Creating E-mail Campaigns - sFTP - Personalized Templates

You can push messages to email IDs in bulk using predefined personalized e-mail templates. The User must be able to send personalized email campaigns with personalized attachment in a specific template. The template will have placeholders, such as $1, $2, or {}1, {}2, and so on and values will be uploaded by the User while creating the campaign. The User can upload the excel file with the values of the place holders and also the email Ids, mobile numbers and unique ID of the attachment. The personalized attachments like e-bills must be stored in SMP system (in a specified location) before the campaign is scheduled. For instance, sending ebill to subscribers with their bill as PDF attachment. SMP platform checks for blacklist (DND), message approval, quiet time, contact policy, approved sender email Ids while processing the email campaigns.

In E-target, the CP User has the option in the GUI to provide the file server IP, port, login credentials, and path. The unique ID in the .CSV/.txt/.XLS file and the attachment name must be same, so that SMP can associate the respective attachment to the email ID. If appropriate attachment is not found from the attachment directory, SMP platform will not process that email ID from the campaign list.

Note: The personal templates must be created to use this feature. The personal template must have the same placeholders as the csv file. The placeholder characters (such as $, {}) used are configurable in the back end.

To compose and push an personalized e-mail message template:

Campaign Management > Launch Campaigns > Email

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General Information

1.     In Campaign Name, enter the name of the SMS campaign.

2.     Click   to schedule the campaign for a later date

3.     Click to select the activation date to schedule the campaign for a later date.

4.     Enter the other field values as required.

5.     Click Next.

Compose Message

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6.     In Display Name, enter the name that is to be displayed.

7.     From Content Category, select the category of the content.

8.     Click Choose Template to add a personalized template to your e-mail.

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The template is added to the body of the message. Click to delete the added personal template from the e-mail body.

9.     Enter the text content in the given text box.

Note: You can compose an SMS message for the corresponding e-mail.

10.  From Send Option, select Always or On E-mail Failure to send an SMS message.

11.  From Sender Address, select the ID from which the SMS message is to be sent.

12.  In SMS Text, enter the text to be sent as SMS.  SMP pushes the email campaign at the scheduled time towards email server. SMP supports the configuration of fallback SMS messages for the failed email messages. The MSISDN with country code must be part of the excel file to support the SMS fallback functionality. The email server provides the status of the message as delivered or undelivered. This status is stored in SMP. For undelivered messages, bounce email message  with error code and description is sent.

Adding Recipients

13.  Click Next.

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14.  From Attachment Type, select sFTP.

15.  Click Upload File to upload a file (.txt/.csv), which contains placeholder details and respective email Ids.  The template must have the same placeholders as the csv file.

16.  Click Generate Summary.

17.  Click Next.

sFTP Attachment

18.  Click Next.

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19.  Enter the sFTP server details.

20.  Click Test Connection to test the connectivity (IP, port, user name, and password) to the FTP server.

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21.  Click Validate to check and validate the following:

a.     File IDs mentioned in the data file have the corresponding files present or not in the location (path).

b.     Size of the file with max file size.

c.      Invalid extensions and blocked extensions.

The failure summary is displayed.

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22.  Click Next.

Summary

The summary of the campaign is displayed.

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23.  From Delivery Report, enable or disable the message delivery status.

24.  Click Launch Campaign to launch the campaign. This screen displays the campaign ID of the sent message. The campaign ID is a unique ID assigned by SMP to each campaign submitted. The reports can be generated based on campaign IDs.

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The campaign is added to the campaign list.