Email Workflow in Mapp Engage

Now that your Engage system is set up, you can start connecting with your audiences. This guide shows you how to organize your data and workflows for a successful email marketing campaign. We'll give you a comprehensive overview of everything you need to prepare to kick off your first email sendout campaign. We'll list the tools and features within Mapp Engage that you should use to achieve your goals.

Basic workflow for a personalized Email sendout

Check out our introductory video to learn about the basic workflow. It takes less than three minutes!

Prerequisites

Your Engage system is all setup and live. Users and permissions are configured, content blocks are created, and you are ready to go.

Procedure

A) Audience

1. CREATE A GROUP
   
   A group is a list of addresses to which you send messages. Groups allow you to organize your contacts in Mapp Engage. You can create as many groups as you want. A common and recommended use of Groups is per channel: Email, SMS, Mobile Push, Direct Mail, etc. However, you can create other groups depending on the size of your contact list, sendout frequency, and other factors relevant to your business. 

   You must create groups before you import contacts into Mapp Engage.

   Documentation	Description
   Create New Group	This article describes the basic procedure to create a group and a high-level description of available group settings.
   Define Group Settings	In this section, you will find articles about all the setup possibilities for groups. This is a fairly broad topic, as group settings include such important aspects as:  reply handling. deactivation settings. tracking and links. sendout options and more.
   Manage Group Attributes	A group attribute stores one value for all members of a group. The value is identical for all group members. Group attributes are ideal for storing data that changes frequently and is not recipient-specific. You can create group attributes manually or import them via CSV or XML imports.

2. IMPORT CONTACTS
   
   Before you start building your audiences, you need to get their contact data into Mapp Engage. Contact data are imported into groups.
   
   Below are the different ways of importing contacts into Mapp Engage.

   Documentation	Description
   Manual import	This article describes importing contacts and profile attribute data into a group. The import file can be in CSV, XML, or text format.
   Automated import	You can create automations that will perform contact imports at regular intervals. For more information, see Create a New Time-Based Automation.
   Import with Mapp Connect	With Mapp Connect, you can set up complex automated imports to sync your contact data from external sources into your Mapp Engage system. This is a very robust solution and offers faster imports. Mapp Connect requires some additional setup. Check out the documentation, and contact your account manager if you need more information.

3. BUILD YOUR AUDIENCES
   
   Defining your target audiences is key to success in digital marketing. Mapp's Segmentation Builder is a tool that picks exactly those contacts from within your groups that you want to target with a specific message or campaign. Those contacts are put into segments that can be used across the platform.

   Documentation	Description
   Segmentation Builder Basics	Read this article if you are not yet familiar with Segmentation Builder. It clarifies the basic concept behind segmenting your contacts and explains the user interface of the tool. Here, you will also find a description of the available segmentation criteria: Contact Profile Related Data Email Activity Mobile Activity Web Activity Intelligence
   How-Tos for Segmentation Builder	Here, you will find basic procedures, for example: Create a Segment Calculate the Size of a Segment Limit Segment Size Add a Segment to a Group Target Group Members During Sendout Dynamically Add CMS Paragraphs Apply a Segment to an Automation
   Use Cases for Segmentation Builder	This section shows you practical examples of segments with detailed configuration. The use cases are available in 5 different categories: Profile and Behavior Based Segments Segments for Dynamic Content Segments for Optimized Message Delivery Rates Segments for Legal Compliance Segments Based on Transactional Activity

B) Message

1. CREATE AN EMAIL MESSAGE
   
   There are two ways to create messages in Mapp Engage: with pre-designed templates (recommended) or manually.

   Documentation	Description
   Message Basics	Read this article if you are unfamiliar with email messaging in Engage.
   Create emails using pre-designed templates: Manage Content for Email Messages​ CMS Messages​	You can create templates and other reusable email elements in advance, ensuring that all your emails have the same look and feel. Creating these elements requires HTML knowledge. Reach out to you account manager if you are interested in support options. The four basic elements are: frameworks blocks email templates email messages For more information, see Concept and Definitions.
   Create emails manually	You create emails in the message creation area using HTML code or an HTML editor if you don't know HTML. You can paste, upload, or create message content here.

2. ADD PERSONALIZATION AND VARIABLES
   Personalization and variables is part of the message creation process.

   Documentation	Description
   Add Personalization​	Personalization adds content selected specifically for the recipient or target group to the message. It makes the content of your messages more relevant. For example, you can start an email addressing the contact with their first name.
   Add Variables​	Insert content automatically into a message that is the same for all recipients of the message. For example, you can add a coupons or barcodes to a message, or links to read the message in a web browser, read a mobile version, unsubscribe, or change profile data.

3. PREVIEW AND TEST THE MESSAGE
   Before you send your message, it´s good practice to do some quality assurance. 

   Documentation	Description
   Message Preview	Review personalized draft emails before sendout.
   Inbox Rendering	Verify that the design and content of your message are optimal.
   Inbox Monitoring	Test the deliverability of your message across platforms and internet service providers.
   Split Sendout	Try out various email variants to identify the highest-performing one.

C) Sendout

Before sending the message, Mapp Engage processes it according to all the parameters you defined in previous steps. The relevant recipients are selected, and individual emails are created for sendouts that include personalization.

D) Performance & Reporting

For any email campaign, it is important to monitor your KPIs. 

Interested in training?

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