Email Hubs

With this guide you will learn how to create and configure an Outbound Email Hub to use in your campaigns to automate and improve customer service in an easy and fast way. Let's get started!

Before You Begin!

Before creating the Outbound Hub you will need to meet the following requirements:

• Have a campaign created.
• Have the Email channel activated and configured.
• Have an Email connector created and working.

How to Create the Outbound Hub?

Is everything ready? Let's start creating the Outbound Hub! It is very simple and requires a basic configuration.

1. First, access the Administrator Menu and go to the Automations module.

Once here, click the New button in the upper right corner.

2. A form will appear where you must fill in the required information. Below is an explanation of each tab and its respective fields.

Once you select the channel, several tabs will appear where you can make modifications or keep the default configuration.

How to Configure the Hub?

Below we show you the available configurations.

Basic

In this tab you must enter and configure the basic information for the Hub.

• Enabled: here you can enable or disable the Outbound Hub — it can only function if enabled.
• Name: the name that identifies the Outbound Hub.
• Campaign: here you must select the campaign you want to associate with the Outbound Hub. Only campaigns that have at least one enabled channel will appear. For this case, the campaign must have the Email channel activated and configured with a connector.
• Channel: depending on the selected campaign, the channels that the campaign has enabled and configured will be displayed. For this case, select Email.

IMPORTANT

Once the Hub is created, you will not be able to modify any parameters in the Basic tab.

Configuration

Here you can configure the parameters related to the Hub's behavior.

• Template: here you can select the email template that will be sent to customers. It can be a campaign template or a global template. The email body always comes from a template: the list cannot include it.
• Subject: the default subject of the emails sent by this Hub. If the list includes a Subject column, that value is used for each contact instead.

When you upload a list from the Hub dashboard, the wizard includes a Select template step to choose the template that will be sent. By default, the template configured in the Hub is selected, but you can choose a different one in that step. If the Hub has no template configured and you don't select one in that step, you won't be able to continue with the list upload.

How to create an email template?

Check the campaign creation guide to learn how to create email templates step by step.

Schedule

In this section you define the hours in which contacts can be contacted. Enable Custom contact schedule to set specific times for each day, applied in each contact's local time zone (or the campaign's time zone if the record has none). By default, contacts can be contacted at any time in their time zone. In any case, the Hub only operates within the campaign schedule and while the channel is enabled.

Don't know how to create a custom schedule? Learn how to create one with this guide

Important Considerations

Key points to keep in mind

• Basic section parameters are immutable: Once the Hub is created, you cannot modify the parameters in the "Basic" section (name, campaign, channel). Make sure to select correctly before creating.
• The content always comes from a template: The list has no column for the email body. Each email uses the template chosen in the Select template step when uploading the list.
• Subject: Every email needs a subject: set it in the Hub or in the list's Subject column. Make sure to use a clear and descriptive subject that reflects the purpose of the send.
• Connector required: The campaign must have an Email connector configured and working correctly before creating the Hub.
• Custom schedules: If you do not enable Custom contact schedule, contacts can be contacted at any time in their time zone, but the Hub still only operates within the campaign schedule. Define schedules that align with your customers' preferences and mass email sending regulations.
• Variables in templates: You can use variables in the template and in the subject with the format ${key} (such as ${name}, ${company}). Each one is replaced with the value of that key in the contact's Params column.
• List management: Email lists are managed from the Hub dashboard, where you can import, activate, pause, and monitor sending progress.
• Regulatory compliance: Make sure you comply with mass email sending regulations (GDPR, CAN-SPAM, etc.) and that recipients have given their consent.

Frequently Asked Questions

Can I change the subject after creating the Hub?

Yes, you can modify the subject at any time from the Configuration tab of the Hub, even after it has been created.

How do I import the email list?

Lists are imported from the Email Hub dashboard. You must upload a file (CSV, XLSX, etc.) with at least one column containing the email addresses of the recipients.

Can I use custom variables in emails?

Yes, you can use variables such as ${name}, ${company}, ${city}, etc. in the template and in the subject. Each variable is replaced with the value of that key in the contact's Params column of your imported list.

Can I include the email content in the list?

No. The list has no column for the email body: the content always comes from the template chosen when uploading the list. The list does accept Subject and Attachments columns per contact. To personalize each email, use ${key} variables in the template and fill them through the Params column.

Can I pause email sending?

Yes, from the Hub dashboard you can pause active lists at any time, and resume them when needed. Keep in mind that after pausing, emails that were being processed before the Hub was paused may continue to be sent for a few seconds.

Does the Hub respect the campaign's schedule?

Yes, the Hub always respects the campaign's schedule. Additionally, you can configure a custom schedule in the "Schedule" tab that will work within the campaign's schedule range. If you do not configure a custom schedule, the Hub will work during the entire campaign schedule.

What happens if an email fails to send?

Failed emails are recorded in the system and you can check them from the Hub dashboard. You can see the reason for the failure (invalid address, full mailbox, etc.) and decide whether to retry.

Can I delete an Email Hub?

Yes, you can delete a Hub as long as it does not have active lists in the process of sending. You must first pause or finish all active lists.