Retail Engine, 2026

Wiki source code of 4.1. Email mass messaging

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3 The **Email Messaging** module allows you to send emails to a group of customers from a specified [[segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]].
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6 {{toc depth="4" start="3"/}}
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8 **Preparing an email mass messaging consists of the following steps:**
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10 1. Configure [[A/B testing>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.A_B_testing.WebHome]], if needed.
11 1. Fill in the message parameters. If using A/B testing, you must configure multiple message variants.
12 1. Configure mass messaging settings.
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14 ==== Message parameters ====
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16 ==== (% style="font-family:Roboto,sans-serif; font-size:16px; font-weight:400" %)To create an email mass messaging, follow these steps:(%%) ====
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18 * Specify the **sender name** and **sender address**.
19 * Provide a **reply-to address** if replies or customer feedback are expected. To do this, click the **Reply-To** link and enter the address in the text field.
20 * Fill in the **subject line** and **email body**. You can use [[email templates>>doc:||anchor="01"]]. [[Formatting>>doc:||anchor="02"]] is also available in the message body.
21 * You can attach files by clicking the **Attach** link below the message body field.
22 * If needed, you can add a [[UTM parameter>>https://en.wikipedia.org/wiki/UTM_parameters]] to track the mass messaging online. If a UTM parameter is specified, it will be appended to all links in the email.
23 * After filling in all message parameters, you can send a test message. Click **Test**, enter a recipient address in the dialog that appears, and click **Send**.
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27 **Note**: When a user enters their own email address for a test message, the system generates the message for a special **test customer**. This is because the user of [[Smart Communications>>doc:Main.Smart_Communications.SMC_Use.WebHome]] may not have a [[customer profile>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="Profile"]].
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30 ==== Mass messaging settings ====
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32 All mass messaging types share the same set of configuration options. For a detailed description of these settings, refer to the dedicated [[article>>doc:Main.Usage.Smart_Communications.Mass_messaging.Mailing_settings.WebHome]].
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34 ==== {{id name="01"/}}Email Text ====
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36 In Smart Communications, you can use a previously saved email template. To do this, click the **Select template** field and choose the required template from the drop-down list. You can also click the **Editor** button to the right of the template selection field to go to the [[email editor>>doc:.Block_editor.WebHome]].
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38 You can preview how the email will look for a specific customer. To do this, enter their full name/phone number/email/internal customer identifier (local_id) in the **Customer** field. To ensure unambiguous search results, it is recommended to use contact details or the internal customer identifier.
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42 Search in the **Customer** field is case-sensitive. The customer's first and last name must be entered with a capital letter.
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47 **See also:**
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49 * [[Templates>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Templates.WebHome]]
50 * [[Mass messaging settings>>doc:Main.Usage.Smart_Communications.Mass_messaging.Mailing_settings.WebHome]]
51 * [[Personalizing messages with the template engine>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]]
52 * [[Block email editor>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Block_editor.WebHome]]
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Created 2025/05/28 07:26
Last edited 2026/09/08 03:56

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