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You can use triggered email to create and schedule email messages based on specific triggers like visitor actions, cumulative behavior, or environmental changes or in batches based on select audience segments, all engaged shoppers, or other lists of recipients. You can configure messages to be delivered right away, at a future time, or on a recurring basis such as weekly or monthly. 

Interaction Studio Classic Only

  • The contents of this article are intended for customers using Interaction Studio (formerly Evergage Classic). Do not adjust your beacon version to downgrade or upgrade.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
This Article Explains

This article details how to confirm that you have the necessary components for an email message including segments, footers, email domain, unsubscribe language, and email send limits.

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Before you create a new email campaign, you must 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 email campaigns and if you do not include them, you will not be able to save the campaign. 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.

For further information and instructions, please see Configure Settings for Email Campaigns.

Create and Configure a New Email Campaign

Email campaigns require that you configure several components before you save the campaign. Before you click SAVE, you must create and name the campaign, design an experience with either HTML or ADMC code or at least one item block, add a footer, and select the segment of visitors who will receive the campaign.

  1. Log into Interaction Studio
  2. In Channels & Campaignsselect Email > Email Campaigns
  3. Click NEW CAMPAIGN,  or click  and select Email

Configure Email Setup

As a best practice, since it is required before you can save, configure setup before you design the email campaign. At a minimum, you must select the Trigger Type and the Subscriber List before you can save the campaign.

Configure Campaign Settings

Track campaign progress using global goals and add an expiration for open-time recommendations, and add additional tracking parameters for click targets.

  2. In the Track Campaign Progress section, select the following as needed
    1. Goal - this is the segment the campaign is encouraging recipients to join. For example, "Purchases over $200"
    2. Measure of Success - the primary metric you will use to gauge campaign success: revenue, average order value (AOV), clickthrough rate (CTR), or, if you select a goal segment, goal completion rate
  3. If you want open-time recommendations to update after a set time period, select Specify Custom Expiration Time for Open-Time Recommendations and set the number of minutes, hours, and days. Prior to the time selected or if you do not select this option, email recipients will see the same recommendations each time the email is opened. Once the selected time passes, the recommendations will recalculate and may display new items
  4. Enter any additional parameters into Tracking Parameters if you want to include click tracking at send time. For example, if you want to specify a source and medium for the click, you could add "utm_source=Evergage&utm_medium=Email" in this field

Campaign Priority Setting

The Campaign Priority setting does not function for triggered email campaigns. Adjusting the value will not change the priority of your triggered email campaigns.

Configure Send Options

The Trigger Type determines the timing and cadence of the email send. For example, if you select Bulk Email Campaign, the message will be sent either immediately or at selected intervals to the selected Subscriber List. However, if you select Segment Join, the message will be sent either immediately, after the configured delay, or during specific days and hours to visitors who join the selected segment or segments.

  2. Select the Trigger Type
    1. Catalog Triggered - select one of the options in this category to email either immediately, on a fixed delay, or during a specific day and time block to members of the selected subscriber list when the selected option occurs in your catalog (e.g. product back in stock/expiring/price reduction, new item in user's favorite category)
    2. User Triggered - select one of the options in this category to email either immediately, on a fixed delay, or during a specific day and time block to members of the selected subscriber list when they meet the trigger criteria (e.g. segment join/leave, browse/cart abandonment, specific event action)
  3. Select and complete the specific configuration options for the Trigger Type, as well as:
    1. Whether to Delay send or Send during specific days and hours

      As soon as an email campaign containing a trigger is published, Interaction Studio begins evaluating triggers looking for recipients who meet the criteria. If no delay is configured, the email will be sent as soon as the recipient's behavior activates the chosen trigger (for example, a member of the send list joins a segment or abandons the cart) and has not reached configured email frequency limits or is a member of any excluded segment.

    2. Which Subscriber List should receive the message
    3. Any Required or Excluded Segments
    4. Email Frequency Limits
    5. Whether to include a View-In-Browser Link
  4. Click SAVE to save your campaign

Regardless of whether you use the default link or created additional View-In-Browser Links when you Configured Settings for Email Campaigns, you can choose to include or omit any view-in-browser link template.

  1. In SETUP > SEND OPTIONS, select Enable "View-In-Browser" Link (at the very bottom of the list of options)
  2. Select the Template. Templates are configured in Email > Email Settings on the View-In-Browser Links tab 

Configure an Experience

You can use one or more preconfigured item blocks to easily define the layout of your message and include promotions based on a recipe or advanced dynamic message content (ADMC is for advanced developers only). As an alternative to using item blocks, if you are an advanced developer, you can use advanced dynamic message content and HTML to create the contents of your triggered email message.

  1. Enter a name for the campaign
  2. Enter the Subject as any combination of text and dynamic fields (see below for more details on adding dynamic fields to a subject). This will display to the email recipient as the email subject
  3. Enter the from email address in two parts: From - account name (i.e. jdoe) and @ - domain (i.e.

    You must configure and verify the domain first in Email > Domain Setup
  4. Add the code for your message in the code block at the right or click Add New Block. In the second image at the right, ADMC and HTML are used to create a simple survey response thank you
  5. Enter a new Name for the block, if desired
  6. Select the Item Type
  7. Enter the Number of Items
  8. Select the Item Layout (note that options will be based on the Number of Items
  9. Select the Promotion Type
    1. If Recipe is selected as the Promotion Type, select the Recipe
    2. If ADMC is selected, enter the ADMC query. For more information please see Use Advanced Dynamic Message Content and the  Advanced Dynamic Message Content Cheat Sheet
  10. Select Disable Trending Fallback if you do not want to include trending options in the event that the recipe or ADMC does not return any results
  11. Select Open time promoted items if you want the promoted items included in the email to update each time the message is opened and as visitor affinities and preferences change
  12. Select a Footer. Remember, you can add new footers in Email > Email Settings (as described in Configure Footers in Configure Settings for Triggered Email Campaigns)
  13. Code is generated at the right as you make selections. Make any adjustments to the code as needed
  14. Click SAVE to save your campaign once you have the header, footer, and first content block in place

When using Recipes in a triggered email, the trigger item is treated as "On Page" or "Being Viewed" for the purposes of anchor item selection and exclusion rule configuration.

Experience created with an item block

Experience created with HTML/ADMC

HTML code used in HTML/ADMC example above
Thank you ${} for your purchase! 
<b>Some more items that you may be interested in:</b>

Add a Dynamic Item Name to Subject

  1. Select Add Dynamic Item to Subject which will add ${} to the end of the subject

  2. Copy and paste the dynamic field where you want the item name to appear

  3. Choose an Item block. The first item in that block will be used in the dynamic field you added to the email subject
  4. Choose a Minimum Length for the item name. The name will be truncated at the next word boundary after this minimum length. For example, if you set the minimum length to 20, "Gray cashmere sweater with gold details" will become "Gray cashmere sweater..." since 20 characters falls within the word "sweater"

Select Add Dynamic Item to Subject

${} is added to the end of the subject

Preview an Email Campaign

Before you publish your campaign, you should preview it with a variety of sample recipients and email clients so you are sure that everything is as you intended. Previewing must be done while the campaign is in Disabled state.

  1. Click SAVE & PREVIEW or PREVIEW to preview your campaign

    This must be done while the campaign is Disabled
  2. Select a Test User to view the campaign as the sample recipient would see it
  3. If the trigger type is an item trigger (e.g. Product Back in Stock), enter an item name or ID in Trigger Items for Preview to populate the preview as if that item or items triggered the email
  4. Select the experience you want to preview:
    1. Expected Experience for User - selecting this option makes it possible to test which experience the selected user will receive based on any rules or A/B testing parameters you have configured 
    2. Experience n - where n is an experience number - selecting this option will show you a preview of only this experience
    3. Click COPY HTML TO CLIPBOARD, if needed. (i.e. if you are using an external testing tool to render the email in different email clients)
  5. Enter an email address and click SENT TEST EMAIL to send the triggered email message to that address as it would appear to the selected sample recipient

Publish an Email Campaign

Once you have thoroughly tested your campaign, you need to publish it to make it visible to qualified site visitors. The process for publishing a campaign can be done on the campaign list page or while editing the campaign.

On the Campaign List Page

  1. Select the campaign
  2. Change the state to Published
  3. This action will immediately make your campaign live
  4. You can follow this same process to un-publish by changing the state to Disabled

While Editing a Campaign

  1. Edit your campaign 
  2. Change the state to Published
  3. Click SAVE
  4. This action will immediately make your campaign live
  5. You can follow this same process to un-publish by changing the state to Disabled