Working with triggered email

Typically, at the launch of a project, you send a mass email to all or selected recipients. Unlike mass email, a triggered email is always sent to a single recipient.

A triggered email is sent in response to an event, usually an action, performed by a recipient on a XMPL webpage. For example, submitting a registration form triggers a "Thanks for Registering" email to the person who registered. For information on how to define the triggered email in the XMPL webpage, see Triggered emails.

An email touchpoint is a mass email by default. Circle allows you to switch from a mass email to a triggered email. When you switch from a mass email to a triggered email, all content associated with the mass email continues to be associated with the triggered email.

Alerts for triggered emails can be accessed from the triggered email touchpoint.

Configure a triggered email touchpoint

To configure a triggered email, you basically follow the same procedure as configuration of a mass email.

However, several options are not relevant for triggered emails:

• List: The email is sent to a single specific recipient.

• Schedule: The email is triggered by an action performed by the recipient in the webpage.

• Send: The email is automatically sent when triggered by the action performed by the recipient in the webpage.

To create a triggered email touchpoint:

1. In the diagram, click the Production icon above the touchpoint to open the Production dialog box.

2. In the top right corner, click the menu icon and select Triggered Email.

   

3. From the Body list, select an email document or create a new one.

4. Click the icon and select Account Settings to define account settings.

5. Click Save.

   This triggered email is now ready to be sent when the associated action occurs in the XMPL webpage.