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These docs are for v2.76. Click to read the latest docs for v2.208.

Messaging

Messaging helps you send e-mails to welcome members to the program, encourage them to participate, notify them about new promotions and challenges, and congratulate them on earning points and rewards. It's your way of reaching out to your members and keep them coming back!


Make your life easier by using our pre-made e-mail templates. Some templates come ready-made when you install Fielo packages, but if you'd like to create a new template, it's a straightforward process. You can use those templates for both Transactional E-mails and Campaign E-mails.

With your templates ready, you can choose the type of messages you want to send depending on your needs:

  • Set up Transactional E-mails to communicate on an individualized basis with your members when they perform actions.
  • Use Campaign E-mails to create marketing-type email campaigns destined for multiple recipients (e.g. all members, members who live on the west coast, etc.).
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Ensure communication with your members is compliant with privacy regulations using Consents. Consents are granular member opt-ins to receive program communication. You can choose to ask members to agree to receive:

  • Program Notifications, which correspond to Transactional E-mails.
  • Marketing Communication, which refers to Campaign E-mails.
You can also use an external email provider like SendGrid to send bulk emails to your members without overloading Salesforce resources.

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