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--- en:how_to_create_a_transactional_campaign [2017/03/17 10:51] – created bk
+++ en:how_to_create_a_transactional_campaign [2025/04/01 11:14] (current) – [Define recipients] bk
@@ Line 1: / Line 1: @@
 ====== How do I create a transactional campaign? ======
-A transactional campaign is a campaign that sends a notification to a single user already registered in the master data. Typically, the campaign is set to be triggered by a specific action taken by the user. Examples of use cases are an order confirmation following a product order, or a password change e-mail after a request for a new password.
+A transactional campaign is a campaign that sends a notification to a single user already registered in the master data. Typically, the campaign is set to be triggered by a specific action taken by the user. Examples of use cases are an order confirmation following a product order or a password change e-mail after a request for a new password.
-==== Setting up a transaction campaign ====
-  - Set up the campaign via //create new campaign// and select //transaction campaign// as the campaign type:\\ {{:en:tam_new.png?}} \\ \\
+===== Setting up a transactional campaign =====
-  - After setting up the campaign, you can select the following settings in the details:\\ \\ //client//: Enter the campaign’s principal here.\\ //description//: Enter a name for the campaign here.\\ //campaign code//: You have the option of entering an individual / internal code to identify the campaign here. \\ \\
-  - Next, set up the creative that will be sent. <WRAP round tip 80%>Carry out a quality control test to avoid errors in the creative. Transactional campaigns do not go through an automatic quality control before being dispatched.</WRAP> {{:en:tam_settings.png?}}
-  - Set the campaign to active by going to //activate// and choosing the creative to be sent. Please note that only a single creative can be active in a transactional campaign. \\ {{:en:tam_activate.png?}}
+  - Set up the campaign via create campaign and then select transaction campaign as the type: \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign1.png?500|}} \\ \\
-==== Define recipient ====
+  - After setting up the campaign, you can select the following settings in the details:  \\ \\ //client//: Enter the campaign’s initiator here.\\ //description//: Enter a name for the campaign here.\\ //campaign code//: You have the option of entering an individual/internal code to identify the campaign. \\ \\
+  - Next, set up the message that is to be sent. Messages within a transaction campaign are generally inactive while in creation. \\ \\ <WRAP round tip 80%>Go through the quality control to avoid mistakes in the message. The delivery of the transactional mail is carried out without a prior automatic quality check.</WRAP> {{:en:delivery_drafts_creatives_transactioncampaign2.png?500|}}
+  - Set the campaign to active by going to Activate and choosing the message you want to send. Please note that only one message can be active in a transactional campaign at a time. When using more than one format, a message can be activated for each of these. \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign3.png?505|}}
-A transactional campaign has no set target group – dispatch is triggered by a SOAP call of the type transactionalMail. This call must be integrated into – for example – your website in the appropriate place and with the appropriate logic. Dispatch time and recipient group are not configured in promio.mail, but rather controlled via the SOAP API.
+===== Define Recipients =====
-<WRAP round info 80%>
+A transactional campaign does not have a fixed target group; instead, sending is triggered by a REST API call of the type //transactionalMail//. This call must be integrated, for example, on your website at the appropriate location and with the appropriate logic. The sending time and recipient group are therefore not configured via promio.connect, but controlled via the REST API.
-The requirements of the API regarding the transactionalMail call are described in the article [[http://servicewiki.promio-mail.com/doku.php/de:api:version:1.4:email:transactionalmail|API1.4]].
-</WRAP>
-In the SOAP call, you refer to the active transactional campaign by its ID. You can find this in the overview //Campaign > Sent//.
-Keep in mind that the campaign does not have a dispatch date at this point, meaning that it is displayed all the way at the bottom by default. If necessary, use the advanced search to display the campaign.
+<WRAP round info 80%> The REST API specifications for the //transactionalMail// call can be found in the article [[https://api.promio-connect.com/docs/3.1/#tag/Manage-campaign-delivery/operation/sendTransactionalMail]]. </WRAP>
-==== Switch creative ====
+Within the REST API call, you address the active transactional campaign by its ID. This can be found in the //Reporting// overview. \\
+Please note that the campaign does not yet have a send date and is therefore sorted at the bottom by default. If necessary, use the advanced search to display the campaign.
-The active creative in a transactional campaign cannot be edited. If necessary, switch the active creative as follows:
+===== Switch messages =====
-  - Enter the campaign’s detail view via //Campaigns > Sent//.
+It is not possible to edit an active message in a transaction campaign. This means you have to switch the message if needed:
-  - Click the button //More Details//.
-  - Set up a new creative that contains the required changes via the button //Create New Message//. The new creative is inactive by default.
+  - Go to //Reporting//, choose the campaign, and then click the tab Details.
-  - Go to //activate// to replace the active creative with the new one. In the list of creatives, the green active status indicator marks the creative that is currently set to dispatch in the campaign.
+  - Create a message with the blue button on the bottom right. Make your adjustments there. The new message is automatically inactive at first.
+  - Exchange the active message at Activate on the upper right. In the list at the bottom, there is a black dot that indicates the active message. Empty circles mean this message is now inactive. \\ \\ {{:de:delivery_drafts_creatives_transactioncampaign5.png?505|}}
+{{tag>API TAM SOAP transactional_campaigns }}

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