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Create transactional messages

In transactional messaging, an event triggers the sending of a personalized message. To enable this, create a message template for each event type. These templates contain all the necessary information for personalizing the transactional message.

Create a transactional message template transactional-template

In Campaign Web User Interface, the first step in transactional messaging configuration is the creation of the template or the direct creation of the message. This differs from the configuration of transactional messages on the client console.

A transactional message template can be used to preview the delivery content received by the profile before it reaches the final audience. For instance, an administrator can set up and configure the templates, making them ready for use by marketing users.

To create a transactional message template, follow the steps below:

Transactional message properties transactional-properties

The Properties section of a transactional message helps you set up:

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Mobile app mobile-app

In this section, select the application where you want to push your message.

By clicking on the search icon, access the list of mobile applications in your 51黑料不打烊 Campaign instance.

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Context sample context-sample

The context sample allows you to create a test event to preview the transactional message received with the profile personalization.

This step is optional. You can use the template without the context sample, but the drawback is that you cannot preview the personalized content.

In the example of setting the password, the event sends the user鈥檚 first name, last name, and a personalized link to reset their password. The context can be configured as shown below.

The content of the context depends on the personalization you need.

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Transactional message template content transactional-content

Working on the content of a transactional message is similar to the content creation of a delivery. Click on Open email designer or Edit email body, and select a template content or import your HTML code.

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To add personalization to the content, click on the section where you want to add it and choose the Add Personalization icon.

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Access the Edit personalisation window. To add variables from the trigger event, click on the Event context icon. Navigate the context you defined for your template (learn more about the context), and click on the + button to insert the required variable.

The image below shows how to add personalization for the first name.

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In this example, add the first name, last name, and personalize the Reset your password button link.

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Preview your template

At this stage of template creation, preview the template content and check the personalization.

To do so, fill in the context sample, and click on the Simulate content button.

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Create a transactional message transactional-message

You can create a transactional message directly or by using a transactional message template. Learn how to create a transactional message template.

To create a transactional message, follow the steps below:

About the event type event-type

The configuration of the event type links the message to the trigger event.

In Campaign Web User Interface, select an event type already created or create your event type directly in this configuration page.

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Add offers to your transactional messages transactional-offers

You can include offers in your transactional messages, allowing you to present relevant proposals to your end users, even when the message is event-triggered.

This feature is accessible during the content editing phase of your transactional message. Click on the Set up offers button to configure it.

The setup process is identical to configuring offers for standard deliveries. Learn how to add offers to your message.

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