Add Email Campaign

This page explains how to create an email campaign using HCL CDP Marketing Automation Platform.

Create an Email Campaign

Create an Email Engagement from Segments

To create an email engagement from segments, follow the steps below:
  1. Navigate to Campaigns > Segments.
  2. Select a Segment, and click Email.
  3. Then, click Add Engagement.

Create an Email Engagement from Channels

To create an email engagement from channels, follow the steps below:

  1. Navigate to Campaigns > Channels.
  2. On the left pane, click Email channel, and then click Add Engagement.
  3. Choose a segment from the list, and click Confirm And Proceed To the Next Step.

Configure Engagement Details

In the Create Email Engagements screen, update the following details:

Add General details of Engagement

  1. Engagement Name (mandatory): Enter a name for the Engagement. It should range from 6-25 characters.
  2. Label (mandatory): Choose a product label from the list. For more information about product labels, refer here.
  3. Choose Email Client (mandatory): Select an ESP from the drop-down list.

Add a Goal

Goal Type: Select a goal type from the drop-down list. For more information about Conversion Goals, refer Campaign Channels.

Note: Each section turns red as you start entering data to create an Engagement. Once you fill in all the required information, the section will turn green. You can complete the sections in any order, but all sections must be green before you can click Update Engagement.

Enter Email Settings

  • From (mandatory): Enter the email address from which the communication will be established.
    Note: Make sure that the email address should be verified at the ESP end.
  • ReplyTo: Choose the email address to reply to the user.
Tip: You can add From and Reply To email addresses in Settings

Configure Template

  • Subject (Mandatory):Enter a subject line that clearly explains the email's purpose. Emojis can be added to make it more engaging.
  • Preview Text: Provide a brief preview of the email content. Emojis are supported here as well.
  • Body (Mandatory): Create a basic template with options to customize the content. You can add links, images, emojis, and special characters, as well as modify the font style and text alignment. The template supports image uploads in JPEG, JPG, PNG, GIF, and WEBP formats.

You can't create highly customized templates directly in this editor, but you can use tools like Mailchimp or Mailjet to design HTML templates. Copy the HTML code into the code view section and customize it further by adding macros for personalization. For more information about macros, refer here.

Template Preview

You can preview your email templates by hovering over Show Preview to see how the email will appear on different devices. The preview updates in real-time, and you can switch between Desktop, Mobile, and Tablet views.

Note: If you make changes in the template's code view, click the code view icon again to save the updates.

Tip: You can undo and redo changes to each sub-section. To view it in full screen, click the three dots of each sub-section, select the information or view the code.

Schedule Settings

Schedule: Schedule an engagement to send at a later time or trigger it immediately once the engagement goal is achieved. For more information about Engagement Scheduling, refer Campaign Channels

Update Engagement

Click Update Engagement to update the Engagement.

Note: After you have created an Engagement, you can neither change the name of the engagement nor change the schedule settings.

Send Test Email

You can send a test email to the testing contacts defined in HCL CDP. While the preview shows how the email looks during engagement creation or updates, the email may appear differently in clients like Gmail or Outlook. To verify, send a test email and adjust as needed. You can add a test email contact in Settings.

To send a test Email, follow the steps below:

  1. From the list of Engagements, click the three dots in the Schedule section.
  2. Click Send Test Email, and select the test Email address.
  3. Click the Send Test Email button to send the test email. On successful execution, the test email will be received in the configured email address.