To get started, head over to the Interactions tab located at the top of the platform.
Next up, you'll need to select 'Create a new Interaction' 👇
Pick a name for your Interaction
Choose a name for your email Interaction and make sure to select the 'Email' button 👇
Choose your Subject Line
You can personalise your subject lines with merge tags. For example, using [first-name] in your subject line will be replaced with the guests first name.
Here are the merge tags we currently support:
[first-name] - Maria
[full-name] - Maria Sanchez
[birthday] - 15 January
[days-since-last-visit] - 5
[last-visit-date] - 5 March
[days-since-first-visit] - 267
[first-visit-date] - 21 December
From Name 👋
This is the name your recipients will see as the sender. We recommend two variations for this:
Just a business name, e.g 'The Pig & Apple'
A combination of personal and business, e.g 'Tom at The Pig & Apple'
If your recipients don't recognise the sender, they are less likely to open your email.
From Email 💌
This is the email your recipients will see as the sender. It's also the address used as a Reply-to, make sure this is an active and frequently checked mailbox incase guests respond to your email.
Some useful tips:
Use your business email address. A business domain instead of a generic domain, for example, Hotmail or Gmail will work better with spam filters
Use the same address each time. This will build up your email sending reputation and decrease bounce rates 👍
Choose the triggers for your Interaction
You can either use a preset list of triggers for your email Interaction by selecting a Segment, alternatively, go ahead and create a brand new set of triggers.
Use our Email Designer to create the perfect Interaction Email 😍
You can preview your Interaction email, send yourself a test or save a template within the email designer.
The last step is enabling your Interaction...
Once your Interaction is enabled you can track the progress of your email Interaction within the 'Interactions' tab.