Email campaign setup

Overview

The Setup tab of an email campaign allows customers to configure key aspects of their email campaigns, such as subject lines, A/B testing, sender email and name, and marking emails as transactional. It also includes options for open rate optimization, tracking, and delivery load distribution.

Accessing campaign setup

Navigate to Marketing > Campaigns, select the relevant campaign, click Edit, and then select Setup.

Subject line

Enter a subject line for your email. Once done, Ortto AI will estimate the open rate and suggest better options. If you like a suggestion, click on it to update your subject line. To turn off suggestions, just click the AI button.

You can also add merge tags to the subject line:

Click the merge tag icon to insert tags wherever you see it.
Choose a recent merge tag or select a field or activity attribute to add.

Example of how to access the merge tag icon.

When you select a field or attribute, you'll see example values and can set a default value if the original value is empty.

Preview text

Set the preview text—this step is optional but recommended. It’s the text recipients will see in their email client, which can encourage them to open the email along with the subject line.

A/B Testing

You can A/B test your campaign by trying different subject lines, preview text, sender names, and content.

NOTE: You can combine the A/B test with the Translate campaign. If you select both features, you'll need to create translated subject lines or content based on your A/B test setup.

Translate campaign: This option is available only if you’ve selected a language under Settings > General > Language > Translations.

When selected, the email subject and content will be translated into the chosen languages for recipients who prefer them. Email translation uses display conditions (Liquid syntax) in the Content step.

Learn more about language settings.

Learn more about how to display translated email message content.

NOTE: You can combine the Translate campaign with Open Rate Optimization (both can be selected). If you choose both features, you'll need to create a second subject line in the selected languages.

Sender email and name

Enter a from name: This is the name of the person sending the campaign. We recommend using a real person's name from your business to make the email feel more personal. You can use merge tags like Owner name to customize the From name for each recipient.

Enter a from email address: This is the email address the campaign will be sent from and where replies will go by default. You can also specify a different reply-to address. Merge tags, such as Owner email address, can be used here to personalize the email for each recipient.

Transactional email

Select this option and provide a purpose if your email is transactional.

IMPORTANT:

Transactional email is only support on selected Ortto plans.
Only mark a message as transactional if it is genuinely transactional in nature.

Learn more about m aking campaign messages transactional.

CC/ BCC

You can add multiple recipients to CC or BCC by separating their email addresses with commas.

Reply-to email

Use this field to specify a different address for replies. This is helpful if you want responses to go to another inbox.

Advanced options

Delivery load distribution

You can rate limit email delivery, extending your send time by up to 30 days. This helps manage expected responses, such as increased website or call center demand after an event announcement.

Learn more about d elivery load distribution.

Open rate optimization

Check this box if you want to automatically resend the email later (after 24 hours, 2 days, 3 days, or 7 days) with a different subject line if it remains unopened. If you don’t select this feature, you can manually resend the email after 24 hours (within 30 days of the original send date).

NOTE: To protect your deliverability and reputation, contacts who bounced in the original send will automatically be excluded from the automatic resend.

IMPORTANT: Resending a campaign may increase your chances of unsubscribes and complaints, so use this feature wisely.

Learn more about resending an email.
Learn more about complaints, sender reputation, and email deliverability.

Tracking

Choose to track email opens, link clicks, and/or automatically add UTM parameters and hashed email addresses to links in your email.

UTM parameters: These help track website traffic by adding campaign information to each URL. If enabled, UTM parameters will automatically be included in all links in the email campaign.
- Learn more about UTM tracking.
Hashed email addresses: This feature adds a SHA-256 hash of the recipient's email address to any clicked links. When a recipient clicks a link, the URL will include a user_email parameter with the hashed code, allowing you to link clicks to specific users using your analytics tools.
EX: user_email=8b1a9315f94318b994b7b9262295ae43fe089424c0c86a0ebe5e5bb76c00f127
NOTE: You must select Track link clicks to enable the addition of UTM and email hash parameters.

Reactions

Reactions are enabled by default in your email campaigns. They show 5 emojis in the footer, letting recipients share their thoughts easily. This feature helps gather feedback and understand sentiment, which can reduce unsubscribe rates.

Learn more about email reactions.

Dynamic content

Dynamic content allows you to pull information from a JSON endpoint you manage. You can choose to use the same content for all emails or customize content for individual contacts in groups of 200.

Learn more about how to use a JSON endpoint for dynamic email content.

Attribution

Each email campaign uses your default attribution settings. However, if you're sending emails about event registrations, tracking orders may not apply. In this case, you can set a custom activity for reporting instead.

Learn more about attribution.