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Domo Knowledge Base

Domo Campaigns App

Version 81

 

Intro

The Domo Campaigns App allows you to build your own custom campaign to deliver emails complete with a custom PDF attachment and data file or an SMS message. They can be delivered on a schedule that you set or started from a Domo DataSet alert or an API call. Your campaigns can include dynamic Domo content such as cards and summary numbers, or even reference specific fields directly from the campaign distribution list. The Domo Campaigns App gives you complete customization and control over your marketing email and SMS campaigns.

Note: The ability to send SMS messages and data files require an additional cost.  If you have not purchased these additional features, your UI may appear different than what is displayed in the documentation screenshots.

Parts of the Campaigns App

Campaigns

Under the Campaigns tab, you are able to:

  • Create new and edit existing campaigns

  • See the campaign owner

  • View last updated details

  • Delete a campaign  DCML-Delete Campaign.png

  • Duplicate a campaign DCML-Duplicate Campaign.png

  • Email yourself a preview of the campaign DCML-Email Preview.png

  • Send the campaign to your distribution list DCML-Send Campaign.png

DCML App.png

Editing or Creating a Campaign

You can access the edit view of a campaign in two different ways:

  1. Creating a new campaign by clicking the add campaign button add campaign.png.
  2. Selecting an existing campaign.
SMS Body

SMS Body.PNG

In the SMS Body of your campaign, you are able to:

  •  Give your campaign a Title and Description.

  • Assign an owner.

  • Create the Opt in message. You can add a custom message to the beginning and or end of the regulatory required message.  The total length of the message must be 300 characters or less.

  • Use the Message body to compose your SMS message.  The total length of the message must be 600 characters or less.

  • Add Domo card titles, summary numbers, or descriptions to your campaign by selecting Add Card.

  • Add fields from your distribution list DataSet by selecting Add Merge Field.

HTML Email Body

Email Body.PNG

In the Email Body of your campaign, you are able to:

  • Create the Email Subject.

  • Use the Email Body Editor to compose your email campaign.

  • Use the Choose file option to upload a file as your email campaign instead of creating one from scratch.

    Note: Only HTML files can be uploaded via the Choose file option.
  • Add Domo cards, card titles, summary numbers, or descriptions to your campaign by selecting Add Card.

  • Add fields from your distribution list DataSet by selecting Add Merge Field.

  • Add an unsubscribe link to your email by selecting Add Dynamic Tag.

  • Format any dynamic field in your email or add a QR Code by selecting Tag Formatting.

Tip: If you want even more control over creating your email body or attachment, you can go into code mode by selecting DCML - Code Mode.png in the Email Body Editor. In this mode, you can write all of your own code to build your email body or attachment. To learn more about adding custom touches or even more Domo content, check out Using the Domo Campaigns Markup Language.
Plain Text Body

You have all the same options, other than showing the cards themselves, to optionally create a fully dynamic and custom plain text email for customers who do not have email clients that support HTML.

PDF Email Attachment

You have all the same options to optionally create a fully dynamic and custom email attachment as you do with the email body. Only HTML formatted files can be uploaded and will be received as a PDF.

Data Email Attachment

Data Attachment.PNG

Data attachments allow you to filter a Domo DataSet or an HTML Table Card and attach it to a campaign as a CSV or XLSX file. You can also choose to compress the file to keep email sizes small.

Note: When sending an HTML Table Card as a Dataset Attachment you will be limited by the maximum number of rows that can be rendered from an HTML Table Card; between 800 and 1,000.  Also the only valid filter operands are:
  • is greater than

  • is greater than or equal to

  • is less than

  • is less than or equal to

  • is between

  • is equal to

  • does not equal

  • is in

  • is not in

Distribution List

The distribution list is what determines who the campaign will be sent to. The email distribution list must come from a DataSet that is in Domo. 

To import a distribution list for a new campaign:

  1. Under the Distribution List tab, select Import

  2. Select the DataSet that contains the list of contacts you want this campaign to be sent to.

  3. Then, specify which column contains the emails and/or phone numbers and which columns contain filters.

    Note: For more information on how to use filters to ensure your recipients are only seeing the data you want them to see, check out Using the Domo Campaigns Markup Language.
  4. (Optional) Specify which column contains a semi-colon delimited list of CC and/or BCC email addresses, sender name, sender email, and reply to email address. The values specified in the Distribution List will override the settings in the Settings tab.

  5. Click Select

Distribution List.PNG

Once you have a distribution list added to your campaign, you can:

  • Change the distribution list DataSet by clicking the Change Distribution List button.

  • View which column in your Distribution list is mapped as email, phone number, filters, etc.

  • View a specific recipients campaign email by selecting the checkbox next to the recipient's name, then clicking Test Email.

  • Send the campaign to specific recipients by selecting the checkbox, then clicking Run.

Note: You are limited to 50 recipients when sending a direct campaign by clicking either Test Email or Run.
Settings
Campaign Settings
  • Choose to be notified if your campaign runs more than once in a specified amount of time. This is helpful to ensure you are not inadvertently delivering multiple emails to the same customers.

  • After starting a campaign, have the system wait for a specified amount of time before delivering emails giving you the opportunity to cancel a campaign before any emails are delivered to your customers.

  • Campaigns now uses Domo Groups to manage who can and cannot see certain campaigns.  If you select a specific group or groups in "This campaign is visible to:", then only users who belong to those groups will be able to see this specific campaign.  If you would like to configure an "administrative" user that can see all campaigns regardless of this group setting, create a group in your Domo instance called _CAMPAIGNS_VIEW_ALL_ and add all of your "administrative" users to this group.  That will deactivate this group visibility functionality for those accounts. 

  • Disable no data safeguard. Currently, if a campaign filters out all the data for a recipient, that campaign will be blocked and not delivered to the customer. Selecting this option disables this safeguard.

SendGrid Tracking

The Domo Campaigns App integrates with SendGrid to provide tracking numbers for all of your emails. Enabling SendGrid tracking, you can see how many emails are being delivered, bounced, or opened all in a custom SendGrid report which can be brought back into Domo via the SendGrid Connector. Check the Enable SendGrid tracking box and make sure your outgoing mail settings are set up with your SendGrid account information.

Tip: The campaign name, campaign id, and the distribution list columns (excluding Email and Filter columns) are passed to SendGrid when this option is enabled. SendGrid has a limit of 10,000 bytes, so it is best practice to place columns you want passing through at the beginning of the distribution list to ensure important data is sent.
Email Settings
  • Choose what the sender name, sender address, and reply to address should be. If left blank, an error will occur when trying to send the campaign.

  • Specify a semi-colon delimited list of CC and/or BCC addresses that will receive a copy of each campaign. These values can be overridden in the Distribution List.

  • Select the mail server to use when delivering your campaign.

SMS Settings
  • Select the Twilio SMS account to use when delivering your campaign.

Settings.PNG

Schedule

Set up dynamic schedules to send your email campaigns by selecting Add Schedule.

Schedule.PNG

Scheduling frequency options include:

  • Hourly

  • Daily

  • Weekly

  • Bi-weekly

  • Monthly By Date

  • Monthly By Week

Set as many schedules as you would like and click the Save button when you are all finished. To cancel a schedule, select the Delete button on that schedule.

Note: If you do not have a schedule set for your campaign at all, then it will need to be sent out manually.
Notifications

Notifications can be sent to any Domo user so they know whether delivery was successful or unsuccessful to any recipient on your distribution list. Just search for users, select their name, and click Save

Notifications.PNG

Send Only Campaign User

Campaigns now supports a Send Only user.  Send Only users can view any campaign to which they have access but can't update or change anything.  The only action they can perform is to send a campaign.  To add a user as a Send Only user, create a new group in your Domo instance called _CAMPAIGNS_SEND_ONLY_ and add all of your Send Only users to this group.  This will limit those users rights to only being able to send a campaign.

Logs

Domo logs all campaign activity within the app. At a glance, you can see all events related to campaign execution, successful deliveries, and even those that failed. This is a quick and easy way to stay up to date on campaign delivery.

Note: The Logs will track all activity from the beginning of the app download.

Audit Trail

The audit trail specifically tracks all of the user activity within the app. You have the ability to always see who performed what action, at what time, and on which campaign.

Any user that has access to this app has access to see and edit all of the campaigns. Keep this in mind when sharing the app with others in your Domo instance. 

Unsubscribes

Any end user who has unsubscribed from a Campaign via email or SMS can be seen here. If an end user accidently unsubscribed from a Campaign by replying with ###STOP (e.g. 123STOP), they can resubscribe to the Campaign by replying with ###START (e.g. 123START). If an end user accidently unsubscribed from ALL Campaigns by replying with STOP, they can resubscribe to ALL Campaign by replying with START.

Note: Unsubscribing from a specific Campaign (e.g. 123STOP) is managed separately from unsubscribing from ALL Campaigns (e.g. STOP).  Resubscribing to ALL Campaigns will not automatically resubscribe a user to a specific Camapign.  They will still have to reply with ###START to subscribe to the specific Campaign.

Billing

Get a list of all of the Campaigns and all of the messages you have delivered. This is an easy way to keep track of the number of messages you have sent to ensure you are not reaching your monthly message limits.

Help

For additional help and documentation, click on the question mark icon.

Help.PNG

Outgoing Mail Settings

To access the outgoing mail settings, click on the gear icon and select Outgoing Mail Settings

Mail and SMS Settings.PNG

To properly configure the outgoing mail settings you will need to know:

  • SMTP Server

  • Port

  • Username

  • Password

  • Whether your network security is SSL or TLS

NOTE: If you are using a Mail Server, like your own exchange server, that is behind a firewall you may need to white list the IP Addresses of the Campaigns servers.  Those IP Addresses are:

  • 52.201.63.225
  • 52.54.147.112
  • 3.235.111.48
  • 3.235.111.49

Outgoing SMS Settings

To configure Campaigns to use your own Twilio account, click on the gear icon and select Outgoing SMS Settings.

To properly configure the outgoing SMS settings you will need to know:

  • Twilio LIVE credentials Account SID

  • Twilio LIVE credentials Auth Token

  • Twilio API Key SID

  • Twilio API Key Token

  • Twilio Account outgoing phone number or short code

  • The country code to which your outgoing phone number or short code belongs

To configure your own Twilio account:

  1. Add a new account
  2. Give the account a name and a description
  3. For Account SID enter the Account SID from your LIVE Credentials in Twilio.
  4. For Auth Token enter the Auth Token from your LIVE Credentials in Twilio.
    Twilio Account.PNG
  5. Create a new Standard API Key in Twilio
  6. For API Key SID enter the SID from your API Key
  7. For API Key Secret enter the Secret from your API Key
    Twilio Key.PNG
  8. For Sender Phone Number / Short Code enter the sender phone number or short code associated with this account.  Do not include the country code, just the phone number or short code.
  9. For Country Code select the country code to which the sender phone number or short code belongs

Support for SMS Unsubscribe

In order for Campaigns to support unsubscribe requests from your customers, you will need to configure your Twilio account to forward all unsubscribes events to the Campaigns endpoint:

https://campaigns-prod.domolabs.io/api/v1/campaigns/queue/sms

This endpoint will need to be entered into your Twilio account at different places depending on if you are sending SMS messages from a Twilio Short Code or a full Phone Number.

Short Code Webhook

If you are using a Twilio Short Code for your sender number you will need to:

  1. Log into your Twilio account.
  2. Under "COMMUNICATIONS CLOUD" click on "Programmable Messaging".
  3. Then click on "Senders".  This will show you a list of all of your short codes.
  4. Click on the appropriate short code (e.g. 55555).
  5. Under "Messaging" in the box next to "A MESSAGE COMES IN":
    1. Leave the first drop-down on "Webhook"
    2. Enter the URL above into the text box
    3. Leave the second drop-down on "HTTP POST"
    4. Click "Save"
      Twilio Short Code.PNG
Phone Number Webhook

If you are using a full phone number for your sender number you will need to:

  1. Log into your Twilio account.
  2. Under "SUPER NETWORK" click on "Phone Numbers".  This will show you a list of all of your phone numbers you have registered with Twilio.
  3. Click on the appropriate phone number (e.g. +1 555 123 4567).
  4. Scroll to the bottom of the page.  Under "Messaging" in the box below "A MESSAGE COMES IN":
    1. Leave the first drop-down on "Webhook"
    2. Enter the URL above into the text box
    3. Leave the second drop-down on "HTTP POST"
    4. Click "Save"
      Twilio Long Code.PNG

SMS Governance

Once you have purchased the SMS Messages upgrade for Campaigns, you can manage who has the ability to send and configure your SMS messages. This is done by creating specific Groups in Domo and adding Domo users to those groups.

SMS Admin Group

If you want to give a user the ability to create, edit, and send SMS Campaigns as well as the ability to configure your Outgoing SMS Settings, you will need to add them to the SMS Admin Group.  Start by creating a new group in Domo called _SMS_ADMIN_. Any member of this group will have full admin rights to the SMS messaging capabilities in Campaigns.

SMS User Group

If you want to give a user the ability to create, edit, and send SMS Campaigns but not allow them to configure your Outgoing SMS Settings, you will need to add them to the SMS User Group.  Start by creating a new group in Domo called _SMS_USER_. Any member of this group will have the ability to create and deliver an SMS Campaign but won't be able to see or modify your Outgoing SMS Settings.

How Do I Get This?

To begin using the Domo Campaigns App have an Admin contact your Customer Success Manager or download it from the Domo Appstore.

FAQ

What card types are supported?

We support Analyzer cards, table cards, and Sumo tables.

Can you include Adobe Illustrator cards in the emails?

Adobe Illustrator custom app cards are not currently supported.

Is the embedded content drillable or interactive?

Embedded content is rendered as an image, so it cannot be interactive. 

How do I include images in the email body or PDF attachments?

All emails and PDF attachments are rendered on the Campaigns server which means any images you want included must be publicly accessible.  You have 2 ways to include images.  You can either use a publicly hosted image (e.g. <img src="URL_TO_YOUR_IMAGE_GOES_HERE" />) or Base64 encode your image (e.g. <img src="data:image/png;base64, BASE_64_ENCODED_IMAGE_DATA_GOES_HERE" />).

Can filters be shown/used via the emails being sent out?

Yes, filters can be set on any dimension on the cards that are embedded in the message or attachment.

What level of customization does the app allow for? Can I whitelabel the emails?

The Domo Campaigns app supports anything you can do with HTML. There is a Domo watermark that is rendered on every card that is coming from Domo. If you're interested in whitelabeling, contact your Customer Success Manager. 

I am getting an error that a Campaign won't be delivered because all of my data has been filtered out.  Can I override this error so I can send out a Campaign with a blank card?

Yes.  Simply go to the "SETTINGS" section and check the "Disable strict no data checking" checkbox.  This will allow the Campaign to be delivered even when all of the data or content has been filtered out. 

Can I send a story-based dashboard like I can today via the Report Scheduler?

Unfortunately not.  The story dashboard would need to be recreated manually in Campaigns.

Can I send an SMS to a phone number outside of the US or Canada?

If you are using Domo's Twilio account and short code, you will only be able to send SMS messages to phone numbers within the US and Canada.  If you would like to send messages to phone numbers in other countries, you will need to sign up for and use your own Twilio account that is configured for use in that country.  NOTE: Due to potential issues receiving SMS messages from another country, Twilio recommends only sending SMS messages from within the same country.  For more information see the following articles from Twilio: Not Receiving Incoming SMS and MMS Messages on Twilio Phone Number and Can US and Canadian Twilio phone numbers receive international SMS messages?