Introduction

This document has been created by Taguchi^® and is intended to be used for the purpose of training marketers in the use of the Taguchi^® Digital Marketing system.

The purpose of this document is to be a reference manual providing detailed information to support the creation of marketing activities.

About Taguchi

Taguchi^® is a world-class, Taguchi® is a world-class, enterprise-level digital marketing and distributed customer engagement platform. It integrates with a range of existing data sources. It has powerful analytics, sophisticated automation, and patented optimisation technology.

But what sets Taguchi^® even further apart is its ability to accurately predict your short and long-term ROI. Understanding the lifetime value of your database enables you to plan and implement your marketing strategies with more confidence than ever before.

For marketers, retailers and publishers, Taguchi^® is much more than a one-to-one communications tool. It’s a window to the future.

Support

If you require further assistance with Taguchi^® V5, please visit our support portal. Alternatively you can raise a support ticket with our Australian based support team, Monday to Friday, 9am – 5:30pm AEST.

Logging in

Navigate to https://login.taguchi.com.au/ using a supported web browser (see below for supported browsers). The login screen will display with a username and password field, enter in your details and click 'Log In'.

If you do not have a username and password for Taguchi^® version 5 yet, please ask a team member in your company who is a Taguchi^® administrator to add you to the organisation. After they have added your account, you will be sent further instructions on how to set a password and log in to Taguchi.

Alternatively, if you have a Taguchi^® V4 account, and your organisation has V5 access enabled, you can follow the instructions here on how to create a Taguchi^® V5 account and link your existing organisation to it.

Resetting your password

If you have forgotten your password, simply navigate to the log in screen, click the 'Forgot password?' link, fill in your email address and click the 'Reset password' button.

An email will be sent to you with details on how to reset your password, simply follow the instructions within the email to reset your password. The password reset email can take up to ten minutes to reach your inbox.

Supported browsers and devices

Taguchi is supported on most current devices (including mobile devices) and up-to-date web browsers.

Supported email clients

Taguchi email templates are supported in the latest versions of the following email clients:

Desktop

Mobile

Web

Refer to this article for more detail on the supported email clients above.

Two-factor authentication / OTP

Two-factor authentication (also known as 2FA or OTP) is a method of confirming a user's claimed identity by utilising a combination of two different components. This authentication process occurs every time you log in.

Taguchi^® has adopted two-factor authentication via QR code (or manual entry by account ID and key). This means you can set up 2FA easily using your mobile device and an app (such as Google Authenticator available on the App Store or Play Store).

To set up 2FA on your account, simply head to the Account details section and enable two-factor authentication by toggling the switch. Scan the QR code using a compatible mobile device and an authentication application. Ensure you download your recovery codes and either print or save the codes in a secure place.

When logging in to Taguchi^® v5, you will be asked to input a 6-digit code (or recovery code) to authenticate before continuing. Simply open your authentication application and input the current code displayed to continue logging in before redirecting to your Dashboard.

The correct timezone (date and time) have an impact on whether the authentication application will display the correct code on your mobile device. Ensure you have the correct date and time on your mobile device, ideally set the timezone to 'Automatic'.

User interface

The user interface on desktop consists of the left side menu (containing links to the Dashboard, Campaigns, Assets, Subscribers, Audiences, Settings and Support) and the top header bar (consisting of a global search input and the notifications panel).

Global search

Taguchi^® v5 introduces global search to your organisation. You can search for subscribers, campaigns and activities. This makes searching for particular items or subscribers easy.

Examples of what you can search for could be:

• Activity, campaign or subscriber ID (e.g. 14213)
• An activity, campaign or subscriber list name (e.g. March eDM Subscribers)
• A subscriber's email address (e.g. johndoe@sample.com)
• Subscribers' in a list (e.g. subscribed lists 1234)
• A target expression (e.g. subscribed lists 1234 and sent activities 14213)
• Any standard field (e.g. phone = "0400000000")
• Any custom field (e.g. company = "Taguchi")

Notifications

The notifications panel slides from the right of the UI and shows current activity status, approval updates and extract download links. It can be found by clicking the notifications icon located in the top-right corner of the header bar.

The notifications panel will slide from the right and display information such as:

• Currently sending activities
• Completed activities
• Extract and report download links (when a requested extract or report has completed processing, you will receive a notification to download it)

The notification icon may also have a coloured dot which symbolises the type of unread notifications requiring action. A red dot alerts you of any unread error notifications (such as reports or extracts failing to generate), whereas a green dot symbolises any general unread notifications. The dot will disappear after clicking on the notification icon and expanding the notification panel.

Filtering notifications

You can filter the notifications displayed in the notification tray by clicking the filter icon.

Filtering options include:

• From Me (Notifications generated by yourself)
• This Organization (Notifications related to the current organization you are in)
• All Organizations (Notifications from all organizations you are a part of)

Further filters per notification type include:

• Proofs
• Extracts
• Checks
• Approvals
• Sends

UI icon definitions

Below you will find a list of important icons in the Taguchi user interface and their definitions.

Icon	Type/Status	Definition
	Email	Indicates Email activity type
	Email Draft	Email activity is in draft
	Email Approved	Email activity is approved
	Email Scheduled	Email activity has been scheduled for send
	Email Deploying	Email activity deployment in progress
	Email Deployed - Broadcast	Email activity has been deployed for one off broadcast
	Email Deployed - Trigger	Email activity has been deployed as a trigger
	Email Error	There is an error with the email activity
	SMS	Indicates SMS activity type
	SMS Draft	SMS activity is in draft
	SMS Approved	SMS activity is approved
	SMS Scheduled	SMS activity has been scheduled for send
	SMS Deploying	SMS activity deployment in progress
	SMS Deployed - Broadcast	SMS activity has been deployed for one off broadcast
	SMS Deployed - Trigger	SMS activity has been deployed as a trigger
	SMS Error	There is an error with the SMS activity
	Webpage	Indicates Web activity type
	Webpage Draft	Web activity is in draft
	Webpage Approved	Web activity is approved
	Webpage Deployed	Web activity is deployed (live)
	Webpage Error	There is an error with the Web activity
	LINE	Indicates LINE activity type
	LINE Draft	LINE activity is in draft
	LINE Approved	LINE activity is approved
	LINE Deployed	LINE activity is deployed
	LINE Triggered	LINE activity has been deployed as a trigger
	LINE Error	There is an error with the LINE activity
	WhatsApp	Indicates WhatsApp activity type
	WhatsApp Approved	WhatsApp Activity is Approved
	WhatsApp Deployed Trigger	WhatsApp Activity has been triggered for deployment
	WhatsApp Deployed	WhatsApp Activity is Deployed
	WhatsApp Draft	WhatsApp Activity is on Draft
	WhatsApp Error	WhatsApp Activity has an Error
	WhatsApp Scheduled	WhatsApp Activity has been scheduled
	Image	Indicates an Asset
	Asset Draft	Asset is in draft
	Asset Published	Asset is published
	People	Indicates Subscribers or Subscriber List
	Briefcase	Indicates a campaign "folder"
	Power	Indicates integration
	Integration Not deployed	Integration is not live in production
	Integration Deployed	Integration has been deployed and in production
	Display Ad	Indicates Display Ad activity type
	Display Ad Draft	Display Ad is in draft
	Display Ad Approved	Display Ad is approved
	Display Ad Deployed	Display Ad is deployed
	Display Ad Error	There is an error with the Display Ad activity

Predictive modelling

Predicted numbers used within Taguchi^® are derived from a hybrid BG/NBD + Weibull model with parameters optimised daily via L-BFGS-B; they indicate the expected number of engagements (opens/clicks) or conversions from current subscribers over the coming 3-year period assuming the communication frequency and effectiveness remains in line with current performance.

The predictions Taguchi^® make are directionally quite accurate, but limited in absolute accuracy. For example, if today it's saying your estimated future conversion is $50M, and next week it says $55M, that's measuring a real increase in the conversion performance of your database, either due to your email strategy (communication frequency etc) or your acquisition quality.

For example, if either the predictive engagement or predictive conversions line is trending up in your activity, campaign or list reports, you can be confident that your strategy is working. Keeping in mind the assumptions that go into the absolute conversion value are not going to be replicated in reality, because you may change your strategy and you will acquire new subscribers over time that could potentially change the predictive outcomes.

Dashboard

The dashboard is your first point of reference when logging in to Taguchi^®. It contains a general overview of all operations within your organisation.

The interactive graph at the top of your dashboard gives you a year-to-date overview of your subscriber engagement. The shaded area represents one week, click and drag this shaded area along the graph to see statistics relating to that weekly range.

To the right of the interactive graph, you will find a schedule. This schedule shows you a date arranged layout of any scheduled activities (activities that are due to broadcast).

Further down the page you will find a tiled (or list depending on your display preferences) layout which shows recent activities. Click the dropdown box in the top left corner to change the view from 'Recent activities' to either 'Recently deployed', 'Recently modified' or 'Recently archived'.

Campaign

Campaigns are the primary tool Taguchi® provides to enable organisations to create online marketing activities. Similar to the campaign structures offered by Google AdWords or OpenAds, Taguchi® campaigns represent a grouping of individual email broadcasts, SMS broadcasts, push notifications, web forms and landing pages. The individual elements grouped within are referred to as Activities this is explained further here.

A Campaign can include a mix of activity types; for instance, a Newsletter Campaign might contain a series of weekly broadcast emails, a web page to manage subscription status, and a triggered email to provide confirmation of sign-up. Other Campaigns could include a series of triggered emails sent periodically to new subscribers, with broadcast emails in support of those.

This structure provides roll-up reporting of performance — including conversion and subscription rate data, across a set of marketing activities.

Create a new campaign

Campaigns are created by clicking the ‘New Campaign’ button.

A simple light box form is opened and the Campaign’s display name (the name given to the Campaign in the UI) must be provided. This name can be changed later using the Campaign Detail view.

Optional: Choose a start and end date/time to easily identify the campaign. Setting up this date does not mean the activities will be scheduled or broadcasted on that date. You can also add in any notes or descriptions about the campaign folder.

Campaign naming convention
We recommend using a logical description, as well as any marketing reference codes, job number codes that will help identify the campaign in future e.g. J1257 Launch Campaign.

When the ‘Save’ button is clicked, the detailed view for the newly created Campaign is shown. The Campaign dates and title can be edited later by clicking on ‘Edit settings’ icon.

Every campaign has a unique Campaign ID that helps search the campaign folder and serves as a reference.

Campaign actions

Click the 'Options' menu in the lower right corner of a campaign card to access the specific campaign actions. From here, you can access campaign specific actions such as deleting or archiving the campaign.

Setup

If you wish to edit the campaign name, dates or notes, click the 'Setup' link. A modal will appear where you can edit the required fields.

Delete

To delete the campaign permanently, click the 'Delete' link. This will delete the campaign. If you accidentally deleted the campaign, simply click the 'Undo' button in the bottom left corner of the screen after deleting the item.

Archive

To change the campaign’s status from active to archived, simply click 'Archive'. You can access archived campaigns by selecting 'Archived Campaigns' in the top left corner of the campaigns view using the 'Filter by' function. To unarchive a campaign, click on the ‘Options’ of the archived campaign and click ‘Unarchive’.

Partitions

In a campaign folder, partitions are sub-divisions used to segment and organise different aspects of a campaign. They help structure data, control access, and manage different audience groups within a campaign. Read more about partitions here.

Campaign reports

Click the ‘Options’ menu in the lower right corner of a campaign card to access the campaign reports. From here, you can access campaign specific report actions.

PDF

To download a PDF report of your campaign, simply click the 'PDF' link in the options menu.

CSV

To download a CSV report of your campaign, simply click the 'CSV' link in the options menu.

Extract recipients/viewers

Click this option if you want to download the subscriber list(s) attached to this campaign.

Alternatively, if you click on the campaign, you will be directed to the campaign page where an interactive graph at the top of the page will display the performance of the campaign for the entire history (or selected date range) of the campaign. This interactive graph will display:

• Sent The total number of email/SMS messages sent via all activities in this campaign.

• Unique opens (%) The number of messages opened across all activities in this campaign, expressed as a proportion of the number of messages sent. Note that a recipient can open a message multiple times, but this will only be recorded as a single unique open.

• Unique clicks (%) The number of messages clicked, expressed as a proportion of the number of messages sent. Note that a recipient can click on links in a message multiple times, but this will only be recorded as a single unique click.

• Converted (%) Total number of conversions that resulted from all activities in this campaign, expressed as a percentage of the number of messages sent.

• Conversion value ($) The total conversion value of all activities within this campaign (all conversions).

• Value / Send ($) The average conversion value per message sent.

Custom reports may also be acquired (subject to scoping and requirements) - please contact your Taguchi® Client Success Manager for more information.

Multi-campaign reports

Hover over the campaign tiles you wish to generate reporting and tick the checkbox for each campaign. Once you’ve selected the campaigns, click on the ‘Generate a Report’ icon located at the top left corner of the Campaigns view.

Once clicked, a CSV report will be instantly generated and downloaded to your device. Click here to read more.

Activity

An activity is an individual broadcast email, SMS broadcast, push notification message, landing page or a web form - a stand-alone marketing message to which a subscriber can respond.

Activities form the building blocks of a campaign, and can be linked together to create a logical sequence of related messages to maximise engagement.

Activities are designed to be re-useable with little modification and Taguchi^® provides a number of systems to enable content and images to be updated quickly and easily.

The activity types supported by Taguchi® are:

• email (triggered and broadcast)
• SMS
• Web pages and forms
• Push notification

Create a new activity

Activities can be created via the dashboard or within a selected campaign. Activities are created by clicking the 'New Activity’ button.

A popup modal will appear with the following options:

Name

When selecting a name, we recommend using a logical description. This can be followed by the broadcast date or reference job number.

Distribution channel

The distribution channel can be: Email, SMS, Web, Push notification or WhatsApp.

Campaign

The name of the campaign folder where the activity should be located.

Distribution type

Select the distribution type for your activity

If Broadcast or API trigger is selected, add a schedule date and time for the activity to be deployed

If scheduled trigger is selected, add a start date and time for the activity to be deployed. Select a trigger interval; hourly, daily, weekly, or monthly and a subscriber send frequency. See 'Scheduled Trigger Set-Up'

If event-based trigger is selected, add a start date and time for the activity to be deployed. Select a trigger event e.g. being sent an activity, select the activity, and a time delay between event and send and a subscriber send frequency. See 'Event-Based Trigger Set-Up'

Send limit

You can use this field if you know the expected number of recipients for the trigger and want to prevent sending it when the recipient count exceeds that number. If left blank, no limit will be applied to the trigger.

Note: The send limit should only be used for triggers, not for immediate or scheduled broadcasts.

Notes

Add relevant notes about your activity.

Target

See 'Activity Targeting'

Once the ‘Save’ button has been clicked, the Activity is created. Click the Activity tile and the Activity page will load where the setup process begins.

Every activity has a unique Activity ID that helps search the activity and serve as a reference.

Activity actions

Click the 'Options' menu in the lower right corner of an activity tile to access the activity actions. From here, you can access activity specific actions such as targeting, editing, deleting or archiving the activity.

Setup & Target

If you wish to edit the activity details, schedule your triggers or broadcasts, add notes, or edit the activity subscriber targeting options, click the 'Setup & Target' link. A modal will appear where you can edit these settings.

Edit

This will launch the activity edit interface where you can edit the activities content.

Delete

To delete the activity permanently, click the 'Delete' link. This will delete the activity. If you accidentally deleted the activity, simply click the 'Undo' button in the bottom left corner of the screen after deleting the item.

Archive

To change the activity status from active to archived, simply click 'Archive'.

You can access archived activities by selecting 'Archived Activities' in the top left corner of the campaign folder using the 'Filter by' function.

To unarchive an activity, click on the ‘Options’ of the archived activity and click ‘Unarchive’.

Clone

If you wish to copy the contents of the activity to a new activity, you may clone the activity by clicking the 'Clone' link, this will create a new activity with the name prepended with 'Clone of'.

Download

You may download a HTML file of your activity by clicking the 'Download' link under the 'Content' title.

If you click the 'Related' icon in the lower right corner of the activity title in the 'Actions' state, you will find a new tile with the campaign, target expression and template used.

Partitions

In an activity, partitions are sub-divisions used to segment and organise different aspects of an activity. They help structure data, control access, and manage different audience groups within an activity. Read more about partitions here.

Activity reports

Click the 'Options' menu in the lower right corner of an activity card to access the activity actions. From here, you can access activity specific reports.

Activity reports display the entire history (or selected date range) of the activity. Custom reports may also be acquired (subject to scoping and requirements) - please contact Taguchi® Support for more information.

PDF

To download a PDF report of your activity, simply click the 'PDF' link in the options menu.

CSV

To download a CSV report of your activity, simply click the 'CSV' link in the options menu.

Extract recipients

Click this option if you want to download the subscriber list(s) attached to this activity.

View online

This will take you to the activity report displaying the performance data of the activity. You can also reach the activity report by clicking on the bar graph icon at the centre of the activity card. The activity report contains:

Overall performance

The overall performance graph is handy in displaying a general overview of your activity over the entire duration (from send date to present). The following fields are displayed above the graph:

• Sent Total emails/SMS messages sent.

• Bounced Total number of undeliverable messages.

• Bounce rate (%) Bounced messages as a percentage of sent messages.

• Unsubscribed Total number of subscribers who unsubscribed via this activity.

• Unique opens (%) Percentage of messages opened at least once. Note that a recipient can open a message multiple times, but this will only be recorded as a single unique open.

• Total opens (%) Total message opens as a percentage of sent messages. If messages were opened more than once on average, this number will exceed 100%.

• Unique clicks (%) Percentage of messages with at least one link clicked. Note that a recipient can click on links in a message multiple times, but this will only be recorded as a single unique click.

• Total clicks (%) Total clicks as a percentage of sent messages. This counts individual clicks on multiple links as well as multiple clicks on a single link within a message. If an average of more than 1 click has resulted from each message, this number will exceed 100%.

• Converted (%) Total number of conversions as a percentage of sent messages.

• Average value ($) Average value per conversion.

• Total value ($) Total conversion value.

• Value/send ($) Average conversion value per message sent.

Performance over time

This is an interactive graph allowing you to expand and contract the selected area using your mouse. The numbers shown above the graph reflect the selected date range. This graph is useful for seeing how well your email performs after the send date.

The following fields are displayed above the graph:

• Sent Total emails/SMS sent in the selected date range.

• Bounced Undeliverable messages in the selected date range.

• Unique opens Messages opened at least once per subscriber in the selected date range.

• Unique clicks Messages with at least one link clicked per subscriber in the selected date range.

• Converted Conversions from this activity in the selected date range.

• Total value ($) Total conversion value in the selected date range.

Click-through Performance

This section displays click performance for each link in your activity, with percentages showing total clicks.

Additional statistics are availailable above the list including:

Additional stats are displayed above the graph:

• Unique clicks (%) Percentage of recipients who clicked at least one link.

• Total clicks (%) Total number of link clicks.

• Click-to-open (%) Clicks as a percentage of unique opens.

• Conversion-to-click (%) Percentage of clicks that led to conversions.

• Avg. value per click ($) Average conversion value per click.

Optimisation performance

If your activity has multiple content or subject line versions/combinations, this section will display the performance of each variation and compare the best and worst percentile. Percentiles consist of those who received the full send (or defined combination), split into ten equal percentiles (100% ÷ 10). When broken down, each percentile is split using its key performing metrics such as engagement metrics and conversion metrics.

The charts at the bottom show how each combination performed across the engagement deciles of those who received it.

You can use these percentiles in future sends using target expressions. Say for example you would like to target the first 4 percentiles (40%) of the send (e.g. activity ID 123) in terms of engagement. You could use the following target expression in a new activity for a send target:

sent activities 123 most engaged 40%

To read more about using value predicates in target expressions and to see the full syntax, please read the full target expression reference.

Optimisation performance row keys

      Row 1 - The green row corresponds to the green line graph and represents the percentage of total sent within that 10%.

      Row 2 - The blue row corresponds to the blue line graph and represents the percentage of unique opens within that 10%.

      Row 3 - The yellow row corresponds to the yellow line graph and represents the percentage of unique clicks within that 10%.

      Row 4 - The red row corresponds to the red line graph and represents the percentage of conversions within that 10%.

Segment performance

If your activity uses content segments (defined in the Segments tab of the activity editor), this section displays performance metrics broken down by each segment. This lets you compare how different subscriber groups — each receiving tailored content — engaged with the email.

The following metrics are displayed for each segment:

• Sent Number of messages sent to subscribers matching this segment.

• Unique opens (%) Percentage of recipients in this segment who opened the email at least once.

• Total opens (%) Total opens from recipients in this segment as a percentage of messages sent to it.

• Unique clicks (%) Percentage of recipients in this segment who clicked at least one link.

• Total clicks (%) Total clicks from recipients in this segment as a percentage of messages sent to it.

• Converted (%) Conversions attributed to this segment as a percentage of messages sent to it.

• Total value ($) Total conversion value attributed to recipients in this segment.

Segment performance reporting is useful for understanding how each content variant resonated with its target audience, helping you make data-driven decisions for future segmentation strategies.

Click-through heatmap

To see a more visual representation of clicks, a heatmap and click-map (total, % or ranking) is available. A colour injected heatmap will display on top of your activity content and will reflect the click activity recorded.

You can change the version/combination and change any test account variables in the top right corner. The top right corner contains a dropdown to switch between desktop and mobile views, along with a dropdown to change the map type (heatmap or click map).

Multi-activity reports

Similar to multi-campaign reports, you can generate multi-activity reports.

Go into the Dashboard view or a specific Campaign folder. Hover over the activity tiles you wish to generate reporting and tick the checkbox for each activity. Once you’ve selected the activities, click on the ‘Generate a Report’ icon located at the top left corner of the Dashboard or Campaign view.

Once clicked, a CSV report will be instantly generated and downloaded to your device. Click here to read more.

Activity targeting

To begin targeting subscribers for your activity, select 'Setup & Target' from either the activity card or within the activity window. This will launch the activity target modal.

Taguchi^® uses target expressions to accurately target relevant subscribers from within your subscriber database. The target expression is very powerful in targeting the subscribers you wish to refine. You have the option of using the step-by-step targeting options by selecting relevant values in the dropdown boxes, or you can manually type a target expression in the top text field.

To read more about target expressions and see the full syntax, please click here.

Manual validation

If you enter in a target expression manually and it does not match any target expression syntax, an error message will appear and you will be unable to save the target expression until it is fixed.

Activity editor

When you click on an activity, you will be directed to the activity editor interface (left side), which is shown next to a preview of the activity (right side). Changes to your content will be automatically updated & saved and this will be reflected in the preview pane.

Depending on the activity type (email, SMS, web etc), different content blocks & fields will be displayed in the activity edit interface. Read more about the V5 activity editor here.

Theme & layout selection

Once you are in the activity, the first thing to do is to select a theme and a layout. You will find these in the Templates tab. Refer to this guide to learn more about themes & saved layouts.

By selecting a theme and a layout, all the settings of that theme including colours, fonts, sender details etc and any content blocks saved in the layout will be applied to your activity.

You can change your theme and layout at any time, however, keep in mind that changing your layout at a later point of time will override any existing content in the activity.

Activity check icons

In the preview section of the activity editor, you will notice icons next to the sender address, subject line, and email size. These icons represent live versions of what the activity check verifies.

• Sender Address:
  • ❌ Indicates that the email domain is not registered on our sending domains page.
  • ✅ Signifies that the email domain is registered on our sending domains page.
• Subject Line:
  • ❌ Indicates that the email is missing a valid subject line
  • ⚠️ Indicates that the subject line length is greater than 60 characters
  • ✅ Signifies that a valid subject line is present
• Reply-To:
  • ❌ Email address differs from the original sender and is not configured
  • ✅ Replies will be sent to the designated Reply-To address
• Return-Path:
  • ❌ Email domain is not set up to receive bounces
  • ✅ Email domain is correctly configured to handle bounces
• Size:
  • ❌ This indicates that the email size exceeds 200kb, which is the maximum recommended size for an email
  • ⚠️ This indicates that the email size is within the maximum recommended limit, but it exceeds the recommended 100kb threshold
  • ✅ This indicates that the email size is below 100kb, which is considered the optimal size

Changing the deployment settings

The Deployment tab allows you to manage features including:

Target

You can click the ‘Setup and Target’ icon to reach the activity target modal, where you setup your target expressions and other activity details. Back in the activity editor interface, you can click the ‘Download extract’ button allowing the user to run an extract based on that target expression.

Address

You can choose the “From” address, which allows you to select one of the saved sender addresses pre-set in the theme applied in your activity. You can also choose to add a “Reply-To” address to redirect replies to a desired inbox.

Subject lines & Preheaders

You can add, edit or delete subject lines and preheaders via the Deployment tab. Taguchi will utilise multivariate testing in the instance you use multiple subject lines or preheaders. If your activity includes segments, you can assign specific subject lines and preheaders to each segment. For ex: subscribers matching Segment 1 will receive Subject Line 1, and so on. For more information on this, refer here.

Adding content to an activity

The way you structure the layout and add content to an activity depends on the type of activity (email, SMS, web etc). If you are building an email, webform or webpage activity, the ‘Layout’ tab in the activity edit interface is the place where you would structure and organise your activity content. It includes grid rows, content blocks, asset modules, and design options to help you build your activity.

Grid rows define the overall structure of your activity by dividing it into vertical sections. You can choose from a variety of layout options including single column, two-column, three column and so much more.

Content blocks are individual modules where you can insert text, images, links, and other design elements. Depending on the activity type, different content blocks will be displayed in the activity edit interface. For instance, you will have the option to add in an ‘Unsubscribe’ content block in an email activity. Or you will have multiple form fields such as name, address, phone in a webform.

You can drag and drop content blocks into the added grid rows and rearrange them within the preview area as needed. Read ‘Layout’ and ‘Content structure’ sections in this user guide to learn how to interact with grid rows and edit content blocks in an ‘Email’ activity.

If you are building an SMS activity, you can simply enter the required content directly within the activity edit interface. Watch this short tutorial detailing the steps to create an SMS.

For a WhatsApp activity, you have the option to add text, media, and CTA links to the message. Read more about creating WhatsApp messages.

For a push notification, you can include a title and text within the activity edit interface.

How to create segments in an email

When creating an email activity, you may come across a powerful tab called ‘Segments’ in the email activity edit interface. The Segments tab allows you to tailor specific content within your email for different subscriber groups using Taguchi’s Target Expression engine.

For example, if you're sending an email to all of Australia but want to display a different hero image for each state, segments allow you to do this efficiently within a single email activity—eliminating the need to create multiple email activities for each state.

Segments can be applied to grid rows, content blocks, subject lines, and preheaders to personalise content dynamically. To learn more about creating and applying segments, refer to this user guide.

Features tab

Taguchi’s email activity edit interface also hosts a ‘Features’ tab which provides below metadata options:

• Analytics enables Google Analytics link tracking to monitor the performance of links in your activity, complementing the analytics settings you’ve applied in your theme.

• Brief upload is a custom feature designed to streamline email builds. Contact your Client Success Manager for more details on how to use it.

• Testing allows you to enable or disable Multivariate Testing within your activity. Additional documentation on multivariate testing is available in the knowledge base.

• Gmail promotions enhance how Gmail users interact with your promotions directly from their inbox. This feature, outlined in Google’s developer documentation, includes deal annotations that store metadata such as promotion codes and expiration dates.

• Partitions: opt in management feature allows you to control whether partitions (sub-divisions of an organisation) can opt-in or opt-out of receiving communications. It also enables opt-in management for specific activities and content blocks, ensuring flexible subscriber preferences.

Read more about each of these features in our email user guide.

Activity workflow

Taguchi has an in-built workflow system, that is integrated into the top of the activity edit interface. The workflow section allows you to add and manage participants, send proofs, run activity checks and review workflow logs. This section is also the area where you would approve, schedule and deploy activities.

Every interaction made by participants will be recorded in the activity logs area and these logs are organised chronologically by date and time. To learn more about workflows, read our knowledge base article.

Activity testing

Testing activities to ensure they appear and function as desired is a crucial step prior to approving and deploying an activity. The activity editor provides two tools for this purpose:

Sending proofs

Proofing enables you to send your activity content to a selected email address or mobile number for review. This allows you to verify that the appearance and functionality meet your expectations. You can learn more about email proofing here and SMS proofing here.

Taguchi’s workflow section allows you to send standard or live proofs to yourself or other activity participants. To send a proof to a participant, select the participant (1) and send them a proof (3) or a live proof (4).

If the participant isn’t in the list yet, you can add a new participant (2) if you have database manage user rights.

You can review a participant’s profile, mention them in workflow or remove them from the list of participants via the ••• menu (5).

Running activity checks

Activity checks perform a comprehensive assessment of various aspects of your activity to identify potential issues and allow you to verify various aspects of an activity before broadcast.

To run a check on an activity, click on the ‘Run Check” button at the top of your activity workflow. Once the activity check is finished, you can find the result in the activity log (left image) or in the notification tab (right image). Workflow does not send notification emails for activity checks. You can find more information about activity check results here.

Asset library

The asset library is where dynamic assets are created and managed. You can access it via the dashboard or within an activity.

Dynamic assets are images that can be modified and targeted to specific audiences. Modifying an asset allows you to update elements within the image, such as changing a title or adjusting a price. Targeting an asset enables you to set expressions that determine who can view it, such as limiting visibility to subscribers in a specific location.

Within an activity, you can access the asset library through the ‘Asset Modules’ under the ‘Layout’ tab in the activity edit interface. This location provides a direct connection to saved assets, allowing you to search by asset ID, name, tag, or External ID—just like in the asset library itself. You can drag assets directly into a grid or content block.

For example, dragging an image asset will automatically create an image content block, while dragging an article asset will generate an article content block. If you click on the information icon in an asset, you will be presented with a preview of the asset, asset ID, name, External ID, and tags. You can also click on “View asset” to open the asset setup interface in a new tab.

For more information about the asset library please refer to this article here.

Subscribers

The subscribers area is where you add, manage, handle reporting and extract subscriber data.

A single subscriber record can be associated with multiple subscriber lists. An activity broadcast from Taguchi® can be targeted to:

• Single subscriber list
• Multiple subscriber lists
• Subsets of either of the above

Create a new subscriber list

Subscriber lists are created within the Subscribers area. You can create a new subscriber list by clicking the ‘New list’ button.

The 'New list' screen will launch with the option to add a name for your list, select the list type and add in any notes you require.

The list types you can choose from are:

• Public

  These lists are ideal for uploading your main subscribers.

• Proof

  This list type is used for when you send activity proofs. You can create a proof list and add the subscribers you need to it. Once you initiate a proof and select the proof list, all the subscribers within that proof list will receive the email proof.

• Approval

  Approval lists are ideal for requesting approval from coworkers or managers within your company. You can request approval within an activity and nominate an approval list to which the request should be sent.

• Notification

  Notification lists are used for receiving custom extract, report and other notifications via email. Please contact Taguchi Support if you wish to utilise a notification list for a custom extract/report/other.

Subscriber actions

Click the 'Options' menu in the lower left corner of a subscriber list. This will show the Actions menu where you can control and manage your subscriber list easily.

• Setup

  If you wish to change your list name or change the list type, you can do so by clicking 'Setup' which will launch the edit window.

• Partitions

  Partitions in a subscriber list are sub-divisions used to segment and organise subscribers based on specific criteria, such as location, preferences, or customer type. They help tailor communications by allowing targeted messaging and customised content delivery. Read more about partitions here.

• Delete

  To permanently delete your subscriber list, simply press the 'Delete' link. This will remove the subscriber list itself but will not delete the subscribers within your subscriber list. If you accidentally delete a subscriber list, this can be easily undone immediately after deleting the subscriber list by clicking the 'Undo' link in the notification popup in the bottom left of your screen.

• Archive

  To change the subscriber list status from active to archived, simply click the 'Archive' link. This will move the list to your archive. You can access your archived lists by changing the view from 'All Lists' to 'Archived Lists' in the top left corner of the subscriber section. To unarchive a subscriber list, in the 'Archived Lists' view, click the subscriber list that you want to unarchive, click 'Archive' and click the 'Undo' button.

Click through to read how you can add subscribers, export subscriber lists and the reporting tools available for your subscriber lists.

Importing bulk subscribers

Your file may contain any number of fields, where these fields can be matched up with Taguchi® standard subscriber fields or can be assigned as either a new or existing custom field.

Step 1 To begin importing your subscribers, simply create a new list or locate the subscriber list you wish to upload the subscribers into. Once you’ve created/located the list, click the 'Upload' icon at the centre of the subscriber list card.

Step 2 Each column has a dropdown box at the top of the column title, which is where you assign a column to a Taguchi® standard field or custom field. Ensure you assign each column to a field, otherwise the column will be ignored when the import occurs.

Step 3

After assigning each column with a Taguchi^® standard field or custom field, click 'Import' to begin the import process.

A progress bar will appear showing the total amount of subscribers that have been actioned.

• The green number and section simulates the total number of new subscribers that have been added to the database.
• The blue simulates subscribers that already exist in your database, but have been updated with the data included in this import.
• Any red simulates an error with a subscriber and the subscriber has not been imported.
• Purple signifies no change (where the subscriber is already in the subscriber list and database and the data has not been changed).

Programmatic and custom imports

Taguchi's Subscriber API gives you a programmatic approach to add subscribers to your database. The API can be used to automate subscriber additions and to assist in larger imports of over 150,000 records.

API documentation is available via the Documentation section of our support portal. Additional wrappers in multiple programming languages are also available for easy integration to existing systems.

Taguchi^® can also set up custom import processes to pull files from a FTP/FTPS/SFTP server. These import processes need to be specified, scoped and implemented directly with Taguchi^® Technical support services. This type of import is ideal for larger imports of over 150,000 records.

Manually adding a subscriber

If you wish to add a small quantity of subscribers, you may manually add a subscriber one at a time using the 'Add' button located under the Subscriber actions menu.

This will launch a popup window with the fields:

• Email
• Phone
• External ID

After the subscriber has been added, their profile will automatically load allowing you to edit the standard and custom fields and personalise the subscriber’s list subscription.

Exporting your subscribers

If you wish to export a subscriber list for reporting or external use, you can do so by clicking the 'Export' link under the Subscriber Actions tile.

A popup modal window will appear with the target expression engine visible and the list pre-populated in the target expression.

Taguchi® uses target expressions to accurately target relevant subscribers from within your subscriber database. The target expression is very powerful in targeting the subscribers you wish to refine. You have the option of using the step-by-step targeting options by selecting relevant values in the dropdown boxes, or you can manually type a target expression in the top text field.

To read more about target expressions and see the full syntax, please click here.

You can choose the extract type:

• List subscription This extract will display all subscriber profile fields along with a list subscription column detailing the date and time when the subscriber was added to the assigned list.

• Engagement report This extract displays subscriber interactions and engagement metrics within a selected date range.

• Mailbox provider report This extract provides insights into email performance across different mailbox providers, including delivery rates, open rates, and bounce data.

• Subscriber profile This extract will display all subscriber profile fields within the extract.

• Webform submissions report This extract captures subscriber details and responses submitted through a webform.

Subscriber reports

Click the 'Actions' gear icon in the lower right corner of a subscriber list tile to access the Actions tile. From here, you can access multiple subscriber list report options.

Subscriber list reports display the entire history (date range) of the list. To view date specific report data, please use the online report with the interactive graph. Custom reports may also be acquired (subject to scoping and requirements), please contact Taguchi® Support for more information.

PDF

To download a PDF report of your subscriber list, simply click the 'PDF' link in the options menu.

CSV

To download a CSV report of your subscriber list, simply click the 'CSV' link in the options menu.

View online

This will take you to the subscriber list report displaying the performance data of the list. The subscriber list report contains:

Summary

The report features a high-level summary that displays a general overview of your subscriber list over the entire duration (from start date to present). The summary provides below information:

• Total – Total number of subscribers in the list.

• Contactable – Total number of subscribers who have a valid and active email address or phone number within this list.

• Unsubscribed – Total number of subscribers who unsubscribed from this list.

• Invalid - Total number of subscribers from this list who do not have a valid email address or phone number.

• Value - Total value of all conversions from subscribers from this source.

• Predicted total value - The predicted total value of all conversions from subscribers from this list (using predicted conversion counts and average conversion values) over the coming 3-year period.

• Average value - The average total conversion value per subscriber from this list.

• Predicted average value - The predicted average total conversion value per subscriber from this list, over the coming 3-year period.

Engagement chart

This is an interactive graph allowing you to expand and contract the selected area using your mouse. The numbers shown above the graph reflect the selected date range.

The following fields are displayed above the graph:

• Contactable - Subscribers who have a valid and active email address or phone number within this list.

• Contacted - Subscribers who were contacted via a broadcast or triggered activity over the selected time period.

• Engaged subscribers (%) - Subscribers that have opened, viewed and/or clicked within the selected time period.

• Converted (%) - Subscribers that converted within the selected time period.

• Conversion value - The total conversion value over the selected time period.

List Engagement

The first graph displayed is the List Engagement graph. This graph is interactive which means you can drag the shaded area on the graph left-to-right to manipulate the statistics shown by week.

Database Growth

This graph shows the growth of the subscriber list over the entire history of the subscriber list (from when it was created, up until today). This graph is interactive which means you can slide the shaded area and expand/contract the shaded area to specify a date range.

The following fields are displayed above the graph:

• Contactable - Subscribers who have a valid and active email address or phone number within this list.

• Predicted engagement - The predicted total engagement (clicks, opens, views) of the subscribers within this list over the coming 3-year period.

• Predicted conversions - The predicted total conversion count over the coming 3-year period.

• Predicted total value - The predicted total value of this list (using predicted conversion counts and average conversion values) over the coming 3-year period.

• Subscribers added - The number of new subscribers added to the list over the selected time period.

• Subscribers removed - The number of subscribers removed (unsubscribed, invalid) from this list over the selected time period.

Contactable subscribers by acquisition source

This section details the acquisition sources of the subscriber list and which sources contribute the most to the subscriber list growth. The pie chart on the left gives you a visual representation of the acquisition sources, whilst the details on the right outline the acquisition sources by campaign (web forms) and by import files.

Acquisition source performance

This section gives you a detailed overview of the number of acquisition sources and each acquisition source's performance over the duration of the subscriber list’s existence.

Each source displays information including contactable subscribers, invalid subscribers, unsubscribed, engaged, converted, total value, predicted value, average value, and predicted average value.

• Contactable - Total number of subscribers from this acquisition source who have a valid and active email address or phone number.

• Invalid - Total number of subscribers from this acquisition source who do not have a valid email address or phone number.

• Unsubscribed - Total number of subscribers from this acquisition source who are unsubscribed either globally or from this list.

• Engaged - The predicted number of opens, clicks and page views resulting from messages sent to subscribers from this source, over the coming 3-year period.

• Converted - Total number of conversions from subscribers from this source.

• Value - Total value of all conversions from subscribers from this source.

• Predicted Value - The predicted total value of all conversions from subscribers from this acquisition source (using predicted conversion counts and average conversion values) over the coming 3-year period.

• Average Value - The average total conversion value per subscriber from this acquisition source.

• Predicted Average Value - The predicted average total conversion value per subscriber from this acquisition source, over the coming 3-year period.

Decile Performance

The decile performance graphs give you stats on the best (most engaged) 10% of the subscriber list, all the way down to the worst (least engaged) 10% of the subscriber list. Deciles consist of those who are subscribed to the subscriber list, split into ten equal deciles (100% ÷ 10). When broken down, each decile is split using its key performing metrics such as engagement metrics and conversion metrics. These are represented in the graph below.

The charts at the bottom show how each combination performed across the engagement deciles of those who received sends using the subscriber list.

You can use these deciles in future sends using target expressions. Say for example you would like to target the first 4 deciles (40%) in the subscriber list (e.g. subscriber list ID 123) in terms of engagement. You could use the following target expression in a new activity for a send target:

subscribed lists 123 most engaged 40%

To read more about using value predicates in target expressions and to see the full syntax, please read the full target expression reference.

Decile Performance Row Key

      Row 1 - The yellow row corresponds to the yellow line graph and represents the number of contactable subscribers within that 10%.

      Row 2 - The blue row corresponds to the blue line graph and represents the predicted future engagement within that 10%.

      Row 3 - The first red row corresponds to the combined red line graph and represents the predicted future conversions within that 10%.

      Row 4 - The second red row (relating to the predicted future conversions red line graph) represents the predicted future conversion value within that 10%.

      Row 5 - The last red row (relating to the predicted future conversions red line graph) represents the predicted future value per subscriber within that 10%.

Subscriber profiles

Subscriber profiles within Taguchi® allow you to see a full overview of a subscriber’s individual profile, custom fields, list memberships and interaction history. To open a user’s subscriber profile, use the global search functionality to locate the user. After clicking on the user, their subscriber profile will be displayed.

You can manage their invalid and globally unsubscribed status at the bottom of the subscriber’s profile.

Click these buttons to reset or mark the subscriber as either unsubscribed or invalid. These buttons are the key to resolving issues when a subscriber stops receiving emails from you, as most likely they have been marked invalid or have globally unsubscribed for one reason or another. Resetting a subscribers unsubscription status may breach the Spam Act 2003 (Cth), potentially resulting in fines of up to $200,000 per day of breaches. You may be called upon to provide written evidence that this request is made in accordance with applicable laws.

The subscriber profile consists of four main sections.

Profile

This section allows you to add/edit/remove Taguchi^® standard fields such as email, firstname, lastname, dob, state, phone, postcode. To edit these fields, simply press the pencil icon. To save a field after editing, press the save icon to the right of the selected field. To add a new field, press the plus icon and select the desired field and enter a value.

Custom

This section populates the custom fields against the subscriber. To edit these fields, simply click the pencil icon. To save a field after editing, press the save icon to the right of the selected field. To add a new field, press the plus icon and enter the field name and value.

List memberships

You can also add new lists to this subscriber’s profile by clicking the plus button in the top right corner and selecting a list to add this subscriber to.

Interaction history

This section gives you a timeline of the subscriber’s interaction history. Interactions listed in this section are:

• Bounced

  A recent activity that was sent to this subscriber bounced and could not be delivered.

• Sent

  An attempt to send an activity was initiated to this subscriber.

• Opened

  This subscriber opened an email sent.

• Clicked

  This subscriber clicked on a link within an email sent.

• Entered

  This subscriber was added to a list or to the database.

• Unsubscribed

  If the user unsubscribed from a list or globally.

• Converted

  This subscriber completed a purchase through an email.

• Replied

  If the subscriber has replied to the activity sent to them.

• Viewed

  The subscriber has opened and read the activity.

• Abandoned

  Occurs when someone visits your website, looks around, populates the shopping cart and gets part way through the checkout process and leaves.

• Subscribed

  When the user agrees to continue to receive more activities.

• Updated

  Occurs when at least one of the subscribers fields has been modified.

• Analytics

  This is a custom event type logged through either an app or website tracking code. The data displayed depends on how the tracking has been setup.

The interaction history also has a search and filter function to assist in finding specific interactions. For example, to find if the subscriber has been sent activity ID 123, entering 123 into the search bar will list all instances sent to the subscriber. You can also filter by interaction type, using the dropdown menu to the left of the search bar.

If a subscriber has an issue with receiving any emails, you can check the interaction history to see if any recent sends have resulted in bounces. Bounces mean that the email was rejected by the subscriber’s mail server, and this could occur due to many different reasons. Read more about bounces in our knowledge base. Read more about bounces in our knowledge base.

Profile anonymization

The anonymization button, located at the bottom right-hand corner of the subscriber profile, removes all personally identifiable information of the subscriber and replaces them with a random string of characters. This can be used when you want to keep the subscriber in the database, but remove any information that can reveal their identity.

This is irreversible and cannot be undone.

Audiences

Audiences allow persistent segmentation of your subscriber database by target expression.

Taguchi will automatically identify all subscribers matching your audience’s target expression each day, providing reporting on the number and behaviour of those subscribers as well as trends in audience membership over time.

In addition to the reporting benefits, audiences can be used in target expressions in other parts of the system, such as activities, extracts, integrations or Smart Paths. This simplifies your day-to-day activity targeting and provides a way to see the number of recipients an activity will target without having to run an activity check or generate an extract.

For more detail on audiences, see the article 'What are audiences?'

Settings

You can access the ‘Settings’ area in Taguchi by clicking on the Settings tab located at the bottom of the left side menu.

This section allows you to configure different components within your organisation. There are different options depending on your level of access. Settings area allows you to set test profiles, check your access level, create themes, view templates, create tags, integrations, custom fields and many more.

Organization

This section allows you to determine the appearance of the header bar for your organisation, and the organisation's card in the organisation overview. Each organisation can be branded using a logo and background colour. You will require administrator permissions to access this section.

You can add a URL to a valid image file hosted either externally or uploaded via an image block in your email template (i.e. once you've uploaded the image into your banner block simply copy/paste the URL of the image from that block into the "Organization logo URI" field).

You may also add a background colour (HEX) to the header (default colour is white). This is useful for logos that are transparent and coloured white, as you may opt to choose a darker background colour to make the logo legible. Once you are happy with your changes, click 'Save'.

An ideal logo size is anything over 240px wide and either transparent .png or .svg file. SVG files should use paths and shapes rather than embedded images for scalability.

Test profile

Your 'test profile' allows you to create a customised profile by setting up standard and custom profile fields.

Your test profile is used when generating previews in the activity edit screen and when generating activity previews in reports.

Changes to these settings do not affect other users in your organisation.

Security

The settings in this section apply additional layers of security to protect your organization’s subscriber database.

You have the option to require two-factor authentication for every user of your organisation. Ensure you send appropriate documentation and instructions on how to enable 2FA to your users before enabling this option.

You can also set two-person approval for all extracts. This means an extract will require two people to approve it before it is made available to the requester.

The last option is to list IP addresses to whitelist. This will restrict all access to the Taguchi UI apart from those IP's listed in this field.

Credentials

Credentials play a crucial role in ensuring secure and authenticated connections during integrations with various third-party services and creating authentication tokens to connect to our APIs.

Different credential types are employed to uphold the privacy and integrity of data exchanges, acting as a secure passcode to verify connection authenticity. It's worth noting that not all integrations mandate credentials; their necessity depends on the nature of the integration.

For a comprehensive understanding of the Credential area, including how to set up and manage credentials for different integrations, refer to our Credentials article.

Integrations

The integrations section will allow you to set up one of our many self-service integrations available in Taguchi.

To create an integration, click on the 'New Integration' button. Select the type of integration and follow the steps relevant to that integration. To learn more about setting up integrations, click here.

In the main ‘Integrations’ section, you can see all the integrations that have been created.

The status icon on the top right of each integration card indicates the status of the integration.

• Green – This colour indicates that the integration is active and has either been deployed or awaiting deployment.
• Yellow – This colour indicates that the integration has been deactivated or is not yet activated.
• Red – This colour indicates that the integration has failed.

Integration logs are available for some integrations. These are accessible via the centre icon at the bottom of the card. The integration logs show you when the integration has run and whether it was successful or not. Taguchi will display 3 months of integration history.

Frequency Cap

The frequency cap functionality in Taguchi allows you to set a limit on how often you wish to communicate to your customers within a specific timeframe.

The frequency cap functionality utilises a Taguchi integration, which must be configured and activated first.

Once the integration has been configured, you can decide which activities are to take the cap into consideration, which is handled within the activity edit interface. To learn more about setting up Frequency Cap and its uses, click here.

Themes

Themes are the brand guidelines you can set within your organisation. Themes represent your brand and allow you to populate new activities with standard, pre-set information such as fonts, colours, footers, social media URLs, etc. Themes can be used across multiple activities facilitating easy and consistent branding.

‘Themes’ tab in Settings area is where you can create or upload a new theme, edit an existing theme, or duplicate and delete a theme. To learn how to create themes, click here.

If you make any changes to a theme, be sure to re-apply it to all activities using that theme to ensure the updates take effect.

Templates

The Templates section displays all available templates for creating activities within the organisation, along with the total number of templates.

Tags

Tags (clusters) are recorded against the subscriber’s profile every time they click on a link. Links within activity blocks or individual activities are allocated cluster key words. Overtime, this information is used to understand the products or categories that the subscriber is most interested in.

Algorithms running in the background will determine if there is a particular pattern with the subscriber’s click through behaviour related to the key word in question. If so, the subscriber will be added to a cluster. This process isn’t based after a few activity sends. It may take months depending on the frequency of the communication and subscriber responsiveness.

Subscribers with similar interest categories are grouped into ‘Clusters’ that can be targeted with specific offers overtime. Unlike stated preferences, cluster preferences are dynamic and based on what the recipient actually did, not what they said they would do.

To add a new cluster tag, simply click the ' Add new tag' button located on the top right corner of the UI.

Profile validation and automation

Profile validation and automation enhance the accuracy and consistency of subscriber data, ensuring effective communication and targeted marketing. By implementing validation rules, users can standardise data formats and correct discrepancies, while automation allows for real-time updates to subscriber profiles based on specific criteria.

This process not only improves data integrity but also facilitates personalised marketing efforts, enabling more meaningful engagement with audiences.

For detailed instructions on setting up profile validation and automation, see our article on Profile Validation and Automation in Taguchi.

Note: Managing profile validation and automation features requires database permissions.

Custom fields

Custom fields represent personalized data fields that enable the crafting of highly individualized campaigns for recipients. These fields become essential when data requirements surpass the capabilities of standard, predefined data fields that may not encompass specific needs.

Custom fields empower users to tailor their communication beyond generic messaging, resulting in more personalized and relevant content for their target audience, enhancing the effectiveness of email marketing efforts by establishing a deeper connection with recipients on a personal level, that may then increase engagement.

For instructions on how to set up and manage custom fields, see our article on How to set up Custom Fields in Taguchi

Note that creating and managing custom fields is only available for users with database manage permissions.

Coupons

Coupons are used to apply discounts or special offers to eligible purchases. They help incentivize customers by reducing the total cost, offering free items, or providing exclusive deals for a limited time. Coupons can be used for promotions, customer retention, rewards programs, or special campaigns, and may be subject to specific terms such as expiration dates, usage limits, or eligibility conditions.

To learn more about how to use coupons, click here.

Note that creating and managing coupons is only available for users with database manage permissions.

Partitions

Partitions are sub-divisions of an organisation and are useful for segmenting and organising your customer database. Partitions are handy if you would like to personalise parts of your content to your recipients.

For instance, a company with multiple stores can send an email to its entire database but still personalise store-specific details by using partitions. You can do this by creating partitions for each store and assigning them a set of custom fields.

You can access the Partitions area via the Settings tab and view, modify and create partitions in your organisation.

To read more about partitions and how to create them, click here.

Partition Sets

A partition set is essentially a grouping of one or more partitions. They're used to enable Local Area Marketing (LAM) functionality.

To read more about partition sets and how to create them, click here.

User management

To manage your Taguchi organisation users, navigate to the 'Users' section under the 'Settings' tab.

If you don’t have user management privileges, you will see a tab labelled ‘Access’ instead of the ‘Users’ section. Access tab will display your user type and role(s). If you need your privileges adjusted, please contact one of your organisation administrators to make the necessary changes.

If you have user management privileges you will see the full list of users currently in place in your organisation, and you can manage their user types and roles in that area of the user interface.

A 'security tick' is displayed next to the users who have two-factor authentication enabled on their account. Two-factor authentication can be enabled by following the steps in the article 'Enable Two-Factor Authentication (2FA)'.

You can also add a new user to your Taguchi^® organisation by clicking the 'Add new user' link at the top of the table.

This will launch the ‘new user’ window where you can enter the new user's details and select their user type and role(s).

After a user has been added to the organisation, they will be sent an email with further instructions.

Partition users

Partition users in Taguchi are users who access the platform scoped to specific partitions (rather than the full head office view).

To create partition users, see adding partition users

For a user accessing Taguchi as a partition owner into the partition view of the platform, setting them up as a base user and assigning relevant partitions is how you can enable them with campaign opt-in and opt-out rights. All other user types and privileges continue to stay the same for head office and partition view users.

Revoke access of a user

When a user leaves from your organisation and no longer requires access to Taguchi, it's important to remove their access so you can avoid having an unauthorised person accessing your organisation.

1. Go to Settings > Users
2. Find a user you want to remove acceess
3. Click on the cog and you will have a 'Revoke Access' option.

Clicking 'Revoke Access' will remove that user from the organisation and they won't be able to access the organisation in Taguchi anymore.

You need to have user management privileges to revoke access of a user.

User types

There are 3 different user types available within Taguchi:

1. Base User
2. Power User
3. Administrator

Each user type allows a user to perform different tasks and actions within the system. See the ‘User Type’ table below for more on privileges per user type.

When setting up a new user, by default ‘Base user’ is selected. Use the dropdown to switch between the user type options.

Base User allows read-only access to Taguchi^® but you can give additional privileges to this user type.

These additional privileges are broken up into three roles; content, database and integration.

• Content roles allow users to edit, approve or deploy campaigns, activities and assets.
• Database roles allow users to view subscriber profiles, manage subscriber lists and custom fields, or generate extracts containing subscriber data.
• Integration roles allows users to manage (create, edit or delete) integrations. It does not allow the user to create, edit or delete credentials - this remains an administrator-only privilege.

You can select multiple ‘Base User’ content, database or integration roles as the user needs. For example, a Base User can have the Content Edit role and Database View + Manage roles. Or a Base User can have the Integrations Manage role.

Power User type provides all the privileges of a Base User with all Content and Database roles. Integration roles can be added to a Power User as needed.

Administrator user type provides all privileges + partitions and organisation settings, and if they have 2FA enabled they can also manage users.

Unsure which user type or role fits your needs? Our User Role Calculator can help you determine the most appropriate role by selecting the permissions and features required.

Messaging and manual list import rules

Set rules when importing subscribers to your lists, or when creating messages requiring certain texts to be present.

To create a new rule, simply add it in the text box and select save, however, note that the rules are only created in a JSON format. For example if you want all subscriber lists in your organization to contain an email field, the rule will be defined like so:

"global": {
    "email": {
            "required": true,
            "errorMessage": "Field 'email' is required"
             }
          }

The "global" field indicates that this is an organization wide rule, however, you could also replace it with a subscriber list ID which applies only to that specific list. The field required is then stated, which in this case is "email" and the rules for it are defined within the curly brackets. If the data being uploaded does not contain a field titled "email", it will return the error message: Field 'email' is required.

Note that this section is only available for users with administrator rights.

Targeting rules

Set rules when importing subscribers to your lists, or when creating messages requiring certain texts to be present.

Targeting Rules allow you to define specific targeting conditions that must be included in any activity (e.g. Email, SMS, Push) before it can be approved or deployed. All recipients must meet the targeting rules criteria.

These rules help ensure that all communications meet required criteria, improving compliance with internal policies and legal regulations. To learn more about Targeting Rules, click here.

Note the Targeting rules section is only available for users with administrator rights and multi-factor authentication (2FA or SSO) enabled.

Domains

This section is used to configure custom tracking domains and sending domains for outbound emails.

Custom tracking domains are used for tracking links in emails, SMS messages and webpages. The tracked link will pass through the specified tracking domain before reaching its final destination, whilst allowing for the tracking pixel to track the clicks/opens. To add a tracking domain, simply select "Add tracking domain" and enter the domain.

Sending domains are domains used to indicate who an email is from in the "From:" header of an email. SPF and DKIM records can also be configured for the sending domain, allowing recipient mail servers to authenticate your messages. Refer to this article for instructions on how to setup SPF and DKIM. To add a sending domain, simply select "Add sending domain" and enter the domain.

For instructions on how to set up a custom tracking domain, see our article How do I set up a custom click tracking for my template.

For instructions on how to configure sending domains, see our article How to configure sending domains

Note that the Domain section is only available for users with administrator rights.

Advanced settings

These settings may change the way your Taguchi user interface behaves, activate unreleased features, or cause problems. Use with caution, or under the guidance of Taguchi support. To learn more about beta features, click here.