Note: This feature is available in Preview for selected customers only.
Marketing and customer engagement teams often need to reach customers through email in addition to SMS. Talkdesk’s automated Email Campaigns, powered by Advanced Dialer’s Campaign Manager and workspace capabilities, enable these teams to send personalized, richly formatted emails at scale.
In addition to SMS Campaigns, Email Campaigns allow you to reach customers through branded, HTML-based emails using a similar campaign management flow.
This article explains how to set up and manage Email Campaigns using Talkdesk’s Advanced Dialer Campaign Manager, with a focus on how email templates, HTML content, and entity fields work together.
- Creating a Touchpoint for an Email Campaign
- Basic Workspace and Schema Management
- Creating an Email Template in Noetica
- Use Case: Building and Previewing an HTML Template
- Connecting Email Templates to Campaign Entities
- End-to-End Flow and Sending Behavior
Creating a Touchpoint for an Email Campaign
Log in to Talkdesk, then go to the Admin page, scroll down to the Service Setting section. Select the Channel menu, and in the Channels tab, choose “Email” to begin creating an Email Touchpoint.
After entering, create a new Touchpoint, and make sure to select "Notifications only" as the "Usage type" for one‑way email notifications.
Note: The current version does not yet support Contact reply touchpoints for Email Campaigns, but this capability is planned for a future version.
Basic Workspace and Schema Management
This process is consistent for both SMS and Email Campaigns. For detailed instructions, refer to this article.
Creating an Email Template in Noetica
Noetica provides Email Template capabilities in its interface, allowing users to create Email-type templates within a Workspace.
- In the Noetica Workspace, go to the Templates area and create a new Email template.
- Use the standard editor to define the subject and body.
- Click Source code to open the HTML editor when you need full control over layout and styling.
Clicking on Source code allows you to paste or edit the HTML that defines your email template.
Use Case: Building and Previewing an HTML Template
We can first build and preview a simple HTML email template in a preferred editor, then reuse it in Noetica.
Here we can see a simple notification-style Email Template locally, with the file as follows:
<!DOCTYPE html> <html> <head> <style> body { font-family: Arial, sans-serif;
line-height: 1.6; color: #333; } .header { background-color: #1a73e8; color:
white; padding: 20px; text-align: center; } .content { padding: 20px; } .footer
{ background-color: #f5f5f5; padding: 15px; text-align: center; font-size:
12px; } </style> </head> <body> <div class="header"> <h1>Sample Company</h1>
</div> <div class="content"> <p>Dear John Smith,</p> <p>We hope this email
finds you well. This is a reminder about your upcoming appointment:</p> <ul>
<li>Date: April 15, 2025</li> <li>Time: 2:30 PM</li> <li>Location: Sample
Location - Main Campus</li> <li>Provider: Sarah Wilson</li> </ul> <p>If you
need to reschedule, please call us at (858) 123-4567.</p> <p>Best regards,<br>
Cardiology Department Team</p> </div> <div class="footer"> <p>This is an
automated message. Please do not reply to this email.</p> <p>© 2025 Sample
Company. All rights reserved.</p> </div> </body> </html> Below, you can see the local preview results, which we will use as a template.
Copy the HTML into the Source code editor and run a preview. The result in Noetica should match the result in the original preview.
HTML can be used in Email Templates for enriched formatting. By using fields defined in the Campaign Entity, content within the template can be automatically populated, such as Name, Address, and other appointment details.
Connecting Email Templates to Campaign Entities
This capability enables the Email template to interface with the Campaign’s Entity fields so that different content can be sent out through Campaign Management capabilities.
- The Campaign Entity defines key data fields (for example, First Name, Last Name, Email, Appointment Date, Location).
- The Email template uses these fields as variables inside the HTML.
- When a Campaign runs, the values from each contact’s Entity record are merged into the template, so each contact receives a personalized email.
This allows each contact to receive a personalized email while maintaining a single reusable template and mirroring the personalization model used in SMS Campaigns, but with HTML-based, rich email content.
End-to-End Flow and Sending Behavior
With Talkdesk's Email Campaign feature, Campaign Managers can configure and launch email campaigns through the Advanced Dialer Campaign Manager interface.
Once activated, campaign emails are delivered directly to customers through Talkdesk's messaging infrastructure, ensuring reliable delivery at scale while maintaining the personalization previously defined in the templates and entity data.
This provides a consistent campaign workflow across SMS and Email, while using Talkdesk’s infrastructure to handle large‑scale email delivery.