Edit the EXM default settings

Version: 10.3

When you first open the Email Experience Manager, a default manager root is created in the sitecore/Content/Email folder. The manager root can be located anywhere in the content tree but commonly there is a manager root for each tenant or site. You could also create a manager root for each market (for example, one for the Americas, one for APAC, and one for EMEA).

Note

If your EXM instance has more than one manager root, changes to the default settings apply only to the currently selected manager root. Use the Change manager root drop-down list in the top-left corner of the dashboard to change the manager root.

Email Experience Manager dashboard showing how to change the Manager Root.

The following default settings are available:

Setting

Required/Optional

Description

Base URL

Required

The website address of the Content Delivery server.

This URL is used in all the links in the email message.

Preview base URL

Optional

In a scaled environment, internal links from test email messages point to the Base URL by default.

To point the links to a different server, specify its URL in this setting.

From email

Required

The email address that you want to appear in the From field of your email messages.

Note

If you are using the Sitecore MTA as your provider, you must add the domain of the from email address to the list of domains, before you can save the changes.

From name

Optional

The name that you want to appear as the From name for your email messages.

Reply to

Optional

The email address that you want the replies from recipients sent to.

Global opt-out list

Required

A static contact list that contains contacts who click the Unsubscribe from all link.

The contacts in this list will never receive another email message from EXM, even if the contact appears in a list that you have included in an email campaign.

To change this default list, click Browse to select a different list.

Edit the default settings in EXM

To edit the default settings in EXM:

  1. On the EXM Dashboard, click the Change manager root drop-down list and select the manager root that you want to define default settings for.

  2. Click Default settings.

    EXM dashboard showing the Default settings button in the upper right.

  3. In the Default Settings dialog box, edit the default settings. The Base URL and From email fields are required.

    Note

    If you are using EXM Delivery Cloud, you must add the domain to the list of domains before you can save the settings.

    Default settings dialog box.

  4. Click OK to save the changes.

Edit EXM default settings in the Content Editor

To edit EXM default settings in the Content Editor:

  1. On the Sitecore Launchpad, click Content Editor.

  2. In the Content Editor, expand the Content item and select the manager root item that you want to edit.

  3. On the Content tab, edit the default settings:

    • In the Message Generation section, edit the Base URL field (required) or, if necessary, the Preview base URL field.

    • In the Default Message Header section, edit the From Name, From Address, or the Reply To field as required. The From Address field is mandatory.

      Content Editor showing the Email Campaign node and Content tab.

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