Managing typologies

About typologies

Typologies are sets of rules that allow you to check the validity of your message before sending it. For example: The message content is not empty, an unsubscription is present, exclusion of duplicates, etc.

Typologies are accessible via the Administration > Channels > Typologies menu. By default, a default typology is available in the application. Based on your needs, you can create your own typologies or modify existing ones.

For each typology, the Typology rules section lists the set of rules that are executed when using the typology with a message.

NOTE

To get more details on one of the typology rules, double-click it. The rule will display in read-only mode.

Creating a typology

To create a new typology, follow these steps:

  1. Access the Administration > Channels > Typologies menu.

  2. The list of typologies displays. Click the Create button.

  3. Define the typology Label, then click the Add an element button to select the typology rules that you want to include in it. For more on typology rules, refer to this section.

    NOTE

    The IP affinity field allows you to manage the affinities according to your configuration. They are defined in the instance’s configuration file. If you want to use the affinities contact your administrator.

  4. Click Create to confirm your selection. Your typology is now ready to be used in messages.

Applying typologies to messages

When associating a typology with a message or message template, the typology rules included in the typology will be executed to check the message validity.

NOTE

Each message or message template can only be assigned a single typology.

To link a typology to a message, follow these steps:

  1. Access the message properties. Note that message templates are accessible from the Resources > Templates navigation menu.

  2. In the Advanced parameters > Preparation section, select the typology to link to the message.

  3. Click Confirm.

    The selected typology is now linked to the message. All its associated typology rules will be executed to check the message validity.

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