To create a triggered operational text, follow these steps:
Step 1 Log into the Digital Communication platform
Step 2 Use the product drop-down arrow to select Product Suite
Step 3 Use the module drop-down arrow to select Emails
Step 4 Click New within the Trigger card under the Add New bar
Step 5 Complete the selections for the Basics tab
Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.
5.1 Enter a name for the campaign
5.2 Enter a description (optional)
5.3 Use the drop-down to select a folder to save the trigger into
5.4 Use the drop-down arrow to select Mobile as the layout mode
5.5 Click Continue
Step 6 Click the SMS View tab
Step 7 Type the message within the white text box
Step 8 The system autosaves every minute but it’s recommended to click the Save button
Step 9 Click the Inbox Appearance tab
Step 10 Complete the selections for the Inbox Appearance tab
10.1 Enter an Email Subject line
10.2 Enter in Preview Text to entice readers to view the text
10.3 Update the From name, if desired
10.4 Update the Reply-To Address, if desired
10.5 Click Save
Step 11 Click Dashboard within the main menu
Step 12 Click the desired trigger text within Drafts
Step 13 Click Publish
Step 14 The Validation process will check for any errors
14.1 Click Next
Step 15 Confirm and/or update the Notification email address
Step 16 Click Publish
Step 17 Click Yes to the confirmation message
To automate the Trigger text, you’ll need to continue with the DocuMatix On Demand Configuration Tool. Please reference the DocuMatix On Demand Configuration Tool procedure for a step by step guide of the process.
Article Reference: DMX354