Send Email to Visitor (Action)

Using the Send E-mail to Visitor interaction, you can have the website send a personalized e-mail to known visitors. The message subject and body can mix static text with values retrieved from the profile of the visitor. This makes it possible to compose and send a message that is highly personalized for each visitor. The e-mail is only sent when a specific triggering event occurs which is based on the visitor clicking a specific item on a page or viewing a page.

In addition to text and values derived from profile properties, you can add hyperlinks to the body of the e-mail message. The hyperlink leads to the URL you specify. You have the further option of modifying the value of one or more profile properties if the visitor clicks the hyperlink in the e-mail message. You can also add one or more profile properties to the visitor's profile if they click the hyperlink.

How the e-mails are sent depends on the BlueConic installation. If your BlueConic is hosted in the cloud, the handling of the e-mail is done by the BlueConic hosting environment. If you are using a local version of BlueConic (on-site), you need to configure the SMTP server that handles the sending of the e-mail locally. See Mail Server Hostname for more information.


From E-mail Address

In the "From E-mail Address" field, enter the e-mail address that the recipient sees as the sender of the message. You must enter a valid e-mail address in this field or no e-mails will be sent.

If your BlueConic is hosted in the cloud (*.blueconic.net), the e-mail address you enter here needs to be confirmed. If you enter an unknown e-mail address, you will receive a confirmation e-mail at that address after you have saved the interaction. After you have clicked the confirmation link in the e-mail you receive, the interaction will function properly.


To E-mail Address

In the "To E-mail Address" field, click "Configure" and specify the profile property from which the e-mail address for each visitor will be retrieved, or add one or more e-mail addresses to a static list. If you select a profile property and it contains more than one e-mail address, the e-mail will be sent to each of the addresses. If you add addresses to the static list, the e-mail will be sent to these addresses.

Under "Advanced Settings" you can additionally specify "CC" (carbon copy) recipients or "BCC" (blind carbon copy) recipients in a similar way. All will receive a copy of the same mail message. The difference is that CC recipients will be visible as recipients of the email, whereas BCC recipients will remain invisible.


Delivery

The "Delivery" setting controls how many times the e-mail message is sent to an individual visitor. To send the e-mail only one time to each individual visitor, select "Send the e-mail only once to each visitor". If this setting is left blank (not selected), the visitor will receive the e-mail message each time the interaction is triggered.


Trigger

The "Trigger" setting defines the event that causes the e-mail message to be sent to the visitor. There are two options:

SettingDescription
The visitor clicks an item The e-mail message will be sent if the visitor clicks an item on a page. To specify the item, use the Visual Picker or enter a valid jQuery selector to identify it. For complete information on jQuery selectors, seehttp://api.jquery.com/category/selectors/. For example:

The visitor enters a page The e-mail message will be sent if the visitor enters a page in the channel in which the "Send E-mail to Visitor" interaction is active.

E-mail Subject

In the "E-mail Subject" field, enter the text that appears in the subject of the e-mail. You can combine text with values retrieved from one or more profile properties. This makes it possible to create a subject for the message that is personal to each individual visitor.

To enter the subject of the e-mail, follow these steps:

  1. Click in the "E-mail Subject" field. A cursor appears.
  2. Type the text for the subject of the e-mail.
  3. To enter a profile property that will be included in the subject, click the "Select Profile Property" button. See Profile properties for complete information on working with profile properties. Once you have selected a profile property, a placeholder for it appears in the subject text surrounded by a dotted blue box within curly brackets. For example:When the message is sent, the value retrieved from the specified profile property will appear in that part of the text. See Rich text editor for complete information on adding a profile property to the message subject.

E-mail Message

You compose the body of the e-mail message using the text editor. For complete information see Text editor.


Views, Clicks, Conversions and the "E-mails Opened" profile property

The "Views", "Clicks" and "Conversions" counters for the "Send E-mail to Visitor interaction are described below. In addition to these standard counters, there is a profile property "E-mails Opened" that keeps track of the e-mails that a visitor has opened.

Views

Each time an e-mail is sent to a visitor, the "Views" counter is increased by 1 (one). If the visitor has more than one e-mail address and receives the e-mail at each address, this is still counted as only 1 view.

Clicks

If the visitor clicks a link in the e-mail that was added using the "Add Link" button, then the "Clicks" counter is increased by one.

Conversions

If the visitor visits the conversion URL after clicking a link in the e-mail that was added using the "Add Link" button, then the "Conversions" counter is increased by one.

"E-mails Opened" profile property

Each time a visitor opens an e-mail, it is added to the profile property "E-mails Opened". When creating a segment in BlueConic, you can use this profile property to define a segment.

BlueConic adds a "tracking pixel" to each e-mail that is sent. A tracking pixel is a very small transparent image that the visitor doesn't see.

If the tracking pixel for an e-mail is viewed, that is, the e-mail is opened, then the e-mail will be added to the "E-mails Opened" profile property. The e-mail will also be added to the "E-mails Opened" profile property if the visitor clicks a link in the e-mail that was added using the "Add Link" button.

The Send E-mail to Visitor Action is a standard plugin.