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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.

Transactional emails are triggered by specific customer actions and are designed to facilitate, complete, or confirm a commercial transaction that the recipient has agreed to. These emails can also engage customers by providing relevant information and opportunities for cross-selling or upselling.

You can create a transactional campaign, either using SMTP or through API. A transactional email list is automatically generated when a transactional campaign is created.

Types of transactional campaigns:

  • Dropped basket emails

  • Password reset emails

  • Purchase or order confirmation emails

  • Order status emails

  • Reorder emails

  • Email receipts

Methods to send transactional campaigns:

  • SMTP Protocol

  • API

Create a transactional campaign via SMTP

To create a transactional campaign:

  1. Configure SMTP:

  2. Send your campaign: You can send your campaigns via SMTP to a single email address or an email list.

    • To a single email address:

      1. Create and send your SMTP campaign to the recipient's email address.

      2. A new email list named Transactional campaign recipients will be created, and recipients will be added to this list.

      3. To use a specific email list, add the appropriate GUID in the email headers: mailing_list_id: your-mailing-list-id-here.

    • To an email list:

      1. Ensure recipients are imported to your email list.

      2. Send your SMTP campaign to mailing-list-id@lists.mailendo.com, replacing mailing_list_id with your list's ID. For example, 6d2849086-f535-48aa-bf77-542b0d8da338@lists.mailendo.com.

  3. Track your campaign

    1. You can specify which campaign tracks your transactional emails using email headers. Email headers are extra information passed to the email message and can usually be added only by code. Adding the appropriate GUID onto the headers of the email will send all statistics to that campaign. Refer to the documentation of the programming language you use on how to send emails with custom headers.

    2. Look for the following GUID: campaign_guid: your-campaign-id-here. This is the ID of your campaign, of which the statistics will be recorded for every transactional email sent through our SMTP service. You can also specify an email list to store the recipients of transactional emails. Adding the appropriate GUID on the headers will send all new recipients to that email list.

    Note

    • When the first SMTP transactional campaign is sent, a campaign and a mailing list will be created in Moosend.

    • SMTP transactional campaigns will include a Unsubscribe link.

Create a transactional campaign via API - content via UI

To create a transactional campaign with API using the UI to design your content:

  1. Create your campaign:

    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:

      • Campaign type - click HTML or Plain text.

      • 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. You can always provide this through the API payload instead.

      • "From" name/email address - enter the name that displays as the sender of your campaign. Use a name that will be easily recognizable. You can always provide this through the API payload instead.

      • Reply to - enter the reply-to address for recipients to use. You can always provide this through the API payload instead.

      • 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 to start designing your campaign.

  2. Design your campaign:

    1. Use the campaign editor to create your design from scratch or select a template.

    2. Or 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.

Create a transactional campaign via API - Content via HTML/Plain Text/Web location

  • Create a transactional campaign with API using HTML, Plain text or web location to design your content, find more information in the Manage transactional campaigns API documentation.