Guides

Email Messages

In this area you can send email messages using Notificare's powerful email composer.

You start by expanding the Engagement menu item, then the Messages menu item and finally click in New Email Message:

menu

In this area you will find our powerful composer for email messages. This composer will be used throughout our dashboard whenever you need to send or edit email messages.

Audience

In this tab you will define the recipients of your message which you can select in different ways:

email audience tab

This tab will not be visible for triggered messages (e.g. event-based). For non-triggered messages, the default selection is Send to all:

send to all

Which like the name says, it will basically allow you to target every email address in your audience. Additionally, if you also collect your user's location (you must have a plan that supports Location Services), with this option, you can also filter the audience based on a location, which you define in the following area:

send to all map

There are different options you can use, for example, you can also send a private message to a specific user, by selection the following option:

send to user

When you select this option, you must also search and select a user in this field:

select user

This will target all the email addresses of that user.

You can also send a private message to s specific email address. Simply select the following option:

send to email

Where you will need to search and select an email address in the following field:

select email

You can also target groups or users, using segments. To do that, you need to select the following option:

send to segments

You can then define which segments you want to use by searching and selecting one or more segments in the following field:

select segments

Similarly, you can also target groups of devices, using tags. Simply select the following option:

send to tags

And search and select one or more tags in the following field:

select tags

Sometimes you just want to retarget users that interacted previously with your app. When that's the case, we offer an option where you can target users that executed an event on a given period of time:

send to events

Where you will need to select at least an event and start and end date:

select event dates

If the event you choose, is a custom event, you will also need to select the custom event you want to target:

select custom event

Some events allow you to also define a filter based on the data included in the event, allowing to further filter your selection:

select data filters

To learn more about data filters, please read the guides located here.

Additionally, you can further filter the results of this selection, by using a criteria:

select criteria

Which allows you to define filters using a combination of Segments, Tags, Location, Device Properties and User Data Fields.

To learn more about criteria, please read the guides located here.

Finally, your last option will allow you to combine Segments, Tags, Location, Device Properties and User Data Fields, by using a criteria to filter your audience:

send to criteria

Where obviously you will need to define your criteria:

select criteria

To learn more about criteria, please read the guides located here.

When this tab is available in the composer, you will also see a section as follows:

audience count

That will display information about the users or email addresses you will reach with your selection.

Filters

This tab is only visible, when you are creating or editing a triggered email message (e.g. event-based campaigns).

email filters tab

When that's the case, this is the area where you define who is eligible to receive the content of that trigger. You define that using our criteria component:

select criteria

To learn more about criteria, please read the guides located here.

Segmentation

In this tab, you will be able to define rules that automatically categorize users when the message is opened, allowing you to track engagement and behavior that you can later target on follow-up campaigns.

email segmentation tab

You will use our segmentation rules component to define those rules:

select rules

To learn more about segmentation rules, please read the guides located here.

Content

In this tab you will actually define what is the content of your email message:

content tab

Email messages can be localized in different language/region combinations. When you want to use localized content, please toggle the following option ON:

localized content

You can learn more about localized content in our guides located here.

An email message will always require a subject:

email subject

And a body, which you can compose using our Pre-Defined Components drag & drop editor, or using our Custom HTML and Custom MJML editors:

email body

You can learn more about them, please read this page.

You can also provide a custom text-only fallback for your message:

text only fallback

When you don't provide one, we will automatically generate one using only the text in your message.

Email messages can also contain attachments. You can provide one or more attachments in the following section:

email attachments

In this section you can upload files or include URLs to files stored somewhere else. If you have our Storage add-on, you will also be abel to select previously uploaded files.

Finally, you can define if your email message should use tracking links:

track links

When this option is toggled ON, we will replace all the links in your content with tracking links. These tracking links will allow us to collect CTR metrics. When disabled, those metrics won't be collected.

You can also disable link tracking for specific links, using the notificareLinkTracking=false query parameter in your link. When that's the case, we will still be able to track CTR metrics for all other links while allowing you to use the original URL of specific links.

In this tab, it is also possible to preview the content of your message, by expanding the following section:

email preview

In this section it is also possible to test a message in a real device, by clicking in the test in real devices link, which will open the following window:

test window

You can then target test segments and send this message to a group of test users before sending it to your selected audience.

Additionally, you can also perform an email proofing report before sending your message to a broader audience. To do that, simply click in the test in 90+ email clients link.

Finally, in this area you will also see an icon as follows, when at least the message is provided:

email api payload icon

When clicked, it will open a window as follows:

api payload window

Which contains the payload necessary to replicate the message when using our REST API directly.

Options

In this tab, you can define advanced options for your email messages:

options tab

For example, you can augment all your links with UTM parameters (or any query parameter) using the section below:

email attribution

You can also customize the sender of your message, by providing a sender name:

email sender name

And the sender address:

email sender address

By default, if none provided, we will use whatever you've configured in the Email service.

Additionally, you can also customize the Reply-To field of your message:

email reply to

And finally, you can also define if your email message should contain the One-Click List Unsubscribe:

email one click unsubscribe

This will include the necessary headers that email clients use to provide an easier unsubscribe mechanism. However, you should still include an unsubscribe link in your content, because not all email clients support this feature.

Finally, when you enable One-Click List Unsubscribe, you will also be able to define a Mailing List for the message. This will help you provide a customized behavior for your opt-out process. You should select a previously created Mailing List:

email mailing list

You can learn about Mailing Lists in this page. If none is provided, both the {{unsub}} and the One-Click List Unsubscribe will deactivate the user.

Delivery

In this tab, you will define the delivery options for a message. This tab is not visible for triggered messages (e.g. event-based campaigns).

delivery tab

When you want to send a notification right away, you should toggle the following option:

delivery now

If instead you would like to schedule a message for a date in the future, you should select the following option:

delivery schedule

You can learn more about the schedule component in our guides located here.

Lastly, you can also save a message as draft, by selecting the following option:

delivery draft

If you save a message in this mode, your message will then be available in the Drafts area, where you can edit and eventually send or schedule it.

Finally, in this area you can also define a throttle rate for your message:

throttle rate

By default, our system will deliver your messages as fast as possible. However, it can potentially disrupt your servers or any 3rd party services used in your website or apps. By providing a maximum number of messages we send per second, you can minimize this issue.

For non-triggered messages, when you provide a throttle rate, we will estimate the delivery time for your message according to your selected audience, and displayed it as follows:

throttle rate info

If you choose to schedule or send your message right away, you wil be prompted with the following window:

review window

If you are sending or scheduling a non-private message, we will request you to authenticate that using 2FA (if enabled):

2fa window

Or your password:

password window