Introduction to Behavioral Emails

With Behavioral Emails, you can inform customers of key events like hitting usage quotas, billing notifications, and more. Using Moesif’s ability to add users to cohorts, you can easily create dynamic email lists and even recurring email workflows. You can design customer emails right in Moesif’s HTML editor and pick which cohorts of users will receive your email.

Moesif can use any SMTP compatible email provider like SendGrid or AWS SES so you can reuse your same DKIM authentication and unsubscribe lists. Smart automation is easy to achieve with Moesif and the Behavioral Email feature.

Accessing Moesif’s Behavioral Email feature can be done by clicking on the Behavioral Email menu item.

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Creating New Emails

Creating new emails is documented in the Creating Email Templates docs.

Editing Existing Emails

To edit existing emails, locate the email you’d like to edit in the email list and click on the Template Name.

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Once the email is loaded, editing can be done with the same steps outlined in the Creating Email Templates docs.

Turning Emails On and Off

On the main screen, you’ll be able to see your existing emails and whether they are enabled/disabled. To enable an email, switch the Is Active toggle to ON.

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To disable an email, switch the Is Active toggle to OFF.

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Cloning an Email

If you’d like to duplicate an email, can create a copy of an existing email already in Moesif. To do this, simply find the email you would like to copy, click the vertical ellipsis button at the end of the entry and select Clone.

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The email will then be duplicated and a copy will appear in the list of available emails. The email will be disabled by default.

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Testing an Email

If you’d like to test an email to make sure of formatting or any other reason, you can send a test email from Moesif. To do this, simply find the email you would like to test, click the vertical ellipsis button at the end of the entry and select Test.

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A modal will appear to confirm the email you’d like to send the test email to. Once an email is supplied, click Send to send the test email to the desired recipient.

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Deleting an Email

If an email is no longer required and simply disabling it is not the desired approach, you can also delete an email from Moesif. To do this, simply find the email you would like to delete, click the vertical ellipsis button at the end of the entry and select Delete.

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A modal will appear to confirm the deletion. Click Delete to permanently delete the email.

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Alternatives to Using Behavioral Emails

Alternatively, Instead of designing emails in Moesif, you can also connect to an existing marketing tool like HubSpot or Pendo. This enables you to sync any data in Moesif users or companies to their respective entity in the CRM or marketing tool. Keep in mind, because most marketing tools cannot handle event data, Moesif provides a way to save cohorts of users based on their behavior such as “Made over 100 API calls in the last 5 days”. This is also synced to the marketing tool for easier targeting.

Embedded dashboards is another feature you can leverage to guide your customers. This enables you to embed API logs, SLA metrics, and other charts in your customer-facing portal. The data is powered by your Moesif account which means you’re able to save on cloud compute along with development time.

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