On this page, you can read more about emails as a choice of communication channel, how to use and set them up in FT CRM.
Emails are the most common and widely used communication channel for businesses around the world. Emails are also both informative, effective, and free to send which all makes it a great option to communicate to your players.
Like with all actions in FT CRM, Emails can also be triggered on real-time events - representing important moments of your players' journey with your brand. Be sure to make the best use of this communication channel as well as make sure to read more about how to use them in FT CRM as best practice.
🙋♀ Before you continue reading this section we highly recommend that you read about email templates here.
Firstly, add an Action Group to your activity and select Add New Action. Search and select Send Email from the list of Action Types.
Beneath this section, you'll now find an additional section with pre-existing fields that require information or data. The first thing you need to do is select the Email Template of your choice for the send-out you're about to create.
🙋♂Please note: Your email template needs to be created in advance before it can be selected and used accordingly for your email action. You set up your email templates easily inside of FT CRM. Read more about email templates here.
Once you've selected the email template of your choice we suggest that you hit Preview to make sure that you've made the correct selection of the template. We also recommend that you keep this preview window open to be able to follow the changes and edits you'll be making along the way.
If you're working according to what we believe is best practice, your email templates should all be set up including placeholders; read more about this here.
Assuming you're using email templates with placeholders, these are the next steps to complete the setup of your email action.
Give your email an Email Subject
Fill in the blank placeholder fields
For a more detailed step-by-step guide on how to create an email, please read here.
🙋 Please note: All characters are supported, however, emojis can not be used at this time.
Once you’ve set up your Email action fully and it’s ready to go, you can quickly send a test email to an email address of your choice, to check that it all looks good.
Even though this feature is easy at hand, we highly recommend that you test the whole action group using the activity testing functionality, before you send it to your players. This can be done both at the development stage as well as during the QA stage.
As with all action types, you can add translations to your email actions to target different communication profiles. Adding translations allows you to send translated content and/or market-specific content and offers from the same activity.
You can read more about how to implement translations by reading our section about Communication Profiles here.
FT CRM is integrated with the email provider Sendgrid. To read more about how to get started, check out our integration guide.
Custom Integration? Maybe you have some other, more unique, requirements and could benefit from a custom integration. Reach out to your Integration Manager to find out more.