Placement mailing

Description

Placement mailing is a tool for placing content for subscribers on a specific resource with the possibility of cancellation at any time. After launch, the mailing sends content to each subscriber in the data source (in the case of a scheduled start) or to a specific lead that initiated a certain event (in the case of a triggered start condition). If the channel is configured to unsubscribe, the placed content can be removed from the resource manually or upon reaching a certain date and time. To create a new mailing, go to "Mailings" → "Placements" in the main menu. Click + Create in the top panel.

General settings

In the main settings, specify the name and description of the new segment, and if needed, set the access group, add tags and attributes for additional grouping:

Channel

In the drop-down list, select a channel that can be used to send messages for this mailing type.

Subscribers

Mailings are sent to customers who subscribe to a certain resource. Resources can be a separate website, product, promotion, or another direction of your communications with customers. Select a resource. Make sure the recipients in your database are subscribed to it.

Select an audience source. Placement mailing recipients can be a profile database or a segment consisting of profiles from one or more databases.

If you are using a placement mailing to send messages through a custom channel, the mailing settings may vary depending on the channel configuration. For example, some channels may require selecting only the resource without specifying the subscriber source.

Templates

Select the content you want to use in your placement mailing. Click     to add a new template. Any mailing type supports up to 8 message templates. The mailing will send each recipient one randomly selected message in equal proportions. If you want to preview the message, click on the template thumbnail.

Schedule

Start and stop settings

A placement mailing can be launched in two ways:

• on specific date at specific time
• on trigger for one subscriber

Start at a specific date and time

The mailing will run once at the specified time. After that, the mailing will not be available for restart.

Strat by trigger

The setup is similar to a trigger mailing. Content will be sent to every subscriber that will be captured by the trigger.

Cancellation of placement

Cancellation of placement is only available for channels where it's configured. If the cancellation was not provided by the administrator when configuring the channel, this option will not be available for editing in the mailing.

There are two types of cancellation:

• on specific date at specific time
• manually

Both options will cancel placements for all subscribers to whom the content was sent. It does not depend on the start type. If the start was set to a trigger, the trigger will be deactivated before cancelling.

Placement mailing can be canceled manually if its status is "Deployed".

Additional settings

In the "Limitations" block, you can configure limits and sending policy.

The Smart Settings block includes the following additional mailing options:

• Virtual sender — lets you select a virtual sender for the mailing (a set of rules for sending messages from the platform’s real senders).
• Custom tracking domains — tracks message interactions using additional tracking servers. Specify each domain on a separate line.
• BCC email list — BCC recipients for outgoing messages. Specify each address on a separate line.
• Do not check contact data for uniqueness — disables uniqueness validation of mailing recipients based on subscription data.

You can also configure mailing watchers in Smart Settings. Watchers receive the same messages as mailing recipients. To do this, you need a watchers database. It is created the same way as a regular database, but you must enable the corresponding option in General settings.

In Smart Settings, select the watchers database and set the message sending limit for each mailing launch:

If you want to launch a mailing right after its creation, toggle the option "Start the mailing right now" at the bottom part of the page.