Configure transactional messages using realtime event data

Learn how to configure transactional messages using realtime event data coming from triggers.


Welcome. Today we are going to be looking at the editing of the transactional message using real-time event data from the trigger.

On the campaign trigger page, we would like to look at the trigger transactional templates. So, if we click this, we are now shown the transactional email templates.

If you are familiar with standard transactional messages, you will already know how to handle this, otherwise let’s go through how to tackle templates.

Navigate to this content container at the bottom right of the screen and select this placeholder image without going into too much detail on the general features of the email designer, let’s at least look at personalization fields which allow us to inject the event data from our trigger into our email.

First let’s consult the content assistant and let’s see our subject line.

Let’s set this to something along the lines of we see you liked, and then we’ll select a personalization field, from this button down here, which brings up the panel on the left side of the window.

Let’s go and scroll all the way to the bottom, find real-time events, expand that, scroll down again to find event context, and here we can see all our fields coming from our trigger.

Double click prop1 which in my case is the name of the item the user added to the cart.

Let’s close this personalization window and let’s look at the templates.

We’ll be using a template to simplify the content.

Select the template you would like to use. In my case, I’ll be using a modified out of the box template, called Cart Abandonment. Now click the pencil to open it in my email designer.

One bit of data we got from the trigger, if you’ve been following along from previous videos is a link to the checkout. We can insert this into our email, via personalization fields. We can use this button here or something similar in your template to link to our checkout. Select the button and select the pencil icon next to the linked textbox, and we’ll select the insert personalization field button.

Same as before you saw what the subject, this panel will expand from the left side of the window, and we’ll scroll all the way down to real-time events, event context.

I’ll now use prop2, as this is the URL coming from my trigger.

I will just click save to finish that off.

Click save and close when you’re done.

Now that you’ve defined the content, all you need to do now is test and see what it looks like from the perspective of a recipient.

First, you need to create a test profile that will be linked to your event. This will allow you to preview your message and send a relevant proof. Click the create test profile button.

In this window, enter an appropriate name for your test user.

Select proof for its usage and email address.

Expand the dropdown event data used for personalization. Here you can specify the information to send to JSON. This is the content that will be used when previewing the message, and when the test profile received the proof.

In my instance, prop1 being the name of the product and prop2 is the URL of the checkouts.

Click create and you are finished.

Once created, the test profile will be pre-specified in the transactional message. Click the test profiles block or the message to check the target of your proof.

Select preview, and you can see the test profile you created.

Let’s close this.

Once you’ve confirmed your test profiles have been created and you’re happy with sending, select the test button to send your message keep it on proof and email rendering for the purpose of this test, and click okay.

You can see your test has being sent out by this blue banner.

Once complete, go to your email and check if the proof has been received.

In our email client, we can see how proof has been received. You can see the subject has been populated with the event data from our transactional JSON data, and if you open it up and try our link, it takes us to the checkout of our test site.

Now that you are happy with the configuration, we are now ready to publish. Select the publish button.

We’ve being prompted to confirm if you’d like to publish the transactional message, select okay and your transactional message is now live, ready to be triggered from your associated event. - -

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