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In this article, you will learn how to configure the email channel in Connectif. This process will allow you to send email campaigns to your contacts, manage subscriptions, and measure the effectiveness of your communications.
Difficulty: Low.
When to use it?: After completing your integration.
STEP 1: General Configuration
Make sure you have authenticated your email domain to be able to send emails from Connectif. If you don't know how to do this, check out this article.
1. Go to Store Settings in the left side menu.
2. In the tab selector, go to "Channels > Email".
3. In the Default Configuration section, fill in the information you want to be displayed by default in all the emails you send:
- Sender name: The name that will appear in the "From" field of your emails.
- Sender email: The email address from which your emails will be sent.
- Reply-to address: The email address to which recipients can reply.
STEP 2: Advanced Configuration (email integration webhooks)
The URLs to notify a subscription or a cancellation to said subscription can be found in the Connectif module of the eCommerce. They should be active by default, even if the fields do not appear filled in this Advanced Configuration section.
4. If it is a custom integration, it will be necessary to fill in:
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URL to notify new subscription: Connectif will call this endpoint each time a contact subscribes to the newsletter through a signup form. The request is HTTP GET and will include the following parameters in the query string:
- email: the email of the contact who has subscribed to the newsletter.
- ip: the IP of the contact from which the subscription form was sent.
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URL to cancel subscription: Connectif will call this endpoint each time a contact unsubscribes from the newsletter. The request is HTTP GET and will include the following parameters in the query string:
- email: the email of the contact who unsubscribed.
- ip: the IP of the contact from which they clicked the unsubscribe link.
This webhook is also triggered if a subscription is canceled (marking the newsletter subscription status field with the value unsubscribed) for a contact within Connectif via the contact detail sheet, contact import, or workflow with set field node. In these cases, the ip parameter will not have a value.
- URL to redirect after subscribing to the Newsletter from an email: the URL that the contact will see after accepting their subscription to the newsletter.
- URL to redirect after canceling a subscription: the URL that the contact will see after canceling their subscription to the newsletter.
5. (Optional). If you fill in the URL to notify a bounce, each unsubscribe will redirect the contact to the address indicated. If left blank, as in our example, it will lead to a generic Connectif URL.
Connectif will call this endpoint each time an email sent to a contact results in a bounce of any kind.
The POST request of type “Content-Type: application/json” sends the following parameters in the body:
| Name | Description |
|---|---|
| bounceErrorMessage | Text with the description of the bounce returned by the mail server to which the email was attempted to be delivered |
| bouncestatus | Bounce code returned by the mail server to which the email was attempted to be delivered |
| bounceTypeId | Type of bounce, possible values can be: 'hard', 'soft', 'other' |
| workflowId | The id of the workflow from which the email that caused the bounce was sent |
| contentId | The id of the content that was sent to the contact |
| entityId | The id of the contact that bounced |
| entityEmail | The email of the contact that bounced |
STEP 3: Configure the maximum email limit
6. (Optional). In Maximum email limit, configure the daily or monthly limit for sending emails to your contacts, both in Newsletter and Transactional types.
These two types of email can be selected within Workflows, in the "send email" node:
- Newsletter: these are all emails that contain some type of promotional content and are periodically sent to our contacts. The goal is for those contacts to make a purchase.
- Transactional: these emails have a different objective than sales. Among them is to notify about privacy policies or confirm a contact's email address.
When the conditions are met, you will have to wait for the next marked period to send communications of this kind again. If these fields are left blank, there will be no limit. Another option is to set exceptions within the workflows.
Success!
Your Web Integration configuration in Connectif is now verified.
Once you have configured the Email Integration, the next step is to configure the Web channel.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
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Onboarding and Onboarding in video, to gain proficiency with our interface.
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Initial workflows, to implement your first strategies in the account.
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Integrations with external systems, to integrate with Facebook, forms, and webhooks from your website.
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Integrations via API, to manage events such as purchase registrations or contact sign-ups.