Email Campaigns

Email campaigns can be created once at least one template is published. When a campaign is configured and published, HTML to insert into an email service provider's template can be generated.

Disclaimer

App design and features are subject to change without notice. Screenshots, including simulated data visible, are for illustrative purposes only.

Create campaign

Create a new campaign by clicking the prominent + icon in the top right side of the Email campaigns tab.

Email Recommendations - Email campaigns - Home

A campaign have must a title and at least one recommendation block. A recommendation block includes a selected recommendation type, up to 10 products to display, a product template, and optional product filter rules. An optional campaign description can be set.

Email Recommendations - Email campaigns - Overview

Recommendation types

There are three recommendations types to use with a recommendation block: Top sellers, Customer based, and Product based.

If the Product based recommendation is selected, at least one product must be selected to base recommendations on. Global excluded products can be set as base products. A recommendation block using Customer based will backfill with products from Top sellers if needed. A campaign using multiple recommendation blocks will automatically deduplicate products if needed.

Email Recommendations - Email campaigns - Product based recommendations

Product filter rules

Specific product sets can be included or excluded in a recommendation block. The sets are filtered on the available attributes and corresponding values for the market. It is not required to set product filter rules.

Global excluded products will not be available even if they are included in the recommendation block product set.

Email Recommendations - Email campaigns - Product filter rules

Preview campaign

The right hand side of the campaign editor show an example of what the campaign will look like given its settings. An eSales customer key can be added to see a preview of customer specific recommendations. Changes made in the campaign can be seen by clicking REFRESH.

Email Recommendations - Email campaigns - Campaign preview

Campaign publish status

A campaign must be published to generate the code that can be tested and embedded in emails. Campaigns, and campaign versions, that are saved but not published are indicated with the text not published and an information marker with a hover text stating that The current version is not published.

The contents of the recommendation blocks in the campaigns are shown giving a quick overview of the recommendation type, products shown, and total number of available products.

Email Recommendations - Email campaigns - Campaign preview

Test campaign

A campaign can be tested in two ways. Either by adding a customer key while editing a recommendations block to show recommendations, or by selecting EMBED CODE from a published campaign on the Email campaigns tab.

By adding a customer key and an email address, a test email can be sent. The content of the email is based on the generated code and enables testing of recommended products and their links. As the recommendations are based on a timestamp, re-sending a test email at a later time will return different recommendations even with the same customer key.

Email Recommendations - Email campaigns - Test campaign email

Embed code

Always test a campaign

Test the campaign before embedding the campaign to an email service provider template.

From the Email campaigns tab home, select EMBED CODE from the desired published campaign. The EMBED CODE dialogue allows for easy copying of the necessary URLs to product pages and images for the products in the available recommendation blocks of the campaign. URLs are available for both Desktop and Mobile versions of an email.

Risk of incorrect URLs

Do not use an intermediary media when copying URLs from the EMBED CODE dialogue to an email service provider template. Intermediary media may add, remove, or alter characters in the URL that will result in broken links.

Email Recommendations - Email campaigns - Embed desktop urls

Full generated HTML for all recommendation blocks and their contents are available by selecting Show HTML Embed Code.

Email Recommendations - Email campaigns - Embed desktop code

Edit campaign

An ongoing campaign can be edited from the Email campaigns tab home. All settings can be changed and the published version can be compared to the current edited version.

While an ongoing campaign is worked on and saved, it can always be rolled back to the published version.

An edited ongoing campaign can be edited and published without affecting any emails already sent via an email service provider. The new embed code must be added to the template of the email service provider and then resent for changes to appear. When a campaign is updated, new images will be created and cached.

Tracking

Tracking of campaign performance based on click through rate, displays, and clicks is displayed on the Email Recommendations dashboard. Additional tracking with additional URL-parameters can be defined in the default product URL template.

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