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CONFIGURATION REQUIRED

You must configure the required elements detailed in this article before you can save a triggered email campaign

You can use Evergage for Email to create and schedule triggered email messages based on specific visitor actions, cumulative behavior, or environmental changes. You can configure messages to send immediately or to be delivered at a specific time or day of the week. 

Before you create a new email campaign, you should confirm that you have the necessary components for the email message including segments, footers, email domain, unsubscribe language, and email send limits. There are several required elements in triggered email campaigns and if you do not add them to your campaign, you will not be able to save it. These include a campaign name, an experience with either HTML or ADMC code or at least one item block, a footer, and a selected segment of visitors who will receive the campaign.



Sections in this Article

This article will detail the steps for configuring settings prior to creating a triggered email campaign, including how to:

 

Configure Segments and Item Blocks

Please refer to the articles on Segments and Item Blocks for details on creating these components.

 

Configure Email Setup

  1. Log into the Evergage platform as an Administrator
  2. Select Email
  3. In the Email Setup section, select Domain Setup


Verify Domain

  1. In Email > Domain Setup, select the Domain tab
  2. Click VERIFY A DOMAIN
  3. Enter the domain or subdomain you will use to send triggered emails
  4. Click ADD DOMAIN
  5. Evergage will attempt to detect the DNS record. When the domain verification is complete, the Status will change to Verified

    After 72 hours, if Evergage cannot verify the domain, the Status will change to Failed. In that event, you can reinitiate the verification process for that domain by deleting and re-adding the domain.
  6. Click View Setup Instructions and follow the instructions to initiate the domain verification process with Sender Policy Framework (SPF) and to enable DomainKeys Identified Mail (DKIM). When the verification is complete, the DKIM Status will change to Verified

  7. Both Status and DKIM Status must be Verified before you can send triggered emails

  8. Click MAIL FROM Settings to use a custom MAIL FROM domain. For example, if you verified company.com as a domain but wish to send emails from promotion.company.com


Configure Footers

The CAN-SPAM Act of 2003 covers commercial email messages in the United States. The European Union has a similar ePrivacy Directive. The CAN-SPAM Act requires that all commercial emails include a visible and operable unsubscribe mechanism and a legitimate physical address (or P.O. Box) for the business promoting its product or service, including:

  • Company Name
  • Company Street Address
  • City
  • State
  • A link to email preferences or an option to unsubscribe from all communications

Evergage for Email includes one default footer, which you must customize. Additionally, you can add additional footers in SETTINGS.

  1. In Email > Domain Setup, select the Footers tab
  2. Edit the default footer:
    1. Click  next to Default Footer
    2. The Email Footer window will open
    3. Make changes as needed including changing the Name of the footer 
    4. Click INSERT UNSUBSCRIBE URL to insert the unsubscribe dynamic field within the <a> tag
  3. Add a new footer:
    1. Click ADD FOOTER
    2. The Email Footer window will open
    3. Enter a Name for the footer
    4. Enter the HTML code for the footer. Click INSERT UNSUBSCRIBE URL to insert the unsubscribe dynamic field within the <a> tag
  4. The footer will show in the Preview window
  5. Click SAVE AND CLOSE to save changes

Import an Unsubscribe List

You can import an unsubscribe list to a manual segment in Evergage, then use that list for Evergage for Email. Refer to Use Manual Segments to Bring Outside Data into Evergage for more information on how to create a manual segment and use it as an unsubscribe list.

 

Configure Unsubscribe Settings

You can make configuration changes in this section to control other unsubscribe settings, including what happens after an email recipient clicks "Unsubscribe" in the header or footer of the message.

  1. In Email > Domain Setup, select the Unsubscribe tab
  2. Select options for Email Client List Unsubscribe:
    1. By default, Email Client List Unsubscribe is Enabled to include the unsubscribe link in the header of the email. You can change this to Disabled if you do not want to include unsubscribe language in the header of the message. Unsubscribe language will still be included in the message footer
    2. Select the list from which the recipient will be unsubscribed:
      1. Global - All Email Campaigns - recipients who unsubscribe will not receive any future email communications generated from Evergage
      2. Per Campaign Category - recipients who unsubscribe will not receive emails from campaigns that use any of the same unsubscribe lists as those the recipient unsubscribed from
  3. Select options for Footer Link Unsubscribe Behavior
    1. Evergage - when selected, recipients will select the unsubscribe type from an unsubscribe page hosted by Evergage 
      1. If you select User Selected List HTML, you can add a custom HTML form to the unsubscribe page that gives recipients a list of unsubscribe options
      2. If you do not select User Selected List HTML, choose the list from which the recipient will be unsubscribed:
        1. Global - All Email Campaigns - recipients who unsubscribe will not receive any future email communications generated from Evergage
        2. Per Campaign Category - recipients who unsubscribe will not receive emails from campaigns that use any of the same unsubscribe lists as those the recipient unsubscribed from
    2. Third Party - when selected, recipients will select the unsubscribe type from an unsubscribe page hosted by you or a third party application. 
      1. If you select Unsubscribe before redirect, the recipient will be unsubscribed from Evergage campaigns before being redirected to a third party page. Select the list from which the recipient will be unsubscribed:
        1. Global - All Email Campaigns - recipients who unsubscribe will not receive any future email communications generated from Evergage
        2. Per Campaign Category - recipients who unsubscribe will not receive emails from campaigns that use any of the same unsubscribe lists as those the recipient unsubscribed from
      2. If you do not select Unsubscribe before redirect, the recipient will be redirected to the third party page. Additional tracking will need to be in place on the third party page to capture unsubscribe events. Please contact Evergage Support for further assistance

        Do not select Unsubscribe before redirect if the Evergage JavaScript Beacon is installed on the third party unsubscribe page. Please contact Evergage Support for further assistance
  4. Click SAVE to save any changes

 

Configure Global Frequency Limits

  1. In Email > Domain Setup, select the Limits tab
  2. Select the limit type: all time, hourly, daily, weekly, monthly, yearly, custom
  3. Configure the limit amount
  4. For Custom limits, there are additional frequency options you can set, as shown in the image to the right
  5. Click New Frequency Limit to configure additional limits. For example, you could set both daily and hourly limits
  6. Click SAVE to save any changes

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