4.1. Email mass messaging

 The Email mass messaging module allows sending emails to a group of customers from a specified segment.

• • Message Parameters
  • Mailing Settings
  • Email Template
  • Text Formatting
  • Formatting Images in the Email Body

Preparing an email mailing consists of the following steps:

1. Setting up A/B testing, if required.
2. Filling in the message parameters. In case of A/B testing, fill in several message variants.
3. Filling in the message settings.

Message Parameters

To create an email mass messaging, follow the steps below:

• Specify the Sender name and Sender e-mail.
• Enter the reply-to address, if replies or feedback from customers are expected. To do this, click the link and enter the email address in the text field.
• Fill in the Subject and E-mail body. You can use the email templates. Text formatting option is available.
• There is an option to attach files to emailы by clicking the Attach link below the message body field.
• If there is a need, it is possible to add a UTM tag for tracking online marketing campaigns. If a UTM tag is set, it will be added to all links within the email.
• After filling in all message parameters, you may send a test message. Click Test. In the window that opens, specify the recipient's email address and click Send.

Mailing Settings

All types of mailings have the same set of settings. To see a detailed description of mailings settings, please refer to a separate article.

Email Template

The platform allows to use ready-made templates. To do this, click the Choose template field and select a suitable template from the dropdown list.

Text Formatting

Text formatting is available in the email body.

The following formatting features are available:

1. Set text styles (heading, quote, normal text).
2. Select text in bold, italics, strikethrough, underline, adjust positioning (superscript/subscript).
3. Set font type and its size.
4. Text and background colour.
5. Create bulleted or numbered lists.
6. Insert tables/images/links/horizontal lines.
7. Expand the text editor to full screen.
8. View/edit the source code of the text.
9. Indent to the right or left.
10. Align text to the center/left/right/width.
11. Add markups.
12. Insert a variable. For example, select Customer's last name from the dropdown menu, and the recipient’s last name will automatically appear in the email text.
13. Preview the email. You can see how the email will look on desktop, tablet, or mobile phone by clicking the corresponding icon in the top-right corner.

You can preview how the email will look like for a particular customer. To do this, enter the customer's full name/telephone number/e-mail address/local identifier (local_id) in the Client field. To ensure search accuracy, it is recommended to search by customer’s contact details or internal customer identifier.

Formatting Images in the Email Body

When uploading an image into the email body via the formatting toolbar button , you can format the image. Click on the image to open the context menu, which offers the following options: Trash bin  — delete the image; Double vertical arrow  — vertical alignment: Top Middle Bottom Normal text Horizontal alignment : Left Right Center Normal text Edit
Clicking the edit button opens the Image Properties modal window containing the image. You can specify or edit the image dimensions. Click the lock icon under the image and enter the desired values. To the right of the image preview, there are two tabs: Image 2. Advanced On the Image tab, fill in the following fields: SRC — specify the file path; Title — optionally provide a title for the image; Alternative text (alt) — textual description of the image for cases when users cannot view the image; Link Optionally check the box Open link in new window.
On the Advanced tab, the following fields are available: Margins Styles Classes Id Border radius Alignment: None Left Center Right After completing the necessary fields, click Apply.