Audience segmentation is key to strategic marketing. It helps avoid over-targeting and missed opportunities by ensuring your messages reach the right people at the right time. In Engage Studio, there are two main ways to launch a bulk email campaign:
From Segment Editor via Activation (Direct Scheduled Activation-based approach)
From Engage Studio Campaign UI (Campaign Management approach - Beta)
This guide covers both.
Before launching a bulk campaign, make sure the following conditions are met:
A parent segment is already created in Audience Studio.
Each profile in the segment includes a valid email address.
Your email domain has been fully verified and configured.
Set up a new connection with Treasure Engage v0 (admin). This enables Agentic Engage to use the authentication for campaign activation.
Navigate to Integration Hub > Catalog.
Search for “Treasure Engage ”.
Input the required credentials (Admin's
Master APIKEY)
Prepare an Email Template in Engage Studio
Go to Engage and open Content Editor.
Design and save your email template.
💡 Use merge tags (e.g.,
{{ profile.first_name }}) to personalize email content.
Open Audience Studio.
Select the desired Parent Segment.
Create a Batch Segment from it.
For testing, use a segment with only your internal profile
Go to Activation in Audience Studio.
Click Create New Activation.
Choose Treasure Engage v0 from the list.
| Field | Description |
|---|---|
| Sender Email ID | Use a verified sender ID from Engage Studio |
| Email Template ID | Paste the template ID you captured earlier |
| Custom Event ID | Set an identifier for campaign tracking (logged in event log) |
Map your segment data to match the email template’s merge tags.
email: Must map to the recipient's email address
Map any other fields needed for personalization, such as:
loyalty_points→ displays customer point balancefirst_name→ used in greeting
⚠️ Ensure all required merge tags in your email template are covered by output mappings.
After sending the activation, you'll need to go to your email delivery log database. See Email Delivery Events Table.
This method is ideal for marketers managing multi-channel campaigns or needing more scheduling and management controls.
In Engage Studio, go to Campaigns.
Click Create New Campaign.
Enter Campaign Name and Description.
Choose the batch segment created in Audience Studio.
- Confirm total audience size.
Choose Email as the channel.
Select the Email Template.
Confirm a subject.
Choose Immediate Send or schedule for later.
- Review final settings.
