Email Integration for Journeys
- 26 Feb 2024
- 2 Minutes to read
Email Integration for Journeys
- Updated on 26 Feb 2024
- 2 Minutes to read
Article Summary
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Before starting the integration, you can read about Email in Architect.
To send email campaigns to your users in your journeys, you need to complete the following requirements:
1. DNS configuration form
2. Opt-in information
3. Email API key
4. URL parameter separator
5. Data collection
6. Cart item collection & browsed item collection
7. Predefined events
8. IP warm-up
1. DNS Configuration Form
Insider team will share a form with you for Insider to complete the DNS configuration. Start your integration with filling this form.
2. Opt-In Information
You need to pass users' email address, GDPR opt-in, and email (marketing) opt-in to Insider. You can share this data with Insider with one of the following methods:
If your company obtains your users' consent in compliance with the local regulations, make sure to pass the GDPR opt-in field to Insider. If you want to stop collecting and processing the data of an identified user, GDPR opt-in field should have the false value. Insider cannot be held liable if these obligations are not fulfilled and reserves the right to seek compensation from your company.
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As an alternative to these integration methods, you can also use Insider's Lead Collection templates to collect users' email addresses and opt-in information.
3. Email API Key
Insider team will configure your email API key to your account.
4. URL Parameter Separator
Insider team will select one of the URL parameter separators for email options for your account.
5. Data Collection
Insider team will enable data collection for your account.
6. Cart Item Collection & Browsed Item Collection
Insider will enable Cart Item Collection and/or Browsed Item Collection if you want to run cart and/or browse abandonment journeys.
7. Predefined Events
Insider team will enable the predefined events (e.g. cart page view, product page view, etc.) for your account.
8. IP Warm-Up
You need to complete the IP warm-up process. Once it is completed, Insider team will enable the Email IP Warm-Up for your account.
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The On Past Behavior starter in journeys enables you to target a large number of users from 50,000 to 10,000,000. Without going through the email warm-up process, sending a high number of emails will result in a bad sender IP reputation. Without the Email IP Warm-Up option enabled for your account, the email channel will not be available with the On Past Behavior starter in your journeys.
Capabilities & Integrations
See the table below for the capabilities that would require additional integrations:
| Requirement | Basic Email | Dynamic custom content | Cross-Channel (App & Web & Email) | Omni-Channel Segmentation (App & Web & CRM) | Unification |
|---|---|---|---|---|---|
| Insider Tag | Yes | Yes | Yes | Yes | Yes |
| Mobile SDK | No | No | Yes | Yes | Yes |
| Insider Object | Yes | Yes | Yes | Yes | Yes |
| Upsert User Data API | Conditional | Conditional | No | Yes | Conditional |
| Note: Conditional status is attributed as an alternative data ingestion method according to your needs and applications. | |||||
Frequently Asked Questions
Q: What type of dynamic content can I use in the message?
A: You can use default and custom attributes and event parameters, coupon codes, recommendations, and cart/browsed/purchased items.
Q: Can I send a cart abandonment email to the users who abandon items on their mobile application?
A: Yes, Insider team should enable the cart/browsed/purchased items for your account.
Q: Do email templates require any extra integration?
A: You can use the cart abandonment, browse abandonment, and welcome templates without any extra integration.
Q: Can I send emails to the users that we collect through Insider's lead collection campaigns?
A: Yes, you can.
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