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
Overview of Dynamic Content in Matik Mail
Dynamic content can be inserted into your email’s subject and body by putting the name of your dynamic content between double curly brackets {{dynamic_content_name}}. Currently, only Text and Image dynamic content are supported by Matik Mail. Charts and Table Dynamic Content are not supported. Charts from BI Tools (Tableau, Power BI) that insert content as images are currently supported by Matik Mail.
Adding a Subject
Click on “Add Subject” to add a subject to your email. Enter Text dynamic content, if desired, in double curly brackets.
Adding Dynamic Recipients
Matik Mail uses Dynamic Recipients to determine the recipients list for an email. Dynamic Recipients are a new form of Dynamic Content that allows end users to use Matik inputs to determine to who an email is sent.
To get started creating Dynamic Recipients, click on “Add Recipients”.
If you haven’t created a list of dynamic recipients, click on “Create recipient list”.
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. Each email address returned by your Dynamic Recipients List will receive an individual email with Matik Mail, even if they are in the same organization. If creating a piece of "Static" Recipients' Dynamic Content, only a single email address is permitted.
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.
Add any emails you want CC’d with this template. Currently, CC’d recipients are limited to Matik users.
Finally, press “Add Recipients” to return to the main template page.
Bulk Generating with Matik Mail
Matik Mail can bulk-generate emails, enabling an end user to send personalized emails to multiple accounts (or other inputs) simultaneously. Matik Mail will bulk generate on the first input used by Dynamic Recipients. This means the same input must be used across all other Dynamic Content in the template to create personalized content.
For example, let's say we used the Dynamic Recipients list exampled above in a Mail Template. The input SFDC_Account_Name, must be used in all dynamic content unique across accounts.
Additionally, all recipients will be sent individual emails. For example, I bulk send an email template with the bulk input SFDC_Account_Name to Google, Simpleticket, and Microsoft. Since multiple emails can be returned per account in my Dynamic Recipients criteria, this email will be sent to 2 people from Google, 1 from Simpleticket, and 3 from Microsoft. Provided I used the SFDC_Account_Name input in all dynamic content, each person will be individually sent an email customized to their organization.
When bulk generating, select multiple values for the bulk input.
Exercise caution when filling out inputs to ensure you are not multi-selecting other inputs that are not bulkable.
Adding a From Field
Next, click on “Add From”. Enter your desired “from” fields.
The next step is to build your email body. Please navigate to the corresponding section of this help article when ready: Visual Builder, Code Editor
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, 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.
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.
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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