Transactional Email Deployment
- Ben Clark
Overview
This step can be used to send 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.
Transactional - 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.
Transactional
Plugin Configuration One Off Deployment
To obtain the correct Template ids click on Select Templates. This provides a helper.
Choose the Client you want to use, then select a Creative unde that client. They are shown in alphabetical order. You can now choose the Templates within the Creative you would like to send.
Clicking on OK will persist your choices in the main screen
The Creativem HTML Template and Text Template Ids chosen in the helper are persisted in the fields.
The following settings can be configured:
Setting | Description |
|---|---|
Step Name | Allows you to name the step to differenciate it from others with the same default name. |
Soap Endpoint URL | The Email Manager URL e.g. https://clientname.alterian.net |
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. |
Creative | Email Manager Creative to send. This can be prioritised for more complex use cases |
HTML Template | The HTML template part of the creative that should be sent. This is optional if a Text template is chosen. The template ID should be added. This can be manually added but we would encourage using the “Select Templates” option to find the creatives and templates using standard names. This can be prioritised for more complex use cases |
Text Template | The Text template part of the creative that should be sent. If this option is selected as well as a HTML Template the email will be sent in Multipart. This is optional if a HTML template is chosen. The template ID should be added. This can be manually added but we would encourage using the “Select Templates” option to find the creatives and templates using standard names. This can be prioritised for more complex use cases |
Write only If | Where the data in the rule has been reviewed for validity you can choose what happens.
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Field Mappings (Separate Tab) | The fields within Email Manager to populate:
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