How can I use the Transactional Email Campaign for my website?

DWQA QuestionsHow can I use the Transactional Email Campaign for my website?
asked 2 years ago
1 Answers
answered 2 years ago

What is the Transactional Email Campaign?

The Transactional Email Campaign automatically triggers emails to your visitors based on their behavior on the website. It’s a great way for you to keep channels open with your visitors based on what they’ve looked at, read, added to cart, purchased, etc. all while being personalized without having to manually send out each email (or send out a batch and blast).

Be sure that your website is tagged with the Charley scripts so that you can utilize this campaign. You can find instructions here. Tagging your website allows Charley to know how visitors are behaving so that it can trigger the emails you wish to send.

What can I do with the Transactional Email Campaign?

The Transactional Email Campaign in Charley was designed for you to easily configure triggered emails based on the most popular and commonly used campaign types across all of our clients. These include:

  • Shopping Cart Recovery Emails: Triggers emails to shoppers who abandon with more than $0 in their shopping cart.
  • Post-Purchase Emails: Triggers emails to shoppers who complete an order.
  • Page Specific Emails: Triggers emails to visitors on specific pages either immediately or after they leave the website.
  • Campaign Triggered Emails: Triggers emails to visitors who receive or accept on certain Rekko Website Campaigns while on your site.

How do I use the Transactional Email Campaign in Charley?

Under Create New for either Campaigns or Email, you can choose the option for Transactional. This will open the three-step wizard for the Transactional Email Campaign.

General Settings

This step allows you to configure what kind of triggered email (see above) you’ll be sending.

Design

This steps is where you get creative! Use our WYSIWYG Editor to create your email, or paste in HTML/CSS that you have ready into the Source.

Use the Send Test Email button to make sure emails display exactly as you’d want them once they’re sent.

Finish

Now you just save your campaign. Click Save to just save your campaign to the Library. Or click Save and Run Campaign to turn the campaign ON. The latter will start running on your website and looking for visitors who match the profiles you set up in the General Settings.

Watch a Video about Charley’s Transactional Email Campaign