Medium (utm_medium)Specify the marketing medium, like Email, social, or CPC (cost-per-click).
Campaign (utm_campaign)Name the specific campaign, like a product launch or a seasonal sale.
Content (utm_content)Differentiate specific campaign content or links. This is an optional field.
  1. Conversion Goals
    Add conversion goals to monitor key business metrics and measure the success of your Web message campaign. You can track one conversion goal per campaign. Select any event as a conversion goal activity according to your objectives.
    For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event: Product Search, Product: Shoes).
Set Conversion Goal

Set Conversion Goal

  • Event name: Select the event you want to count as a conversion from the dropdown. For example, Product Purchase, add to cart, and so on.
  • Specify payload parameters: You can define the conversion event payload criteria and add up to five customizable parameters. For example, specify a Purchase event when the product price exceeds 10,000.
  • Conversion Window: This option defines the time frame for successful actions after interacting with your campaign.
  • Revenue Parameter: Select this option to assign a value to each successful action for tracking financial impact.
4. Define the target audience for your campaign in the Audience section.

Audience

The Audience section allows you to select who to target your Email. It has the following sections:

Select Contacts

Choose a specific segment or list to define the audience for the Email campaign. Pick up to five user segments or lists. Use for targeting based on historical behavior captured by server-side user segments. Select Contacts has the following options:

  • All Contacts: Target all users in your contact list when creating campaigns for broader outreach.
  • Segments/List: Easily select from pre-defined lists or segments to target specific contacts. Search for the desired segment or list by name and add it to your campaign with a checkbox selection.
  • Ad-hoc segment: Create dynamic segments for specific campaigns by defining conditions. This lets you instantly create segments, view user counts, and integrate them into your campaign targeting.

Exclude Contacts

Select suppression segments or lists to exclude specific users from campaign targeting. You can choose up to five segments or lists for exclusion.

Exclude contacts from your campaign

Exclude Contacts from your Campaign

Domain

Include specific email domains from your selected set of audiences. You can add up to five domains.

Select condition type (All or Any)

  • All: All specified conditions (email domains) must match for the audience to be included.
  • Any: Requires that at least one of the specified conditions (email domains) must match for the audience to be included.
Add specific email domain

Add specific email domain

5. Create the content of the email under the Content section.

Content

After the basic Setup and defining the target audience, Content is the section where you can create your Email template and define your sender details for sending the email. You can create or edit your campaign using various templates in this section.

Define details to send your email

Sender Details for Email Campaign

Refer to the table below for details on the sections available under Sender details.

Field NameDescription
Sender nameSpecify the name that will appear as the sender.
Sender emailProvide the email address from which the Email will be sent.
DomainSelect the domain to be used to send the Email.
SubjectEnter the subject line for the Email.
Pre-headerAdd a pre-header text that will appear after the subject line.
Reply-To Email AddressSpecify an email address where replies will be directed.
Receive a copySelect email IDs to receive a copy of the Email.

You can create the Email template once you have added the relevant details. You can use My Template or Create new functionality to create an Email template

Using My Template

  1. Navigate to the My template option to use saved templates.
  2. Click icon to edit any existing to Email template. You also have an option to preview the template on desktop, tablet, or mobile views.

Refer to the table below for details on the sections available under Sender details.

Field NameDescription
HeaderAdd the top section of an email template with branding elements like a logo and navigation links.
FooterAdd the bottom of an email template containing legal disclaimers, unsubscribe links, and contact details.
View in BrowserPreview your Email in a separate browser tab if the content doesn't load properly in your Email or web app.
View in MobilePreview your Email in a mobile view for an accurate mobile display.
View in TabletPreview your Email in a tablet view for an accurate tablet display.

Using Create New

Click Create New under the Email Body option to create a template from scratch. You can create a template using these three options:

  1. Drag & drop: Use the drag-and-drop editor to create your email template using elements like text, images, and buttons in your design.
  2. HTML: Add HTML to create your email template for personalized layout and design.
  3. Fetch URL: Import an email template by fetching the HTML content from a specified URL.

Enable AB / Split Test: Toggle Enable AB / Split Test to activate this feature and optimize your email campaigns based on performance data.

  • AB: Compare versions of your email to see which performs better. It involves sending different variants to segments of your audience to determine the most effective one.
  • Split: Similar to AB testing, this involves testing multiple variations of your email (more than two) to optimize factors like subject lines, content, or images. It helps identify the best-performing version before sending it to your full audience.

SPAM Score

The SPAM Score is a rating that shows how likely your email is to reach the users' inbox. This score helps you understand your email's chances of being marked as spam. A higher SPAM Score means a lower chance of your email making it to the inbox. Keeping your SPAM Score low increases the likelihood that your emails will be successfully delivered.

Refer to the table below for the other functionalities available when creating an email campaign.

FunctionalityDescription
Reply Email IDAllows you to specify or create an email address where recipients can reply to your email campaign.
Receive a CopyAllows you to receive a copy of the email once it has been sent to recipients.
AttachmentsAllows you to include up to one file attachment with your email campaign.

Send Test Email

Select the Send Test Email option to preview your Email before sending it to recipients.
Refer to the table below for details on the sections under Send Test Email.

Field NameDescription
Add Email IDsSelect this option to enter specific email addresses to send test emails.
Paste Email IDsSelect this option to paste email ids. The emails should be comma-separated.
Use Preset Test Email AddressesUse the saved email addresses for testing purposes.
Search from historyRetrieve past email IDs using this option.

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Note

You can send the test email to a maximum of 10 email IDs.

7. Define the campaign's delivery time and date under the Schedule section.

Schedule

You can create and preview your Email campaign and then schedule your campaign.

Schedule your email

Schedule your Email

Refer to the table below for details on the sections under Schedule campaign.

OptionDescription
Frequency capToggle communication frequency settings to limit the emails a specific user can receive. Refer to frequency capping to learn more about the setting.
When to sendSelect the options for when you want your email campaign to be sent.
  1. Send now: You can immediately send the email campaign to recipients.
  2. Send Later: You can schedule the email campaign to be sent at a specified date and time.
  3. Slice & Send: You can use this option to send email to your contacts in batches.
  4. Optimise with Raman: You can use our AI engine, Raman, to optimize the send time based on user engagement metrics.
Contacts limitSet the maximum number of contacts for this campaign to whom to send emails.

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Important

Running two consecutive campaigns within 30 minutes, the time frame could bypass the frequency cap check due to data synchronization delay.

  1. Click the Save and Preview option to save your campaign and preview the Email. Once you have checked the details and appearance of your entire email, click Save & Publish to publish it.

Updated 9 days ago