4.1. Email mass messaging
The Email Messaging module allows you to send emails to a group of customers from a specified segment.
Preparing an email mass messaging consists of the following steps:
- Configure A/B testing, if needed.
- Fill in the message parameters. If using A/B testing, you must configure multiple message variants.
- Configure mass messaging settings.
Message parameters
To create an email mass messaging, follow these steps:
- Specify the sender name and sender address.
- 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.
- Fill in the subject line and email body. You can use email templates. Formatting is also available in the message body.
- You can attach files by clicking the Attach link below the message body field.
- If needed, you can add a UTM parameter to track the mass messaging online. If a UTM parameter is specified, it will be appended to all links in the email.
- 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.
Mass messaging settings
All mass messaging types share the same set of configuration options. For a detailed description of these settings, refer to the dedicated article.
Email Text
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.
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.