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If you've ever built an email campaign, you know it can be a very time and resource intensive process. And that’s before you even think about optimizing a campaign’s content for each recipient. Fortunately, using Evergage for Email to add Promotions – and optionally, Recommendations – to an outgoing email campaign gives you the flexibility to customize each recipient’s experience – all by adding a few lines of HTML from Evergage.

Evergage does all the work for you behind the scenes and delivers the right creative to the right person as soon as they open the email. No more separate campaigns with separate copy and separate segments; all you need is one campaign to create maximally relevant experiences for every recipient. In addition, you can view detailed statistics on every promotion, so you know what's working and can adjust what isn't.

This Article Explains

This article details how to create and use promotions, as well as how to add them to email campaigns. Use the navigation at the left to skip to the section you need.

Sections in this Article

Create a New Promotion

Before you can add a promotion to a campaign, you need to create it in the catalog.

  1. Log into Evergage with Campaign Editor or higher permissions
  2. Select CATALOG
  3. Select Promotions

Add Promotion Details

  1. Enter the Name for the promotion. This will appear in Evergage as the named label for this Promotion Item
  2. Enter the URL for the promotion. This is the landing page for users who click your promotion
  3. Add an optional Description
  4. Add optional Promoted Item Settings. This will attribute user interaction with the promotion to another item in your catalog

Add Media to a Promotion

You can add more than one media file to a promotion. For example, you could create different media files for mobile devices and desktop computers. Then you can assign each to an experience and use experience-level rules to control who sees which one. Or you could create different media files for different emails containing the same promotion. When you create the email campaign, you'll have the opportunity to select the media file that goes with each experience.

  1. In the Media section, drag and drop files within the dotted line or click Select files... to choose them on your computer
  2. Add additional files as needed
  3. Click SAVE to save the promotion


Edit an Existing Promotion

You can change an existing promotion to adjust attributes, promoted item settings, or add additional media files.

  1. Log into Evergage with Campaign Editor or higher permissions
  2. Select Catalog >  Promotions
  3. Select the promotion you need to update
  4. Click EDIT 
  5. On the Details tab, change Attributes and Promoted Item Settings
  6. On the Media tab:
    1. Add files - drag and drop files within the dotted line or click Select files... to choose them on your computer, then click Upload files
    2. Remove files - click DELETE under the file to be removed

Use Promotions in an Email Campaign

Once you have created a promotion, you can add it to an email campaign. You can use the same promotion across multiple campaigns and experiences. For example, in one campaign, you could create a different experience for tablet, phone, and desktop users. Evergage will determine what device the recipient is using to open the email and show the experience optimized for that device. As with any Evergage campaign, you can add rules to target specific segments and A/B test experiences. For additional information, please see the article on Email Campaigns.

  1. Log into Evergage with Campaign Editor or higher permissions
  2. In Channels & Campaigns, select Email then either Triggered Email Campaigns or Open Time Campaigns
  4. Click Add New Block 
  5. Change the block Name from Item Block 1 as needed
  6. Select the Item Type as Promotion
  7. Select the Promotion or click  to add a new promotion from this screen
  8. Select the Image or click  to add a new image from this screen
  9. Add Image Alt Text as needed
  10. Click Add New Block to add additional item blocks to your email campaign. You can select Item Templates available in your dataset
  11. Click  next to Experience 1 to add another experience that you can configure for different recipients of the same campaign. You can also add other experiences to A/B Test the promotion with email recipients
  12. Name the campaign and click SAVE or SAVE & CLOSE

View Statistics on Promotions

Promotion statistics show the number of views and clickthroughs along with the image count. The chart to the right shows a graph of activity for the selected time period

  1. Log into Evergage as a Campaign Editor or higher
  2. Select Catalog > Promotions
  3. Select a promotion then click PROMOTED ITEM STATS

Upload a Promotion with a CSV File

Promotions may be uploaded to Evergage using the process outlined in the CSV Items Import article. Please contact Evergage Support with any questions.