Setup notification campaigns

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Objective and contents

At the end of this guide, you should be able to create and trigger a campaign for your customers.

Estimated time to complete this guide: ~5 min

Before proceeding ahead, please create your account on the hashmail dapp console

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Create a free account on hashmail dapp console

👋🏼If you have already setup your dapp on the hashmail console, please skip to step 2

• Get your access to the hashmail dapp console for free here
• Read this setup guide for step-by-step instructions to setting up your dapp console

Step 1 - Create an email template 📧

An email template is a single page HTML that consists a structure of email campaign with all the details you want to provide your users. This can consist links, call-to-action buttonsand dynamic variables with gets replaced while sending out a campaign.

You can design an email template that works across multiple devices using tools like Beepro or Unlayer.

While creating an email template you can also add templated variables for dynamic values specific to user. To personalize your messages with variables, enclose variables in double curly brackets e.g. {{user_name}}.

Step 2 - Create a campaign ➕

If you have already registered on our dapp console, you can visit campaigns to create a new campaign.

You can click on create new campaign or anywhere in the center of the screen above to create a new campaign.

Next step to create a new campaign would be to enter a campaign name, for e.g. airdrop-6977 announcement. Please refer image below.

Step 3 - Compose a message

Prerequisites - You'll need to create an email template first as guided in Step-2

Steps :

• Add a subject to your campaign. This subject will be displayed as a subject for the campaign email sent to users in our inbox or on our widget in your application.
• You can simply paste the HTML that has been created in Step-2 or you can switch to plain text using the dropdown inside the editor and start writing an email like how you do for your personal emails using our Rich text editor.

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Adding variables to an email template <>

If you haven't added the variables yet in the template, you can do that using our plain text editor using steps below:

Steps to add variables:

• Once the email template has been added in HTML section, switch to plain text editor using the dropdown on top inside the editor

• Now you can directly replace the text you want to be dynamic with a variables using the given syntax.

  Syntax - If you want to add user_name instead of "there" in the above image, simply replace it with {{user_name}}

You'll be able to see all the variables added in the right section of the compose screen. Please refer to image below.

Once, the template with variables is added to the editor you can verify the template is being displayed correctly using preview section of the compose screen. Please refer to image below.

Click on save draft if you want to save the template and comeback later to edit it or you can simply click next to go to Upload CSV screen.

Step 4 -Upload a CSV or send via API

CSV stands for "Comma Separated Values." It is a file used to store tabular data in plain text format, where each row represents a record and each column represents a field. In a CSV file, each value is separated by a comma or other delimiter, such as a semicolon or tab.

The CSV will consist of the sender list and other details/ variables of the user you want to send the email to.

You can upload a CSV or use send via api option to trigger a campaign.

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Guidelines to add a CSV -

The CSV to be uploaded should be in the given format -

csv

wallet_address,user_name // all the variables added in the template should be added here
0x48C...d39C,test user

Note - If no variables added, only wallet_address is needed in the csv. Verify the CSV, before uploading the CSV if it consists of any empty spaces.

All the variables added to the template are required in the CSV separated by comma as shown above.

If you don't have a CSV, you can also use send via API option to send out emails to the customer. This is how you can do that:

Steps -

• Click on send via API, this will open a modal which consists of a code snippet to be used for sending emails.

You can use above code snippet to trigger the email using campaign_id provided in campaigns overview page.

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Add multiple user values to send via API option -

You can add multiple user data here, just replace the ( [{wallet_address: <enter-wallet-address>, <...other variables>] with the array of object consisting wallet_address and other variables added inside template.

Step 5 - Preview and send 📃

If you have uploaded a CSV successfully the you can preview the email template here

This screen will show you the preview for the email that will be sent out. You can switch between first and last user to verify if the values for the variables are being added here.

Once all the steps above are done, you can trigger a campaign to the users added to the CSV by clicking send button on this screen.

Step 6 - Send test email (Optional) 📨

You can also send a test email without triggering a campaign to all the users using steps given below.

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Send test email -

You can send a test email to a single user on both compose and preview screens.

To send a test email, you can click on send test email button in the header on compose and preview screen. After clicking the CTA, a modal will appear with input fields for wallet_address and other variables added.

You can add values to all inputs for sending a test email to entered wallet_address.

Step 7 - All done ✅

Once you’ve completed the above steps, the campaign has been triggered and your users will receive the emails on the widget as well as their inbox.

You can see all created campaigns on the campaigns overview/ dashboard screen -

You can re-edit save campaign to trigger another email campaign to same users.

Result 🎉

Once the campaign has been sent, users will be able to see the emails on their widget, hashmail inbox and also they can receive notifications on email, telegram and discord using auto-forwarding feature.