First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Campaign to Those Who Did Not Open the Previous One
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Setting Up Warnings and Alarms
Set up notifications informing you when your marketing communications are malfunctioning or need attention.
Notification Types
You can monitor three types of information:
- Amount of messages with specific tags sent within some period to control expected messaging frequency.
- Amount of specific events registered within some period to control workflows’ functioning.
- Amount of specific promocodes in your Yespo account to be sure you have enough unused promocodes left.
Specify the lower limit for the selected type, and the system will send you a notification (email/SMS) each time
- the number of messages/events does not reach it
- the number of promocodes reaches it.
For example, you use the subscribeFromApi event to launch the Welcome workflow; messages from this workflow are tagged welcome.
If the integration breaks, events will stop coming to the system.
At the same time, everything may be correct with event registration, but the system does not send messages for some reason (for example, due to lack of funds).
Specify the lower limit for the daily amount of subscribeFromApi events and welcome tags, and you will always know in time about the onboarding possible malfunctions.
It is also essential to have enough of each type of promocodes uploaded to your account, so the system can continue sending trigger messages where these promocodes are used.
Set up an alert when it is time to upload a new batch of promocodes, and your subscribers will always get their rewards on schedule.
Note
The system checks parameters once a day.
Creating Notification
1. Go to your profile settings → Notifications and click New notification.
2. Select the following parameters:
- Type,
- Title or promocode type,
- Amount,
- Period (only for tags and events),
- Notification type.
Note
Each notification has a conditional gradation regarding urgency with which you must react: Alarm or Warning. For example, you can set a warning when 500 promocodes are left in the system and an alarm for 50.
3. Click Create.
You can set up as many notifications as you wish. But all of them will be transferred through one of the following event types:
- Warning — alertSettingsWarningTriggerEvent
- Alarm — alertSettingsAlarmTriggerEvent
To create these event types in your account, save at least one notification with the Warning and another with the Alarm types.
Substituting Event Parameters into the Message
The workflow will get data from the event and insert it into the message with the help of Velocity variables.
Insert variables in the message that will participate in the workflow in the $!data.get('name') format, where
- $!data.get — extract data command,
- the parameter name from which the value should be extracted is indicated in parentheses.
Event parameters:
| Name | Value |
| alertLevel | WARNING/ALARM |
| periodDays | The period selected for counting (only for tags and events) |
| threshold | The lower limit for tags/events/promocodes |
| alertTrackingSourceType | Notification type (TAG, EVENT, PROMOCODE) |
| alertTrackingSourceName | Tag or event title/promocode type |
| actualCount | The number of sent messages/events/promo codes in the account at the time the notification was sent |
| organisationName | Your account name |
More on substituting event data into messages
Setting Workflow
Create a workflow with Send obligatory (transactional) email or Send transactional SMS tasks.
Fill in block fields:
1. Send obligatory (transactional) email:
- Contact’s email: manager's email address.
- Message: email with variables.
2. Send transactional SMS:
- Message: SMS with variables.
- Phone: manager’s phone number in full international format.
Connect events to workflows according to the instructions and launch the workflows.
