Using an ESP with PlanetPress Connect

An email service provider (ESP) is a company that offers email marketing or bulk email services.

This topic explains why and how to use an ESP with PlanetPress Connect

Reasons to use an E​​SP

These are a number of reasons why you would need an ESP:

• ESPs ensure a high deliverability, as most ESPs are whitelisted or approved by ISPs (Internet Service Providers) as legitimate email delivery service. So they help you to avoid having mail detected as spam.
• ESPs provide comprehensive tracking options to measure open rates and they log which links were clicked and by who. Typically this information is available via an online dashboard.
• Most ESPs provide Bounce Management options. They will stop sending messages to addresses that return a hard bounce and retry for soft bounces before removing that address.
• EPSs can handle unsubscribes and prevent accidental sends in the future.​

Choosing an ESP

The first thing to do to use an ESP with PlanetPress Connect is to choose an ESP and create an account.

Mandrillapp.com, a popular ESP, used to have a free account but now requires a paid MailChimp account. Luckily there are plenty of alternatives that provide free accounts (often capped to a max number of emails per month and sometimes having throttled output).

PlanetPress Connect has been tested with: Mandrillap.com, SendGrid (easy user management), MailGun (nearly instant statistics) and MailJet (shows best performance on the free account).

Adding an SMTP Preset for an ESP

After creating an account, add a SMTP settings preset in PlanetPress Connect for the chosen ESP, via the Preferences dialog of the Designer (see Email SMTP settings).

Make sure Use authentication is checked, and put in your SMTP Username in the box below.

Sending an email with an ESP

To send an email or test email with the use of an ESP, start generating the email as usual (see Generating Email output). In the Send (Test) Email dialog, pay attention to the following settings:

• In the Outgoing mail settings area, select the preset for your ESP in the Presets drop-down.
• In the Password box, type the password provided by the ESP.

Adding custom ESP handling instructions

Most ESPs allow you to provide custom handling instructions as part of the email message, via custom headers. Typically these include instructions to enable open rate tracking, click through rate tracking and assign tags/categories to messages. Assigning a tag/category allows you to view statistics per email type in the dashboard of the ESP. Note that each ESP has its own notation and instructions.

In a Connect template, these custom headers can be added via the Email section properties (see Meta information).
Alternatively custom headers may be added through a Control Script (see Control Scripts, Control Script API and section).
The following samples show how to assign a tag or category to a message for various ESPs.​

​SendGr​id

Dashboard: https://app.sendgrid.com/

Documentation: https://sendgrid.com/docs/API_Reference/SMTP_API/using_the_smtp_api.html

Add a name meta tag with the value X-SMTPAPI and set its content to the required JSON string (for example: "' category': ['invoices']"). You can make this setting in the Email section properties (see Meta information) or write a Control Script, for example:

var headerObj = {
	"category": ["invoices"]
};
merge.context.sections["Content"].headers = {
	"X-SMTPAPI": JSON.stringify(headerObj)
};

M​ailGun

Dashboard: https://mailgun.com/cp/stats

Documentation: https://documentation.mailgun.com/api-sending.html#sending

Add a name meta tag with the value X-Mailgun-Tag and set its content (for example: invoices). You can make this setting in the Email section properties (see Meta information) or write a Control Script, for example:

merge.context.sections["Content"].headers = {
	"X-Mailgun-Tag": "invoices"
};

​Ma​​ilJet

Dashboard: https://app.mailjet.com/dashboard​

Documentation: https://app.mailjet.com/docs/emails_headers

To assign a campaign, set a meta tag of the type name with the value X-Mailjet-Campaign and set its content to the name of the campaign (for example: invoices). You can make this setting in the Email section properties (see Meta information) or via a Control Script, for example:

merge.context.sections["Content"].headers = {
	"X-Mailjet-Campaign": "invoices"
};