6 months ago


Transact XML Transact

Transact XML Transact XML in Engage: User Set Up How do I set up Transact XML? To set up Transact XML, you'll need to complete the following tasks: 1. Create a database 2. Create a group of Automated (Transactional) Messages and identify the Group ID 3. Create a mailing template 4. Test your mailing Step 1: How do I set up my database for Transact XML? Create a shared, Non-email Key (NEK) database When you first set up your database, it will not contain any email addresses. Transact will add them after the mailing is sent. This database must be set up in Engage and created in a Shared folder, the folder that allows others in your organization access to the database. If you decide to create your database in a Private folder first, you can simply move the database to the Shared folder before you attach it to a mailing template. Once you create a database, you can perform the following database activities: rename, delete, move to, save as, and export. About Database Fields in Transact Database fields store valuable information about your contacts, such as customer email address, zip code, or account number. They can also store data (not used in the message) submitted in the XML Submit document. Engage uses two types of database fields: system-generated and custom. System-Generated Database Fields When you create a Shared database in Engage, you will notice that your database already contains system-generated field types. They appear first in the Database / List Fields table. Engage requires that you enter system field types. Note: you cannot change them after saving. Only the Email and Email Type fields are required in the XML Submit document. The Email key (contact) is the primary key (Unique Identifier) to the transaction email, unless you configured SPOP as your Unique Identifier (UID) when setting up your new database. The other system fields are not required in the XML Submit document, but are needed by Engage. 12 1-866-SILVPOP (745-8767) © 2012 Silverpop Systems Inc. All rights reserved.

Transact XML Custom Database Fields You create custom database fields based on your organization's needs such as, First_Name, Last_Name, LAST_PURCHASE_DATE or CUSTOMER_ID. You can create up to 400 fields using any combination of field types; however, you must add at least one custom field to your database for Transact to work properly. This field is usually the SPOP field. You don't need to add any data to this field. Engage only uses it to identify the database as a non-email keyed Transact database. After you add the SPOP field, you can add additional custom fields that you will use for personalization in your mailings and fields for information that you want to store in your database. Note: You must identify SPOP as the Unique Identifier when setting up your database. It is important the the Email field is not the UID. You can add new fields to a database associated with an Automated Message at any time. But you must add the new fields prior to submitting XML with tags for that field. To create a database for Transact and add custom fields: 13 1-866-SILVPOP (745-8767) © 2012 Silverpop Systems Inc. All rights reserved.