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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"/}}
7
8 **Preparing an email mass messaging consists of the following steps:**
9
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.
13
14 ==== Message parameters ====
15
16 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Email_settings.png" width="660"/}}
17
18 To create an email mass messaging, follow these steps:
19
20 * Specify the **sender name** and **sender address**.
21 * 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.
22 * 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.
23 * You can attach files by clicking the **Attach** link below the message body field.
24 * 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.
25 * 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 (% class="box infomessage" %)
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29 **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 [[Loymax 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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31
32 ==== Mass messaging settings ====
33
34 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]].
35
36 ==== {{id name="01"/}}Email templates ====
37
38 Smart Communications allows you to use a prebuilt [[template>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Templates.WebHome]] for your email. To do so, click the **Select template** field and choose an appropriate template from the dropdown list.
39
40 ==== {{id name="02"/}}Email body formatting ====
41
42 **Formatting** is available in the email body to enhance text readability.
43
44 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Formatting.png" width="1000"/}}
45
46 The following formatting options are available:
47
48 1. Apply text styles (heading, quote, normal text).
49 1. Apply bold, italic, strikethrough, underline, or superscript/subscript formatting.
50 1. Set font type and size.
51 1. Adjust text and background colors.
52 1. Create bulleted or numbered lists.
53 1. Insert a table, image, link, or horizontal line.
54 1. Expand the editor to full screen.
55 1. View or edit the raw HTML source code.
56 1. Indent text left or right.
57 1. Align text (center, left, right, or justify).
58 1. Insert markup.
59 1. Insert a [[variable>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]]. For example, selecting **Customer last name** from the dropdown will automatically insert the recipient’s last name into the message.
60 1. Preview the message. Use the icons in the top-right corner to preview how the email will appear on desktop, tablet, or mobile devices.
61
62 |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Pre_view.png" width="500"/}}
63
64 You can also preview how the message will look for a specific customer. In the **Customer** field, enter their full name, phone number, email address, or internal customer identifier (local_id). To ensure unambiguous results, we recommend using contact details or the internal customer identifier.
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66 (% class="box warningmessage" %)
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68 The **Customer** search field is case-sensitive. Customer first and last names must be entered with an initial capital letter.
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70
71 ==== Image formatting in the email body ====
72
73 |(% style="border-color:white; width:638px" %)(((
74 When inserting an image into the email body using the formatting toolbar button [[image:attach:Picture1.png||height="31" width="38"]], you can format the image. Click the image to open a context menu with the following options:
75
76 * Delete the image ([[image:attach:Basket.png]]).
77 * Vertical alignment ([[image:attach:Arrow.png||height="31" width="41"]]):
78 ** top;
79 ** middle;
80 ** bottom;
81 ** normal text.
82 * Horizontal alignment ([[image:attach:Alignment.png||height="31" width="43"]]):
83 ** left;
84 ** right;
85 ** center;
86 ** normal text.
87 * Edit ([[image:attach:Edit.png]]).
88 )))|(% style="border-color:white; width:629px" %)[[image:Figure_1.png]]
89 |(% style="border-color:white; width:638px" %)(((
90 Clicking the edit button opens the **Image properties** modal window that displays the selected image. You can specify or modify the image dimensions by clicking the lock icon below the image and entering the desired values.
91
92 To the right of the image preview are two tabs:
93
94 1. **Image**;
95 1. **Advanced**.
96
97 In the **Image** tab, fill in the following fields:
98
99 * **SRC** — specifies the image file path;
100 * **Title** — optionally, assign a title to the image;
101 * **Alternative text (alt)** — a textual description of the image for cases when users cannot view it;
102 * **Link**
103 ** Optionally, check **Open link in new window**.
104 )))|(% style="border-color:white; text-align:center; width:629px" %){{lightbox image="Properties.png" width="400"/}}
105 |(% style="border-color:white; width:638px" %)(((
106 The **Advanced** tab includes the following fields:
107
108 * **Margins**,
109 * **Styles**,
110 * **Classes**,
111 * **Id**,
112 * **Border radius**,
113 * **Alignment**:
114 ** none,
115 ** left,
116 ** center,
117 ** right.
118
119 After filling in the necessary fields, click **Apply**.
120 )))|(% style="border-color:white; text-align:center; width:629px" %){{lightbox image="Properties_2.png" width="400"/}}
121
122 ==== Block email editor ====
123
124 The system includes a **block email editor** for streamlined work with email mass messagings. To enable it, contact [[Technical Support>>mailto:support@loymax.ru]].
125
126 In the block editor, all email layout work occurs within a single tab. You can build an email using blocks, switch to code editing mode, or apply an email template. Preview [[image:icon_preview.png]] and test-send [[image:icon_send.png]] options remain available in the top toolbar (see image below).
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128 (% class="box infomessage" %)
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130 For detailed instructions on using the block email editor, see [[here>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Block_editor.WebHome]].
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132
133 |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Modular_editor_updated1.png]]
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135 (% class="box" %)
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137 **See also:**
138
139 * [[Templates>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Templates.WebHome]]
140 * [[Mass messaging settings>>doc:Main.Usage.Smart_Communications.Mass_messaging.Mailing_settings.WebHome]]
141 * [[Personalizing messages with the template engine>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Template_engine.WebHome]]
142 * [[Block email editor>>doc:Main.Smart_Communications.SMC_Use.Mass_messaging.Email_mass_messaging.Block_editor.WebHome]]
143 )))
Created 2025/05/28 07:26
Last edited 2026/01/21 04:57

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