Creating an Email Campaign
Email messages are great for delivering content to the user on their terms. They are also wonderful tools to re-engage users who may have even uninstalled your app! Customized and tailored email messages will enhance the user experience and help your user get the most value out of your app.
To see examples of email campaigns, check out our Client Integration Gallery.
Step 1: Create a New Campaign
From the Messaging Page, click “Create Campaign.”
Step 2: Choose your Template and Compose your Email
Choose an existing email template from the drop-down menu highlighted below and then draft your message.
If you’ve never created an email template before see our section on “Creating an Email Template”
Once you choose a template for your e-mail you’ll see an overview of your e-mail, where you can quickly jump to the fullscreen editor, change your sending info, and view warnings about deliverability or law compliance.
Step 2a: Preview and Test your Message
After you finish composing your perfect e-mail, you need to test it before sending it out! Navigate to the test page by clicking the “Preview and Test” button at the bottom of the overview screen. Use Preview as User to make sure that your connected content and personalization calls are working as they should and to get a sense of how your message may view on desktop vs. mobile. Use Test Sends to ensure that your e-mail displays properly on a variety of devices and e-mail clients.
Step 2b: Check for E-Mail errors
The new E-Mail Editor will call out problems with your message before you send. Here’s a list of errors that are accounted for in our editor:
- From Display Name and Header not specified together.
- Invalid From and Reply-To E-Mails.
- Duplicate Header Keys.
- Liquid Syntax Problems.
- E-Mail bodies larger than 400kb; bodies are highly recommended to be smaller than 102kb.
- E-Mails with blank Bodies or Subjects.
- E-Mails with no unsubscribe link.
- The E-Mail that you are sending from is not whitelisted, thus sends will be highly limited to ensure deliverability.
Step 3: Schedule your Messaging Campaign
Message scheduling features include:
- Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
- Intelligent Delivery: Braze allows you to define a window during which you would like a user to receive a notification and Braze will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app.
- Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
- Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
Unless you select the option to “Message Repeatedly” in step 3 of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.
Step 4: Choose Conversion Events
Braze allows you to track how often users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:
- Opens App
- Makes Purchase
- This can be a generic purchase or a specific item
- Performs specific custom event
- Opens Email
- Clicks Email
You have the option of allowing up to a 30 day window during which a conversion will be counted if the user takes the specified action. While Braze automatically tracks opens and clicks for your campaign, you may wish to set the conversion event to be when a user opens or clicks on an email address to take advantage of Braze’s Intelligent Selection feature.
Step 5: Choose your Target Segment
Next, you need to choose the target segment from the dropdown menu. You’ll automatically be given a snapshot of what that segment population looks like right now, including how many users within that segment are reachable via email. Keep in mind that exact segment membership is always calculated just before the message is sent.
Optionally, you can also choose to limit delivery to a specified number of users within the segment, or allow users to recieve the same message twice upon a recurrence of the campaign as well.
Step 6: Review and Deploy
The final page will give you a summary of the campaign you’ve just designed. Clicking “Start Campaign” will enable it for sending. Confirm all the relevant details and watch the data roll in!
Braze will show you the number of emails sent, opened, clicked through, sent to spam, and bounced for each campaign you deploy. Additionally, Braze’s email analytics tool allows for the ability to see how your users’ clicks are divided across the links in an email campaign. Clicking on each variation expands/collapses information on what percentage of users clicked on which link in an email campaign.
When looking at clicks for your variant, the clicks will reflect unique clicks. When you expand each variation, the clicks for each link within the variation will reflect total clicks (not unique). Braze also gives you the ability to visualize where users are clicking within a given email campaign.