Matik mail uses the same inputs and dynamic content as Matik Presentations, allowing you to manage dynamic content across mail and presentations seamlessly. If you are new to Matik and unfamiliar with adding data sources and creating Inputs and Dynamic Content, we recommend you check out our Matik Overview for Generating Content. You must be an admin to create Matik Mail templates.
To get started, click on the “Presentations” tab and click on “+ New Template”. A screen will appear, asking if you want to select a presentation or email narrative. Click on “Add Email Template”. (If you do not see this screen, it is possible Matik mail isn’t turned on for your enterprise. Contact your account manager or Matik Support - support@matik.io)
Matik Mail has two options for creating an email template:
- Visual Builder - Select this option to build your email body using drag-and-drop components for text, images, and content. This is the easiest option and requires no knowledge of HTML or an existing HTML template to complete.
- Code Editor - Select this option to create an email with HTML code.
Select your editing experience and navigate to the corresponding section when ready to build your email body: Visual Builder, Code Editor
Email Template Setup (Dynamic Recipients, Subject, and Dynamic Sender)
Navigating to the Settings tab to configure your email's Recipients, Subject, and Sender.
Adding Recipients
Matik Mail uses Dynamic Recipients to determine the recipients list for an email. Dynamic Recipients are a form of Dynamic Content that allows end users to use Matik inputs to determine to whom an email is sent.
To get started creating Dynamic Recipients, click on the "To" dropdown and select "Create New Dynamic Content", you can also create Dynamic Recipients from the Dynamic Content page.
You will now see the familiar dynamic content creation modal. Fill this out as you would other dynamic content. After you select your data source, you must select “Recipients” as your dynamic content output type.
Recipients' Dynamic Content must return data as a single column, with each email address represented as a new row. If creating a piece of "Static" Recipients' Dynamic Content, separate multiple email addresses with a comma.
For example, I want to send a Matik email to all Salesforce contacts with the role “Admins” at a specific account determined by an account input:
- Name the Dynamic Content
- Select “Data-Driven"
- Select your Data Source: “Salesforce Production”
- Select Dynamic Contact Type: “Recipients”
- Add the appropriate object/ report selection and filters to get the list of “Admins” you desire. In our example, we want to return emails from the contact object with Contact Role = Admin. The input SFDC_Account_name is filled out by end users when sending an email to determine which account’s Admins the email will be sent to.
The recipients returned will only be as accurate as your data. As a best practice, users should test recipients' dynamic content with intended inputs prior to sending.
Test your new dynamic recipients list thoroughly and click “Save” when completed.
Select the input you wish to use to personalize your email
After you have created your dynamic recipients, select the input you which to use to personalize your email. This is the bulk input that used to customize each email and select distinct email address content generations when sending campaigns. For example, above the dynamic recipients "contact_list" selected. Contact list contains many different inputs, however, when company specific emails are sent to multiple companies, the account_name is the unique identifier that will be used in the dynamic recipients and in all other dynamic content in the email to create a custom email. You can select "None" as an option, however, all recipients in a bulk generation will receive the same content.
You can only personalize with an input that is used in your recipient's dynamic content. (If your recipient's dynamic content does not contain any inputs, then each recipient will have to receive the same content).
Adding CC or BCC fields
Toggle the switches next to CC and BCC to turn them on for your email template. Your email’s CC and BCC can be either static or dynamic.
Static
Manually input email(s) to CC/BCC. All recipients will have the same CC/BCC.
Dynamic
Use the Recipient's dynamic content to populate the CC/BCC. You will need to decide whether you want to personalize the CC/BCC settings for each recipient, or use the same CC/BCC settings for all recipients:
-
Personalize based on input:
- This option is only available if the recipient DC you’ve selected to populate the To: field contains an input to personalize on.
- Select DC that uses the input you’re personalizing on. The CC/BCC field will then be personalized for each recipient based on the value of the input.
- Same for all recipients: the email addresses returned by the selected DC will be used to populate the CC/BCC for all recipients.
Email to Salesforce
One use case for the BCC field is to send your emails to Salesforce, allowing you to log Matik Mail activity within your CRM. To do this:
- First ensure that the ‘Email to Salesforce’ feature is set up and configured at your org. See Salesforce’s documentation here: https://help.salesforce.com/s/articleView?id=sf.email_my_email_2_sfdc_landing_page.htm&type=5. You’ll need to configure the following in Salesforce:
- Turning on the “Email to Salesforce” feature
- Enable unique Send to Salesforce emails for desired users
- Deciding how emails should be displayed and mapped to Objects in Salesforce once sent
- Then, set the BCC field in your Matik Mail template to populate with the relevant ‘Email to Salesforce’ address
If desired, you can use Dynamic Content to retrieve relevant ‘Email to Salesforce’ email addresses from your Salesforce org. To do this:
- Create 1 piece of Dynamic Content that retrieves the unique ‘Email to Salesforce’ domains from your SFDC
- Create a new Data-Driven piece of Dynamic Content, using Salesforce as your data source.
- Set up your DC to pull the following:
- From Source API = Objects
- From Salesforce Object = EmailServicesAddress
- With the Fields to Return: Email Address Domain
- Filtering on Function: Email Service Name = EmailToSalesforce
- Apply any desired filters. (For example, filtering for the ‘Email to Salesforce’ address of a particular CSM, based on an input).
- Then, create a second piece of Recipient's dynamic content to concatenate the parts of the email into an email address.
- Create a Google Sheet, where:
- One cell will accept the Email Address Domain from Salesforce
- One cell will concatenate that with ‘emailtosalesforce@’
- Create a Google Sheet, where:
3. Create Recipients DC based on this Google Sheet, returning the concatenated full Salesforce email
You can now use this Recipients DC in the BCC field to send the Matik Mail emails to Salesforce.
Adding a Sender
Matik Mail templates can support sending emails from a static email address or a dynamically selected email address. This is useful if you want to use one template for multiple team members and want all team members have emails send out from their own email addresses.
Whether using Static or Dynamic Senders, you must add any email addresses that will be used to the "Manage From Email Addresses" list in enterprise settings before sending email on their behalf. Email addresses added must be Matik users.
Static Senders
Manually input your sender settings:
- From Name: the name that should appear in the From field
- From Email: the email address the message should be sent from
- Reply-to Email: the email address that replies should be sent to
These settings will be applied across all recipients.
Dynamic Senders
You can use Sender dynamic content to determine who the Matik generated email will be sent from. As with the CC: and BCC: fields, you can choose to personalize the Sender settings for each recipient or use the same Sender for all.
-
Personalize based on input:
- This option is only available if the recipient dynamic content you’ve selected to populate the To: field contains an input to personalize on.
- Select the Sender dynamic content that uses the input you’re personalizing. The From field will then be personalized for each recipient based on the value of the input.
- Same for all recipients: the senders returned by the selected DC will be used to populate the From field for all recipients.
NOTE: If you opt to use Dynamic Sender, your end users will not be able to edit the From field on their side.
In addition, you will also need to decide how to handle cases where the Sender DC returns an email that is not an authenticated email address for your org:
- If you choose not to specify a Fallback Sender: emails with that sender will not be sent, and Matik will throw an error you know that this is due to an Invalid Sender
- If you choose to use a Fallback Sender: you’ll need to select an authenticated email address to use as your fall sender. Then, if your Sender DC returns a non-authenticated value, we’ll still send the email, but populate the From field with your Fallback Sender.
Creating Sender Dynamic Content
Sender Dynamic Content works simular to Recipients Dynamic Content. The Dynamic Content MUST include the input that is selected for personalize based on. Additionally, each value of that input should only return one row of data. Multiple senders is not supported.
To create Sender Dynamic Content: (See sub-bullets for example below where we want our email to be sent from the account owner in SFDC)
- Create a new piece of dynamic content (https://app.matik.io/dynamic_content/new)
- Enter a name and data source
- Select "Sender" as the Dynamic Content type (If you dynamic content does not appear on the sender list it is likely because you have mislabeled the dynamic content type)
- If using an API based data source fill out the form and ensure the correct fields are selected for From Name, From Email, and Reply to Email. Reply to Email is a required field that can be a duplicate of From Email if desired.
- In the example below, we are choosing account.owner.name, and account.owner.email to get the name and email fields of the account owner.
- If using a query based data source, your dynamic content should return three fields: from_name, from_email, and reply_email in only one row.
- Include the appropriate filtering or logic to use your personalized based on input to produce the correct sender.
- We are filtering on account_name input. This ensures that for each email generated we will get the account owner contact info for the specified account name the email is being generated for.
- Click save!
Adding a Subject
Click on “Add Subject” to add a subject to your email. Enter Text dynamic content, if desired, in double curly brackets.
Creating an Email Body with the Visual Editor
The Matik Mail visual editor allows you to drag and drop various modules into a template to easily create a well-structured email with rich features such as Text Boxes, Images, Buttons, charts, tables, and more!
The modules featured in the left menu bar allow you to customize the structure and appearance of your email by dragging and dropping them into the email body.
Quickstart: Creating a Simple Text Email
To create a simple text email, drag the "Text" module to the email body.
Clicking into your newly added text module will allow you to edit and format your text.
Be sure to save your email often and before you leave the webpage or when you are completed. Jump to the section below to see how to add dynamic content and more if this is the only element you would like to use in your email.
Building Your Email Body
You can use the Visual Builder to create complex email bodies. Be sure to save frequently when building your email body!
Modules
Each module provides a different component to your email. Some modules provide a place to add content, such as the image, button, and text module. The columns and divider modules provide structure to your email.
Email Structure
The various modules can be combined to create sections of your email. Modules will stack on top of each other vertically as they are added to your email body.
The following email is the result of stacking an image module, a divider module, a text module, and another text module on top of each other.
Insert a column module within your vertical stack to divide up space horizontally. Modules can be added to your desired columns to fill them with content. Columns can contain multiple modules. Modules will stack vertically within the column.
In the example above, the first column contains only a textbox module with a large "1". The second column has three textbox modules stacked on each other.
By selecting the module, you can alter the number and spacing of the columns in your module in the left menu box.
You cannot add a column module to the column of another column module.
Email Body Settings
When no module is selected, the Modules menu will display your email body and container settings. Here, you can adjust your email's background color, container width, container background color, and container padding. Playing around with these settings in the example we've been using so far makes our email look like this:
When a module is selected, option icons will display on the right of the module to move, copy, or delete a module. To move a module, simply click and hold the 4 arrows icon and drag to your desired location. The new location for your module will display a green line. Release to finalize your move. If the new location line is red, the location you have chosen is invalid.
Working with Colors
Colors can be selected using the slider or by entering a color HEX value (such as #20dfac).
If your organization has specific brand guidelines, we recommend directly inserting the HEX values of those guideline colors to ensure they are consistent with your branding. If you would like to use a selected color repeatedly throughout, be sure to capture your selected color's HEX value and use that when coloring-like elements to ensure color consistency.
Working with Modules
Clicking into Modules (or sub-modules) allows you to adjust their individual settings and content. The left menu bar will display custom options for each module along with the background color and padding settings for that module
Text Modules
Text can be added and formatted by selecting a text module and using the popup menu.
To add text dynamic content within a text module, insert the name of the dynamic content in your text surrounded by double curly brackets {{dynamic_content_name}}.
You can add formatting to dynamic content by entering "|" followed by a Matik formatting function. For example, {{hours_saved|numberformat(2)}}. For more on Matik formatting, see the Formatting section of the Tagging Overview help article.
Image Modules
To add images, add an image module. Within the module, you can upload a static image from your computer or use an image from your Dynamic Content by selecting the "Dynamic" option.
Use the padding and alignment options to select the positioning of your image within the module.
Image Responsiveness will resize your image to various screen sizes. Width defines the percentage of the column width your image will occupy. Please ensure your image resolution is larger than the maximum size your images may appear to viewers.
Divider Modules
A divider is simply a horizontal line to separate parts of your email. Use the top and bottom padding settings to determine how much space is between the line and surrounding modules. The left and right padding settings determine the length of your line.
Button Modules
Buttons are a fun and actionable way to add links to your emails! Within the button module, you can specify the button text, URL, along with the size and appearance of the button.
Charts and Tables
Matik Mail visual builder supports adding charts and tables from your dynamic content. For more on how to add a chart or table module see the Charts and Tables in Matik Mail help article.
Further Customization of Email Templates
For further customization of your email than what the template builder allows, our HTML Email Builder allows virtually unlimited possibilities for email design. If you are unfamiliar with HTML, consider using a 3rd party HTML generator or reaching out to your organization's design department.
Creating an Email Body with the HTML Code Editor
In the code section of the template, enter the HTML code you wish to power your email. Delete the existing example code to ensure it does not interfere with your code. If using CSS styling, please note that Matik Mail HTML only supports inline CSS styling, as internal and external CSS styling isn't supported by all email clients.
Using Dynamic Content within your Matik Mail body
Matik Mail currently supports text and image dynamic content types. Charts from BI tools such as Looker and Tableau are also supported since they are treated as images within Matik.
Text Dynamic Content
Text dynamic content is inserted into Matik by entering the name of the Dynamic Content between double curly brackets {{dynamic_content_name}}.
You can add formatting within Matik Mail by entering | followed by a Matik formatting function. For example, {{hours_saved|numberformat(2)}}. For more on Matik formatting, see the Formatting section of the Tagging Overview help article.
Image Dynamic Content
Image dynamic content is tagged by entering the double curly brackets tag as the src value in an html image tag. E.g. <img src={{image_dynamic_content_name}}> Matik will obtain the appropriate image URL from the dynamic content. No quotation marks around the dynamic content tags are needed.
Debugging
HTML syntax errors are denoted by a red X next to the line with the issue.
Previewing your Email
When your email body is created, you can preview the formatting of your email by clicking on the “Preview” button.
Text dynamic content will display as plain text tags, and images will not be present. To see your email with dynamic content generated click on "Preview Dynamic Content" and fill out the requested inputs.
Attaching Matik Presentations
Matik Mail supports the attachment of Matik Presentations. These presentations are automatically generated when the email is generated. The presentation generator will have to fill out any additional inputs required for the presentation.
To attach a presentation to a template, click “Add Email Attachment” under the body text. Next, select the Matik Presentation template you which to attach. The presentation will be attached to the email in PDF format.
Currently, static file attachments are not supported. If you use bulk generation with Matik Mail, all attached presentations must use the same bulkable input as the email template.
Adding Send Conditions
Send conditions in Matik Mail prevent emails from being sent that don't meet pre-defined conditions. This is useful for preventing emails that contain undesirable data from being sent out. Send conditions are based on the specific value of specified dynamic content for each bulk-generated email. This means that if one email has an undesired dynamic content value and another looks good, the good email will be sent out, while the bad email will not. To set up send conditions for an email template, navigate to the ellipses menu on the top right of the template screen and select "Add Send Conditions".
On the next screen, define your send conditions based on your dynamic content.
You can track the progress of your emails that have been sent from our flows page.
The total number of emails that were prevented from being sent due to conditions will be displayed under "Not Sent (Conditions)" in the flow details for that specific run.
You can view which emails passed and failed send conditions by downloading the CSV file from the details page and viewing the send_conditions_status column. You can also view individual emails by clicking on "View Details"
Manual Override of Conditions
Emails that we're not sent due to sent conditions can be manually sent upon review. To override send conditions, click on "View Emails" on the Flow and select an email with the Status: "Not Delivered" due to send conditions.
There will be a banner at the top of the email with a "Send now" button to override send conditions and send the email.
Generating Emails
See the Generating Emails with Matik Mail help article for information on how to generate emails with Matik Mail.
Troubleshooting
Error Message
This error message is often the result of unnecessary curly brackets in your HTML code. Some HTML email generators use {{{tag_name}}} for tagging. Ensure your email doesn’t contain any curly brackets outside of Matik Mail formatting. Hint: doing a text find (CMD +F) for “{“ or “}” in your email body code can help identify the issue.
You can also prevent Matik from tagging brackets by enclosing HTML in {% raw %} {{bracket text here}}}} {% endraw %}.
My Dynamic Recipients list isn't showing up on the select Dynamic Recipients dropdown
It is likely the Dynamic Content type is wrong. Ensure the "Recipients" is selected on your Dynamic Content.
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