The Domo Campaigns App allows you to build your own custom email campaign or attachment and send them out on a schedule that you set. 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 campaigns.
Parts of the Campaigns App
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
Duplicate a campaign
Email yourself a preview of the campaign
Send the campaign to your distribution list
Editing a Campaign
You can access the edit view of a campaign in two different ways:
- Creating a new campaign by clicking the add campaign button .
- Selecting an existing campaign.
In the Email Body of your campaign, you are able to:
Give your campaign a Title and Description.
Assign an owner.
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 and card titles to your campaign by selecting Add Card.
Add fields from your distribution list DataSet by selecting Add Merge Field.
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.
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 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.
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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:
Under the Distribution List tab, select Import.
Select the DataSet that contains the list of contacts you want this campaign to be sent to.
Then, specify which column contains the emails and which columns contain filters.
(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.
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 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.
Set up dynamic schedules to send your email campaigns by selecting Add Schedule.
Scheduling frequency options include:
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.
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.
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.
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.
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.
Select the mail server to use when delivering your campaign.
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.
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.
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.
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.
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.
Outgoing Mail Settings
To access the outgoing mail settings, click on the gear icon.
To properly configure the outgoing mail settings you will need to know:
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:
How Do I Get This?
To begin using the Domo Campaigns App, have an Admin contact your Customer Success Manager.
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.