Knowledge base

Where answers meet questions

Integrations Integrations

Traqli provides a wide range of integration options, the quickest one is creating integration with your website in the Traqli Dashboard. Please follow the steps below to do that:

  1. Go to Integrations page and hit Create integration button.
  2. Name the integration and hit Create.
  3. Hit the gear-shaped icon to access the integration settings.
  4. Toggle the Enable integration switch and hit the Submit button.
    • Track anonymous visitors option gives you the possibility to disable user behavior tracking of non-identified visitors in case that's reqired by your personal data protection policy.
    • Sections Select an opt-in widget and onSite recommendations widget let you link these widgets to your integration code. Click here to learn more on how to create opt-in and onSite recommendations widgets.
  5. Now click the </> icon and hit the Copy button to copy the integration code.
    • Note: Put the code on every page of the website to enable Traqli see what content does your audience like.

 

Campaigns Campaigns

The key element of email distribution and configuration is campaigns. This article provides a detailed explanation of the campaign creation and configuration process.

If you didn’t have any campaigns before some of the pages in Traqli Dashboard will contain blank information with a following notification

To start campaign creation process click Create campaign from Analytics → Overview; Email → Template or directly on Email → Campaign page

Click on "Create campaign" button launches Campaign creation wizard that will guide you through the process: 

  1. First step requires to:
    1. Enter a Campaign name, this is your internal name that you’ll see in the list of campaigns (your subscribers are not going to see this information)
    2. Enter From name. From name is used in email header and also on Unsubscribe page as a name of mailing list the person is opting out from
    3. Specify a Reply-to address, an email address that you’re going to receive a feedback on from your subscriber
  2. Next step is configuration of Email Template
    1. You need to choose an existing generic template that could be modified based on your needs. More details about email configuration you can find in this articles
    2. Or create a custom email template that could be designed from scratch via Traqli's email editor
  3. Next, schedule adjustment. You have two distribution modes to work with  
    1. Triggered. Automated content distribution based on the event of new subscribers addition to the list. Same subscribers may be added to the same list indefinite amount of times allowing to create repeatable triggered campaigns controlled via widgets or API. 
       - Triggered - immediately. Email will be sent to a new subscriber right after she is (re)added to the list.
       - Triggered - by schedule. Email will be sent to a new subscriber after she (re)added to the list but only on the day and within the time frame specified by schedule
    2. Recurring.
       - Recurring - immediately (Breaking news). It means that the newsletter will be sent immediately by an external event, which is a content publication in the feed, so once the story appeared in the feed it will automatically send to the subscribers in this campaign.
       - Recurring - by schedule.This option gives a possibility to select specific days of the week and time frame for regular email distribution. Please take into account two factors:
      1. The time is specified in UTC (+0h) format by default, but you can adjust it to your local time zone if you need it.
      2. Traqli provides the start time and end time. It was made for personalization reason. As you might already know Traqli personalize delivery time based on user activity data, therefore we recommend to specify as wide range as possible, so Traqli can provide more delivery time options to the end user. 

    3. One time. Provides the option to send any campaign once, at specified date and time.
    4. Also, you should switch on the toggle "Send emails without dynamic content" in case you want to push the email without the content from dynamic blocks. (Dynamic blocks are based on the content from external data sources (etc. RSS feeds) that will be selected and updated automatically based on content selection type).
  4. On the last step, you need to attach existing mailing list or create new and select it. You can write down specific addresses manually or upload CSV file (only email addresses, without quotes) and there are several options to work with:

    1. Reenable (if already in the list, but unsubscribed) - gives you a possibility to start sending emails to these subscribers even if they unsubscribed before from this particular campaign (relevant for existing campaigns)
    2. When to send
      1. By schedule: next check time for email distribution will be set based on the predefined schedule
      2. Immediately: First send will be done immediately, once there is a relevant content in the feed, next send will be set accordingly to the schedule
      3. By specific time: with this setting, you can specify future moment when you want to start sending emails for new subscribers (not earlier than)
  5. Once you’ve done this step or if you don’t have an existing list of email address just click DONE.
Once the campaign is created you can manage it from Campaigns page of the Dashboard. Also here you can delete and duplicate them. 
Here are some of the options you have:
  1. Campaign settings


    1. Send emails launching email distribution
    2. Campaign name, From name, Reply-to address and schedule settings are the same that you entered during campaign creation process
    3. UTM tags (click on the button "Show More Settings"), provides you with a possibility to mark traffic from Traqli with specific tags, so you can identify it within your website analytics tool (e.g. Google Analytics)
  2. Add new subscribers, the same process as was described before
  3. Download mailing list with a list of email addresses, date of first subscribe and current status (subscribed, unsubscribed)
  4. Duplicate: use this option if you want to clone existing campaign using similar settings
Opt-in widgets Opt-in widgets

Once you put the code on your website you may want to create opt-in forms to collect new subscribers. Here's how to do that:

  1. Go to Opt-in widgets page and hit Create widget button.
  2. Name the widget and select the type (pop-up, embedded or anchored).
    • Pop-up: dims the page and appears before the visitor's eyes prompting to subscribe to the personalized mailing;
    • Embedded: sits in the page's layout wherever you define waiting for visitor to leave the email address;
    • Anchored: appears at the top or at the bottom of the page and prompts to subscribe to the newsletter.
  3. Once you determine which widget you'd like to go with, you can configure its look and behavior in the widget settings. To access settings click the gear-shaped icon on the Opt-in widgets page.
  4. When you're done setting up widgets, toggle the On/Off switch next to the one you'd like to activate.

Refer to this short screencast that illustrates the above steps:

Information about the process of opt-in forms configuration you can find here

On-site recommendations widget On-site recommendations widget

Please follow these steps to set up a block with stories recommended individually to each visitor of your website:

  1. Go to On-site recommendations
  2. Click Create widget button in the top right corner of the Dashboard
  3. Type in the widgets name and click the Create button. 
  4. Click the gear icon to access widget's settings.

Recommendation widget settings consist of 5 tabs, where various features of the widget can be configured.


General tab let's you change the block's name, set its width and choose how many stories to display (widget layout).

Title setting allows you to specify the text for the title of the widget

Max width setting allows you to set the width for the widget

Widget layout setting gives a possibility to set the block layout (using grid selector)

Item layout setting allows to choose the item layout you want to use for the widget

Max publish age enables you to specify the age of the article in the widget accordingly to the day of their publishing

Responsive setting allows you to enable  the layout responsiveness for the on-site recommendations widget

UTM tags settings provide a possibility to mark traffic from Traqli with specific tags, so you can identify it within your website analytics tool (e.g. Google Analytics)

Style tab allows tweaking the visual configuration of the widget — Form, Title, Item, Image, Text, Category and Separator. These are all buttons and each introduces more options that you can play with.

Form section gives you a possibility to adjust the background, border, inner and outer space of the widget

Title section allows you to customize the title type, the background of the title, color of the text; choose the font, adjust border, inner space and bottom indent of the title

Item section gives a possibility to adjust the layout of each item in the widget (background, border, bottom indent, inner space) within the widget

Image section allows you to adjust the height, border margin and width (only for not responsive layout) in pixels

Text allows you to harmonize a background, color, font, title string length, inner space and top indent

Category section enables you to customize the color and font of the category; adjust the category string length and top indent for the category


Separator
section gives you a possibility to harmonize the border and bottom indent between items vertically

Behavior lets you choose to display recommendation widget on the desktop or mobile versions of the website. You can choose both, of course

Placeholder is a tab where you can get the HTML code for displaying recommendation block on your website. Copy the code and paste it on your website, wherever you want your audience to see recommended stories

Sources is a tab where you can easily choose the feed (s) that you want Traqli to pick the content from

In case you have any questions to clarify, please, don’t hesitate to contact our support team.

 



Dashboard Stats — Overview Dashboard Stats — Overview

Overview page of the Traqli Dashboard allows to monitor the activity and performance of your campaigns.
By default, all of your campaigns are selected. To review a particular campaign, deselect all others in the campaigns drop down menu:

Dashboard stats include:
Total Subscribers counter — the overall number of people who subscribed to newsletters 
 
 
Active Subscribers counter — the number of subscribers who are still subscribed to newseltters
 
Total Sent Emails counter — the number of emails sent since the campaign launch
 
Total Clicks counter — the total number of clicks made by subscribers in newsletters
 
 Sent Emails graph visually represents the number of sent emails during a certain period of time
 
 Clicks graph shows how many times your subscribers clicked on links in newsletters during a certain period of time
 
Mailing List Activity graph displays the number of people subscribed to or unsubscribed from your newsletters during a certain period of time. Here you can check the total number of people who subscribed vs unsubscribed ones, see the way they subscribed (via widgetAPIdashboard or some other way, marked in the dashboard as undefined). Hover the mouse on a particular column to see the box with detailed info.
 
 When it comes to unsubscribe details, mailing list activity graph displays the unsubscribe reason:
 
The final graph on the Overview page is General Performance Data — a table with general information about campaign daily performance — number of subscribed and unsubscribed people, number of sent emails and clicks made. Here you can download a report by clicking on the corresponding button
 
 
Email editor Email editor

Email editor allows to customize newsletter template in various ways, making it look coherent with corporate design.

The editor page consists of Content and Settings, Lock icon (that enables to add, edit or delete blocks)  and a large preview pane, where changes to the template are reflected.

Content tab has a list of email template blocks, each can be customized separately. Click on a certain block to access its settings.  

Settings tab allows to customise body width, a color of the background and to set the responsive layout. Also, the tab gives a possibility to change the preheader text that follows the subject line when an email is viewed in the inbox and enable the option - send emails without dynamic content.

Block (mobile) and item (mobile) gives a possibility to customise the settings for blocks and items in the emails for Mobile version 

By clicks on a Lock icon you can add new block, hide and duplicate, edit or delete existing one and also change the position of the block within email template.

Currently you can add 12 different blocks:

1. Dynamic block is based on the content from external data sources (etc. RSS feeds) that will be selected and updated automatically based on content selection type. This block has 4 sections:

  • Sources allows to attach RSS feeds to the block

            

  • Block section gives a possibility to adjust the layout of the whole block:

    • General subsection allows to set the block layout 

    • You can enable the Block title just toggle the show switch ON. You can adjust the background; choose the color, size and family of the text; and adjust the paddings for the title.

    • Separator gives a possibility to separate the items inside the block.

    • Style subsection allows to adjust the background (outer and inner), border and paddings for the whole block.

             

  • Item section gives a possibility to adjust the layout of the item within the block.

    • General subsection allows to choose the item layout (using grid selector)

    • Image subsection allows you to adjust the space, size (including width (%) and height in pixels) and alignment

    • Text block subsection gives a possibility to adjust the paddings around text block in the item

    • You can enable the Category and set the color, text length, the size and alignment

    • Title subsection allows to adjust all settings for title of the item and optionally add an arrow to make call to action (click on the title) more obvious

    • Summary has the same settings like title subsection. (based on our experience it’s better not to use broad content description since it’s reducing the need to click on the item)

    • Button subsection makes it possible to add the button for each item

    • Style subsection allows to adjust the background (outer and inner), border and paddings for the item

Settings section allows: 

 

 

- to choose the sequence of content selection types (personally recommended content, most read, latest or ordered) that will define which type of content selection will be appeared first, second, etc.  

- to fill up with - it’s an optional setting. If you want Traqli to fill up stories in the block to the number of items you specified on the layout level, choose complementary content selection type (-s) here.- to to give the

- to to give the name for the block which will be used later in Click Map stats

- to set advanced settings:

  • Ignore publication date - allows you to pick up the content not only from the moment of the last sending - but for the whole period of time;
  • Include stories from blocks above - allows to have articles which are already in the other/previous blocks in the email newsletter (duplication of articles);
  • Include stories from previous emails - gives the possibility to send articles even if the user already received them previously;
  • Include stories previously visited by user - allows to send articles, which subscriber already read on the website.

2. Static block is almost identical to Dynamic block in terms of settings with the only difference that the content should be manually added and will be the same for all subscribers

Therefore in the content subsection, you need to enter the title, category, summary and link (for the item), upload the image or add the URL .

            
All the other settings are the same as for dynamic block.

3. Visual Editor gives a possibility to add text, pictures, frames like as Microsoft Word and also you can insert HTML right into the template

4. Header block contains date and “View in browser” link, date language and format.

       

5. Footer block allows to adjust  links to Contact Us, About Us and Unsubscribe pages + Copyright

       

6. Social block allows to configure  links and icons of social networks (add or remove them, control their appearance — monochrome or colorful)

          

7. Logo block allows to change newsletter’s brand logo

       

8. Image block allows to upload static image and adjust the style settings
        

9. Button block gives a possibility to add any button and put the link if you would like to add any call to action in the template.

     

10. Confirmation button allows to subscribe to other mailing lists and choose target campaigns. 

      

 

 

11. ViewAll Button block is a know how of Traqli that enables users to open links from the email in one browser tab without going back and forth from email to browser. It’s applicable only to dynamic content (blocks).

  • Text should invite subscribers to click the View All button, it’s a call to action. The button itself opens all stories from the newsletter in a convenient way that allows to navigate through articles using tabs at the top of the screen.

     

12. Divider block allows to separate different blocks with a line

     

On top of the email preview you can find following buttons:

  • Send test email - click, enter an email address or a list separated by comma and get an email preview in your inbox

  • Preview - use this button to display changes that you made in the left menu (in Content or Settings) without saving it

  • Submit - saving changes on the server and updating email preview with the latest configuration

  • Cancel - resetting changes you made after last Submit

IMPORTANT: Content in email preview or the one you'll get in the inbox by sending a test email doesn't contain any personalization, neither filtered from duplicates (between different blocks of email). Content selection is just a list of latest stories from the feed to provide you with understanding of email structure.

Also, we made a screencast in order to show the sample template creation process:

 

Sources Management Sources Management
Traqli provides various options to automatically import content from your website to Traqli’s emails and onsite recommendations widgets. One of the easiest way is via RSS feeds using our Sources Management page.
 
Using Source Management you can easily add your existing RSS feed that will be automatically checked by our system every 15 minutes. Here is how to do it.
 
  1. Go to Traqli Dashboard
  2. Go to Setup -> Sources Management page
  3. At this page you can see the information about current feed status:
    1. Status on the left:
      1. Green means the feed is parsing as expected
      2. Yellow means that there is some issues with the feed and you need to contact support to get information on specific error
      3. Grey means that that feed is disabled and you can enable it in any time in feed settings
      4. Red means that there is some serious issue with the feed and it was disabled by our server. To find out specific issue information you need to contact our customer support
    2. There is also data about your RSS feed name, link to the feed, date and time of previous and next check (by your browser time)
In the top right corner, you can find a New Source button to add a new feed.
 
  1. You need to enter name of the feed that you will use to identify this feed in the list of sources on the current page and also when you attach specific content source to your email template content block or for onsite recommendations widget.
  2. Next, enter a valid link to the RSS feed. Requirements to the feed you can find in this article
  3. The last one is the feed language. Since Traqli performs semantic analysis of the content you need to specify the language you’re going to use for your articles so Traqli can correctly identify the meaning of the content. The list of languages is constantly updating, you can find additional detailes about supported languages on this page 
Once you saved these settings the feed will be added to the sources management page with scheduled auto-check. Later you can change these settings in the Settings menu of a particular feed. In case you don’t need the feed anymore you can easily delete it by clicking a corresponding button.
 
If you need to make a more complex integration with your CMS using JSON feed or direct API integration please contact us for more details.
 
Opt-in forms configuration Opt-in forms configuration

Opt-in forms provide you with a possibility to grow your mailing list faster and more efficient.

In this article we’re covering details on how to configure opt-in forms within Traqli Dashboard. Information about the process of a new form creation you can find in a separate article here.

Once you determine what kind of widget you'd like to go with (pop-up, anchored or embedded), you can configure its look and behavior in the opt-in form settings. To access settings click the gear-shaped icon on the opt-in forms page.

Appearance tab allows to customize the design of the opt-in form.


General settings enable you to choose a color for the background.       

Content settings allow to adjust the width (part for content), and paddings for top, left, right and bottom sides.

Desktop image settings enable you to choose the icon, the image or none if you don’t want use any image or icon within the opt-in form.

Color: allows you to adjust a color for icon

When you choose image you can configure its look and feel of whole opt-in form within the image.

You can upload image from your computer or insert a link

Width settings allows to set width for image.
IMPORTANT: You can see the preview of opt-in form in the Traqli Dashboard if the whole width of the form (content + image) doesn’t exceed 800 pixels.

Paddings settings enable you to adjust spacing near the image

Position settings allows to choose the position of the image within the pop-up


Size settings has 2 options:

  • Cover: scale the background image to be as large as possible so that the background area is completely covered by the background image. Some parts of the background image may not be in view within the background positioning area.
  • Contain: scale the image to the largest size such that both its width and its height can fit inside the content area.


Also, you should adjust your opt-in form for Mobile version if you would like use the image. The best way is to upload your logo and set type of size - Contain.  


Button settings allow to adjust the color of the button in normal and hovered states. Also, it gives a possibility to choose the color of text on the button.

Text settings allow to harmonize a color of the main text above and under the button.

Input field colors: enable you to adjust a color of the text inside the field in a normal state; a color of the text when the visitor is typing and a color of the error message.

Input border colors: color for the border in a normal  state; in the active state - when subscribers are typing and a color of the border when there is some error.

Content tab is for text customization.

Title fields are for text on the 1st, 2nd and 3d lines.

Input field placeholder settings give a possibility to specified text for the default message inside the field;  text for an invalid email address and a  tooltip text.

Subscription button settings enable you to specify text on the button and text for the tooltip when hovering the button.

Text below the button allows to write text which will be under the button.

‘Already subscribed’ link title gives a possibility to compose text for the subscribers who already subscribed, but still see the form (for instance if they opened the page from a different device).

Success page tab allows to customize design and text for the success page (after successful subscription

Title: main success page message

Colors settings allow to modify a color of the background and text for success page.

Behavior tab allows to adjust different triggers (e.g. timeout, scroll, mouse-out) that affect opt-in form display.

Enable widget: Use to show / not show the widget on different devices

When to display settings allow to customize display conditions.

  • By timeout - how long it should take before the widget will appear

  • By scroll - how many pixels visitor should scroll before loading the widget

  • Exit intent - whether to show and after how many seconds the pop-up by moving mouse out of the browser window

  • Start loading On  N  pageview - pop-up widget should be loaded after specified amount of pageviews.

  • Showing again in N days - to show the widget to the same visitor until these many days have passed

Advanced settings allows to adjust time for fade in, fade out, transition animations duration and time for display success page. Also, this tab gives a possibility to customize additional settings: 

  • Close by click on empty area - whether close the widget by clicking on empty area 
  • Close by ESC key pressed 
  • Load anyway - whether load the opt-in form anyway (not paying attention to any other settings) 
  • No need mailinglists - you should enable this option if you are using custom promo form that no need to gather email addresses
  • Skip if subscribed - whether to show the widget to the users who are already subscribed  

Mailing lists tab allows to attach the widget to specific mailing lists, so the subscribers submitted in this form will be getting emails with content from campaign to which mailing list is attached.

Placeholder tab provides the code that you need to paste in the spot on your website where the widget should be displayed. (Only for Embedded widget).

Dashboard Stats — Click map Dashboard Stats — Click map

Click map page of the Traqli Dashboard allows to monitor the click’s and link’s activity for every block of the template.  

Clicks summary graph shows how many times your subscribers clicked on links in the every block of your newsletter during a certain period of time. Hover the mouse on a particular day to see the box with details info.

Most used blocks graph represents the percentage of clicks for every used blocks and provides a click share overview.

Links performance graph shows link performance based on his position in the block. Hover the mouse on a particular section to see the exact numbers of clicks.

Most clicked links show quantity of total clicks on any article in campaign. You can change time period of statistics.

 

Dashboard Stats — Onsite recommendations Dashboard Stats — Onsite recommendations

Onsite recommendations page of the Traqli Dashboard allows to monitor activity and performance of your onsite recommendations widgets.

 

Widget KPIs analysis graph represents all key performance indicators (the number of clicks, advertising clicks, impressions and real impressions) for selected widget during a certain period of time. Hover the mouse on a particular day to see the box with details info.

Widget KPIs comparison provides a possibility of widgets comparative analysis. If you have more than one widget on different pages and want to compare number of real impressions, or clicks between them, this graph gives the best data representation for that.

General Performance Data table shows comprehensive statistic for all widgets during a certain period of time — number of impressions and real impressions, number of clicks and advertising clicks, and CTR.

 

The final graph on the Onsite recommendation page is Most clicked links — a table with links to the most popular articles with total amount of clicks.

 

Mailing lists Mailing lists

Mailing lists page allows to manage the list of subscribers that can be attached to different email campaigns.


Here is what you can do with the list:

  • You can use search filter to find the specific mailing list in case you have a lot of them
  • Enable / Disable mailing list (useful feature in case you have multiple lists attached to the same campaign and you want to disable sending emails to one of the lists)
  • View which campaign is associated with the mailing list
  • Add new subscribers. You can upload CSV file (only email addresses, without quotes) or write specific addresses manually

  • Download the mailing list with statuses of subscribers
  • Unsubscribe people manually by typing the address or uploading the CSV file with the list of email addresses you want to unsubscribe
  • Delete the mailing list in the dashboard

In the Campaigns section you can see a new icon “mailing lists” and by clicking on it you can attach a mailing list (-s) to the specific campaign.

Audience Audience

Audience Page opens a new level of flexibility for your audience management in Traqli Dashboard.

1. On top of the page, you can filter subscribers by mailing lists (at least one should be selected) and by campaigns (none are selected by default)

  • by mailing list  

  

  • by campaign 

 

2. Use a search filter to find a unique email address (-es) and activate/deactivate it in the mailing list (active means the user can get emails; deactivated - not getting emails even if subscribed):

3. Click on “Filters” to choose the group of subscribers you want to work with.

  • By default, you see only subscribed users - who are active in the mailing list 
  • Unsubscribed - who unsubscribed by themselves or you deactivated them
  • Bad emails - subscribers with wrong email addresses who were deactivated automatically
  • Spam complained - subscribers who complained about spam and were deactivated as well.


You can choose one or multiple campaigns and see the list of users from them.

4. By clicking on the icon “Export to CSV” you can download search results as a CSV file

5. You can activate subscribers from mailing list accordingly to the search results. Also, you can activate all users or only visible users on the page.

If the user unsubscribed from the campaign she stays active in the mailing list, if you manually disable her in the mailing list the user stays subscribed in the campaigns (if she didn’t unsubscribe previously).

6. You can deactivate users by clicking on the icon “deactivate”



* It’s also important to mention, that due to privacy legislation if the user decided to unsubscribe from the campaign there is no way you can re-subscribe her again.