Last modified April 24, 2017 by Shelly Wolfe

Creating Email Campaigns

The Email campaign workflow enables you to create, customize, preview and test list management and outbound email campaigns.
Swrve Email campaigns are currently only available as part of our Early Access program. If you would like to have this feature enabled for your app, contact your Customer Success Manager at support@swrve.com.

There are two types of email campaigns:

  • List Campaigns – Enables you to add, remove or update a user in a list.
  • Template Campaigns – Enables you to create a template email that is triggered by an event in Swrve.
To enable Email campaign creation in Swrve, you must first complete the required prerequisites. For example, to create a list or template campaign in Swrve, you must create the list or template in the third-party system first. For more information, see Intro to Email Campaigns.

Creating List Campaigns

To access the campaign workflow and create a List Campaign:

Step 1: On the Campaigns menu, select Email.

Step 2: On the Email screen, click List Campaign.

Step 3: On the main screen of the workflow, enter the Campaign Name.

Step 4: Under the Select List section, select the platform you want to use to manage the list, if applicable. If you only have one email Adaptor, the screen automatically displays that platform. After you select the email platform, the Actions and Properties sections are displayed.

Step 5: In the List box, select the list you want to update. It may a moment for the list to populate, as Swrve pulls in the available lists from the third-party system.

Email List Campaign

Step 6: Under the Actions section, select the actions you want the campaign to manage. You can select subscribe, unsubscribe, or both.

  • Subscribe when this event is triggered – The user is added to the list when the selected event is triggered.
  • Unsubscribe when this event is triggered – The user is removed from the list when the selected event is triggered.

Step 7: Under the Properties section, edit the default sender properties as required. You can select user properties, such as Email, First Name and Last Name, that are dynamically inserted into the email and overwrite the default properties set in the third-party system.

Step 8: To launch the campaign, click Launch Now.

After you launch the campaign, its status is set to Active.


Creating Template Campaigns

To access the campaign workflow and create a Template Campaign:

Step 1: On the Campaigns menu, select Email.

Step 2: On the Email screen, click Template Campaign.

Step 3: On the main screen of the workflow, enter the Campaign Name.

Step 4: Under the Select Template section, select the platform you want to use to send the email, if applicable. If you only have one email Adaptor, the screen automatically displays that platform. After you select the email platform, the Email and Content Properties section relevant to that platform are displayed.

Step 5: In the Template box, select the template you want to use for the campaign. It may take a moment for the list to populate, as Swrve pulls the available templates from the third-party system.

Step 6: Under the Set Display Triggers section, select the app events that trigger the email and specify any delays or frequency limits as required:

  • When the user launches the app – select this check box if you want the email to be sent when targeted users start a new app session.
  • When the user triggers the event – select this check box if you want the email to be sent when targeted users trigger specific events. Swrve provides an auto-complete feature; enter the event name in the search box and then select the event from the displayed list.
  • Add a delay of X hours or minutes before sending – select this check box and enter the delay in hours or minutes, as required.
  • Users may receive this email – select an option to set how often users can be sent the email.

Step 7: Under the Email Properties section, edit the default email properties as required. Any changes only apply to this campaign. For more information on the available properties, see the related adaptor rules configuration.

Step 8: (Optional) Under the Content Properties section, you can add map Swrve properties (Source property) to a property in the third-party system (Target property) to dynamically insert user-specific values into the email content or subject line.

Step 9: Under the Select Campaign Goals section, select the Primary Goal for your campaign. This is the initial event or purchase you want users to make after receiving the email.

  • Event – use to track engagement with a specific feature you are promoting in your email. Select an event from the event name list.
  • In-App Purchase (using real currency) – use to track in-app purchases of promotional items featured in your email. Select of any item or of a specific item, and if required, select the specific item from the item name list.
  • Purchase (using virtual currency) – use to track virtual currency purchases of promotional items featured in your email. Select of any item or of a specific item, and if required, select the specific item from the item name list.

If required, select a Secondary Goal for your campaign. This might be an event or purchase you want users to make further downstream.

Step 10: To test the template campaign, under the Send Test Email section, in the Recipients box, enter an email address and then click Send.

Step 11: If you are happy with the test email, to launch the campaign, click Launch Now.

After you launch the campaign, its status is set to Active.


Next Steps

  • View results and reports for your email campaign or change the status. For more information, see Managing Email Campaigns.