Create transactional messages

In transactional messaging, an event triggers the sending of a personalized message.
To enable this, you need to 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 with the configuration of transactional messages on 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 will help you to set up:

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Mobile app mobile-app

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

By clicking on the reserach icon, you access of mobile application listed in your Adobe 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 our example of setting the password, the event will send the user’s first name, last name, and a personalized link to reset his 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 like the content creation of a delivery. Click on Open email designer or Edit email body and select a template content or import you HTML code.

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

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You will have access to the Edit personalisation window.
To add the variables from the trigger event, click on the Event context icon. You can navigate the context you defined for your template (learn more about the context), and click on the + button to insert the variable needed.

You can see in the image below how to add the personnalization of the first name.

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

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Preview your template

At this stage of the template creation, you may want to preview the template content, and check the personalization.

To do so, fill in the context sample, and click on 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, you can select and event-type already created or create directly your event-type in this configuration page.

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Add offers to your transactional messages transactional-offers

You have the option to 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. Simply click on Set up offers button to configure it.

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

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