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)
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.
UTM (Urchin Tracking Module) parameters are tags appended to every URL in your campaign. They allow external analytics platforms — such as Google Analytics or Adobe Analytics — to attribute website traffic back to a specific campaign, channel, and source.
UTM tracking is available for all campaign types (One-off and Always-on) and all channels (Email, Push Notification, and LINE).
When UTM tracking is enabled, Engage Studio automatically appends these parameters to all links in your campaign content. This gives you consistent, reliable attribution data without manually tagging each URL.
You can customize the following UTM parameters to match your organization's naming conventions and attribution models: Medium, Source, Campaign, Source Platform, and Marketing Tactic. Each field comes pre-filled with a default value that you can override. Only the Campaign ID is system-generated and cannot be edited.
At the top of the UTM Tracking screen, use the toggle to enable or disable UTM tracking for this campaign.
On (default): UTM parameters are appended to all links in the campaign.
Off: No UTM parameters are appended. Links are sent as-is.
When UTM tracking is toggled on, the Medium, Source, and Campaign fields are required. You must fill in all three before you can save or launch the campaign.
UTM fields remain editable when a campaign is in a Paused state, allowing you to adjust tracking parameters before resuming delivery.
The following table describes each field on the UTM Tracking screen.
| Field | UTM Parameter | Required | Default Value | Description |
|---|---|---|---|---|
| Campaign ID | utm_id | — | Auto-generated | A unique system-generated identifier for the campaign. This field is read-only and cannot be edited. Use the copy icon to copy it to your clipboard. |
| Medium | utm_medium | Yes | email (or push for Push Notification campaigns) | The marketing channel used to deliver the message. Common values: email, cpc, banner, social. |
| Source | utm_source | Yes | treasureai | The referrer or origin of the traffic. Examples: newsletter, google, partner_site. Also supports Liquid template syntax (e.g., {{profile.segment}}). |
| Campaign | utm_campaign | Yes | (user-defined) | A descriptive name for the campaign or promotion. Examples: spring_sale, product_launch_2026, loyalty_program. |
| Source Platform | utm_source_platform | No | treasureai | The platform responsible for directing traffic to your website. Override this if you use a different platform identifier in your analytics setup. |
| Marketing Tactic | utm_marketing_tactic | No | (empty) | The targeting criteria applied to the campaign. Examples: remarketing, prospecting, lookalike. |
Engage Studio enforces the following rules to keep your tracking data clean and compatible with analytics platforms.
Character Limits
Medium, Source, and Source Platform: Maximum 100 characters (recommended for Google Analytics compatibility).
Campaign and Marketing Tactic: Maximum 40 characters.
Allowed Characters
All fields accept only:
- Letters (a–z, A–Z)
- Numbers (0–9)
- Hyphens (
-) - Underscores (
_) - Periods (
.)
The Source field also allows curly braces ({, }) to support Liquid template syntax.
Spaces, question marks (?), ampersands (&), and other special characters are not allowed and will be rejected.
Automatic Lowercase
When you edit a field value, your input is automatically converted to lowercase before it is appended to the URL. This prevents duplicate entries in analytics platforms caused by inconsistent capitalization (e.g., Email vs email appearing as separate mediums).
Example: If you type Spring_Sale in the Campaign field, it will be appended to links as utm_campaign=spring_sale.
When a recipient clicks a link in your email, the UTM parameters are appended as query string values. For example, a link to https://example.com/offers would become:
https://example.com/offers?utm_id=019dacdc-de23-7193-a9a4-4d2eb9a6b514&utm_medium=email&utm_source=treasureai&utm_campaign=spring_sale&utm_source_platform=treasureai&utm_marketing_tactic=remarketingThese parameters are then captured by your website's analytics tool for attribution reporting.