Create an Email Plan

Once a user registers with an email address, you can push marketing emails to that address.

Appearance

Application scenarios

• Welcome emails (for automated marketing campaigns)

• Transaction confirmation emails

• Emails to re-engage or retain inactive users

• Holiday or birthday greetings

• Promotional and special offers

• Customer feedback and survey requests

• Exclusive emails for VIP customers

Procedure

Entry

Log in to the SaaS platform. Go to Operation Plan > Operation Plan in the left navigation bar, and then click Create Operational Plan. In the Push Settings step, select Email for Delivery Channel. For more information, see Operation Plan Overview.

Trigger

• Scheduled - Only Once: Sends emails to a user segment at a specified time. Once sent, no further emails are sent.

• Scheduled - Recurring: Sends emails to a user segment at a specified time on a regular basis.

• Event Triggered: Sends emails triggered by specific user actions in the app. You need to set the interval between emails. The minimum interval is one hour.

Content configuration

• Email Content: You can use templates from the editor or import HTML files. This field is optional.

• Email Subject: Accepts input in Chinese, English, and numbers.

• Email Editor: If no content is provided, you can create an email directly in the editor. You can modify content created in the editor but not content imported from HTML files.

• Sender’s Email Address: The sender’s email is fixed. To customize it, contact the product manager or operations staff.

• Sender Name: The sender’s name is fixed. To customize it, contact the product manager or operations staff.

• Recipient’s Email Address: The recipient’s email address is fixed. To customize it, contact the product manager or operations staff.

  

Multilingual configuration

You can configure email notifications for multiple languages to provide localized content to end users.

Hover over the + icon next to the language and select the desired language to generate the configuration.

Frequency settings

To protect user experience, you need to set limits on the frequency of event-triggered emails. The options include:

• Maximum triggers per user: Limits the number of emails a user can receive for a campaign.

• Maximum daily triggers per user: Limits the number of emails a user can receive in one day.

• Interval: Specifies the time interval between identical emails to the same user. The minimum interval is one hour.

• Do-not-disturb time: Sets a time range based on the user’s time zone during which no emails are sent to the users. The start time must be earlier than the end time.

  

Email testing

After configuring and filling in all required email settings, you need to run a test.

Email preview

After completing all required email settings, click Preview in the lower right corner to see how the email looks on PC and mobile devices.

Email quota

The email quota defines the maximum number of emails you can send. All apps share this quota. You can click Increase Quota to purchase more if needed. Data centers have separate quotas.

If the quota is too low for a scheduled push, the emails will not be sent.

Email unsubscription

Emails cannot be delivered to addresses listed in the unsubscribed user list. For more information, see Unsubscribed User Management.

Custom email parameters

Custom parameters are placeholders in emails. When emails are sent, these placeholders are replaced with data specific to each user. By using parameters based on basic user information or user value data, you can improve email relevance and strengthen customer relationships.

Define custom parameters

Currently, two ways are available to pass custom parameters:

Method 1: Custom segments/Predefined segments

Only certain user labels can be passed as custom parameters. The supported labels are as follows:

Primary category	Label name	Supports custom parameters
Basic information	Country	Yes
	Registered country	Yes
	Country (English)	Yes
	Registered country (English)	Yes
	Current platform	Yes
	Current app version	Yes
	Current device model	Yes
	Registration time	Yes
	Language	Yes
User behavior	Cloud storage service expiration time	Yes
	30-day average daily energy usage (kWh)	Yes
	7-day average daily energy usage (kWh)	Yes
User value	Energy saving service trial expiration time	Yes
	Paid energy saving service expiration time	Yes
	Subscription cloud service expiration time	Yes
	4G service expiration time	Yes

Method 2: Custom parameters for imported segments

In the segment import template, param1, param2, and param3 are custom parameters. You can define the values for these parameters, and the platform will store them for the associated user segment.

Edit email templates

When using a predefined or custom user segment, you can add placeholders or code snippets when creating an email template or editing the email. For example, you can use {reg_date} to add the registration date of each individual user in a greeting.

If using an imported segment with predefined parameters param1, param2, and param3, use {parma1} to customize the email content.

Send emails

When you send an email, if a custom parameter is not empty, the placeholder is replaced with the corresponding value.

Operation data

Data overview

Indicator	Description
Exposure	The total number of emails delivered.
Exposure User Count	The total number of users reached by the emails.
Clicks	The number of times the email is clicked after delivery.
Users Who Click	The number of users who click the email after delivery.
Goals Completion Times	The total number of times the goal is achieved within the set time after the emails are delivered.
User Who Complete Goals	The total number of users who complete the goal within the set time after the emails are delivered.

User trend

Indicator	Description
Frequency trend	Displays daily new data for exposure, clicks, goals completion times, and unsubscribed users within the selected date range.
User number trend	Displays daily cumulative data for exposure user count, users who click, users who complete goals, and unsubscribed users within the selected date range. Daily new data is calculated by subtracting the previous day’s total from the current day’s total.

FAQs

Q1: Why is the scheduled email not sent on T+1 even though it is triggered?

If exposure data for the email campaign is still 0 on T+1 or T+2, check whether the email quota has been exceeded, which could prevent the email from being sent.

Q2: Why do some users receive emails in the wrong language?

Email language is based on the user’s language label. If the user changes their system language or if the reported language does not match the platform’s data, the system will send English emails for data centers outside China and Chinese emails for data centers in China.

Q3: Will the quota be deducted for users who have unsubscribed or lack email addresses?

No. If the segment contains unsubscribed users or users without email addresses, the quota is not deducted. If an email fails to be sent, the undelivered email’s quota will be restored. This restoration may take up to one day.