You create the instance of a message and include basic information in the Messages|Basic page. Basic message information is stored using the Messages|Basic page. Actual content and layout on the page is managed elsewhere. For more information, refer to Building the Content of a Message.
To create a message, complete the following:
-
Open the Correspondence application from the AudienceView Desktop.
-
Select the Messages tab.
The Messages|Search page appears.
-
Click 'Create New'.
The Messages|Basic page appears with all of the fields in the messages details group box displayed.
-
Enter the details of the message into the message details group box. Enter the following information:
-
Type: The type of message that is being created:
-
Email: Correspondence that is being sent to customers' email addresses.
-
Extract: Allows you pull a correspondence extract.
For more information, refer to Creating a Message Extract.
-
Internal: Correspondence that will be sent to customers' Message Centres within My Account Online.
|
Caution
If you alter an Internal message that you have already sent to customers, the message that they see within the Message Centre will also change.
If the Internal message is deleted, it will be removed from the Message Centre. |
|
Information
Only tags that contain (Correspondence) in their names will be displayed in Internal messages. |
-
Message Owner: The owner of the message. Defaults to the creator of the list (e.g. User001).
-
Name: The name that you want to give the message. This is not published to the recipient and is for your use only (e.g. 2010 Subscriber List Special Event Email)
-
Description: An internal description for the message describing what the purpose of the message is. This is not published to the recipient and is for your use only (e.g. Mailer to 2010 Subscribers Inviting Them to Special Event).
-
Category: The category the message falls under (e.g. Newsletter).
-
Data Source: The Customer BI list that contains the message recipients (e.g. 2010 Subscriber - Customer BI List).
For more information, refer to Creating Mailing Lists.
-
From: The email address from which the email will be sent. (e.g. info@cannonstreettheatre.com)
-
Subject: The subject of the email message that will be viewed by the recipients (e.g. Join Us For a Special Subscriber Event!).
-
Message Format: The format the message will be sent in. The choices are HTML for full rich-text viewing with graphics, or TEXT for a plain text version without formatting or graphics.
-
Communication Preferences: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customers who have checked the selected communication preference will receive the email marketing message.
-
Marketing Preferences: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customers who have checked the selected marketing preference will receive the email marketing message.
-
Message Source: Used as an extra filter on top of those defined within the associated 'Send To' mailing list.
Customer who have checked the selected message source will receive the email marketing message.
-
Message Delivery Options: Select Remove duplicate addresses so that email addresses that are associated with two or more customer accounts will only receive the email once.
-
Correspondence Code: The correspondence code that will be associated to the customer once the message is sent (e.g. 2016SubMail03).
-
Additional Info: Optionally, add additional information about the correspondence code for future reference.
-
Solicitation Amount: If soliciting for donations, enter an amount desired in the field.
-
Response Due Date: Enter a due date for an expected response in the field or click to select a date.
-
Appeal: The appeal associated to the message if relevant (e.g. 2010 Membership Pledge Drive).
-
Appeal: The appeal associated to the message if relevant (e.g. 2010 Membership Pledge Drive).
-
If you want to use message data fields for extracting purposes and have configured the system to track message data, enter it in the Data 1 through Data 8 fields as appropriate in the message data group box.
-
Click 'Create'.
A window confirms that the application created the message.
-
Click 'OK'.
-
Continue to Building the Content of a Message
|
Hint
You can return to the Messages|Basic page to see the dates and times that the message was sent in the 'Times Sent' field. |