Campaign Configuration: Email (EDP)

Messaging offers the ability to tag Campaigns with custom Metadata fields and values. These Metadata fields allow you to create Filters that look for specific Metadata tags in them, or for use in reports, future Campaigns, or other tasks.

To assign Metadata values to a Campaign from within the Campaign screen:

1. In the Tool Bar, click Settings > Set Metadata. The "Metadata" pop-up window is displayed, listing every Metadata field defined for this account.  A red asterisk is displayed next to the fields that are required for Campaign launch.

2. Enter or select the desired Metadata values.

3. Click ok.

For more information on setting up Metadata fields, see Metadata Settings.

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

Note: If your Campaign contains Cells & Splits, the Tag can be added only at the top-level Campaign, and not to an individual cell.

To assign a Tag to the Campaign:

1. In the Tool Bar, click Settings > Set Tags. The "Mailing Tags" pop-up window is displayed.  

2. In the "Add Tag" field, begin typing the Tag value.

3. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter.

4. Optionally, repeat steps 2 and 3 to add more tags. To remove a tag, click the "X" icon next to the tag label

5. Click ok.

The first time you log into Messaging, the platform prompts you to set your time zone. Once the time zone is set, all system dates and times will display according to that time zone (this setting can later be modified through the Update Profile screen). However, when scheduling a Campaign, you can manually overwrite the user profile setting, and establish a different time zone to be used for just this Campaign.

To establish the time zone used for all scheduling activities related to this Campaign:

1. In the Tool Bar, click Settings > Set Time Zone. The "Set Time Zone" dialog box is displayed.

2. From the "Time Zone" drop-down menu, select the desired time zone, then click ok.

Messaging tracks and reports various system events, such as user clicks, opens, delivery, and more. The platform allows you to configure various report options at a Campaign level.

To set the Campaign's report options:

1. In the Tool Bar, click Settings > Report Settings. The "Report Settings" pop-up window is displayed.

2. The "Delivery Audit" section is an optional feature that must be enabled in your account. This option is available only for Regular One-Off Campaigns in the email Channel. The platform maintains a special list of email addresses across all different domains. This list functions much like a Seed List, in that your Campaign will send copies of the message to these addresses. This feature validates the entire mailing process by checking your sending infrastructure, message content, and sending reputation. The feature indicates whether your message landed in the consumer's inbox or spam folder, or if it was blocked. To utilize this feature for this Campaign, place a check mark in this check box.

Note: Please speak with your Customer Service Representative for more information on enabling the Delivery Audit feature.

3. Tracking information is constantly gathered by the platform. However, the reports are updated only when manually executed, or on the schedule set for Automatic Updates on the Update Options screen. Optionally, you can define an automated update schedule that applies only to a Campaign. To define an automated Campaign-specific update schedule:

• Place check marks next to the days of week on which you want the automated update schedule to run.

• From the "Every X Hours" drop-down menu, select the automated update frequency. The possible frequency ranges from every hour to every twelve hours.

• From the "First X Days" drop-down menu, indicate for how long this automated schedule should run after the Campaign is initially launched. The possible values are 5, 10, 15, 20, 25, or 30 days.s

5. Click ok.

A Personalized URL (or "PURL") is a website address that contains one or more personalized elements, such as the consumer's first name and last name, for example.

Before you can use a PURL in your Campaign, you must complete the following setup steps:

• Create a PURL Field

• Bind that PURL Field to a PURL Domain

• Assign the PURL Domain to a Web Form

After you've completed all those steps, you can bind the Web Form to your Campaign. When you bind the Web Form to the Campaign, the platform will automatically generate the values for the PURL Field.

To bind the Web From to your Campaign:

1. In the Tool Bar, click Settings > Set PURL Options. The "PURL Options" pop-up window is displayed.

2. The "PURL" field is used to select the Web Form. Either begin typing in the Web Form name, or click the search button (magnifying glass icon) to search for it.

3. From the "URL Type" drop-down menu, select either "Prefix" or "Suffix" to control where you want the personalization field(s) inserted into the URL.

4. Click ok.  

For more information on setting up Personalized URLs, see the PURL Domains topic.

Most of the Email Header fields, such as" From Address" and "To Address," are available from the main Campaign screen. The platform also allows you to add optional Blind Carbon Copy (BCC) and Reply-to fields.

To add Email Header fields:

1. In the Tool Bar, click Settings > Email Headers. The "Email Headers" pop-up window is displayed.

2. Optionally, enter one or more Blind Carbon Copy email addresses into the "BCC Address" field. These email addresses will receive a copy of the Campaign message, but the addresses are not visible to the recipient.

3. Optionally, enter a Reply-to email address in the "Reply-to" field. This address instructs the recipient's email client where to send reply messages.

4. Click ok.

From within the Campaign screen, you can copy an existing Campaign to use as the basis for a new Campaign:

1. In the More Actions menu, click copy Campaign. A "Copy Campaign" dialog box is displayed.

2. Enter a name for the new Campaign.

3. By default, the new Campaign will be saved in the same folder location as the base Campaign. Optionally, click the magnifying glass icon to browse to and select a different folder location.

4. Click copy campaign. The system creates a copy of the current Campaign.

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

From within the Campaign screen, you can delete a Campaign:

1. In the More Actions menu, click Delete Campaign. A confirmation dialog box is displayed.

2. Click delete. The system moves the Campaign to the Recycling Bin.  

To rename a Campaign:

1. In the Tool Bar, the name of the Campaign is displayed within a text field. Enter the new name within this field.

2. Click save.

To view detailed information about the Campaign:

1. Click the icon next to the campaign name.

2. The Item Details panel is displayed, which provides the following information:

• Who created the item, and who modified it last.

• A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

• A "Related Items" section that lists other items in the system that reference or utilize this Campaign.

• The Campaign's folder location.

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

1. In the More Actions menu, click Change Campaign Type. The "Set Campaign Type" pop-up window is displayed.

2. Click the radio button for the desired Campaign type. A warning message is displayed within the pop-up window.

3. Click ok.