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Creative Builder within Alterian CX

Use creative builder to setup your emails creatives and their elements if you have an email manager account configured.

Creative builder has the same navigation and functionality as campaign builder in the standalone email manager solution with some additional features.

Creative builder is already available to our Campaigns customers. To allow our Alterian CX customers a more integrated and centralised creative process we are now providing creative builder to our CX users. This will allow them to create, review and edit the creatives they hold within email manager without having to access a separate solution.

Details on how creative builder work can be found here.

Naming of Tabs

When you have multiple tabs, it was previously difficult to see what was showing on a specific tab without opening it.the identifying wording on them. This necessitated opening tabs it to find out what it was!
We will now remove the brand where a customer only has one and we place the brand name after the functional identifier of the tab where more than one brand is present.
This allows the more useful wording to sit at the start beginning of the tab name making it easier to identify what each is.

Searching

The global search available in each screen will now show global parameters when the search term matches. When you click through It to the global parmeter it will open full screen allowing you to review and adjust if required.

Global Parameters

The global parameters page has been redesigned to allow our users to more easily find and then adjust global parameters.

We now have a searchable, filterable and sortable main list screen and an adjustable side panel that provides an a clear view on the attributes of the global parameter.

We now provides helpers in within when using the environment values where allowing larger strings need or dates to be added or adjusted and where dates with the correct format are required a date helper is availablemore accurately and easily.

The standard parameter formating formatting and the ability to force a global parameter are maintained.

Steps/Plugins

Alterian Email Manager

The Alterian email manager plugin allows email sends to be triggered by rules running within Alterian CX.

Our existing method relied upon our customers being able to access the standalone Alterian email client.

Customers needed to login to tthe the standalone client, create a deployment then create and link this the deployment to a dropfolder (triggering “drop folder” (Email Manager created location where triggering files could be dropped).

This dropfolder “drop folder” and its configuration was then used in the mapping of the fields in Alterian rules and to provide the sending functionality.

This method provides good reporting within email manager and still has uses where lists containing greater than one individuals are due to be sent. Details on where this option should be used are defined here.

We wanted to simplify the process. Many of the use cases our customers want to work on involve one-to-one emails, for example, Abandon abandon basket, abandon browse, back in stock or satisfaction score measuring invitation emails.

We have added a new method to the Alterian Email Manager step that allows you to select an email manager creative and then select from its templates. You can then pull in the required fields for the templates allowing you to map these to fields in the flow of your rule. As this is all configured in the step and the rule, the requirement to access the email manager client has gone.

This has been designed to work best in one-to-one email situations. Details about this new function and where it could be used, can be found here.

Journey Analytics

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To report an issue with the application not detailed here, please contact Technical Support. Please use our Service Desk to report issues.