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.
Add ProviderAdd Provider

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.

Provider OperationsProvider Operations

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.

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.


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