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Table of ContentsTable of Contents:

Table of Contents
minLevel2


Fields Setup


Info

See the Fields Setup Section in our Getting Started Guide.



List Settings General

Info

The List → List Settings → General tab: is a page to manage general default settings for this List.


How to Setup a List Level Notification Email

Similar to the Account level notification email address, you can alternatively setup different notification email addresses for each list. Notifications emails such as: Campaign launched, Completed, Failed with Errors, Failed. As noted in the Account Level, if several users need to receive such notifications, then a distribution email address should be used. 

(warning) Note: List level notifications do not override account notifications, but adds an additional email address per specific list to send to.

How to Disable the WYSIWYG Editor at the List Level

Choose this option to disable the WYSIWYG editor in the Email Design page (step 2 of Campaign creation) so the only editor that can be used are the HTML or Text editors. This will apply to all the emails in your list once set. Customers working purely in HTML, and wanting to avoid any small changes the WYSIWYG editor might make upon saving.

Image Modified


How to Setup a List Welcome Email Message


(info) Ongage provides this feature so you can send a transactional welcome email to each and every new contact that joins the List (without any need to code a transactional API message).

By setting this up, every new contact that is added to this List, will receive the welcome email message you select in the setup below:

  1. Go to List → List Settings → General Tab (see screenshot above).
  2. Open the 'Welcome Email' panel:


  3. Check "Send transactional welcome email message" checkbox to activate this feature.
  4. Select which SMTP vendor connection to use for sending this transactional welcome email. 
  5. Select the email message you would like to send, from your Content → Email Message library, to all new contacts that join (get added) to this list. 

Warning

Note:

  1. Only SMTPs (and ESPs) that support transactional emails will appear in the 'Send With' drop-down (see our ESP Knowledge Base for a list of ESP/SMTP vendors that support transactional emails).
  2. Moreover only fully setup vendor connections (that support transactional) will appear in the drop-down.
  3. Currently the Transactional welcome email does not take into consideration contact status (as these are for brand new contacts only) nor suppressions lists. See Automation Rules for that option. And/or please consult support for more info about this.


Info

If you'd like to send several follow-up email messages, after this transactional welcome email, see Campaigns → Events & Triggers to set up sending a sequence of follow-up on-boarding messages on: 1 day, 2 days, etc. after new contacts joined this list, by using the Ongage system create date, as the base for that Event.

How to Setup Different Welcome Email Messages for Different Segments

The segmented welcome email feature enables marketers to send different welcome messages to different on-boarding contacts, based on data-point values in their list fields.

For example:

  1. Send different welcome messages to contacts from different States or regions.
  2. Send different welcome messages based on different interests, e.g., 'Sports' vs. 'Travel'.

To setup this up:

  • Go to List → List Settings → General Tab (see screenshot at the beginning of this section).
  • Open the Welcome Email panel:
    Image Removed
  • Click on the Add specific segment button.
  • Choose a different email message to send to the selected segment.
    • Additionally you have the following options:
  • Check Send as second email to send this segment an additional message on top of the default welcome email.
    • When unchecked (which is the default setting), the selected segment will receive only the segment designated message instead of the default welcome email.

    'd like to send several follow-up email messages, after this transactional welcome email, see Campaigns → Events & Triggers to set up sending a sequence of follow-up on-boarding messages on: 1 day, 2 days, etc. after new contacts joined this list, by using the Ongage system create date, as the base for that Event.

    How to Setup Different Welcome Email Messages for Different Segments

    The segmented welcome email feature enables marketers to send different welcome messages to different on-boarding contacts, based on data-point values in their list fields.

    For example:

    1. Send different welcome messages to contacts from different States or regions.
    2. Send different welcome messages based on different interests, e.g., 'Sports' vs. 'Travel'.

    To setup this up:

    1. Go to List → List Settings → General Tab (see screenshot at the beginning of this section).
    2. Open the Welcome Email panel:
      Image Added
    3. Click on the Add specific segment button.
    4. Choose a different email message to send to the selected segment.
    5. Additionally you have the following options:
      1. Check Send as second email to send this segment an additional message on top of the default welcome email.
      2. When unchecked (which is the default setting), the selected segment will receive only the segment designated message instead of the default welcome email.

    How to Conduct A/B Testing for Welcome Emails

    When setting up an A/B test for your welcome emails, follow these steps:

    1. Create a Segment and split that into two. Initially Segment can be empty as this is welcome email and only future emails will get emails after setup is done. 
      Image Added

    2. Utilize these segments under the “Segmented Welcome Email”.
      Image Added

    3. Once the setup is complete, the system will automatically send one of the two email messages to contacts when they are added to the list and fall in the segment. 

    Split Segment functionality will make sure that incoming contacts are diverted in both Segments equally and you will be able to send separate Email message based on contacts falling into Segment. 

    Feel free to explore more than two splits if needed. A well-executed A/B test can help optimize your email engagement. 

    How to setup URL parameters

    This feature can be used for Google Analytics URL utm parameters as well as any other website traffic tracking technology that uses URL parameters.

    1. Go to List >> List Settings >> General >> URL Parameters.


    2. Under the "URL parameters", type in the name of the parameter and value.
    3. Click on + 'Add one more', for any and all additional parameters you'd like to add.
    4. Note: In the value you can use Ongage dynamic list fields (e.g., {{lead_source_id}}), and/or dynamic system fields (e.g., {{ocx_campaign_name}}).

    Once set, those parameters will automatically be appended to the end of all links in all the email messages in the list. So if the links in your email messages are www.mysite.com, the above example will change those links to be: www.mysite.com?utm_source=newsletter&utm_medium=email

    Info

    You can also set default values for these parameters under Content→ Email Message → Email Settings. The URL Parameters configured at Email Message level will overwrite the default setting at List or Account Level.

     


    Update on Click

    Info

    You might also want to check out the similar Post-Back Links feature in the following section.

    Intro

    • Update a list field, when a recipient clicks on a newsletter link.
    • This feature enables marketers to capture data from link(s) that a recipients clicked on in newsletter and update a designated list field with a value associated with that link.
    • Let's say you'd like your recipients to confirm that they want to get your newsletters.
    • And let's say the List field name you want to capture the confirmation is named: 'confirm'.

    • Your confirmation email will contain a link as illustrated below. where the 'ocxf_ prefix indicates that the field 'confirm' will get populated with the value 'Yes' when clicked on

      Code Block
      <a href="https://www.mywebsite.com?ocxf_confirm=Yes">Click here to confirm</a>


    • Then you can either: Segment all those where confirm equals 'Yes' or automatically exclude everyone where confirm is not equal to Yes.
    • Note: you can send an additional confirmation email after a contact double-opts in, by using our Automation Rules feature, see there 'Update Field Examples' in the Automation Rules Examples online help page.

    Travel Example: Append Values

    • In this example you can capture clicks on multiple links.
    • Let's say you're running a travel newsletter with several destinations, NY, FL, CA, WA.
    • And let's say the destination list field name is: 'dest' and is of type string.
    • Use 'ocxfa_<fieldname>' prefix to indicate that you want to append the value rather than replace the value as is the case when the prefix 'ocxf_<fieldname>' is used.

    • So if a subscriber clicks on both the 'New York' and 'California' links, then his list field 'dest'  will contain the value: "NY;CA;".

      Code Block
      <a href="https://www.my-travel.com?ocxfa_dest=NY;">Visit New York</a>
<a href="https://www.my-travel.com?ocxfa_dest=FL;">Visit Florida</a>
<a href="https://www.my-travel.com?ocxfa_dest=CA;">Visit California</a>
<a href="https://www.my-travel.com?ocxfa_dest=WA;">Visit Washington</a>


    All Field Prefix Options Detailed

    • ocxf_<fieldname>: overwrite fieldname value with value in link.
    • ocxfa_<fieldname>: in case of field type string: append value from link to existing value in fieldname.
    • ocxfa_<fieldname>: in case of field type numeric: add value from link to value in fieldname.
    • ocxfs_<fieldname>: in case of field type numeric: subtract value from link from value in fieldname. This prefix can only be used with numeric type fields.

    Post-Back Links

    Info

    You might also want to check out a similar feature 'Update List Field Based on Click' in the previous section

    What is a Post-Back Link and How to Implement Double Opt-in

    1. Post back links enable you to update the value of a list field, by your subscribers clicking on a designated link in your email message.
    2. The update takes place, after your email arrives, and when a recipient of yours, clicks on the post back link in your email message.
    3. Typically Post Back links are used for implementing double opt-in, though there are other use cases.
    4. Double opt-in is used when you want your list contact/subscriber to acknowledge receiving future emails, and to save their answer in an appropriate field in the list. 
      • For example you might have a field named DOI (short for double opt-in) which its default value is either 0 or 'N', and the post back link when clicked will change it to 1 or 'Y'. Alternatively you can use a date field, to store the date they double opted in.
    5. Once you create the post back, described in the following section, you can use it in your email newsletter. You use it by simply clicking on on the Link button in the email editor, and choosing the Link Type: Post-Back Link.


    Warning
    • Post-Back links are unique per list.
    • They cannot be copied from list to another.
    • If you are copying an HTML message from one list to another, makes sure to remove the post-back links and create new ones for that list if needed.
    • Go to List Settings → Post Back Links


    • Click on the “Create new post back link” button


    • Define the name and description of the link
    • Select the field in the list which will receive the post back value
    • In the case of a date field it will automatically be "Current Date"
    • You can also choose the message the user will see when he presses the link, or set a URL to redirect them to, when they press on that link.


    • When your Post Back Link is ready you can insert it into your email newsletter in the following manner

    • Create your email content in the WYSIWYG editor:

    1. Choose the text for your Post Back Link, for instance : 'Click here if you'd like to receive emails from us'
    2. Select the text and click the 'Link' icon:


    3. Choose the Link Type - 'Post-Back Link'
    4. Select the name of the Post Back Link you created earlier
    5. Send a test Campaign and check the value got updated in the relevant field.

    Note: It might take a little while for the value to be updated.

    ESP/Domain Distribution

    Info

    See the ESP Domain Routing Section and how to configure ESP routing per list or per campaign.

    ESP/Segment Distribution

    This setting will be applicable for all the campaigns that you do for this list.
    Note: Please note, the campaign level setting will override this list setting and will apply for that specific campaign only.

    Link Groups

    Overview: What are Link Groups 

    Link Groups are a way of getting aggregated statistics across a group of links, instead of just individuals ones. Let's illustrate this by example, let's say your email newsletter is schematically built as following:

    Code Block
    Header & Intro
 
Entertainment News
    Entertainment Link 1
    Entertainment Link 2
    Entertainment Link 3
 
Sports News
    Sports Link 1
    Sports Link 2
    Sports Link 3

Weather News
    Weather Link 1
    Weather Link 2
    Weather Link 3
 
Footer

    You can create Link Groups for "Entertainment", "Sports" and "Weather", and then get aggregated stats on those groups, in order to determine for example, which group of topics gets the most clicks.

    Link group stats can be used and measured across multiple campaigns. Meaning by using the same groups in many campaigns, you can get the overall click performance of those groups, over the course of many campaigns, month, months, year. 

    How to setup and use Link Groups 

    1. Go to  List Settings > Link Groups


    2. Click "New Link Group" and give a name for each category of links you'd like to get grouped stats on.
    3. Then in the Email Message Editor when editing a link, select the link group you'd like to associated each link with: