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--- en:how_to_create_a_transactional_campaign [2022/03/25 10:11] – 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 transactional campaign ====
+===== Setting up a transactional campaign =====
   - Set up the campaign via create campaign and then select transaction campaign as the type: \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign1.png?500|}} \\ \\
-  - 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. \\ \\
+  - 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|}}
+  - 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|}}
-==== Define recipients ====
+===== Define Recipients =====
-A transaction mail has no specified target group. Each delivery gets triggered by an API-Call. You’ll find a detailed information about the SOAP API v1.6 here [[https://servicewiki.promio-connect.com/doku.php/de:api:1.6]]  and a documentation of the REST API here [[https://api.promio-connect.com/docs/]] This call has to be integrated in your website with the suitable logic behind it. Time and date of delivery and recipients therefore are not chosen via promio.connect but are triggered via SOAP or REST API.
+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.
-In the API method you address the active transaction campaign via its ID. The ID can be found in the overview of the reporting. \\ Please note that the campaign does not a delivery date at this time and is therefore listed on the bottom of the table. Use the searching tool in order to find 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 messages ====
+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.
+===== Switch messages =====
 It is not possible to edit an active message in a transaction campaign. This means you have to switch the message if needed:
-  - Go to //Reporting//, chose the campaign and then click the tab Details.
+  - Go to //Reporting//, choose the campaign, and then click the tab Details.
-  - Create message with the blue button on the bottom right. Make your adjustments there. The new message is automatically inactive at first.
+  - 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 which indicates the active message. Empty circles mean this message is now inactive. \\ \\ {{:de:delivery_drafts_creatives_transactioncampaign5.png?505|}}
+  - 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>TAM transactional campaign transaction Soap}}
+{{tag>API TAM SOAP transactional_campaigns }}

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