8 months ago


Transact XML 3. Automate

Transact XML 3. Automate the Mailing Task 1: Create a Mailing Template To create a Mailing Template in Engage: 1. Go to the Content tab and select Mailings > Create > Mailing Template. The Create Mailing Template page appears. 2. Complete the following steps: a. Type the mailing name in the Mailing Name field. b. Click the Select button next to the Contact Source field. The Select a Contact Source dialog box appears. Choose the same database you selected when creating the group of automated messages. c. Click the Select button to save your changes and return to the Create Mailing Template page. The database name now appears in the Contact Source field. d. Click Select next to the Template Location field, click the Shared tab, and then select a Shared folder. e. If you want to personalize the Subject Line field using substitution tags: f. Click the Personalization button next to the Subject Line field and choose one of the fields from the drop-down menu that displays. Note: If fields aren’t in the database, they will not appear when you click the Personalization button. However, you can manually type the personalization tag (example: %%mytag%%). 3. Complete the following fields with the appropriate email address: a. From Name b. From Address c. Reply-to Address d. Note: The system will use the email address identified in your Organization Settings as its default. 4. Select the Enable Personalization and Dynamic Content check box (optional). 22 1-866-SILVPOP (745-8767) © 2012 Silverpop Systems Inc. All rights reserved.

Transact XML 5. Select Unicode: UTF-8 from the Message Encoding drop-down list. 6. Type notes in the Mailing Notes text box (optional). 7. Select a tracking level. The Unique tracking level is automatic for links within the template and Engage will track them. If you provide a Link Name, hyperlinks submitted in the XML Submit document are automatically tracked. 8. Click the Save button in the upper-right area of the page. Task 2: Add the Content to the Mailing Now you're ready to add the content to your mailing. Go to the Mailings topic in Online Help for detailed steps. Notes: • Multiple body types (MIME format) are not sent. Only the body type designated in the XML Submit document will be sent. • If you want to send text mailings and HTML mailings, you must create separate mailing templates and separate Automated Messages for the different types of mailings. However, you can use the same database for either mailing type. • To compose using HTML, you can paste the HTML code into the form, or you can upload a file from your computer (click the Import HTML button). You can also include hyperlinks in the form, as long as they are in proper HTML format. • You can add hyperlinks in the XML CDATA code. When you click Save, the hyperlinks will be converted to a Transact-compatible link. To edit the link, click the Hyperlinks tab to display the Edit form. • You can include Personalization by selecting the appropriate button on the toolbar. • You cannot use Social Network Share or Relational Table Data. Task 3: Automate the Mailing You must automate the mailing template after activating the Group of Automated Messages. This will assign the mailing to that group. 23 1-866-SILVPOP (745-8767) © 2012 Silverpop Systems Inc. All rights reserved.