• Attachments: You may attach an asset you have uploaded to Campaign Studio to the email. Once it is downloaded, you have the event tracked for reporting, scoring, and more.

  Note

  To track downloads, link assets in the email content. Assets cannot be tracked if they are added as attachments.

  Note

  The limit for attachment size is 20 MB for customers using Sparkpost as their delivery provider (Acquia’s standard provider). Other providers may have different size limits.

• Plain text version: The plain text version strips out HTML when a recipient’s email service provider does not accept HTML messages. You can create one manually, or click Auto Generate after creating the content in the email builder. Creating a plain text version of each email is a best practice. If no plain text version exists when the email is sent, Campaign Studio automatically generates one.
• Custom headers: Define customer headers that you want to use for outgoing emails such as segment emails or emails sent through Campaign Events. Global Tokens are not supported in Custom Headers.
• Use owner as mailer: This option changes the sender name and email address to the contact’s owner in Campaign Studio, if one is assigned. If the contact does not have an assigned owner, the From Name and From Address in the Advanced tab are displayed as the sender. If those fields are empty, the instance uses its default (in Settings > Configuration > Email Settings.)
• Send to unsubscribed contacts: Toggle this to Yes to make this email a transactional type email that can be sent to contacts on your Do No Contact list. Toggle this to No to make this email a marketing type email that can not be sent to contacts on your Do No Contact list. For more information, see Transactional and marketing emails.

Sending emails using custom field tokens¶

Like the Mailer is Owner feature, users can use contact or company fields as tokens in the sender From name and From address fields. This personalizes the sender data for a contact, based on a value saved to the contact’s profile or the profile of the company a contact is attached to. If a contact is attached to multiple companies, the primary company’s data will be used.

Any email address values used within the From address tokens must have domains that are configured and attached to the instance in Campaign Factory. For more information, see Sender domains. Do not use this option if the companies attached to contacts are the contact’s place of employment or it will appear that they are receiving internal emails from their own place of business because you cannot validate sender domains for each of your contacts’ employers.

Using contact and company custom field tokens for email metadata can be done on the individual email level or as a global setting for all emails sent from the instance.

Option 1: Using tokens in the Advanced tab on the individual email level

Tokens added in Advanced settings apply to segment and template emails, form actions, and point triggers.

If a contact does not have a primary company attached, the system uses the default settings configured in Mail Send Settings.

1. Create the company and contact to send email from by creating two custom fields on either the contact or company object.
   1. Create a custom field for Sender Name with a data type of Text.
   2. Create a custom field for Sender Email Address with a data type of Email.

2. On the New Email page or Edit Email page, click the Advanced tab next to the Templates tab at the top.

   Note

   In the following examples, sender-name and sender-email-address are placeholders. It is possible to use any token using the alias of the custom field, such as {contactfield=lastname}. The field alias text and the equal sign must not have a space between them.

   It is also possible to use a fallback if a contact or company does not have a value populated in the sender from name or address field. Add a pipe symbol between the field alias name and the fallback text, ensuring no space before or after the pipe symbol. For example: {contactfield=sendername|Acquia}. If you do not use a fallback and no value exists, the sender from name, address, or both are populated by the values set in the instance’s global mail settings.

3. In the From name field, add the token {contactfield=sender-name} to have the field populated with the primary company name that is attached to the contact’s profile. Replace sender-name with the alias of the field you created for Sender Name in Step 1 if the alias is different.

4. In the From address field, add the token {contactfield=sender-email-address} to have the field populated with the value entered in the contact or contact’s primary company record as the Sender Address.

   Note

   This must be a contact or company email field. Each value populated on the contact records in this custom field must still use a sender domain that is properly configured and attached to the instance.

5. Schedule emails to send as segment emails or campaigns emails.
6. Click Save or Save & Close.

Option 2: Global Mail Send Settings

Contact and company custom field tokens can be used as a global setting for the instance, and all emails sent from the instance populate with these global send settings. This configuration overrides the sender domain settings initially configured in Campaign Factory. A configured sender domain must be used in the E-mail address to send mail from field.

1. Log in to Campaign Studio.
2. Click the Settings icon on the top right corner.
3. Click Configuration > Email Settings.
4. Locate the Mail Send Settings section.

5. In the Name to send mail as field, add the token: {contactfield=sendername|Default Name} to have the field populated with the primary company name that is attached to the contact’s profile.

   Note

   In this example, sendername is a placeholder. It is possible to use any token using the alias of the custom field, such as {contactfield=lastname}.

   A fallback is required when using a token in the global instance configuration for Name to Send Mail. For example: {contactfield=companyname|Google}. When creating tokens, only use one pipe symbol and also ensure to not have any spaces within the token except between the words in the default text.

6. In the E-mail address to send mail from field, add the token: {contactfield=companyemail|[email protected]} to have the field populated with the email address of the primary company name that is attached to the contact’s profile. A configured sender domain must still be used in this field.

   Note

   This token must be either a contact or company email field.

   A fallback is required when using a token in the global instance configuration for E-mail Address to Send Mail From. Create a fallback by adding a pipe symbol after the field alias used in the token, with no spaces. For example: {contactfield=sender-email-address|[email protected]}. When creating tokens, only use one pipe symbol and also ensure to not have any spaces within the token.

7. Click Save & Close

Emails page¶

The Emails page lists all the emails that you have created, and provides the following information about each email:

Email statuses¶

Statuses for Segment and Campaign emails¶

• Sent: The number of contacts whom you sent this email to. This indicates the number of attempts to send the email from Campaign Studio to your Email Service Provider (ESP). When you click this number, Campaign Studio directs you to the Contacts page and automatically generates a search for the contacts whom you sent the email to.

  Note

  Campaign Studio counts some emails as sent even if they are failed or bounced, and not actually delivered.

• Read: The number of contacts for whom the tracking pixel is downloaded to. When you click this number, Campaign Studio directs you to the Contacts page and automatically generates a search for the contacts who have read the email.

  Note

  With Apple’s Mail Privacy Protection program launched in September 2021, tracking pixels may be downloaded and opens may be recorded without the human recipient actually opening the email. Additionally, if a recipient blocks images from displaying in their email client, the open is not recorded.

• % Read: Of the number of people whom the email was sent to, this is the percentage of people who opened the email.

Statuses for Segment emails only¶

• Queued: The number of contacts who have the message scheduled to send, once frequency limits allow. When you click this number, Campaign Studio directs you to the Contacts page and automatically generates a search for the queued contacts.

• Pending: The number of contacts who have not received a segment email, but are currently in the target segment(s) configured for the email. When you click this number, Campaign Studio directs you to the Contacts page and automatically generates a search for the pending contacts.

  Note

  When you schedule the email to be sent, Campaign Studio schedules the email only for the pending contacts, and does not resend the email to contacts whom the email is already sent.

  The number of contacts in a pending segment email can be less than the number of contacts in the segment to which the pending email is assigned because some contacts are marked as Do Not Contact.

  Do Not Contact contacts are not counted towards the Pending status for emails with Send to unsubscribed contacts  = No. For more information, see Transactional and Marketing emails.

• Scheduled: Place the cursor on this flag to see the time when the segment email is scheduled to be sent.

  

A/B Testing¶

A/B testing is available for Segment emails. Template emails may be sent at any time from a campaign, form submission, or point action trigger, so Campaign Studio does not know what the total audience is. That number could constantly change, so Campaign Studio does not know when it has sent the test to the sample size you select.

Create the parent¶

To create an A/B test, you must create the parent (A) email as you create any normal email. Then, find the A/B testing section in the general options to the right.

• A/B test winner criteria: The metric you want to use to determine the winner of your A/B test.
• Total Traffic Weight: The percentage of the total audience you want to receive your email. For example, if the segment you are sending the email to (or sum of all the segments) has 100,000 contacts and you enter 20 in this box, Campaign Studio initially sends 20,000 contacts an email. You will determine the percentage to receive each variant when you create the variants.
• Winner Variant Delay: The time period, in hours, for Campaign Studio to wait before sending the winner to the remaining target segment(s). For example, if you send the A/B test to 20% of the total audience initially and you enter “2” in this box, Campaign Studio sends the email that is winning to the remaining 80% of the target contacts two hours after the initial send.

The following is an example for creating the parent (A) email:

• Email A (parent):

  • The segment contains 100 contacts.

  • A/B test winner criteria: Email Stats Read rate

  • Total Traffic Weight: 30%

  • Winner Variant Delay: 3 hours

• Email B (child):

  • Total Traffic Weight: 10%

• Email C (child):

  • Total Traffic Weight: 5%

• Email sending starts at 1 AM:

  • Email A is sent to 15 contacts.

  • Email B is sent to 10 contacts.

  • Email C is sent to 5 contacts.

• At 4 AM (1 AM + 3 hours coming from Winner Variant Delay), Campaign Studio checks if the emails were sent to all the 30 contacts.

  • Campaign Studio schedules another check in 2 hours if all emails are not sent for any reason.

• At 6 AM (4 AM + 2 hours scheduled check), Campaign Studio checks if emails are sent to all the 30 contacts.

  • The result of the check is positive now, that is, all emails are sent to all the 30 contacts.

  • If the result is negative, Campaign Studio schedules another check in 2 hours.

• At 6 AM, Campaign Studio sends an email winner variant to the remaining 70 contacts.

How the winner criteria is calculated:

• Clickthrough rate: The unique number of clicks in emails sent.

• Read rate: The unique number of opens in emails sent.

• Download rate: The unique number of asset downloads in emails sent.

Create variants¶

Once you create a parent email and set a winner criteria, you can create variants, or B tests. Navigate to the main page for the email you want to test (before clicking Edit). Next to the options for Edit, Send Example, and Close in the top right, click the menu and select Add A/B test. You may also create C, D, E, tests - as many variants as you want. Go back to the parent each time and repeat the process to get to Add A/B test.

Make any edits you’d like to the email - whatever changes you’d like to test for performance.

You must add a Traffic Weight to the variant. While you can create as many variants as you want, the sum of the traffic weights across all variants must be equal to or less than the Total Traffic Weight you entered on the parent. To split the variants evenly, you will also want to leave a percentage for sending the parent. Campaign Studio will send the parent to any percentage of the Total Traffic Weight remaining after the percentage for all variants has been added.

For example, if you are using a B variant with a 20% total traffic weight, enter 10 here. With that, Campaign Studio sends the B test to 10% of the target segment and the parent to 10% of the target segment. If you create a B and a C test with 5% traffic weight each, that accounts for 10% of your total traffic weight. Since there is 10% remaining to reach the total traffic weight of 20% set on the parent, Campaign Studio will send the parent to that remaining 10%.

Publishing, viewing, and editing variants¶

Variant emails do not appear in your emails list. You see the parent email with an icon indicating that the email has variants.

The icon that looks like an organizational chart/hierarchy is the one that indicates variants.

After clicking into the parent, scroll all the way to the bottom and select the Variants tab next to Click Counts and Contacts.

Ensure that you publish the variants by toggling the red switch to green. If you leave them unpublished (the default), expected traffic receives the parent email. To the right, you will see the percentage of traffic weight included in the A/B test. You will also see the winner criteria listed. Once an A/B test has begun, you will see a trophy icon next to the variant that is in the lead. To end the A/B test early and declare a winner to send to the remaining audience, click the trophy. Once a winner is set, that winner becomes the parent and other variants unpublish.

The Current flag shows the email you are currently viewing, not the variant that is currently winning.

Actions¶

Commenting¶

The Commenting feature enhances collaboration between content creators and reviewers directly within the email builder by streamlining feedback, approval, and notification processes for email content. With this feature, you can add comments to individual elements within the builder and tag other users to request feedback or approval.

Permissions¶

The Edit and Review buttons are dynamically displayed based on user permissions. The following list outlines the email permissions and their associated tasks:

• Administrators: Can create, edit, comment, approve, and resolve threads.
• View and View Others: Can view and comment but cannot edit content.
  • Users with these permissions only see the Review button.
• Edit and Edit Others: Can view, comment, and edit content.
  • Users with these permissions see both the Edit and Review buttons.

Adding comments¶

1. Log in to Campaign Studio.
2. In the left navigation pane, click Channels > Emails.
3. On the Emails list page, select the email for which you want to leave a comment.
4. On the Email details page, click Edit.
5. On the Email form page, click Builder.
6. In the content area on the left, click the element for which you want to leave a comment.
7. To comment on the element, do one of the following:
   • On the element’s toolbar, click the Show comments icon.

   • On the properties area on the right, click the Show comments icon. 

     This icon also displays the total number of comments provided for the element.

8. On the properties area on the right, enter your comment.
9. Tag users with @ to request a review or approval. 

For example: @username.

10. Click Save.

Reviewing¶

Tagged users receive a single, consolidated email notification after each save in the builder. The notification includes comment details and a call to action (CTA) button that links directly to the relevant comment in the instance. All users tagged in a comment thread are notified of all new comments in that thread, regardless of whether they are mentioned in the new comment. 

Alternatively, users can review and comment on emails by doing the following:

1. Log in to Campaign Studio.
2. In the left navigation pane, click Channels > Emails.
3. On the Emails list page, select the email for which you want to review.

4. On the Email details page, click Review.

   The system displays the email builder page.

5. In the content area on the left, click the element for which you want to leave a comment.

   On the properties area on the right, the system displays All Comments. 

6. Enter your comment.
7. Click Save.

Previewing and downloading an email¶

Users can preview emails from the Email details page. If the email template contains the tokens related to the contact or companies field, you can specify the name and company to see the preview with tokens rendered. Users can also download an email preview in the PDF or HTML format, with or without preview tokens populated.

1. Log in to Campaign Studio.
2. In the left navigation pane, click Channels > Emails.

3. On the Emails list page, select the email you want to preview.

   The system navigates to the Email details page.

4. (Optional) In the Preview URL section or on the Email preview page, do the following:

   1. In the Show preview for contact field, add the contact’s name that you want to display in the preview.
   2. In the Show preview for company field, add the company’s name that you want to display in the preview.

   Note

   • To preview an email for a contact or company, you must be Administrator or have Contact Permissions with either View Own or View Others, or both enabled for your user. For more information, see Roles.
   • UTM tags defined in the Google Analytics UTM tags section of the New Email page are not displayed on the Email preview page.
5. Set the toggle bar to green or red to allow or restrict the Preview URL access for unauthenticated users who are not logged in to Campaign Studio.

6. Click the Redirect icon next to the URL field.

   The system displays a new Email preview page.

7. Click Download PDF or Download HTML to download the email in the appropriate format.
8. Save the file to your local machine.

Sending an example email¶

As a marketer, you might want to test your emails to ensure that tokens are correctly replaced and variants are sent to the right contacts. Campaign Studio lets you achieve the same without requiring you to live send. You can share your example email with your contacts and other recipients.

To send an example email:

1. Click Send Example.

   

2. Specify a recipient and select a contact.

   

3. Click Send.

Saving an email draft¶

With Campaign Studio, users can create one draft version of an email so that you can get it reviewed and approved before publishing. While reviewing the draft, reviewers can preview and compare the draft with the original version. After reviewing, reviewers can apply or discard the draft. Once a reviewer applies a draft, the draft overwrites the original version.

To save an email draft:

1. Log in to Campaign Studio.
2. In the left navigation pane, click Channels > Emails.
3. Select an existing email and click Edit.
4. Click Builder.
5. Update the content of the email and click Close Builder.
6. Click Save as Draft.
7. Click Preview URL and Draft Preview URL to compare the versions.
8. Click Edit.
9. Do one of the following based on review:
   • If the changes look fine and can be published to the production environment, click Apply Draft.
   • If the changes do not look fine, click Discard Draft.