Email Integration

In this article, you will learn how to integrate and configure email notifications within the Gamify Route platform. Configure email settings both at the business and campaign levels.

Step 1: Configuring Email at the Business Level

Before setting up email notifications for your campaigns, you need to configure your email account at the business level. Follow these steps:

1. Navigate to Business Settings:

   • Go to Profile > Business Setting.

   

   • Click on Email Account.

2. Add Your Email Account:

   • Click on Add Email Account.

   

   • Enter your email account details.

   

   • Test the SMTP configuration to ensure it works successfully. [Detail setup doc]

   • Once the configuration is successful, your email account will be connected to your workspace.

   

Step 2: Configuring Email at the Campaign Level

Once the email account is configured at the business level, you can proceed to configure it for specific campaigns.

1. Navigate to Campaign Details:

   • Go to Campaign > Details.

   • In the Details section, click on Integration > Email Integration.

   
2. Connect Your Email Account:

   • Click on Connect.

   

   • Select the email account you previously configured.

   

   • This account will be used to send emails from within the campaign.

3. Set Up Email Notifications: Gamify Route offers two types of email notifications:

Note: Emails will only be sent if the system detects an email field in the opt-in or claim form; without this field, sending an email is not possible.

• End-user notification: This is configured on the left side and is used to notify users when they perform certain actions.

• Self-notification: This is configured on the right side and is used to notify yourself when a user performs an event.

• Opt-in: This event triggers only after the opt-in form is submitted.

• Winner: This event triggers only when someone wins.

• Loser: This event triggers only when someone loses.

• Event Completion: This event triggers only when the user reaches the thank-you page.

To send an email to a user who wins a reward:

• Select Event Completion Notification (For your end-user) and click on Configure.

• Note: This event only triggers an email when the user reaches the thank-you page.

Step 3: Customizing the Event Completion Notification

1. Compose Your Email:

   • In the Event Completion Notification screen, write the email that will be sent to the users.

   • Use the Merge Tags option to insert dynamic fields such as the user's first name, last name, reward name, etc.

   

   • You can write an email in the body as per your requirement.

2. Enable the Email Notification:

   • Ensure the Status field is checked (enabled). This will activate the email-sending feature.

   

   • Click on Save once your email is configured.

3. Verify the Configuration:

   • Go back to the Email Notification section and confirm that the status is set to active.

   

   • To test the email, make the campaign live.

   

   • And simulate the user experience by accessing the campaign's live URL.

4. Example:

   • If your opt-in field is the user's first name and the reward is "Buy One Get One", the email will dynamically display these details to the user.

   

Troubleshooting

If you encounter any issues during this process, please contact our support team at [e-mail].

Conclusion

By following these steps, you can effectively integrate and configure email notifications in Gamify Route, ensuring your users are promptly notified when they win rewards. This enhances the overall user experience and helps maintain engagement with your campaigns.