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Help CenterCampaign ManagementCreate New CampaignSetup and Test Trigger campaigns

Setup and Test Trigger campaigns

Last updated February 17, 2024

Trigger campaigns are emails which will be triggered by user actions. For eg. A new user signs up on your platform, they will be sent a welcome email. You can create a journey/workflow on Mailmodo or any other CRM you use. Trigger actions are typically a part of these journeys. 

Triggered emails are an effective tool for you to build a relationship with your customers. They need only be set up once, after which everything is an automated flow. In this article, we will cover the stepwise process of setting up (and testing) a trigger email campaign.  

You might also want to read   ‘    How to set up and test a campaign ?    ’ 

How to set up a Trigger campaign?

Step 1Click on the Transactional icon on the sidebar. Then, click on New Transactional Campaign in the top-right corner.

Setup and Test Trigger campaigns

Step 2: Select an email template from Saved Templates (or upload one from the Upload Templates tab). Click Next.

Setup and Test Trigger campaigns

Step 3:  Create the header by adding your Campaign NameSubject line and Pre-header Text.  You can also personalise the subject line, by clicking on the ‘Personalisation’ option. 

Preview the header in the right-side inbox preview. Enter the sender address you wish to use and a reply address. Click Next.

Setup and Test Trigger campaigns

Step 4Select a platform to set up a trigger campaign on certain actions or events recorded in your platform.

Click on Next.

Setup and Test Trigger campaigns

Step 5Review and test your campaign. To test, click on send test campaign->enter email ID->send test email.

Setup and Test Trigger campaigns

(For campaigns with personalisation, check details of personalised fields. Click ‘Change’ to make corrections)

Setup and Test Trigger campaigns

(You can also see the form responses under the ‘Submission’ tab)

Setup and Test Trigger campaigns

Step 6With your campaign setup all complete, click on Enable Campaign. This activates the campaign so it will be sent in response to trigger events.   

Setup and Test Trigger campaigns

Step 7: Next, a Webhook URL will be generated. Use this webhook URL in your desired platform. The campaign will be triggered based on actions or events recorded in your platform.

Setup and Test Trigger campaigns
Setup and Test Trigger campaigns

The other tabs in this window give you an overview of your campaign. Different user activities are recorded and you can track your campaign progress over time.  

Setup and Test Trigger campaigns

 

You can check our trigger campaign guide for supported platforms   here  

NoteOur typical sending speed is 20 emails/sec for Mailmodo SMTP and 12 emails/sec for AWS SMTP.

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