Delivery settings

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 setting icon and navigate to the Messages page.
2. Enable the Enable link tracking in messages toggle button.
3. Choose the formatting of tags from the Format numerical tag drop-down menu.
4. To set the communication limit, click +Add limits.

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Notes

• The communication limit allows you to configure the messaging limit, channel-wise for direct messaging channels, and an overall limit for all the channels.
• This is also applicable for all communications sent using Journeys.

Setting up communication limits for each channel

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

1. Click +Add limits.

2. In Channel, select the channel for which you want to set the limit.

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Note

To set a limit on overall messages (across channels), choose Overall.

3. Select the desired option by which you want to set a limit:
   • Daily: Check to set a daily limit and enter the limit value in the respective box. Example: 100 messages per day.
   • Weekly: Check this to set a weekly limit and enter the limit value. Example: 500 messages per week.
   • Monthly: Check this to set a monthly limit and enter the limit value. Example: 2500 messages per month.

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Note

• To edit the channel limit, hover the pointer over the more options (…) symbol, and then click Edit.
• To delete the channel limit, hover the pointer over the more options (…) symbol, and then click Delete.

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

User groups are special users that you can use to test campaign messages or share the campaign reports and alerts.

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, enter the name of the test group.
4. On the All contacts page, add each user using +Add. You can use the search box to find a specific user.
5. Click Done to save the group. 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.

Communication limit

Some users may fall into multiple segments while creating campaigns and thus receive more than one marketing message within a short time frame. Communication Limit allows you to limit the number of messages users will get during a particular period from a specific channel or all channels.

Steps to configure communication limit

1. Click on the settings button in the top right corner to head towards the Campaign Settings section.
   

2. Select the message settings section. Scroll down to find the Communication limits section.
   

3. Click on the +Add Limits button to add a new limit.

4. Configure the limit:

   • Select the channel on which you want to set the limit. You can also select Overall to set a limit across all channels.
     

5. Choose the time period for the limit: daily, weekly, or monthly.

6. Add the count of messages you want to send.

7. Click Done to save the settings.