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Transact XML<br />

4. Enter the exact IP address, including periods (do not enter any User or API settings).<br />

5. Click OK. Engage adds the IP address to the database.<br />

6. Repeat as necessary.<br />

Note: It may take up to 10 minutes for the settings to take effect.<br />

Other Setup Tasks for Transact<br />

Create the following on the user’s system for Transact mailings:<br />

Contact names and information. The Engage contact database is blank. You must identify the<br />

Personalization fields (tags) used in the XML for the database. Your system will dynamically generate<br />

the contact name and information.<br />

Content sent in the XML CDATA. Your system can dynamically customize and send all content for the<br />

transactional email. It is not necessary to include this information manually in the Engage template<br />

(with the exception of fields).<br />

Notes:<br />

• You can include URLs in the CDATA.<br />

• Personalization fields used to identify contact information and URLs in the XML Submit<br />

document must be set up in the Engage database and template (and identified in the XML<br />

elements for the Submit Document). Exception: you do not need to include a field in the<br />

template for data that will only be stored in the database.<br />

How do I create and send a successful Transact XML submission?<br />

As a marketer, you will need to complete the steps below to create and send a successful XML<br />

submission.<br />

1. Create a shared, non-email key database, without any contacts.<br />

2. Create a Group of Automated Messages with Transact as the event trigger, and then activate it.<br />

3. Create a mailing template and add content.<br />

4. Add Personalization tags to the database and template (optional).<br />

5. Automate the mailing.<br />

9<br />

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