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en:how_to_create_a_transactional_campaign [2025/04/01 11:14] – [Define recipients] bk | en:how_to_create_a_transactional_campaign [2025/07/04 09:52] (current) – bk |
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====== How do I create a transactional campaign? ====== | ====== How do I create a transactional campaign? ====== |
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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 transaction campaign is an automated notification that is sent specifically to individual users from the existing master data. It is usually triggered by a specific user action. Examples of use cases include an order confirmation after a product order or a password change e-mail after a request for a new password. |
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- Set up the campaign via create campaign and then select transaction campaign as the type: \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign1.png?500|}} \\ \\ | - 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 enter or change the following settings in the details: \\ //client//: Enter the campaign’s initiator here.\\ //name//: 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. \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign2.png?500|}} \\ \\ <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> |
- 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|}} | - Set the campaign to active by going to //Validate message// 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|}} |
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===== Define Recipients ===== | ===== Define Recipients ===== |
- Go to //Reporting//, choose the campaign, and then click the tab Details. | - Go to //Reporting//, choose the campaign, and then click the tab Details. |
- Create a 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 that 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. \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign6.png?505|}} \\ \\ In the list of created messages, the black check mark to the right of the creative shows you which one is currently being used for sending in the campaign. \\ \\ {{:en:delivery_drafts_creatives_transactioncampaign5.png?505|}} |
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{{tag>API TAM SOAP transactional_campaigns }} | {{tag>API TAM transactional_campaigns }} |
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