PEC-OU/Current/CXContact/EmailCampaign - Revision history

WikiSysop at 16:31, September 12, 2022

2022-09-12T16:31:13Z

WikiSysop at 11:31, September 9, 2022

2022-09-09T11:31:00Z

WikiSysop at 06:30, August 22, 2022

2022-08-22T06:30:55Z

Arjun.D.IX: Published

2022-01-26T05:36:18Z

Published

Merav.levy@genesys.com: Published

2021-02-09T17:09:25Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:32:31Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:45:37Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T14:25:56Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Create an Email Template
|TocName=Create an Email Template
|Context=Learn how to build and modify email templates if you plan to run a campaign using the email channel.
|ComingSoon=No
|Platform=PureEngage
|Role=Administrator
|Application=CX Contact
|Section={{Section
|alignment=Vertical
|structuredtext=To get started, you need to {{Link-SomewhereInThisManual|topic=DialingProfile|anchor=CreateProfile|display text=create an Email dialing profile}}

When you set up your email profile, you'll see a tab named '''Content'''. This is where you'll create the email content and specify all associated parameters.

[[File:CXC_Email_ContentTab.png|500px|center]]

To begin, specify the following general information:

*Type - '''General''' is the only option. (Future releases will include support for additional types of Email templates).
*Labels - If you plan to personalize messages using fields you defined in a labeling schema, select the labeling schema here. Otherwise, the Pesonalization menu will populate the default CX Contact list fields. See the {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=Personalized Content}} section below for more information.
*From - Specify the sender's email address.
*Reply to - Specify the email address that accepts responses to the original email.
*Subject - The text that appears in the subject line of the email. This text can be {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=personalized}}.
*Enable Friendly Options - If you enable friendly options, you can specify easily identifiable names in the '''To''', '''From''', and '''Reply to''' fields. The text in these fields can be {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=personalized}}.

[[File:CXC_Email_FriendlyOptions.png|700px|center]]
|Status=No
}}{{Section
|sectionHeading=Create Message Content
|anchor=CreateMessageContent
|alignment=Vertical
|structuredtext=You have two options for creating email content: use the visual editor to create and format all message content or upload an HTML file containing the message content.
===Visual Editor===
To use the visual editor, set the '''Use Visual Editor''' switch to the '''On''' position. The visual editor box appears onscreen, enabling you to create and format text and graphics.

[[File:CXC_Email_VisualEditor.png|600px|center]]

===HTML File===
To upload an HTML file containing the message content, go to '''Browse for HTML -> Select File'''. Two new options appear onscreen:

*Preview - Used to view the message content contained in the HTML file.
*Send Test Email - Used to confirm that the email can be successfully delivered and received.
|Status=No
}}{{Section
|sectionHeading=Personalize Message Content
|anchor=Personalization
|alignment=Vertical
|structuredtext=You can personalize message content in the following sections of an email:

*In the subject line
*When using 'friendly' options - the '''To''', '''From''', and '''Reply to''' fields
*In the body of an email

The instructions for adding personalized content to a body of a message depend on whether you're using the visual editor to create content or importing an HTML file that contains the content.

===Visual Editor===

To personalize content when using the visual editor:

#Select the {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Labels|display text=labeling schema}} from the Labels menu.
#From the Personalization menu, drag the contact list field name tag to the body of the message.

{{{!}}
{{!}}-
{{!}}'''Scenario'''
{{!}}
'''Action:'''
You write: ''Hi'' followed by the ''First Name'' tag: 
[[File:CXC_Email_FirstNameTag.png]]

'''Result:'''
The system scans the contact's information and finds that the ''First Name'' value for this contact is <tt>John</tt>. The customer receives the following email message: ''Hi John''
{{!}}-
{{!}}}

===HTML File===

Personalizations in imported HTML

To personalize the content in an imported HTML file, use the following format:
<tt>tag <t> and attribute value</tt>. The value must contain the exact name of the value from the list of allowed send attributes.

'''Examples:'''

*<nowiki> Lorem <t value="$first_name">First Name</t> ipsum</nowiki>
*<nowiki> Lorem <t value="$first_name"></t> ipsum</nowiki>
*<nowiki><t value="$first_name"></t></nowiki>
*<nowiki><t value="$first_name"/></nowiki>
|Status=No
}}{{Section
|sectionHeading=Add an Unsubscribe Link
|anchor=AddanUnsubscribeLink
|alignment=Vertical
|structuredtext=If you want to give customers the option to unsubscribe from your mailing list, set the '''Enable Unsubscribe''' switch to the '''On''' position.

Next, specify the URI to the unsubscribe confirmation page.

|Status=No
}}{{Section
|sectionHeading=Related Topics
|anchor=RelatedTopics
|alignment=Vertical
|structuredtext=*{{Link-SomewhereInThisManual|topic=Terminology|anchor=top|display text=Campaign Structure and Terminology}}
*{{Link-SomewhereInThisManual|topic=Campaigns|anchor=top|display text=Create and Manage a Campaign Template}}
*{{Link-SomewhereInThisManual|topic=CampaignGrps|anchor=top|display text=Create and Manage a Campaign Group}}
*{{Link-SomewhereInThisManual|topic=Lists|anchor=top|display text=Create and Manage Contacts and Contact Lists}}
|Status=No
}}
}}

@@ Line 25: / Line 25: @@
 *Enable Friendly Options - If you enable friendly options, you can specify easily identifiable names in the '''To''', '''From''', and '''Reply to''' fields. The text in these fields can be {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=personalized}}.
-For variable templates, the first template that you create is the default template. For subsequent templates, you can add a custom JavaScript expression in the '''Selection Expression''' field, which evaluates the conditions for a True or False outcome. True allows for that template to be used. If the conditions specified in all such expression fields fail, the default template is used.
+{{Video|id=744518174|Description=Video on general email templates}}
-=== Create a General Email Template ===
+====Create a Variable Email Template====
-Watch this video to learn how to create a general Email Template.
+The first template that you create in the system is used as the default template. For subsequent templates, you can add a custom JavaScript expression in the '''Selection Expression''' field, which evaluates the conditions for a True or False outcome. True allows for that template to be used. If the conditions specified in all such expression fields fail, the default template is used.
-{{Video|id=744518174|Description=Video on general email templates}}
+Watch this video to learn how to create a Variable Email Template.{{Video|id=747793692|Description=Learn how to create a variable email template}}
 |Status=No
 }}{{Section

@@ Line 10: / Line 10: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=To get started, you need to  {{Link-SomewhereInThisManual|topic=DialingProfile|anchor=CreateProfile|display text=create an Email dialing profile}}
+|structuredtext=To get started, you need to  {{Link-SomewhereInThisManual|topic=DialingProfile|display text=create an Email dialing profile}}
 When you set up your email profile, you'll see a tab named '''Content'''. This is where you'll create the email content and specify all associated parameters.
@@ Line 19: / Line 19: @@
 *Type - Select '''General''' or '''Variable Template'''. When you select '''Variable Template''', you can create additional email templates by clicking the plus button. The templates can have different sender IDs and reply to email IDs as well as different message content. You can create up to 30 different templates in the UI.
-*Labels - If you plan to personalize messages using fields you defined in a labeling schema, select the labeling schema here. Otherwise, the Pesonalization menu will populate the default CX Contact list fields. See the {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=Personalized Content}} section below for more information.
+*Labels - If you plan to personalize messages using fields you defined in a labeling schema, select the labeling schema here. Otherwise, the Personalization menu will populate the default CX Contact list fields. See the {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=Personalized Content}} section below for more information.
 *From - Specify the sender's email address.
 *Reply to - Specify the email address that accepts responses to the original email.
 *Subject - The text that appears in the subject line of the email. This text can be {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=personalized}}.
 *Enable Friendly Options - If you enable friendly options, you can specify easily identifiable names in the '''To''', '''From''', and '''Reply to''' fields. The text in these fields can be {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Personalization|display text=personalized}}.
 For variable templates, the first template that you create is the default template. For subsequent templates, you can add a custom JavaScript expression in the '''Selection Expression''' field, which evaluates the conditions for a True or False outcome. True allows for that template to be used. If the conditions specified in all such expression fields fail, the default template is used.
 |Status=No
 }}{{Section
@@ Line 62: / Line 60: @@
 To personalize content when using the visual editor:
-#Select the {{Link-SomewhereInThisManual|topic=EmailCampaign|anchor=Labels|display text=labeling schema}} from the Labels menu.
+#Select the labeling schema from the Labels menu.
 #From the Personalization menu, drag the contact list field name tag to the body of the message.

@@ Line 93: / Line 93: @@
 |anchor=AddanUnsubscribeLink
 |alignment=Vertical
-|structuredtext=If you want to give customers the option to unsubscribe from your mailing list, set the '''Enable Unsubscribe''' switch to the '''On''' position.
+|structuredtext=To provide customers with the option to unsubscribe from your mailing list:
 |Status=No
 }}{{Section

@@ Line 5: / Line 5: @@
 |Context=Learn how to build and modify email templates if you plan to run a campaign using the email channel.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Administrator
 |Application=CX Contact

PEC-OU/Current/CXContact/EmailCampaign - Revision history

WikiSysop at 16:31, September 12, 2022

WikiSysop at 11:31, September 9, 2022

WikiSysop at 06:30, August 22, 2022

Arjun.D.IX: Published

Merav.levy@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"