Setup Behavioral Emails
Creating an Email Template
Before you can create a new email template, a saved behavioral cohort must already be created. Refer to the documentation for Saved Cohorts.
Select the Create New + button on the left-side navigation menu and select Behavioral Email.
Alternatively, select Behavioral Emails from the left-side navigation menu. Both will bring you to the Behavioral Emails section.
Within the Behavioral Emails section, click + Create Template on the top right.
Choose to start from a blank canvas or select a predefined template.
Defining Email Template Criteria
Once the editor opens, there are a variety of fields you can populate to create an email template.
You can send your email to any saved user cohort. A saved user cohort is a dynamic group of users defined based on their behavior such as “Users who made over 100 API calls in last 5 days from Node.js” and can be created within the users analytics panel.
A short and concise subject line that describe the contents of the email.
From Address and From Name
The from address is the address which will be used to send the email such as email@example.com. Keep in mind your domain should be configured correctly for DKIM and SPF in your email provider for the best deliverability. The from name can also be specified.
CC and BCC
You can also add a CC or BCC. Many CRMs provide a BCC address so you can log any customer communication right in your CRM.
Normally, a user can only receive the same email once. However, you can make the template recurring. Users who still meet your cohort criteria can be re-enrolled into this email workflow. Recurring workflows are useful for things like exceeded quota warnings, monthly billing reminders, etc.
If you set the workflow as recurring, you must define the time period that must pass before a user will be eligible for re-enrollment. Keep in mind the user must still be a member of your cohort after the time has passed.
For example, if you want to create a workflow that sends warning emails to any customer who exceeded their subscription up to two times per billing month, you could define the re-enrollment period 15 days.
Using the Email Editor
The email editor allows you to build beautiful, responsive emails using drag and drop content modules. The templates have been extensively tested with Litmus and Email On Acid to ensure rendering in a variety of email clients.
Content Modules provide a multitude of options to design your email template. These options include:
- Add columns to your design in order to have a better design arrangement
- Buttons of any type can be added and customized to have their colors and styles match your design
- Provides spacing between components
- Add headings (from level 1-6)
- Add custom HTML to customize your design beyond the tools provided
- Designate an image to be placed within the template
- Used to create navigation menus
- Add text with a full suite of styling options
Layout Blocks can help provide a structure for you email template. They are containers that can hold content modules and make designing a layout easier for things like defining multiple columns.
General configuration options for your email templates like defining the link color, text alignment, and content width.
A wealth of images that can be dropped into your template. Powered by Unsplash, Pexels and Pixabay, all images are provided and licensed under Creative Commons Zero. This means you are free to use these images in your email template.
Using Merge Tags
Merge tags allow you to personalize the email for each user. Merge tags can be inserted into a block of text by selecting on the Merge Tags button in the text editor toolbar. Any analytics field, including custom metadata, can be inserted into the email such as the name of the user or their plan.
Editing Existing Emails
To edit existing email templates, locate the item you’d like to edit in the email list and click on the Template Name.
Once the email is loaded, editing can be done with the same steps outlined in above in Defining Email Template Criteria docs.
Cloning an Email
If you’d like to duplicate an email, can create a copy of an existing email. To do this, find the email you would like to copy, click the vertical ellipsis button at the end of the entry and select Clone.
The email will be duplicated and a copy will appear in the list of available emails. The email template will be disabled by default.
Sending a Test Email
If you’d like to test an email ensure proper formatting or other reasons, you can manually trigger a test email to be sent. To do this, find the email you would like to test, click the vertical ellipsis button at the end of the entry and select Test.
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.
Deleting an Email
If an email is no longer required and simply disabling it is not the desired approach, you can delete an email template. To do this, find the email you would like to delete, click the vertical ellipsis button at the end of the entry and select Delete.
A modal will appear to confirm the deletion. Click Delete to permanently delete the email.
Enabling and Disabling Emails
To enable or disable an email, toggle the Is Active button to your desired selection.
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.