Knowledge base

Where answers meet questions

Setting Up an Account Setting Up an Account

To start using Traqli you'll need to create an account.

  1. Accept our Terms of Use 
  2. Let us know what you expect to achieve with Traqli including details about the content marketing strategy:
    • your approach to growing the mailing list (opt-in forms, integration with a CMS, etc.);
    • content selection approach;
    • number of content items in emails/on the website;
    • newsletter/opt-in form/onSite recommendations block design requirements;
    • frequency of content distribution.

Then, we’ll create an account for you and provide you with the access to Traqli Dashboard, where the rest can be setup.

Email campaign launch Email campaign launch

In order to launch your first email campaign there is a list of steps you need to go through: 

  1. Go to SetupSources Management page and add new RSS feeds. Requirements how to add feeds you can find in this article.

  2. Go to EmailTemplate page and adjust blocks accordingly to your needs. Instructions how to edit email template you can find in this article. Also, you can send test email - click on the button “Send test email”, enter an email address or a list separated by comma and get an email preview in your inbox

  3. Go to SetupIntegrations page and create an integration. Requirements how to do it you can find in this article. Put the code on every page of the website where you want Traqli to gather information about visitors behavior and optionally show opt-in widget or content recommendations widget.

  4. Go to EmailCampaigns page and add new subscribers from your existing mailing list. Instruction how to do it you can find in this article.

  5. Next go to EmailCampaigns page, click on settings and adjust reply-to email, schedule and other options. More details on that  you can find here.

Once RSS feeds and mailing list are added, integration is created and a newsletter template is configured you can start sending emails to your subscribers via Traqli.

On-site recommendation launch On-site recommendation launch

In order to launch your on-site recommendation widget there is a list of steps in Traqli Dashboard you need to go through:

  1. Go to Setup → Integrations page and create an integration. Requirements how to do it you can find in this article. And put the integration code on every page of the website where you want Traqli to gather information about visitors behavior and optionally show content recommendations widget.

  2. Go to On-site recommendations and create a new recommendation widget for your website. Instruction how to create a widget you can find in this article.

  3. On the last tab of On-site recommendation config copy and paste placeholder HTML code in the right place of your website, wherever you want your audience to see recommended stories.  

  4. Go again to Setup → Integrations page and connect created  integration with on-site recommendation widget. Just open integration settings pop-up and click on the mark needed widgets with a checkbox.

  1. Turn on the on-site recommendation widget in Traqli Dashboard once you did all previous steps.