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Creating a Triggered Email from Scratch

To create a new triggered email without using a template or layout, 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 New on the Triggered card

Step 4        Complete 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
  • Would you like to use the DocuMatix Editor or would you like to import HTML instead?
      • Yes, use the DocuMatix Editor – create email within the DocuMatix tool
      • I have HTML I would like to use – load HTML code from outside source
  • Layout Mode

Note: Mobile Layout Mode is for a single column email making it easier to view on a mobile device and Desktop Layout Mode allows for multi-column emails for viewing on a computer.

Step 5        Click Continue to advance to the Editing your email page

Step 6        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 7        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 8        Hover over each cell to Edit, Move, or Delete

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

Step 9        To preview, click the Preview icon DMX301-S.png

Step 10      Select from the following options:

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

DMX301-T.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.

DMX301-U.png

Step 11      If a misstep was made and the changes need to be reset, click on the History button DMX301-V.png

11.1            Hover over the versions in Email History

11.2            Click View to preview the version for each email

11.3            Once the desired version is found, click Revert

Step 12      The system autosaves every minute, but we recommend clicking on Save DMX301-W.png on the right side of the menu bar

DMX301-X.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 13      Click the Inbox Appearance in the top center of the page

Step 14      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 15      Click Save

Step 16      Click Dashboard from the main menu

Step 17      Once the email is complete, it must be published in order to be delivered

17.1            Click the email in the Drafts tab

17.2            Select Publish from the menu

DMX329-B.png

To add a triggered email to a Marketing Automation, refer to

Article Reference: DMX331

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