How to send mail from email upload?
When you have a data set of customers' emails as files and you want to send them emails for some purpose, for example: advertising, sending promotional codes,... Please follow this instructions:
First, you have to create an attribute containing the customer email data, which you want to upload.
1. Log in to CDP 365.
2. Hover your mouse over Data. Choose Data Objects.
3. Select the Customer/Visitor Data object
4. Choose Attributes tab -> Click + button -> Choose Create New Attribute
5. Select Custom Attributes type
6. Enter the information to create attributes .
Note that the Datatype that must be selected is String.
7. Click Save
8. After finishing, you will be back on the Customers/Visitors object view in Data Object menu. You will see your newly created attribute here.
1. Log in to CDP 365.
2. Hover your mouse over Profiles. Choose Customers/Visitors.
3. Click Import icon
4. Select Browse, then select the file containing the desired Email data set. Only .csv, .xls, .xlxs files are supported
6. Select Import type Update Only
7. Mapping the existing Attributes in the Customers Object with the columns in the uploaded file.
8. Click Save
1. Log in to CDP 365.
2. Hover your mouse over Settings. Choose Channel Integration.
4. Set up information to create destination. User can choose the corresponding mailing service in Destination Catalog. In this example, we choose G Suite Email.
Note: choose Method as Send
Select Attribute Email in list attribute of Customer Object -> Then click Insert
6. Click Save
1. Log into CDP 365 system.
2. Hover your mouse over Marketing on the left hand side menu.
We have 2 channels that supporting to send:
Email
Journey Orchestration
Choose Start From Scratch
4. Set up the necessary information for Journey.
Click + button, choose the Scheduled Trigger node.
Note: it is necessary to select the set of segments corresponding to the Email data set that has just been uploaded in II (Details about segments can be found in the description of the segment).
5. Add G Suite Email node
6. Choose the correct destination that the user has set up to send mail in Journey settings to send mail to customers
7. Click Save. By default, the newly created Journey's status is In design.
8. Select Activate. Journey's status will change from In design to Active.
Note
1. Description of fields when creating Attribute
| Field | Description |
|---|---|
Object | This field indicates which Business Object attribute is being created in. By default, Business Object selected in step 3 will be displayed (not edited) |
Group attribute | Group to which this "Email" attribute will be assigned. Clicking will open a list of existing groups belonging to Business Object |
Attribute type | Help the user know what type of attribute is creating/editing (not edited). Default value will be “Custom”” |
Attribute name | Name of attribute. For example: “Email” |
Attribute internal code | Attribute internal code will be automatically generated after the user enters the Attribute name and can be clicked by the user to change the internal code. For example: If the above name is "Email", then below the Attribute internal code will be "email". |
Description | Description of attribute |
Data type | The data type of attribute.Custom Attribute supports 7 types of data types including: number, string, text, datetime, boolean, object, array Example: For "Email" we will choose the data type as "String" |
Display Format | For each selected Data type above, there will be a display as set corresponding to that data type. https://www.screencast.com/t/gZCm9JLpAP Example: For attribute “Email” will choose “Raw String” |
Is Required | Mark this attribute as required for the "Business Object" under consideration. By default, this checkbox is unchecked |
Auto suggestion | This field is only enabled when the data type of the attribute is string. For other data types that are not supported, this option will be disabled. By default, this checkbox is unchecked |
Enable Data Encryption | Mark the data encoding for this attribute. By default, this checkbox is unchecked |
Is Identity Attribute | If checked, the generated attribute will be marked with an identifier. Fields that are considered Identity are fields that can contain information such as: phone, email, device ID, ... Only "Business Object" is Customer and Visitor when creating Custom Attribute, there is a checkbox "Is Identity". By default, this checkbox is unchecked |
2. Download data example
3. Description of fields when creating a Destination - G Suite Email
| Field | Description |
|---|---|
Destination Name | Destination names are supported with multi-lang. By default, the language icon will display according to the language configured in Portal setting - Portal language setting, and this value is considered the default value. |
Description | Description of destination, with multi-lang support |
Destination Catalog | Channel Email has catalogs like: Amazon SES, Onesignal Email, G Suite Email… → in this example we choose the catalog as G Suite Email |
Method | Catalogs belonging to App Push, Web Push channels, the default method will be Push. Catalogs belonging to Email, Webhook, and Conversation channels, the default method will be Send. In this example, we will choose Send. |
Personalization Attribute: List of attributes belonging to the selected Personalization type. In this example we choose “Email” | |
From Email Name | Sender name |
Username | Sender email |
Password | Sender email password |
Ignore duplicate messages for the scheduled journey | Limit allocation frequency to 1 address in 1 scheduled iteration of a journey |
Limit frequency for the journey (3 months duration) | Limit allocation frequency to 1 address in 1 journey |
Limit frequency for destination | Limit allocation frequency to 1 address per unit of time (hour, day, ...) |
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