For email campaigns, Omniata recommends using SendGrid. After creating an account with SendGrid, creating an email campaign involves uploading the credentials to Omniata, sending events to register email addresses, creating the email structure, and then setting up the campaign.
Integrating SendGrid with Omniata requires the following steps:
om_email_enableevents to register the users as eligible to receive an email, and send
om_email_disableevents to remove their eligibility. Please note that users can opt out of emails via SendGrid directly as well.
You can also check the Standard Events description for more details and examples.
Segments should be used to help target specific user groups. It’s possible to A/B test the campaign if needed, generally tracking is enabled for any created campaign even if is not intended to be an A/B test. This does not alter the end user experience.
To create the email, decode and create the look of the outgoing HTML email and create a template as a Content Type. Content Types for email delivery must use HTML. Dynamic external content can also be used, this can contain references to System User Fields or Custom User Fields.
Content for email campaigns will use the HTML email template Content Type, the JSON from the Content will be applied to the Content Type upon delivery. In other words, the HTML template hold the email structure while the JSON content will personalize the email where specified.
Omniata recommends to start any testing by sending the email to your own email address to confirm the style and functionality. If testing confirms that the email looks the way it should, next move on to a limited target audience.
A potential halfway step between user testing and internal testing would be to create an email campaign that only targets other internal users of Omniata. This testing can be iterated until the email is ready to go out to actual users, after which Omniata will be able to provide metrics on the email campaign within the panel.
An user will receive a single message per channel message. If an user fits the segment criteria of two concurrent messages, it will receive both messages. The channel configuration can be set to deliver only one message if needed. There is no “run forever” option, but if you wish a Campaign to run for an extended period of time, set the end date to a distant future.