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Create a transactional campaign

Abstract

Design a transactional email template with dynamic and personalized content that is triggered from the API by a specific customer action.

Moosend can be set up to automatically send a transactional email. A transactional email message is sent in response to a user action on a website and is typically sent to individuals one at a time with information unique to the recipient.

For example, you can configure the following customer actions to trigger a specific response:

  • Request a password reset - send a password reset email message.

  • Abandons a cart - send an abandoned cart reminder email that displays the products left in the cart and possibly offers incentives (discounts, promotions) to complete the purchase.

  • Makes a purchase on your website - send a receipt with images of the purchased products.

When you design a transactional email template, you have the flexibility to incorporate dynamic content, allowing for personalized information to be replaced dynamically through the API. Within the editor, you can insert variables for dynamic elements, such as product names and images and then define their values through the API. This allows you to send customized emails to customers, triggered by specific actions they take.

When you create a transactional campaign, either in Moosend or through the API, a transactional email list is automatically created. This list has the same name as the campaign, although you can rename it if you want to.

You cannot delete a transactional email list, but you can delete all members of the email list. To delete the members, on the email list overview, navigate to the transactional email list, click More > Delete.

Note

By default, transactional email campaigns will by default not display an unsubscribe link.

Create a transactional email

To create a transactional email:

  1. On the menu bar, click Campaigns > Transactional campaign.

  2. In the top right-hand corner, click New > Transactional.

  3. On the Set Basic Settings page, enter information for the following items:

    The Set Basic Settings page for a transactional email
    • Campaign type - click HTML or Plain text. We recommend to use the HTML type because it enables accurate reporting.

    • Campaign name - enter a name for your campaign. This name is for internal use only.

    • Subject line - enter a subject line for your campaign as you want it to appear in your recipient's inbox. Make sure that it is brief and explicit.

      Note

      You can click the icons in the Subject line field to improve your subject line using emojis, personalization tags, or suggestions.

    • "From" name/email address - enter the name that displays as the sender of your campaign. Use a name that will be easily recognizable.

    • Reply to - enter the reply-to address for recipients to use.

    • Track your campaign with Google Analytics - enable this option to track traffic for this campaign.

    • Track your campaign revenue - enable this option to track your campaign's views and orders.

  4. Click Next.

    A domain verification check of the sender email address is performed. If the domain's DNS records cannot be verified, an error message will be displayed.

  5. On the Design page, edit your campaign design and click Next. You can:

    • Click Start designing to create your own design from scratch by using the campaign editor. You can select a premade, customizable template.

    • Toggle the Imported campaign template switch to On to import a campaign using an existing campaign template from a URL or your computer, or by pasting HTML code.

  6. On the Preview page, review the overview of your campaign. To edit a setting, click the Edit  link. Any fields with missing information are indicated by RedCrossInCircle.png.

  7. (Optional) To send a send a test of your campaign to one or more inboxes of your choice, click Send A Test Email.

    When you are finished, you can click Save & Exit or click Preview to see a preview of the design.