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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.
Setting up a transactional campaign
Set up the campaign via create campaign and then select transaction campaign as the type:
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
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.
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.
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.
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.
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.
Create 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.