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Creating a Triggered Email Using a Template (DMX330)

To create a new triggered email using a template, follow these steps:

Step 1        Log into the Digital Communication platform

Step 2        Select the Product Suite product and the Emails module

DMX301-A.png

Step 3        Under the Add New section, click Template on the Triggered card

Step 4      Under Saved Templates (created by users within the institution) or DocuMatix Templates (pre-built), choose the desired template and click the Create icon DMX302-A.png

Note: In addition to the Create icon, the Options icon DMX302-B.png gives you the ability to Edit, Rename, Delete, and Preview And Test templates.

DMX302-C.png

Step 5        Complete or make modifications to The Basics page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

  • Name
  • Description (optional)
  • Store your email in a folder

Step 6        Click Continue to advance to the Editing your email page

Step 7        Make any changes to the existing items in the template

Step 8        Select the desired email element, and “Click, Drag, and Drop” the corresponding icon into the body of the email being created

  • DMX301-B.png Image
  • DMX301-C.png Text
  • DMX301-D.png Text + Image

Note: When utilizing an IMAGE within the email, the Alt Text will need to contain text that describes what the image represents as it is used when emails are viewed through a viewing impaired app.

  • DMX301-E.png Social
  • DMX301-F.png Copy Cell
  • DMX301-G.png Web Poll
  • DMX301-H.png Submit Button
  • DMX301-I.png Video
  • DMX301-J.png Divider

Step 9        Click and adjust email parameters as needed

  • DMX301-K.png Full Screen (It is necessary to disable this function before moving the the next screen.)
  • DMX301-L.png Toggle Gridlines
  • DMX301-M.png Toggle Resize
  • DMX301-N.png Settings
  • DMX301-O.png Autosave

Step 10        Hover over each cell to Edit, Move, or Delete

  • DMX301-P.png Edit
  • DMX301-Q.png Move
  • DMX301-R.png Delete

Step 11      To preview, click the Preview icon DMX301-S.png

Step 12      Select from the following options:

  • Preview On Desktop
  • Preview On Mobile
  • Send Sample
  • Spam Content Check
  • Email Client Preview

DMX302-D.png               

Note: The preview opens in a new browser window. From that window, you can toggle between preview options. Click on the preferred testing method. The test email will appear in a new browser tab.

DMX302-E.png

Step 13      If a misstep was made and the changes need to be reset, click on the History button DMX301-V.png

13.1            Hover over the versions in Email History

13.2            Click View to preview the version for each email

13.3            Once the desired version is found, click Revert

Step 14      The system autosaves every minute, but we recommend clicking on Save DMX301-W.png on the right side of the menu bar

DMX302-F.png

Note: Clicking the DMX301-Y.png button is optional, but recommended before proceeding, as this will save time when the email is scheduled for launch. Clicking Validate will identify any missing pieces (e.g., required alt text) or invalid links. If this step is skipped now, validation will happen automatically when the email is scheduled for launch.

 

Step 15      Click the Inbox Appearance in the top center of the page

Step 16      Complete the Inbox Appearance page

  • Email Subject, if needed Use Merge Fields and Use Emoji
  • Preview Text, if needed Use Merge Fields
  • From
  • Reply-to Address

DMX301-Z.png

Step 17     Click Save

Step 18     Click Dashboard from the main menu

Step 19     Once the email is complete, it must be published in order to be delivered

19.1           Click the email in the Drafts tab

19.2           Select Publish from the menu

DMX329-B.png

Article Reference: DMX330

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