About Email Actions

You can target emails to a member audience or trigger automated email notifications when an event occurs.

Things to Know

• You must have an email integration enabled for the email action to available in your Dashboard.

• Email campaigns are only supported with the Infobip integration:

  • Send an Email (via Infobip)

• Email Notifications are supported with Infobip and Mailchimp integrations:

  • Create an Email Notification (via Infobip)

  • Create an Email Notification (via Mailchimp)

• For an Infobip email integration, you must use a Broadcast Template for the mailing.

Create a Campaign Email (via Infobip)

A campaign email message is strictly marketing message sent to a defined audience.

Before you get started

• Create your Broadcast Email Template in your Infobip environment.
  Note, Infobip emails triggered from the Spendgo Dashboard do not support substitutions. Make sure your template does not include any substitution placeholders (i.e., {firstName}).

1. In the Spendgo Dashboard, navigate to Campaigns / Create.

2. Select the automation type Date & Time or Recurring and click Next Step.

   Note the Recurring campaign requires additional interval details to be defined before clicking Next Step.

3. Select to Send Email.

4. Enter your Template ID of the mailing you want to send, and click Next Step.

5. Define your Audience segment and click Next Step.

6. Enter a unique and easy to understand Campaign Name for your internal reference.

7. Schedule your campaign Start Date and time.Schedule your campaign Start Date and time.

8. (Optional) Schedule your campaign End Date and time. If this is not defined, you campaign will be ongoing with no end date.

9. Review your campaign details and click on Schedule to create your new campaign.

Create a Campaign Email Notification (via Infobip)

A campaign email notification is an email message send that occurs at the time of a specified event.

1. In the Spendgo Dashboard, navigate to Campaigns / Create.

2. Click the + to add a new notification.

3. Select the event that will trigger the notification and click Next. Learn more about Notification Events.

4. Enter a unique and easy to understand Event Name.

5. Choose Email as the Medium.

6. Enter your Infobip Broadcast Template ID of the mailing you want to send, and click Next Step.
   To retrieve your Infobip Broadcast Template ID, navigate to your Broadcast Templates and find the ID number ( # ) at the bottom right corner of the template module. If you have not already created your template, create your Broadcast Template. Note, only Infobip “Broadcast” Templates can be used for notifications.

7. Schedule your notification Start Date and time.

8. (Optional) Schedule your notification End Date and time. If this is not defined, you notifications will be ongoing with no end date.

9. Review and Create.

Create a Campaign Email Notification (via Mailchimp)

A campaign email notification is an email message send that occurs at the time of a specified event.

1. In the Spendgo Dashboard, navigate to Campaigns / Create.

2. Click the + to add a new notification.

3. Select the event that will trigger the notification and click Next. Learn more about Notification Events.

4. Enter a unique and easy to understand Event Name.

5. Choose Email as the Medium.

6. Schedule your notification Start Date and time.

7. (Optional) Schedule your notification End Date and time. If this is not defined, you notifications will be ongoing with no end date.

8. Review and Create.

9. Log in to your Mailchimp and navigate to Automations.

10. Create an automated Event API email.

11. Name your campaign and Begin.

12. Edit the trigger.

13. Set the delay to immediately.

14. Enter the the exact event name that you jotted down in Step 5 and click Update trigger.

15. Design or select your email template, Save And Continue.

16. Confirm your settings and click Start sending.