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Table of Contents

Overview

  • Drop Folders require a base deployment

    • Login to your Email Manager account

    • If required, create a new List

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  • Have the email creative ready

  • Create a deployment to the list using the email creative

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Drop Folder configuration:

  • Create new Import

  • Select “Verify the headers before importing”

  • Select whether you want to:

    • Upload the records to an existing list OR

    • Create a new one

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  • Select the base deployment created earlier

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  • Select whether you want to:

    • Reuse an existing deployment OR

    • Copy the base deployment

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DDE Rule Setup

  • Configure the Alterian Email Manager Plugin

  • Enter the Email Manager URL and Static Token

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  • For the Drop Folder

    • Click Populate List to retrieve details from your Email Manager Account

    • Select the Drop Folder created earlier

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  • Click Get Fields to pull down field configuration in the Drop Folder list import

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  • The "Map to incoming field" are the fields in the Rule

  • The plugin will try to match these up and create the mapping

  • If the mapping is incorrect, select the correct fields

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  • In Email Manager:

    • If a new list was selected, then a new list will be created

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  • If the base deployment was selected to be copied, a new deployment will be created

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  • An Email is sent

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  • Step This step can be used to send an email via Email Manager

  • Relies on Drop Folder configuration set up in Email Manager standalone client.

Plugin Configuration

Within the plugin:

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The following settings can be configured:

Setting

Description

Soap Endpoint URL

The Email Manager URL e.g. https://clientname.alterian.net

Static Token

The Email Manager static token. This can be obtained from the Alterian help desk

Buffer size

The amount of rows of data to send to Email Manager in one go

Buffer seconds

The amount of seconds to wait between each send batch. In the below example, 30,000 rows / (emails) would be sent to Email Manager every 60 seconds:

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Import Id Destination Field

Provides back from Email Manager the ImportID used to load the data into Email Manager. The field will populate the field chosen by this drop down. More details can be found here.

Drop Folders

The Drop Folder name to use to send out the email against. The drop down list can be populated by selecting “Populate List”.

This assumes the URL and Static Token have already been populated.

Field Mappings

The fields within Email Manager to populate:

  1. To automatically populate the data grid with the creative fields, select “Get Fields”

  2. The fields within the Email manager creative

  3. The rule fields to map to the creative fields

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Setup

The step used to send an email via Email Manager relies on Drop Folder configuration to be set up in Email Manager:

Alterian Email Manager: Drop Folder Configuration

  • emails from a your Alterian Email Manager account.

  • This step provides two methods to create the emails:

    • Drop Folders- You can link the step to a previously configured drop folder. This has the advantage that the people sent the email through Email Manager are added to a specific list so you get the full reporting options within Email Manager on the success of these sends. Health suppression and opt-outs within Email Manager are honoured. If more than one individual is being emailed at a time this option should be used.

    • One Off Deployment - For transactional purposes - This allows you to send an email without the requirement to create a drop folder. The email is simply sent with the details provided in the step and the recipient is not added to a specific list within Email Manager. This has the advantage that emails are sent out faster than the drop folders method. The disadvantage is that as the individuals are not added to the list more limited reporting is available in Email Manager. This option has been designed specifically for transactional email sends, you as a brand need the recipient to get the email. Using this option the emails will be sent even if they would normally be blocked within Email Manager due to health suppressions or opts outs.