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Overview

This page explains how to configure senders for emails and notifications, and event tracking that records actions such as sign-ups and purchases in NoimosAI. Available channels depend on connected sending services and settings on your website or app. Prepare the following for each channel. To use push notifications, prepare a VAPID key, which identifies the notification sender. The target website also needs a Service Worker, which lets the browser receive notifications in the background. Choosing Email, Push notifications, SMS, or In-app in workspace settings

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Use Gmail or a Sending Domain as an Email Sender

To send email, connect a Gmail account or configure a domain your organization manages so that it can send email. There are two main ways to prepare an email sender.
  • Connect Gmail: Select the connected Gmail account as the campaign sender.
  • Register a sending domain: Add authentication DNS records, information that identifies a domain owner and email sender, to your organization’s domain, then create a sender address.
Adding or purchasing a sending domain for email If you do not have a domain for sending, you can purchase a new one from the Add sending domain screen. Add the purchased domain and complete sender setup. Searching for and purchasing a new sending domain in NoimosAI Register a sending domain in the following six steps. When complete, you can send email from a domain whose status is Verified.
  1. Open Customer engagement in workspace settings.
  2. Open Sending domains in Email.
  3. Select Add sending domain, then enter the root domain or subdomain to use.
  4. Add the displayed DNS records with the service that manages your domain.
  5. Select Verify or Recheck in NoimosAI.
  6. When the status becomes Verified, use the domain as a sender.
DNS records are automatically checked every 15 minutes. DNS changes can take up to one hour to propagate, so configure them before starting a campaign. You can create a campaign draft without configuring a sender. However, test emails and actual sending require an available sender.

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Prepare to Record Website Activity

Configure event tracking on the target website when you want to use actions such as sign-ups or purchases as a campaign entry condition or goal. Event tracking sends actions that occur on a website to NoimosAI. Event tracking adds these two operations to your site.
  • Identify the customer: Tell NoimosAI who performed the action and link it to customer data.
  • Send the event: Send actions such as sign-ups, purchases, and feature use to NoimosAI.
Identify the customer first, then send the event. If you reverse the order, NoimosAI may not know whose action it was.

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Install Tracking for Your Website

Choose how to install tracking code based on how your website is managed. The main available methods are as follows.
  • A website created with NoimosAI: Ask the agent to install it. The change is applied the next time you publish the site.
  • A website managed in GitHub: Ask the agent to create a pull request that adds the code.
  • A website managed by your organization: Have your engineer install the displayed code.
When you use a GitHub pull request, NoimosAI does not merge or deploy it. Review and merge the change, then publish it to the production site.

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Send a Test Event from a Published Site

When you use an event as an entry condition, send a test event from the published website and make sure NoimosAI displays the received result in the event list. If an event is not received, review these four items in order.
  • The tracking code is included in the latest version of the site.
  • The customer is identified before the event is sent.
  • The event name matches the name selected in Campaign steps.
  • The event list displays a most recent received time.
A campaign triggered by a website event cannot start if you only saved the code or have not published the changed site. Publish the site and confirm that the most recent received time is updated before starting the campaign. The following pages explain how to create email templates and events, then test a campaign.