Setup

Understand how to set up Email as a channel for your marketing campaigns.

Overview

This section covers various email tasks, including the integrations, and inbox previews. No matter the type of customer emails, all businesses have the same goal to get to the correct recipient's inbox. By setting up your email correctly, you ensure successful email deliverability.

Email Integrations

Before you can create email campaigns, you must integrate an email service provider with CleverTap.

CleverTap supports integrations with popular email service providers. Select your email service provider from the following list:

For all other service providers, use Generic SMTP.

Setup Provider

Once you have integrated an email service provider with CleverTap, you can set up your email service provider.

To add a provider, perform the following steps:

  1. From the dashboard, navigate to Settings > Engage > Channels > Email.
  2. Click + Provider to add a provider.
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Add Provider

  1. Add the email provider's information.
  2. Click Save.
  3. Click Send Test Email to check if the provider has been set up correctly and can send emails.

Provider Operations

This section describes actions for the available email service providers.

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Provider Operations

Archive Service Providers

You can archive any of the current email service providers from the email settings. Archiving the email service provider stops any active Campaigns or Journeys for this provider. The archived provider will not be available for use in the future. However, it will still retain the provider stats.

Follow the steps to archive an email service provider:

  1. From the CleverTap dashboard, navigate to Settings > Channels > Email > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Archive from the list.

Delete Service Providers

You can delete any of the current email service providers from the email settings. Deleting the email service provider will remove all existing data from our system and stop any active Campaigns or Journeys. The deleted provider will not be available for use in the future.

Follow the steps to archive an email service provider:

  1. From the CleverTap dashboard, navigate to Settings > Channels > Email > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Delete from the list.

Edit Settings

Edit the email settings to change Provider credentials.

Follow the steps to edit provider settings:

  1. From the CleverTap dashboard, navigate to Settings > Channels > Email > Providers tab.
  2. Click the ellipsis next to the provider.
  3. Select Edit settings from the list. The Provider credentials window displays.
  4. Change the required information.
  5. Click Send Test Email to check that the provider is working correctly.
  6. Click Save.

Mark as Default

Set a service provider as default so that the same provider is used for delivering your emails.

  1. Follow the steps to set a default email service provider:
  2. From the CleverTap dashboard, navigate to Settings > Channels > Email > Providers tab.
  3. Click the ellipsis next to the provider.
  4. Select Mark as Default from the list.

Inbox Previews

Before you can use inbox previews, you must enable them. Inbox previews with code analysis let you view an analysis of your HTML code. It also provides the capability to view previews across devices and inboxes before you send out a campaign.

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Account Specifications

Email previews are available only if you have opted for the email add-on from CleverTap.

Enable or Disable Inbox Previews

To enable or disable the inbox preview, perform the following steps:

  1. From the dashboard, navigate to Settings > Engage > Channels > Email.
  2. Select the Previews tab.
  3. Select a client from the list.
  4. Click on the ellipsis and click Enable or Disable.

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Multi-select

You can also select multiple clients, then enable or disable previews by clicking Enable in inbox previews or Disable in inbox previews.

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The Previews tab lists the available email inboxes. For example, a mobile device that runs Gmail on Android 8 or a computer that runs Apple Mail 10 on an OS X 10.10 operating system.

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Account Specifications

Email previews are available only if you have opted for the email add-on from CleverTap.
This feature is not available for trial accounts.

Advanced Setup

Appsflyer OneLink

Deep linking gives your app users the most seamless experience possible by guiding them securely and contextually to in-app information.

CleverTap automatically wraps all links in the email body to track clicks. When a user clicks on any of the links in the email, this may lead to several redirects. Turning off click tracking for deep links is one option for marketers who wish to send users straight to the content.

The other option is to leverage the Appsflyer OneLink with branded links. Doing so can provide your app users with the greatest experience possible as it directs them to a specific landing page, the app store, or in-app content. All this while, CleverTap tracks the click and assists in boosting conversion rates.

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Set Up Appsflyer OneLink(s)

The following are the steps to enable this feature:

  1. Set Up OneLink(s) in AppsFlyer
    To use the AppsFlyer OneLink feature on the CleverTap dashboard, you must first set up a Branded OneLink on your AppsFlyer account. To set up branded OneLink in AppsFlyer, refer to these steps.

  2. Set Up OneLink(s) in CleverTap Dashboard
    To set up OneLink on the CleverTap dashboard:

    a. Navigate to Settings > Channel > Email > Advanced Setup on the dashboard and click Appsflyer OneLink dropdown.

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b. Enter your AppsFlyer OneLink domain or sub-domain and click Add.

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Adding a Domain

You can add a maximum of 20 valid domains or sub-domains.

c. Click Save to save the domain.

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The message Appsflyer domain deeplink successfully saved displays at the top.

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Disable Tracking via AppsFlyer OneLink

If you want to avoid click tracking via AppsFlyer OneLink, add the following tag for all the required links in your email:

<a data-track="off" href="donotoverrride"> Your link </a>

AppsFlyer OneLink does not apply to links with this tag.

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Note

Turn off click tracking from your email service provider's dashboard for one link redirection to function as intended. CleverTap will receive the click data directly from AppsFlyer.

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Invalid AppsFlyer Branded OneLink

AppsFlyer does not send the click data for invalid OneLink URLs configured in an Email campaign to CleverTap.