Create an email delivery

Transcript

Welcome! In this video, you will learn how to create a one-off email campaign. In this session, we will see how to create a one-off email campaign, define the audience, design the content, and how to simulate a preview and send a proof. Let’s get started! From the adobe campaign Web UI, click Deliveries, then click Create Delivery. Select Email Channel, and start with the By Default template. Of course, you can select your own custom template that has been previously defined. Once you click Create Delivery, you will learn how to retrieve properties, content, and schedule. Of course, you have access to additional options, like which folder you want to save that delivery, what is the delivery code, if any. And you also have access to the settings. A lot of settings, like Typology Rules you want to apply, Pressure Rules, Audience Settings, like Exclude Duplicate Addresses, Delivery Routing, Send Multiple Waves, Web Analytics Tags, Validity Period, Proof Settings. So it’s up to you and your use case, and how you want to execute that delivery. First of all, let’s give a name to that email delivery. Then, let’s define the audience. Three options. You can select an existing audience, could be an adobe campaign audience, or an adobe experience platform audience. You can define a query and define your audience on the fly, or you can select a file. It could be a CSV file, or an Excel file, where you will define your target. Let’s create our own target on the fly by defining a query. You will then enter that query canvas. Click the plus button, select custom condition, and start browsing the different attributes on the recipient table or any other table. Let’s do a very simple query, like email is not empty. I will select email, confirm, is not empty, and now I can click calculate. We have 20k profile that is matching our query. Please note that you have a human readable condition right here to make sure what you define in the canvas is the right query. Email is not empty. By clicking view result, you will see who are the profile that is matching your query. By clicking code view, you will see the actual SQL query. And of course, you can save that query. Save as a filter. If you do so, you can create a new predefined filter, or you can overwrite an existing filter. The purpose of this feature is to allow you to reuse that predefined filter in other queries. Let’s do something a bit more advanced. Let’s add an end condition. I will click the plus button, click end, and add a custom condition. Let’s do age greater than 30. So we’ll search for age. The operator will be greater than, and the value, 30. As you can see, we have two conditions and the end operator in the middle. To make sure what you are building is okay, you can still read the human readable condition. Email is not empty and age greater than 30. Now let’s click calculate again. A bit less than 20k people. I can confirm my query. That’s my target. You can define control group, but now let’s define a content. I will click edit content. You will land into this content canvas where on the right hand side you have access to the basic details, such as from name, from email address, reply to name, reply address. Of course, you can personalize this different information by clicking this icon right here. Let’s add the subject line. Hello, Frescoppa newsletter. That’s not enough. Let’s personalize this subject line. I will click that icon for personalization. And from this expression editor, by default, I land into the recipient table. I can look for first name and add my first name right here. Of course, I have access to a bunch of different attributes. Could be delivery log attribute, could be delivery attribute, different content blocks, my personalization content blocks that has been created or the one coming from out of the box. It could be a condition, if then else, and you also have access to dates. I will just confirm with the hello first name Frescoppa newsletter. You can attach a file to that delivery. And now I can go ahead and edit my email body. Please note that I can also access the new email designer from here. One additional information, anything that you create on the right, you can preview it on the left. Let’s edit the email body. This is the new email designer. So by default, you have access to bunch of options to define your content. You can design from scratch, code your own HTML or import the HTML that could be a zip file or an HTML file. Or you can leverage our out of the box template based on different use cases. But more interesting, you can access your custom HTML template. For this use case, I created the Frescoppa newsletter template. Looks okay, I will use this template. When you land into the new email designer, you have access to a lot of innovation. On the left hand side, you have access to the different structure component and content. For example, I can drop a new button right there. And on the right, you have access to different styles of the different elements. That button, for that image, for that text. On the most left nav, you have access to the AEM asset. To have access to this repository, you need to have a license of AEM as a cloud service. And of course, you can drag and drop your asset in your content. So let’s remove that image for now. You have access to the structure of your email right there. To all the links, when you go through the links, it will show you where this link is in the content. So you can edit it very quickly. And you have access to dynamic content from here. So let’s say I’m okay with this content. I will save and close it. Okay. So now, how to simulate that content? How to send a proof? I will click simulate content. By default, you will land into the simulation workspace, where you will see your content on the right with no personalization. As you can see, hello, first name. But as soon as I select the test profile or a real profile, let’s say my profile, I can see a live preview of my email. As you can see, I select Aaron from here, and you can see, hello, Aaron, press compile newsletter with all my content. If I select Gail, you will see, hello, Gail. Of course, that personalization also applies to any personalized content within the email. So I’m good with the preview. Now I can send the proof. I will click test to send the proof. So multiple options. You can use a test profile, or you can substitute from the main target that we defined previously. So let’s try this one. I will add an address. I want to send that email to myself. What is the substitution mode? It could use a random profile from the database, but I want to substitute with my actual profile, which is this one. So it will send that email to my email address. Let’s try it and send a test email. The proof is sent. From here, you have access to the logs of this sending. As you can see, I should receive proof one, press compile newsletter. The status is in progress. I should receive it in a few. Here you go. As you can see, I receive that newsletter. Looks okay to me. Now let me go back to the my content. My proof is sent. It is validated. And now I’m ready to go. So everything is saved. From the form, click review and send. When you click review and send, you land into the delivery dashboard, which is a summary of everything that we define. The content on the left hand side, the properties, the audience. We don’t define any control group and we did not define any schedule and we did not add any of us. Before sending the message, of course, you can still edit every properties by clicking this pencil. I’m good with this content. Now click prepare. That will compute the target and the personalization for the 20K people that we define in PowerCrues. As you can see, the preparation is really quick. We have almost 20K people targeted and almost the same to be delivered. We have four exclusions. Let’s see who are these four to be excluded. By clicking logs, you will have access to all the logs and all the treatment and the process until that step. Clicking sending logs, you will see all the addresses that will receive the email the status is pending. But if you click exclusion log, you will see the four that has been excluded from the target. And what is the reason? The reason is double. So that means they are duplicates. Exclusion cause is actually a summary. So you can see we have four duplicates right here. And you have all the tracked URL available here. And once it will be sent, you will see all the tracking logs on that screen. And we also have sent one proof that I received in my mailbox, which is accessible from here if you want to see it at any time. And we can see 100% delivered, one has been sent and it has been opened by myself. Looks like I’m ready to go. And now I just have to click send. And it confirmed the sending and now it will run and send all the messages. Thank you for your attention.