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
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:
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In the Triggered messages section, go to Transactional messages. In the Templates tab, you can see all the delivery templates for transactional messages. Click on the Create transactional message template button to begin the creation of your template.
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In the new page displayed, choose the channel of your template. For this example, select the Email channel. You can also work from another message template and select it in the templates list.
Click again on the Create transactional message button to validate the creation of your template on the selected channel.
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Access the configuration of your transactional message template.
Transactional message properties
The Properties section of a transactional message helps you set up:
- The Label, which is the name displayed in the transactional message list. Make it clear for research and future use.
- The Internal name, which is a unique name that differentiates your message from other messages created.
- The Folder, where the transactional message template is created.
- The Execution folder, where the message is stored after execution.
- The Delivery code, which is a code that helps recognize the message for reporting, if needed.
- The Description.
- The Nature, which is the nature of your delivery, as listed in the enumeration deliveryNature. Learn more about enumerations.
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 Adobe Campaign instance.
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’s 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.
Transactional message template 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.
To add personalization to the content, click on the section where you want to add it and choose the Add Personalization icon.
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.
In this example, add the first name, last name, and personalize the Reset your password button link.
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.
Create a 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:
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In the Triggered messages section, go to Transactional messages. In the Browse tab, you can see all the transactional messages created. Click on the Create transactional message button to begin the creation of your message.
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In the new page displayed, choose the channel of your message and select the template you want to work with. In this example, choose the template created earlier.
Click again on the Create transactional message button to validate the creation of your message on the selected channel.
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Access the configuration of your transactional message. Your message inherits the configuration of the template. This page is almost identical to the transactional message template configuration page, except it also includes the event type configuration.
Fill in the configuration of your message as for a template:
- Transactional message properties
- Context sample
- Message content
and configure the event type as detailed below.
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After validating your transactional message, click on the Review and publish button to create and publish your message. The triggers can now push the sending of your transactional message.
