The delivery setting allows you to set the sender ID, enable POC, and use a tiny URL.

Enable tracking of clicked links

To track the link (URLs or web links) clicks sent through messages, you need to do the following:

1. On the Engage+ home page, click the settings icon and navigate to the Messages page.

2. Enable the Enable link tracking in messages toggle button.

   

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Note

Link tracking is available for all links across all engagement channels on Campaigns and Journeys. This includes links added to all input fields such as the email subject, CTA buttons and media content.

Set up communication limits for each channel

When you run several campaigns at once, there’s a risk that the same customer may receive too many messages, either on the same day or across multiple days resulting in customer dissatisfaction. To prevent this, you can limit the number of messages to be sent for each communication channel and overall messages. This is set up at the organisation level. For each channel, you can set daily, weekly, and monthly limit with no maximum limit.

Access Requirements

By default, users do not have access to enable the communication limits feature for an org. If authenticated users need access, raise a JIRA ticket and assign it to the Engage+ Developer team.

Time Period Definitions:

• Day = From 12:00 AM to 11:59 PM (same calendar day)
• Week = From Sunday 12:00 AM to Saturday 11:59 PM
• Month: From 12:00 AM on the first of a month until 11:59 PM on the last day of the same month

To limit the number of messages to be sent through Engage+, follow these steps:

1. Click +Add limits.

2. Select the channel for which you want to set the limit. You can also select Overall to apply a limit across all channels.

3. Choose the time period for the limit. You can select one or more of the following options:

• Daily: Check to set a daily limit and enter the limit value in the respective box. Example: 300 messages per day.
• Weekly: Check this to set a weekly limit and enter the limit value. Example: 100 messages per week.
• Monthly: Check this to set a monthly limit and enter the limit value. Example: 2000 messages per month.

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Note

Each value should be equal to or greater than the limit set for the time period. For example, the weekly limit must be equal to or greater than the daily limit, and the monthly limit must be equal to or greater than both the weekly and daily limit.

4. Click Done to save the settings. You can view the limit Communication Limit box, along with the limits set for other engagement channels.

Edit or delete a communication limit

To edit a communication limit follow the given steps:

1. Navigate to the Communication Limit box, hover over the more options icon (⋯) next to the desired engagement channel, then click Edit.
2. You can make changes to the previously set limits, then click Done. The updated limit will then be visible in the Communication Limit box.

To delete a communication limit follow the given steps:

1. Navigate to the Communication Limit box, hover over the more options icon (⋯) next to the desired engagement channel.
2. Click delete.

The engagement channel will be removed from the Communication limit box.

Report notification and failure alert settings

You can set notifications of daily campaign summary reports, weekly SMS and email credit report, and campaign execution update.

Report notifications

To notify users on the campaign level report, do the following:

• On the Engage+ home page, click on the setting icon, and navigate to the Reports page.

Approval, failure or low credit alerts

To alert users on message approval requests, low delivery rates, or execution failures, do the following:

• On the Engage+ home page, click on the setting icon, and navigate to the Alerts page.

Recurring message expiry alert

This feature allows you to configure reminders when recurring campaigns approach their end dates. You can add contacts and configure the alert settings, specifying the number of days before the end date to send an alert.

For example, if you set the alert to 7 days, it will be triggered 7 days before the message's end date.

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Note

Users will receive an alert for every recurring message configured in the organization. There are no specific users assigned alerts at the message level.

Create test user group

Test user groups are special groups of users that you can use to test campaign messages before sending them to a wider audience and share campaign reports and alerts. This feature is used for all engagement channels except email.

To create a test user group:

1. On the Engage+ home page, click on the setting icon and navigate to the User Groups page.
2. Click Create user group.

3. In Name field, enter a name of the test group.
4. In All contacts field , add each user using +Add. You can use the search box to find a specific user.
5. Click Done to save the group. The newly created group will appear on the User Groups list. Similarly, you can create multiple user groups.

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Note

If the users you add have invalid email addresses, the group will not save.

Test customers

Test customers are sample users or groups used for testing purposes, allowing you to test messages and workflows before they are sent to real customers. This feature is available only for Journeys and the Email engagement channel.

Creating test customers

To create the test customers, perform the following:

1. From the Engage+ homepage, click on Settings icon and then select Test Customers.
2. Select Individuals or Groups.
3. For individuals, perform the following:
   1. Search for the desired contact using their identifiers in the text field.
   2. Click on Add.
4. For Groups, perform the following:
   1. Select Create test group.
   2. Enter a group name.
   3. Search for the desired contact using their identifiers in the text field. There is no limit in the number of customers that you can add.
   4. Click on Add to group.
5. Select Done to save the changes.

Editing test customers

To edit a test customer follow the given steps.

1. From the Engage+ home page, click on Settings icon and then select Test Customers.
2. Select Individuals or Groups.
3. For individuals: A list of customers who are selected as test customers will be visible, and you can remove any customer from the list by clicking the cross (×) icon next to their name.
4. For Groups, perform the following:
   1. Click Edit Test Group.
   2. You can either add or remove customers from the group.
   3. Click Done to save the changes.

The test group will be updated accordingly.

Deleting test customers

To delete a test customer follow the given steps.

1. From the Engage+ home page, click on Settings icon and then select Test Customers.
2. Select Individuals or Groups.
3. For individuals: A list of customers who are selected as test customers will be visible, and you can remove any customer from the list by clicking the cross (×) icon next to their name.
4. For Groups:
   1. Click Delete Test Group.
   2. Click Yes, delete group to delete the test group.

The test group will be deleted successfully.