Configure an Email Campaign: Setup 

The Setup section of the Campaign screen is used to configure many of the options and parameters for your Campaign, and to assign additional assets to the Campaign. This section is accessible by clicking the Setup tab.

The features and options available from the Setup section are described below. 

When you're finished with the Setup section, click next at the bottom of the screen to move to the Content section, or click the content tab.

Triggers

The Triggers sub-section is displayed only for Event-triggered Campaigns, and is used to configure the Trigger that will cause the Campaign to deploy. 

Set even trigger

A Trigger is a specific event or mechanism that causes Cheetah Digital to create and deploy a message within an Event-triggered Campaign. Cheetah Digital supports a wide range of trigger types, such as web form submissions, API requests, link clicks, and so forth.

To define a Trigger in an Event-triggered Campaign:

  1. From the Advanced Options menu, select Add Triggers. The Add Trigger pop-up window is displayed.

  2. Select a Trigger type.

  3. Select the desired criteria for this Trigger.

Note: For more details on the Trigger types supported by Cheetah Digital, as well as the configuration options and criteria available for each type, please see Event Trigger Options.

  1. Click save criteria. The system adds the new Trigger to the Triggers section of the screen, along with the details of the Trigger criteria.

  2. To view or edit the Trigger criteria, click on the Trigger name. To remove this Trigger from the Campaign, click the X icon to the right of the Trigger name.

  3. Repeat the above steps as necessary. 

Note: If you assign more than one trigger type to a Campaign, any one of the assigned triggers will cause the Campaign to deploy. For example, let's say you assigned Form Submission and Web Event triggers to your Campaign. Either one of these actions will trigger the Campaign; you don't need both actions to occur.

Set advanced event trigger (AET) options

The advanced event trigger (AET) API allows you to perform hierarchical inserts of multiple records into multiple tables via an API request message, then use that data to populate and trigger the deployment of an Event-triggered Campaign. For more details on AET, please see Advanced Event Trigger.

When configuring this Event-triggered Campaign, the system displays several options that are unique to AET. These options are displayed only in an Event-triggered Campaign that uses "Advanced Event Trigger" as the trigger type.

Email Ban List

When using advanced event trigger to deploy email Campaigns, you have the option of validating the email addresses in the API payload against the global and custom Banned Email lists (see Email Ban for more information). If you enable this validation check, the system will suppress any email addresses that are found on either the global or custom lists. If you disable this validation check, the system will automatically deploy email messages to every email address included in the API payload. By default, this feature is disabled.

To enable the Email Ban List validation for an AET Campaign:

  1. Check the AET: Enable Email Ban check box.

Check Unsubscribe Status

When using advanced event trigger to deploy email Campaigns, you have the option of validating the email addresses in the API payload against the Sender Profile Status ID field. If you enable this validation check, the system will suppress any email addresses that have an "unsubscribed" Status ID Code. If you disable this validation check, the system will automatically deploy email messages to every email address included in the API payload. By default, this feature is disabled.

To enable the Sender Profile Status ID validation for an AET Campaign:

  1. Check the AET: Enable Unsubscribe check box.

Note: If you check the AET: Enable AET Tracking Params option (described below), the AET: Enable Unsubscribe check box is hidden. If you need to suppress unsubscribed recipients from the Campaign, then you must first uncheck AET: Enable AET Tracking Params, then check AET: Enable Unsubscribe. See below for more details on the AET: Enable AET Tracking Parms option.

Attachments

Theadvanced event trigger endpoint allows you to optionally send attachments along with the request message. The attachments will then be included within the email message that gets sent to the Campaign's recipients. The use of AET attachments must be enabled within your client account, and also within the AET Event-triggered Campaign. Please speak with your Client Services Representative to enable AET attachments at the client account level.

By default, this feature is disabled at the Campaign level. To enable AET attachments at a Campaign level:

  1. Check the AET: Enable Attachments check box.

AET Tracking Parameters

The AET Tracking Parameters feature is designed to provide higher throughput and more consistent response times for AET messages. By default, this flag is enabled.

To disable the Tracking Parameters for an AET Campaign:

  1. Uncheck the AET: Enable AET Tracking Parameters check box.

Note: If you check the AET: Enable AET Tracking Params option, the AET: Enable Unsubscribe flag is removed from the screen. The platform doesn't support the use of the Enable Unsubscribe feature in conjunction with using AET Tracking Parameters.

Audience

The Audience sub-section is used to select the audience of intended recipients for this Campaign. 

Select the campaign audience

Note: If you assign an "empty" Filter (that is, a Filter that doesn't have any logic criteria within it) to a Campaign, the Campaign will deploy to all recipients in the Campaign's source table. In most cases, this isn't desired. The system will display a  warning messages if the Filter is "empty," but you should also always check that you've assigned the correct Filter to the Campaign, AND check the Filter logic to make sure it's selecting the desired recipients.

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select a Filter:

    • To select an existing Filter, begin typing in the name of the desired Filter. The system displays a pop-up menu of Filters with this text string in the name; select a Filter from this menu. Or, click the browse button (magnifying glass icon). A Browse Filter dialog box is displayed, showing all Filter with the same source table as the current Campaign. Click on a Filter name.

    Note: If you search for and select a Filter that has a different source table than the current Campaign, the system will display an error message at the top of the Campaign screen.

    • To create a new Filter, click the new button (plus-sign icon). A New Item dialog box is displayed. Select a location, enter a name for this Filter, and select a data source. Click save new item. To define the Filter logic, click the jump to button (up-arrow icon). The system displays the Filter detail screen where you can define the Filter logic. When finished click Edit > Action > Save. To return to your Campaign, click the Campaign's tab in the Top Navigation Pane.

  1. Optionally, to view the details of this Filter, click the jump to button (up-arrow icon) to the left of the Filter field. The system opens the Filter details screen within a new tab in the Top Navigation Pane.

  2. For an Email Campaign, if your Campaign source table contains more than one Email-type field (such as a Home Email and a Work Email for example), a Send to Email drop-down menu is displayed and populated with all of the Email fields in the table. From this menu, select the Email Address field you want to use to contact the Campaign's recipients.

For more information on setting up Filters, see the Filters topic.

Add a seed list

Note: Seed Lists are used only for Date-triggered Campaigns and Regular One-off Campaigns.

If you use a Seed List in a Campaign that has an hourly Send Limit, the platform treats the Seed List separately. The Seed List messages will get sent in the first hour, but these Seed List messages do not count toward the hourly Send Limit. For example, let's say you have twenty recipients in your Seed List, and you configure your Campaign with an hourly Send Limit of 500 messages per hour. In the first hour after the Campaign is launched, the platform will send the first batch of 500 records AND the twenty Seed List messages. Then in the second hour, the platform will send the second batch of 500 records, and so on. 

Seed Lists can be built in one of two ways: either by manually entering one or more individuals, or by using a Filter to define logic that determines who should be included in the Seed List.

Note: A Campaign can have only one Seed List assigned to it.

Add a Seed List

To add a Seed List:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Add Seed List from the Advanced Options menu. A "Browse Seed List" dialog box is displayed, showing all Seed Lists that have the same source table as the currently selected Campaign.

  3. Click on a Seed List name. Within the Audience section, the system adds a new Seed List field, and populates it with the selected Seed List.

  4. To view or edit the Seed List, click on the Seed List name. To remove this Seed List from the Campaign, click the X icon to the right of the Seed List name.

  5. If this Campaign is Date-triggered, you can provide additional parameters that control when the system generates and deploys messages to the Seed List recipients. The options for a Date-triggered Campaign are:

    • Off (default selection): The system will send messages to the Seed List recipients ONLY for the first time the Campaign deploys.

    • On: The system will send copies of the Campaign message to the Seed List upon each date-triggered deployment of the Campaign.

    • Daily: Enter a daily limit on how many times the Seed List can be sent copies of the Campaign message within a 24-hour period. You can enter a value between one and 99.

For more information on setting up Seed Lists, see the Seed Lists topic.

Use a Filter as a Seed List

To define a Seed List by means of a Filter:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Use Filter as Seed List from the Advanced Options menu. A "Browse Filter" dialog box is displayed, showing all the Filters that have the same source table as the currently selected Campaign.

  3. Click on a Filter name. Within the Audience section, the system adds a new Seed List field, and populates it with the selected Filter.

  4. To view or edit the Filter, click on the Filter name. To remove this Filter from the Campaign, click the X icon to the right of the Filter name.

  5. If this Campaign is Date-triggered, you can provide additional parameters that control when the system generates and deploys messages to the Seed List recipients. The options for a Date-triggered Campaign are:

    • Off (default selection): The system will send messages to the Seed List recipients ONLY for the first time the Campaign deploys.

    • On: The system will send copies of the Campaign message to the Seed List upon each date-triggered deployment of the Campaign.

    • Daily: Enter a daily limit on how many times the Seed List can be sent copies of the Campaign message within a 24-hour period. You can enter a value between one and 99.

For more information on setting up Filters, see the Filters topic.

Add an alert group

The primary purpose of an Alert Group is to notify a select group of individuals when some triggering event has occurred. That event could be any activity recorded by the platform, such as an email click or a Web Form submission. When the event takes place, the system sends an email message to the recipients included in the Alert Group.

Note: Alert Groups are used only for Event-triggered Campaigns. 

Alert Groups should be assigned to their own dedicated Event-triggered Campaign whose sole purpose is to send the alert message, and not to any "live" marketing Campaign. If you want to send out messages to an Alert Group, you should create a separate Event-triggered Campaign within Cheetah Digital, define the triggering event, define the content of the alert message, and then assign the Alert Group.

Please note that when you assign an Alert Group to a Campaign, the recipients in that Alert Group become the de facto Audience for that Campaign, overwriting any other Audience Filter selections you may have made. For this reason, you should keep your "alert" Campaign separate from your "marketing" Campaigns.

To add an Alert Group to an Event-triggered Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Add Alert Group from the Advanced Options menu. A Browse Alert Group dialog box is displayed, showing all Alert Groups that have the same source table as the currently selected Campaign.

  3. Click on an Alert Group name. Within the Audience section, the system adds a new Alert Group field, and populates it with the selected Alert Group.

  4. To view or edit the Alert Group, click on the Alert Group name. To remove this Alert Group from the Campaign, click the X icon to the right of the Alert Group name.

For more information on setting up Alert Groups, see the Alert Groups topic.

Add an exclusion list

An Exclusion List consists of individuals who should not be targeted in your marketing Campaign, such as individuals who work for competitors, for example. The Exclusion List automatically overrides all other criteria, including Filters, Seed Lists, and Proofing Groups. For example, if a specific individual is added to an Exclusion List, and that same person meets the Filter criteria used to defined the Campaign Audience, that person would not receive the Campaign message.

Note: For Load and Send Campaigns, you're required to assign a Virtual Exclusion List to the Campaign, if you select a "promotional" Sender Profile (that is, a Sender Profile intended to be used for promotional marketing messages, rather than for operational messages like shipping notifications). When you launch the Load and Send Campaign, the system will verify that you've assigned at least one Virtual Exclusion List; if not, an error message is displayed.

To add an Exclusion List to your Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the "Audience" section, select Add Exclusion List from the Advanced Options menu. A Browse Exclusion Lists dialog box is displayed.

  3. Click on the desired Exclusion List. Within the Audience section of the Campaign screen, the system adds a new Exclusion List field, and populates it with the selected Exclusion List.

  4. Repeat steps 2 and 3 as needed to add more Exclusion Lists to this Campaign.

  5. To view or edit the Exclusion List, click on the List's name. To remove this Exclusion List from the Campaign, click the X icon to the right of the List name.  

For more information on setting up Exclusion Lists, see the Exclusion Lists topic.

De-duplicate recipients

De-duplication (or "dedupe") refers to the process of identifying and removing duplicate records from your Campaign Audience, in order to ensure that recipients don't receive unwanted multiple copies of your message. Cheetah Digital allows you to select what field you want to use for identifying duplicate records, as well as the rules for picking the "winner" from amongst a set of duplicate records.

De-duplication is conceptually similar to the "One Message Per ID" feature, but the dedupe feature allows you to define more complex logic, and you can dedupe on a field other than the Unique Identifier field. In most cases, if your Unique Identifier consists of only one field, you should use the De-Duplication Logic feature, which offers a few more options. If your Unique Identifier consists of multiple fields, you'll need to use the One Message Per ID feature instead

To dedupe a Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Add Deduping Logic from the Advanced Options menu. Within the Audience section, the system adds a new Dedupe Logic section.

  3. From the Field drop-down menu, select the field on the Campaign source table that you want to use to identify duplicate records. The system will perform a byte-for-byte match on the values in this field to attempt to find duplicates.

  4. Optionally, the Criteria field can be used to select a Filter that contains logic to pick the "winner" from amongst a set of duplicate records. For example, you could define a Filter that selects the record that has the most click activity, or that made the most recent purchase. To use an existing Filter, either begin typing in the Filter name, or click the search button (magnifying glass icon) to search for it. You can also create a new Filter by clicking the new button (plus-sign icon).

  5. Optionally, the Sort by menu can be used with or without the Filter (selected above) to pick the "winner" from amongst the set of duplicate records. The system will sort the records in the duplicate set by the field you select, in the sequence you select, then pick the "top-most" record. For example, if you want to contact the individual with the largest purchase total, you could sort the duplicate set in descending order by a "Purchase Total" field. To use this feature, from the Sort by drop-down menu, select the field on the Campaign source table on which you want to sort. Then select whether you want to sort in Ascending or Descending order.

Note: If you don't define a Filter and / or Sort option to select the "winner" from amongst a set of duplicate records, the system will sort the duplicate set by the Primary Key ID ("pk_id") field in descending order, then pick the top-most record. This default option will roughly approximate picking the "most recently added" record.

  1. For Regular One-off Campaigns, the de-duplication logic is always applied to the entire Campaign audience. For Event-triggered and Date-triggered Campaigns, an additional "History" check box is displayed. If you want to dedupe on just the current batch of recipients in the message queue, and not the entire Campaign history, place a check mark in the History check box.

  2. If you want to remove the de-duplication logic from the Campaign, click the X icon to the right of the Dedupe Logic section.

Define total number of messages

To set a hard limit on the total number of messages sent out in this Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Add Total Send Limit from the Advanced Options menu. Within the Audience section, the system adds a new Audience Limit section.

  3. In the Audience Limit section, enter a numeric value. The system will send this number of messages, then stop the Campaign.

  4. If you want to remove the audience limit from the Campaign, click the X icon to the right of the Audience Limit section.

Send one message per ID

Cheetah Digital allows you to limit the Campaign to send only one message to each unique recipient over the entire lifetime of the Campaign. The platform removes duplicates using the Unique Identifier. The Unique Identifier (also referred to as the "Alternate Key") is used to ensure that records in your table are created and updated properly. The Unique Identifier can be based on a single field, or on a combination of more than one field.  

The One Message Per ID feature is typically used for triggered Campaigns, where the same individual could theoretically qualify to receive a message more than once. Using this feature, the recipient will receive only one message from the Campaign.

The One Message Per ID feature is conceptually similar to the De-Duplication Logic feature, but that feature allows you to dedupe on any one field, not just on the Unique Identifier, and to define the rules for how to pick the "winner" amongst a set of duplicate records. In most cases, if your Unique Identifier consists of only one field, you should use the De-Duplication Logic feature, which offers a few more options. If your Unique Identifier consists of multiple fields, you'll need to use the One Message Per ID feature instead.

To restrict the Campaign to send out only one message per unique recipient:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Limit per Unique ID from the Advanced Options menu. Within the Audience section, the system adds a new Audience Limit section.

  3. If you want to remove the audience limit from the Campaign, click the X icon to the right of the Audience Limit section.  

Add a special processing step

MarigoldCheetah Digital allows you to utilize custom stored procedures. These stored procedures must be defined and configured by your Marigold support team, which makes them available for selection when setting up your Campaign.

To use a custom stored procedure in your Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Audience section, select Add Special Processing from the Advanced Options menu. Within the Audience section, the system adds a new "Special Processing" section.

  3. From the Special Processing drop-down menu, select the desired stored procedure, then click the add button (plus-sign icon). This drop-down menu contains every custom stored procedure that has been configured for your account.

  4. Repeat Step 3 as needed to add multiple stored procedures.

  5. If you want to remove the special processing step from the Campaign, click the X icon to the right of the Special Processing section.  

Sender Profile

A Sender Profile controls the "from" information from which your email message is sent, as well as the recipient's eligibility to be contacted. The Sender Profile sub-section allows you to select the desired Sender Profile for this Campaign. 

Select a sender profile

For Campaigns that use a Messaging table as the data source, Sender Profiles can optionally be assigned a Classification (Promotional or Transactional). If this feature is enabled, the platform will automatically suppress any recipients unsubscribed from other Sender Profiles with the same Classification, on the same sending table. Please see the Sender Profiles topic for more details on this process.

To select the Sender Profile for this Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Sender Profile section, from the Sender Profile drop-down menu, select the desired Sender Profile. This drop-down menu contains all email Sender Profiles configured for your account, and that have been associated with the Campaign's source table.

Note: If you've enabled Sender Profile Classifications, and the selected Sender Profile has not been assigned a Classification, an error message is displayed. You must first assign a Classification to this Sender Profile before you can use it.

  1. If the selected Sender Profile has more than one VMTA pool associated to it, an additional VMTA Pool drop-down menu is displayed and populated with all available VMTA pools. From this menu, select the desired VMTA pool.

  2. You can disable the reputation protection for the campaign if needed. Marigold AI will predict which recipients have an elevated likelihood of unsubscribing and of possibly reporting spam so ML can remove them from the campaign.

For more information on Sender Profiles, see the Sender Profiles topic.

Configure subscription preferences

When setting up your Email Campaign, you may be required to select one or more "Preference" flags, depending on the configuration of your Sender Profile. A Preference is a special type of field in your database that's used to control whether or not a consumer has opted-in or opted-out of receiving email messages. Your database can optionally contain multiple Preference flags that allow your customers to manage their email subscriptions at an even more granular level.

For example, let's say you deploy three main categories of email messages -- "transactional" email message (like Order Confirmations), promotional emails, and newsletters. You could set up Preference flags for each of these, allowing a consumer to opt-in or opt-out of any of those subscriptions. When you build a new Email Campaign, you would need to check the appropriate Preference flag. For example, if you were sending out a new promotion, you would want to check the "promotional" Preference flag, so that only consumers who have opted-in to those types of email messages would receive the promotion.

Preference flags are defined in your database using a Data Type of "Preference." The determination of whether you MUST check a Preference flag is set by a system administrator at a Sender Profile level. Each Sender Profile can optionally be configured to require a Preference flag check. If you're using a Sender Profile that has this requirement in place, then the system will display a "Preferences" field within the "Sender Profile" section. The system will require you to select at least one Preference flag when you build the Campaign.

Note: For more details on using Preferences to manage your recipient contact eligibility, please see Permission Management - Preferences.

The system provides two methods for choosing a Preference flag (or flags).  

The first method is to manually select a Preference flag:

  1. Define the logical condition for the Preference flag(s):

    • Recipient must: Select either be subscribed or not be subscribed.

    • To: Select either ANY (that is, an OR operator) or ALL (that is, an AND operator).

  1. The Preference flag drop-down menu is populated with every Preference type field on the Campaign source table. From this menu, select the desired Preference flag.

  2. Click the add button (blue plus-sign icon). The selected Preference flag is added to the list.

  3. Repeat the above steps as needed to add more Preference flags to this Campaign.

  4. If you need to remove a flag, click the remove button (gray "X" icon) next to the flag.

The second method is to have the system parse your selected Audience Filter for any Preference flags:

  1. Define a Filter that uses one or more Preference flags as Filter criteria (see Filters for more details on how to build a Filter).

  2. Assign this Filter as the Audience for your Campaign.

  3. Beneath the Preferences list, click add from filter. The system scans the Filter, looking for any criteria that use a Preference flag. If the system identifies any Preference flags in your Filter, that flag (or flags) is automatically added to the list.

  4. Define the logical condition for the Preference flag(s):

    • Recipient must: Select either be subscribed or not be subscribed.

    • To: Select either ANY (that is, an OR operator) or ALL (that is, an AND operator).

  1. If you need to remove a flag, click the remove button (gray "X" icon) next to the flag.

Envelope

The Envelope sub-section allow you to define the header fields of the email message, and to assign other assets, such as reply handlers and attachments.

Enter message envelope values

To enter the envelope information for your email messages:

  1. In the Envelope section, the From Address drop-down menu is populated with all of the From Addresses defined for the selected Sender Profile. The From Address indicates to the recipient from where the email is coming. From this drop-down menu, selected the desired From Address.

  2. The From Name field is populated with the Friendly From value that's defined for the From Address you selected in step 2 (see Sender Profiles for more details on defining the Friendly From value). Optionally, you can override this value and enter a custom Friendly From value. You can also use Personalization options in the Friendly From field; click the Personalization & Library pane along the right-hand side of the screen to expand it.

  3. The To Name field displays what will appear in the recipient’s email client as to whom the email is addressed. Similar in concept to the Friendly From value defined above, this field is the Friendly To value, allowing you to display something other than just the recipient's email address. By default, the platform utilizes the recipient's first name and last name as the To Name value. Optionally, you can override this value and enter a custom To Name value. You can also use other Personalization options in the To Name field; click the Personalization & Library pane along the right-hand side of the screen to expand it.

  4. In the Subject Line field, enter a subject line for your message. This value is displayed in the Subject area of the recipient's email client. Optionally, you can use Personalization options in the Subject Line field; click the Personalization & Library pane along the right-hand side of the screen to expand it. You can also add symbols, or emoticons, into a subject line. Simply copy-and-paste the symbol directly into the Subject Line field (you don't need to include the UTF code for the symbol). Once you start entering the subject, the number of characters entered is shown for your reference. This will not include the characters in merge tags used for personalization.

    You can also utilize our powerful Marigold AI Assist to help craft winning subject lines. Click below for instructions.

    To use the AI assist to write your subject line. 

    1. Click AI Assist.

    2. In the displayed AI Assist pop-up window, you need to write a good quality prompt to specifically tell the AI what to do. For example, "Write a subject line for a flash sale campaign".

    3. Alternatively, click into the box with the prompt What would you like to write about? and a selection of presets will appear. If you already have the Subject Line or Preheader, you will be provided with the option to generate the other to compliment the existing text. You can also select the option to generate from existing message content.  

    1. Click the Generate button.

    2. If you are happy with the result, click the Apply button.

    3. If you want the AI to rewrite the content, click into the box with the prompt What would you like to write about? or select from the presets list. 

    4. Click the Generate button to rewrite. If you are happy with the result, click the Apply button. 

    For more detailed information and power-tip for marketer efficiency, refer Using the Marigold AI Content Assistant with Best Practices for AI-Assisted Copywriting.

  5. In the Preheader Text field, which is an optional field, enter the text to appear as email pre-header. This text will only appear as a preview in the mail inbox, after the subject line, but will not be included in the email. Once you start entering the preheader text, the number of characters entered is shown for your reference. 

    You can also utilize our powerful Marigold AI Assist to help craft the preheader text. Follow the same instructions above as in the subject line. Here you can also select the option to generate the preheader from the Subject Line text. 

    Note: Preheaders only allow text and personalization and does NOT allow inclusion of content, dynamic or looping blocks.

  6. Select the Do Not Pad check-box to deactivate the automatic smart padding added to the preheader, if you prefer to manually add your own HTML padding. Smart Padding adds the perfect amount of spacing needed for each unique message to prevent the email content from immediately following the Preheader, in the inbox previews. If less padding is needed, less is used, making emails smaller and faster to load and open. Both length of subject line and length of preheader are taken into account. Padding is not added if there are no preheaders.

  7. In the Hidden Inbox Summary field, clearly communicate the offer and time-sensitivity of the message to help Apple Intelligence accurately summarize your campaign message for iOS 18 users. This summary appears after the preheader, visible only to Apple Intelligence and hidden from the recipient. It enables you to guide Apple Intelligence without altering the message for Android, Gmail, Yahoo, and Outlook recipients.

    Apple Intelligence will use this text to help it generate a summary for the Apple Mail inbox. This is helpful, because Apple Intelligence may not be able to accurately capture the details of your campaign, especially if there are multiple offers or the message relies heavily on images. This field allows you to provide a pre-written summary that can guide the AI in accurately representing your campaign.

    Note: Hidden Inbox Summary will only be available when using the Preheaders. This field is displayed once you start typing into the Preheader field.

  8. From the Message Encoding drop-down menu, select a character encoding option. The default option is "UTF-8."

Select message attachment

The platform allows you to assign one or more Attachment files to an email message (up to a maximum total file size of five megabytes).  

To assign an Attachment to a Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Envelope section, select Add Attachment from the Advanced Options menu. The system adds a new Attachments field.

  3. In the Attachments field:

    • To select an existing Attachment, begin typing in the name of the desired Attachment. The system displays a pop-up menu of Attachments with this text string in the item name; select an Attachment from this menu. Or, click the browse button (magnifying glass icon). A Browse Attachments dialog box is displayed, showing all Attachments. Click on an Attachment.

    • To create a new Attachment, click the New button (plus-sign icon).

  1. Beneath the Attachments field, the system displays the selected Attachment name, the file name, and the file size. Repeat step 3 as needed to add more Attachments to this Campaign. Optionally, to remove an Attachment, click the delete button (X icon) next to the Attachment.

For more information on setting up Attachments, see the Attachments topic.

Add reply handlers

In some cases, recipients of an email message may attempt to respond to that message. The platform can be configured to perform an automated action with these responses. These automated actions are referred to as "Reply Handlers." The platform supports two different types of Reply Handlers -- Auto Reply Handlers and Forwarding Handlers.

Auto Reply Handlers

The platform can be configured to submit an automated reply message back to the recipient. The message could contain, for example, instructions on how to contact your company, a thank you for their reply, or other information.

To assign an Auto-Reply Handler profile to a Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Envelope section, select Add Reply Handlers from the Advanced Options menu. The system adds a new Reply Handlers section to the screen.

  3. From the Reply drop-down menu, select the desired Auto-Reply Handler profile.

For more information on setting up Auto Reply Handlers, see the Auto Reply Handlers topic.

Forwarding Handlers

The platform can be configured to automatically forward the consumer's reply (without any images or attachments), along with a standard message and subject, to a specified person or group. For example, you could forward all consumer replies to a sales team, or a customer service representative, for follow-up.

To assign a Forwarding Handler profile to a Campaign:

  1. On the Campaign screen, click the Setup tab.

  2. In the Envelope section, select Add Reply Handlers from the Advanced Options menu. The system adds a new Reply Handlers section to the screen.

  3. From the Forwarding drop-down menu, select the desired Forwarding Handler profile.

For more information on setting up Forwarding Handlers, see the Forwarding Handlers topic.