Use this step-by-step process to build triggered emails with ExecuTrax integration. For this integration to work, ExecuTrax must be on version 11.12 and Marquis must configure the system settings in advance. Contact your Relationship Manager for more information.
Step 1 Log into the Digital Communication platform
Step 2 Select the Product Suite product and the Emails module
Step 3 Under the Add New section, create a new Triggered email. Click New to create the email from scratch, or click Template to use one of the pre-designed templates
Note: In order to launch ExecuTrax Campaigns directly in Digital Communication, the email in Digital Communication must be a Triggered email. If you have already built an email for this ExecuTrax Campaign that is not a Triggered email, click the desired email, hover over Convert To, and click Triggered Email.
Step 4 Complete the The Basics page.
4.1 Give the email a unique Name
4.2 Optionally, provide a Description
4.3 Select the ExecuTrax Initiated checkbox
4.4 Provide a unique Marketing Code which will also be used in ExecuTrax to link this email
4.5 If inserting merge fields from ExecuTrax, select the Use default fields checkbox
4.6 Optionally, Store your email in a folder to make it easier to locate later
4.7 Select whether you will use DocuMatix Editor or existing HTML to build the email
4.8 Select Layout mode: Mobile (single-column email) or Desktop (multi-column email)
4.9 Click Continue to advance to the Editing your email page
Step 5 Select the desired email element, and “Click, Drag, and Drop” the corresponding icon into the body of the email being created
Note: To get a detailed look at the process of building your email, please review the Email Overview eLearning module, or review the Getting Started With Email Editor guide.
Step 6 If merge fields from ExecuTrax are to be used, hover over the desired text cells and click the Edit button
6.1 Click Insert Merge Field button
6.2 Under the ExecuTrax tab, click the radio dial of the desired merge field
Note: If the ExecuTrax tab is not visible, return to The Basics and select the Use default fields checkbox.
6.3 Click Insert Merge Field Into Email
Note: To address the recipient by first name, select [--Merge3--] Greeting. This populates the first name from the Name1 field in ExecuTrax.
Step 7 Continue building the email by repeating steps 5 and 6 until it is complete
Step 8 Click the Inbox Appearance in the top center of the page
Step 9 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
Step 10 Click Save or Update (the button says Update if editing an email that was previously created)
Step 11 Click the Dashboard tab in the top left
Step 12 Click the email in the Drafts folder, and click Publish
12.1 Complete the Email Validation process. If any critical errors appear, return to the email editor, and correct them
12.2 Click Next
12.3 Enter Notification email address. This email will receive notifications when the email is published
12.4 Click Publish
12.5 Click Yes for the confirmation message
Step 13 Log into ExecuTrax
Step 14 Click the File menu and select Manager
14.1 Select the Daily file set
14.2 Select whether you want to be on the Household or Customer/Member level
14.3 Click Close
Step 15 Click the Discovery menu and select Research
Step 16 Identify the desired marketing group by building a filter. Add as many filter conditions as needed
16.1 Click Add to create a filter condition using the 4-Step Filter Designer -or-
16.2 Click Fast Filter to create a filter condition including the most commonly used fields
16.3 Select a Connector for filter conditions: And, Or, Join
Step 17 When your filter is built, click Summary to ensure it captures the desired marketing group
Step 18 Click Campaign
Note: To get a detailed look at the process of building filters in ExecuTrax, please review the Filtering video which can be found on the ExecuTrax Help Videos tab of the Client Portal.
Step 19 Click the campaign group where the new campaign will be added. If a new campaign group is desired, click any of the campaign groups at random
Step 20 Click Add
Step 21 Build the campaign like normal
Note: To get a detailed look at the process of building campaigns in ExecuTrax, please review the Campaigns video which can be found on the ExecuTrax Help Videos tab of the Client Portal.
Step 22 Select the Transmit to DocuMatrix checkbox
Step 23 Enter the Marketing Code verbatim as it appears on the triggered email in DocuMatix
Note: To find the Marketing Code in DocuMatix, go to the Product Suite product and Emails module. In the Published folder, click the email, and select Edit Details. From here, you can copy the Marketing Code.
Step 24 Optional: once all the campaign costs, estimates, and goals have been entered, click Calculate to see profit and ROI estimates
Step 25 Click Activate
Step 26 The system will identify the number of households or customers/members, and qualified accounts, and also those which are lacking an email. Select which data to send to DocuMatix: Household or Account. The system will identify the number of records it will transmit to DocuMatix (those which have emails)
Step 27 Click Process
Note: When clicking Process, the triggered email will be sent to all the selected records which contain emails in real time. Do not click Process until the desired time to send the email.
If the Marketing Code does not match in ExecuTrax and DocuMatix, the message below will appear. If this occurs, edit the Marketing Code in ExecuTrax and/or DocuMatix, and ensure it matches in both places.
Article Reference: DMX332