Create a transactional campaign
Transactional emails are usually triggered by customer actions and, in order to be qualified as transactional, the primary purpose of the communication must be to facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender.
The purpose of a transactional email is to convey information regarding the action that triggered it, but due to their high open rates, transactional emails can be a way of engaging customers. They achieve that by introducing or extending the email relationship with your customers and subscribers, by anticipating and answering their questions, or by cross-selling or up-selling products or services.
Triggered transactional messages can include:
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Dropped basket email messages
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Password reset email messages
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Purchase or order confirmation email messages
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Order status email messages
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Reorder email messages
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Email receipt messages
When you create a transactional campaign, either in Sitecore Send or through the API, a transactional email list is automatically created. This list has the same name as the campaign, although you can rename it if you want to.
You cannot delete a transactional email list, but you can delete all members of the email list. To delete the members, on the email list overview, navigate to the transactional email list, Click More and Delete.
When you design a transactional email template, you have the flexibility to incorporate dynamic content, allowing for personalized information to be replaced dynamically through the API. Within the editor, you can insert variables for dynamic elements, such as product names and images and then define their values through the API. This allows you to send customized emails to customers, triggered by specific actions they take.
By default, transactional email campaigns will by default not display an unsubscribe link.
In order to use Transactional campaigns, you will first need to configure SMTP within your account.
Create a transactional campaign
To create a transactional email:
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On the menu bar, click Campaigns > Transactional campaign.
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In the top right-hand corner, click New > Transactional.
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On the Set Basic Settings page, enter information for the following items:
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Campaign type - click HTML or Plain text. We recommend to use the HTML type because it enables accurate reporting.
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Campaign name - enter a name for your campaign. This name is for internal use only.
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Subject line - enter a subject line for your campaign as you want it to appear in your recipient's inbox. Make sure that it is brief and explicit.
NoteYou can click the icons in the Subject line field to improve your subject line using emojis, personalization tags, or suggestions.
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"From" name/email address - enter the name that displays as the sender of your campaign. Use a name that will be easily recognizable.
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Reply to - enter the reply-to address for recipients to use.
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Track your campaign with Google Analytics - enable this option to track traffic for this campaign.
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Track your campaign revenue - enable this option to track your campaign's views and orders.
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Click Next.
A domain verification check of the sender email address is performed. If the domain's DNS records cannot be verified, an error message will be displayed.
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On the Design page, edit your campaign design and click Next. You can:
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Click Start designing to create your own design from scratch by using the campaign editor. You can select a premade, customizable template.
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Toggle the Imported campaign template switch to On to import a campaign using an existing campaign template from a URL or your computer, or by pasting HTML code.
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On the Preview page, review the overview of your campaign. To edit a setting, click the Edit link. Any fields with missing information are indicated by .
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(Optional) To send a send a test of your campaign to one or more inboxes of your choice, click Send A Test Email.
When you are finished, you can click Save & Exit or click Preview to see a preview of the design.
Select the recipients
You can use Sitecore Send' Sandbox_Marie: Productname's standard SMTP to send your campaigns to a single email address or to an email list.
To send your transactional campaign to a single email address:
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Create the content of your SMTP campaign and send it to this person by including the email address. When your SMTP campaign is sent, a new email list will be created under the name Transactional campaign recipients on your account, and every time you send a campaign to a single email address, the recipients will be added to this mailing list
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If you prefer to add recipients to a specific email list,check that you have added the appropriate GUID on the headers of the email: mailing_list_id: your-mailing-list-id-here. This allows all the recipients to be added using the same mailing list ID.
To send your transactional campaign to an email list:
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Check that you have imported the recipients to your email list, then send your SMTP campaign to [email protected], where mailing_list_id is your own mailing list ID. For example, if the email list ID of your list is 6d2849086-f535-48aa-bf77-542b0d8da338, you must send your SMTP campaign to [email protected].
Track your transactional campaign
You can use the reporting and analytics in Sitecore Send to monitor the performance of your campaign.
To track your transactional email campaign:
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To see how your recipients have interacted with your campaign, click Transactional campaign.
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To view all your transactional message recipients, see the Transactional campaign recipients list.
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To track statistics using a different campaign, you can create a campaign on the platform with the same subject as your transactional email. When a campaign subject matches the subject of the transactional email, all opens and clicks are registered to this campaign, and any new members are added to the email list that is connected with the campaign which has the same subject on your account.
Alternatively, you can specify which campaign tracks your transactional emails using email headers. Email headers are extra information passed to the email message and can usually be added only by code. Adding the appropriate GUID on the headers of the email will send all statistics to that campaign. Refer to the documentation of the programming language you use on how to send emails with custom headers.
Look for the following GUID: campaign_guid: your-campaign-id-here.
This is the ID of your campaign, of which the statistics will be recorded for every transactional email sent through our SMTP service. You can also specify an email list to store the recipients of transactional emails. Adding the appropriate GUID on the headers will send all new recipients to that email list.
Look for the following GUID: mailing_list_id: your-mailing-list-id-here
This allows all the recipients to be added using the same email list ID.