Slate AI Campaign Email Integration Set Up

The following guide will walk you through the configurations to:

1. Import and Send Halda AI Campaign Emails within Slate
2. Export Campaign Performance into Halda’s Application for Reporting
3. Test the Full Process 

Configuring Slate Instance

The following section will walk you through the process of configuring Slate to receive emails from Halda and create the mailing to send individualized campaign emails. To accomplish this, Halda leverages a combination of Entities and Custom Fields to store Emails.

Step 1: Create Email Entity  

Status: Active

Folder: Choose/Create folder of your choice

Name: Halda Emails 

Scope Insert: Choose “person” scope

Save Entity

Step 2:  Build and Scope Custom Fields  

Create New Fields in the Field Editor. Build fields for Email ID, Campaign ID, Email Subject, Email Pre-header, and Email Body.

Status: Active

Scope Category: Related

Scope: Halda Emails 

ID: email_subject

Name: Email Subject

Folder: Choose/Create Folder of your choosing

Field Type: Free Text

Unique for Merging: Do not use value for merging

Save

Step 3: Build Deliver Mailing

Create New Deliver Mailing

Name: Choose your own name. We suggest “Halda Comeback Email”

Folder: Create/Choose folder of your choosing

Method: Email

Opt out: Allow Unsubscribe

UTM Tracking: Enabled. Source: halda | Medium: email | Campaign: comeback_email

Save

Step 4: Build Mailing Recipient List

1. Name: Name of your Choosing. We suggest “Halda {insert campaign name} Campaign Email Recipient List”
2. List Type: Include
3. Type: Configurable Joins
4. Category: Related
5. Base: Halda Emails*
6. Save

*If you do not see the name of your Entity displaying the Base dropdown, you may need to refresh your Configurable Joins Library.

Step 5: Build Query

Add the following export fields to your recipient list query:

1. First Name
2. Last Name
3. Email Address
4. Email Subject
5. Email Preheader
6. Email Body
7. Email ID
8. Campaign ID

Step 6: Filters

Add the following filters to your recipient list query:

1. Created Date (Halda Emails)
2. Created Date = Today
   
3. Subquery Campaign ID Exists
   
4. Subquery Campaign ID Equals = {insert campaign id from the Halda app}

We assign a Campaign ID to each of your campaigns and will use this value as the filter for separating emails to the correct mailings. This ID is not saved until the campaign as a whole is saved. You will be able to find your campaign ID in the AI Email Campaign card. 

 

Joins

Person

Step 7: Edit Message

1. Sender: Update sender to your preferred institutional email address
2. Content Templates:
   1. Update message with your preferred email template
   2. Add required Halda Email Merge Field  0. This field will need to be manually typed into the content and then saved before showing as a merge field. 
3. Add Reply To (optional)
4. Save

Step 8: Send Mailing Configurations

Frequency: Send mailing on a recurring basis

Weekdays: Select all days of the week

Timing: Send During Delivery Window 

Delivery Window: Select all windows except “Overnight”

Deduping: Allow recurring delivery of this message to the same recipient 

Send once every “1” Days”

Save Settings

Step 9: Import Halda AI Email Suitcase 

Suitcase: e0a06a40-e244-40f2-8b5d-d1f95cee5a91:hal

The suitcase contains the following items:

• Halda Email Source Format
• Halda Email Reporting Query (For scheduled export back to Halda’s Application)

Filter Check: Open the Halda Email Reporting Query, select "Edit," and scroll down to the filters section. Click the "Edit" icon on the mailing filter in place and search for Halda in the list of mailings. Verify that your campaign mailing is selected. If it is not, select the mailing and hit "Save."

Step 10: Schedule Delivery Report Export

Status: Active

Destination: Web Service (Remote)

Endpoint: Will be provided in the Halda app.

Format: Delimited (tab-delimited, CSV, etc.)

Delimiter: Comma (,)

Headers: Include header row

Text Qualifiers: Double quotes (")

Line Endings: <Cr><Lf>

Encoding: Unicode (utf-8)

Requested Delivery: Select all available options.

Requested Weekdays: Select all available days.

Requested Priority: Normal Priority