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Table of Contents:

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Introduction 

There are currently 3 major types of campaigns in Ongage

  1. Bulk campaigns (aka marketing or blast campaigns): are campaigns that you schedule to send to one or more segments. E.g., a daily, weekly or monthly newsletter to all your subscribers, is one such example, where one newsletter goes out to a bulk of recipients on your list. 
    1. Of course you can target specific audiences using segments, and target them with tailored content relevant for that segment.
    2. Moreover you can use our dynamic content features, to send different content to different contacts in the very same campaign! For example, send in the same campaign, 1 set of content to all contacts from New York, and a different set of content to contacts from Los Angeles.
    3. Ongage does also offer Split (aka A/B Test) campaigns, which are a special case of these marketing campaigns.
  2. Event & Trigger (aka drip campaigns): are campaigns that based on an event (e.g., initial sign-up date) it sets-off a series of emails messages, that are sent spread out over time (days, weeks). For example a series of on-boarding messages to new users, or a set of messages designed to nurture leads to convert to paying clients, etc. (more about these see in this How-To section below).
  3. Transactional mailings (aka autoresponders): is an email message that is sent immediately to one individual recipient. For example a welcome email when someone subscribes to your list, or a receipt, when someone purchases a product, are two classic examples of transactional email messages. Every list in Ongage comes with one ready-made transactional campaign already setup, and it is typically used for your welcome email campaign. For more about transactional campaigns see our API Guide or our built-in welcome emails to be found in our List How To.

The Main Campaign Related Menu Items

Campaign Overview & SetupCampaign Analytics


Campaigns General

The Ongage Campaign Overview

  • Go to: Campaigns → Campaigns Overview 
  • The Campaign Overview, provides marketers with a list of all campaigns in system, ranging from campaigns scheduled to go out in future, to campaigns in process and completed. The dashboard includes rich search options, so you can easily find the campaign information you might be looking for. Furthermore, marketers have quick and easy access to key info about each campaign, whether it be messages used, segments targeted, ESP / SMTP connections, campaign size, and access to the campaign snapshot report – which provides a detailed overview of completed campaigns.

How to Send a New Campaign

  • Click 'New Email' button. A simple step by step wizard will now be available: 
    • Step One: Enter the Email Name, Description and Subject, Unsubscribe management
    • Step two: Enter the actual content of the email. You may either use the WYSIWYG editor, or click the +Template button to use any of the ready-made templates.
      Once clicking 'Configuration' you will be taken to a preview of your email campaign. If you are satisfied with the way campaign looks like, you can proceed to the next step.
    • Step Three: Here you define your Campaign. Enter Campaign Name, Description and select the targeted Segments. Click 'Schedule'
    • Step Four: Schedule your campaign – you may choose to launch now or set a future date and time. Here you may also define the 'Mailing Notification' to help you monitor the campaign from outside the platform

How to Send a Test Campaign and use Mail-Tester

(info) Before you send out a campaign, it is highly recommended to send a test campaign first.

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  1. Go to >> Campaign Configuration Page >> Test Campaign panel.



  2. Add email addresses AND/OR Whitelist Segment that will receive the Test Campaign.
  3. Check 'Run mail-tester' for a mail-tester report and click 'Test'. You can also just check and run a mail-tester without indicating any email addresses.



  4. You can also Send a Test Campaign from Email Message Dashboard using the Test Email Icon from Action Items.
         

Mail Tester Report

After running the mail tester, you can view the mail tester report by going into snapshot report of a campaign.



Intro

The Mail Tester report provides the score based on the following areas of Email Deliverability Analysis.

  1. Spamassasin: The Spamassasin report gives you results based on a robust scoring framework which includes a wide range of advanced heuristic and statistical analysis tests on email headers and body text. The report highlights whether the content is Blocked by any Spam filters such as Razor or gives a negative score if any part of your content is problematic and may cause delivery issues from ISP end.
  2. Authentications: Mail-Tester report checks SPF/DKIM/DMARC signature of your sending as well as bounce domains and highlights any missing authentication by giving negative score for the missing authentications.
  3. Blacklists: If your sending IP is blacklisted in any of the Major Blacklists, the report will show a negative score and highlight the blacklist in which IP is listed.
  4. Email Message Format: Mail-tester checks the HTML/CSS and the structure of the Email message and gives a negative score if any standard practise is missed in formatting an email such as using broken links, missing Alt Attribute of an image, HTML/Text or Image/Text ratio etc.

Advanced Campaign Configurations

Campaign Quota

  • Email Quota allows users to limit the total amount of emails to be sent out in a given campaign
  • In the third step of email edit, user may choose to define the email quota for the Campaign
  • Quota per ESP routing contain 4 different options of distribution:

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How Does Quota Work

  • It randomly selects a set of members that meets that quota number, from the full set target segment

  • If there are several segments targeted, it will proportionally select members from each segment, so more members will be selected from a large segment and less from a smaller one

Advanced Campaign Sending Options

These options you can find on the 'Campaign Scheduling' Page:

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Campaign Throttling

Intro

  • Throttling allows you to control the amount of email messages sent per hour for a given campaign.
  • So for example, if you have a segment of 10,000 contacts, you can choose throttle (spread out) the campaign over 10 hours, in that case Ongage will send 1000 messages each hour for 10 hours.
  • Campaign throttling may sometimes be used during the warm-up of a new IP/SMTP connection. Some marketers may also choose to use this feature when sending to less active segments.

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  • This feature enables marketers to schedule one campaign that will send at different times, based on the time-zone (IP, ZIP Code or Airport Code) indicated in each contact's list field. So you can schedule one campaign that will send out at 8am ET to all contacts in ET, and then send at 8am CT to all contacts in CT, and so on and so forth.
  • This feature requires that you have the timezone (or IP, or ZIP Code, or Airport Code) for each contact, that you will store it in a List field. For contacts that you don't have any timezone indication, they will receive the campaign at the indicated campaign start timezone time (see details below).
  • The list field you create for storing the time-zone offset should be either numeric or string.
    • In case of numeric, indicate number of minutes relative to GMT (e.g., 120 for GMT +02:00 and -300 for GMT -05:00).
    • In case of string, use the tz database convention, for example: America/New_York, Europe/London, etc. This convention takes into account DST
  • If you don't have the time-zone of your contacts but do have either the IP, ZIP Code or Airport Code, then you can use a List field that contains one of these values in order to use this feature to send-by-timezone. In the case of ZIP codes, only US ZIP codes are supported.

Send by timezone setup

  1. On the 'Campaign Scheduling' page, select the time you'd like the campaign to launch at in each time-zone. Lets say for example 8:15am:

  2. Choose the List field that contains either the Time-Zone, IP, ZIP Code, or Airport Code, for each contact so that when the campaigns prepares to send it will look at the appropriate list-field to determine the time-zone for that contact.

  3. Select the campaign time-zone – indicates from what time-zone to start sending. In the case of North America, one would typically select East Coast Time, as the timezone for the campaign to start sending at.

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Note: You cannot use the general throttle options when you have used timezone throttling. Both the settings cannot be used simultaneously.


How To Stop and Resume a Campaign 

  • You can stop a campaign in progress. 
  • Having said that, it should be used with caution and should by and large be used as a last resort in order to prevent a campaign from going out, for whatever reason, e.g., incorrect info in the body of the email.
  • If you stop a campaign during the pre-processing, i.e., prior to the schedule date, or up to and including 10% progress, you'll be able to completely stop the campaign from going out. Stopping a campaign anytime after that, will cause the campaign to stop sending, after some or most, of the emails have already been sent. The later you attempt to stop it, i.e., its progress status is in the high percentages, the less chance there is of stopping it.
  • You can resume a campaign after it was stopped. The same cautions apply as in the 2nd bullet noted above.

Campaign Statuses

(info) You can hover over the status of a campaign, in the Status column in order to get more info about that campaign's status

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