IBM Unica emessage Version 8 Release 6 February 13, User's Guide

Transcription

1 IBM Unica emessage Version 8 Release 6 February 13, 2015 User's Guide

2 Note Before using this information and the product it supports, read the information in Notices on page 403. This edition applies to version 8, release 6, modification 0 of IBM UnicaeMessage (product number 5725-E28) and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation 1999, US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents Chapter 1. IBM UnicaeMessage overview 1 Components and workflow in emessage emessage concepts Getting started with IBM emessage Browser requirements Access to emessage Access to emessage in non-english locales... 6 Access control through user roles and permissions 7 To log in to IBM Unica Marketing Setting your start page Messaging interfaces emessage Mailings emessage process in Campaign flowcharts emessage Document Composer emessage reports and analytics emessage Settings emessage mailing tab Your hosted messaging account Chapter 2. Recipient lists for personalized messaging Recipient list overview Recipient list planning Naming the emessage process Recipient selection Selecting recipients for personalized messages.. 17 Selecting multiple input cells Contents of the emessage process Source tab.. 19 Recipient list definition To define the output list table Contents of the emessage process Output tab.. 21 Display names for personalization fields Personalization field data types in the OLT Available Fields in the emessage process Avoiding duplicate recipient entries Profiling a field Derived fields mapped to personalization fields 25 Recipient list creation To run a flowchart Recipient lists and transactional Recipient list maintenance Updating the definition of a recipient list Updating data in a recipient list Methods to delete a recipient list Clearing the OLT Data retention and automatic removal of inactive recipient lists Chapter 3. Personalized messaging overview Personalization methods available for Personalization fields in Personalization with conditional content Advanced scripting for Personalization field data types in communications Templates for personalized Creating an HTML communication Creating a web page version of an HTML communication View As Web Page link in communications.. 42 Adding a view as web page option Creating a text-only communication Auto-generating a text version of an HTML communication address and subject line Using personalization fields in the header 47 Static information in address fields Entering the sender address domain selection Entering the recipient address Entering a Reply To address Precautions for the Bcc address subject line unsubscribe or opt-out options Support for List-Unsubscribe Guidelines for providing an unsubscribe landing page Automatic recognition of unsubscribe requests. 57 Global suppression Option to share marketing messages on social networks Overview of social sharing links in marketing messages Forward to a Friend link in an communication 61 Forward to a Friend overview Mailing configuration overview Creating a mailing in a campaign Referencing a recipient list to a mailing Referencing an communication to a mailing 66 Editing a mailing configuration Deleting a mailing configuration Mailing tab, edit mode screen reference Mailing tab, summary mode screen reference.. 70 Content types to send in a mailing Constant personalization fields in the mailing configuration Other mailing settings Setting for logging and tracking Chapter 4. Test methods for personalized Test methods available in emessage Test methods for mailings enabled for transactional Creating an OLT only for testing transactional Destinations for test mailings Test lists Copyright IBM Corp. 1999, 2015 iii

4 Test distributions Sending a test mailing to test recipients Sending a test message using custom settings Settings for using custom test criteria Sending unique permutations to a default test distribution Conditional content tests using unique message permutations Testing mailing deliverability Mailing deliverability testing Chapter 5. Methods for sending with emessage Preparation for running a mailing Mailing readiness checklist Previewing the document referenced by the mailing Reviewing the recipient list referenced by the mailing Checking delivery parameters and the mailing configuration Options for selecting a deliverability list Constant values in personalized messages Sending a standard mailing Options for scheduling a mailing Scheduling a mailing to run after a scheduled flowchart run Scheduling a mailing run only Changing a mailing schedule Canceling a mailing schedule Option to lock the recipient list Option to lock the emessage document Flowchart scheduling for scheduled mailings.. 95 Sending transactional messages Priority mailing fulfillment About using emessage to send transactional Communications that are used with transactional Recipient data selection for transactional 107 Global suppression and transactional Attached files for transactional About enabling mailings for transactional 109 Mailing monitoring and management Information available about mailing execution and status Current execution status Accessing execution history Pausing a mailing Stopping a mailing Resuming a paused mailing Chapter 6. Personalized landing pages 117 Creating a landing page Personalization fields in landing pages Linking and landing pages Online forms Working with forms iv IBM Unica emessage: User's Guide About configuring emessage landing pages as online forms Creating an online form Responses to online forms Chapter 7. emessage Document Composer Accessing the emessage Document Composer The Document Composer toolbar Communications Creating a communication Adding a template to a communication Changing the template for a communication Editing a communication Setting editor preferences Naming a communication Copying a communication Deleting a communication Saving a communication Viewing the communication ID Communications tab contents Content Library What the Content Library contains Identifying templates and content Adding content to the library Adding multiple content files from a file archive 147 Editing content in the library Finding communications that use an asset Removing content from the library Working with zones in a document Viewing zone contents Showing zones Options for zones Editing content in zones Moving content between zones Deleting content in zones Adding content to zones Adding content using widgets Widget toolbar contents Dragging content from the Content Library Selecting content to add from the Content Library Adding content that contains variations Viewing and editing content variations in communications Adding content by reference HTML attributes for content added by reference 166 Adding content references to communications and scripts Nested content references Adding a reference label to a digital asset Changing the content referenced by a reference label Reference label names Finding where reference labels are used Connections to external content General guidelines for connecting to external content Connections to content on a web server Connections to content on the FTP server hosted by IBM

5 Connections to content on an RSS feed HTML attributes and the appearance of images and links in communications HTML attribute override options for content dropped in zones HTML attribute override options for images added by reference Editing templates and content in the Document Composer Precautions for editing uploaded templates Finding communications that use a specific template Edit a template in the HTML version of a communication Editing a template used in the Text version of an Editing a template in the Content Library Methods to add personalization fields using the Document Composer Identifying personalization fields in emessage documents Selecting personalization fields Inserting personalization fields into zones Inserting personalization fields into text fields 216 Inserting a personalization field into a link Organizing the Document Composer Organization guidelines for content and communications Folder permissions Adding folders in the Content Library Adding folders on the Communications tab View and editing properties Deleting communications, content, and searches 220 Refreshing the Document Composer Recycle Bin Opening the Recycle Bin Restoring deleted items Permanently removing items and folders Concurrent actions in the Recycle Bin Working with search Finding communications or content Running a saved search Chapter 8. Template design Overview of templates for messages and landing pages What template designers should know about templates in emessage What marketers should know about templates in emessage Editing and viewing templates in the Document Composer About zones in templates Content references in templates About defining personalization fields in templates About form fields in templates Template types and requirements Template requirements for HTML and landing pages Template requirements for text How HTML tags and links display in automatically generated text-only General guidelines for templates Styles must be inline (embedded in the document) Specify character encoding as UTF About formatting with the <body> tag Templates and naming conventions Additional tips Zones for and landing page templates Formatting for hyperlinks generated by the Hyperlink widget Design for deliverability Chapter 9. Images Methods to add images from the Content Library 239 Dragging images into a zone from the Content Library Adding images to a zone by selecting from a menu Adding images by inserting a reference label 240 Methods to add images from external sources Adding an external image with the image widget Adding an external image by selecting from a menu Chapter 10. Text blocks Adding a text block to a zone Adding links in a text block Adding text blocks by reference Chapter 11. Links Link tracking overview Where emessage saves link tracking and response data Links to and from landing pages Link expiration in messages and landing pages 248 Adding links to zones in communications Embedding links into HTML templates and snippets Format options for controlling link appearance and behavior Branded link and image URLs domains available for use in branded URLs Adding social sharing links to Required information for sharing content Format options for social sharing links Adding a Forward to a Friend link to messages Adding a Forward to a Friend link to a zone 257 Embedding a Forward to a Friend link in an HTML template or snippet Forward to a Friend default submission and confirmation pages Editing the default submission and confirmation pages Creating submission and confirmation pages that display in multiple languages Contents v

6 Short links Short link construction Establishing a short link domain with IBM Short link tracking Short link availability Identifying links in reports Chapter 12. Preview Previewing a communication Document mode mismatch Personalization fields in communication previews 271 Changing the default values for personalization fields Preview of conditionalized content Previewing conditionalized content Previewing content variations in communications 273 About the Design Report Generating the Design Report Locking the Design Report against scheduled purging Contents of the Reports section in Preview Contents of the Design Report Chapter 13. Publication Publishing a communication Indicator for publication status When to republish When to republish landing pages Chapter 14. Personalization fields Built-in personalization fields Constant personalization fields Creating a constant personalization field Create Constant Personalization Field screen reference OLT personalization fields Where to use personalization fields About addressing with a personalization field Sample data for personalization fields Defining sample data for personalization fields 288 Managing personalization fields Editing personalization field properties Data types for OLT personalization fields emessage Personalization Fields screen reference 291 Personalization Field Properties screen reference 292 Personalization fields in HTML templates, content, and links To add personalization fields to text in a template or HTML snippet To add personalization fields to links in a template or snippet Chapter 15. Conditional content Defining personalization rules Creating groups of conditions for personalization rules Comparison operators for personalization rules 299 Logical operators for personalization rules Personalization field types in personalization rules Applying personalization rules to content How emessage evaluates personalization rules 301 Rule Editor: graphical mode Rule Editor: text mode Managing personalization with the Rules Spreadsheet Viewing rules by message content type Managing personalization rule assignments Changing the rule evaluation order from the spreadsheet Managing personalized content from the spreadsheet Managing zone assignments Changing the spreadsheet view Previewing content in the spreadsheet Locating where zones appear in the document 311 Chapter 16. Advanced scripts for messaging Data tables Nested conditional content Working with advanced scripts Advanced scripts in templates Where to add scripts Content references in advanced scripts Personalization fields in advanced scripts Structure and appearance of data table rows Numbers in scripts Strings in scripts Links in scripts Droppable zones not supported in scripts Advanced script structure and syntax General structure for scripts emsgdimensions emsgrownumber Operators Example 1 Displaying a data table in a document 327 Tables used in Example Code sample for Example What happens in Example Example 2 Displaying nested conditional content 330 Tables used in Example Code sample for Example What happens in Example Chapter 17. Reports for personalized messaging emessage reports Report for analyzing overall mailing results Reports for analyzing mailing execution Reports for analyzing mailing delivery Reports for analyzing responses Report to analyze deliverability Report to analyze how recipients view messages 342 Modification of emessage reports How to access and view emessage reports vi IBM Unica emessage: User's Guide

7 emessage Analytics page Accessing performance reports from emessage Analytics Analysis tab Accessing performance reports from the Analysis tab Links to reports from mailings and other reports 345 Performance Report display formats Message Overview Report Contents of the Message Overview report Differences between counts for mailings and cells Detailed Bounce report Contents of the Detailed Bounce report Detailed Link Report Contents of the Detailed Link report Link click analysis for links between hosted landing pages Detailed Link by Cell Report Contents of the Detailed Link by Cell report Mailing Execution History report Contents of the Mailing Execution History report Deliverability Monitoring report Viewing the Deliverability Monitoring report from the mailing tab Locking the Deliverability Monitoring report against scheduled purging Viewing the Deliverability Monitoring report on the emessage Analytics tab Contents of the Deliverability Monitoring report 368 Cross-platform Profiler Market Share charts Compare chart Trends chart Platform Details Metrics in the Cross-platform Profiler About enabling additional tracking features Additionally tracked contact fields Custom URL parameters for additional link tracking Tracking audienceid as a contact attribute About the emessage system tables Requesting post-click analytics Page tagging for post-click analytics Configuring mailings for post-click analytics 384 Refreshing transactional for post-click analytics Additional link parameters for post-click analytics Identifying responders for post-click analytics Link processing for post-click analytics Tracking web activity started from Accessing reports for web activity related to Bookmarked Reports Campaign Performance Report Campaign Cell Performance Report Link Performance Report Direct Influenced Purchases Report Indirect Influenced Purchases Report Direct Influenced Events Report Indirect Influenced Events Report Dashboard reports Making post-click analytical data available in the dashboard Top Campaigns Dashboard Report Trends Report Making post-click analysis data available in Campaign for retargeting Identifying responders for retargeting Appendix. Supported JDBC Data Types Contacting IBM Unicatechnical support Notices Trademarks Chapter 18. Integration of emessage and Digital Analytics for post-click analysis Post-click analytics overview Contents vii

8 viii IBM Unica emessage: User's Guide

9 Chapter 1. IBM UnicaeMessage overview You can use IBM Unica emessage to conduct targeted, measurable and SMS marketing campaigns to deliver marketing messages that are tailored to each recipient. Because emessage installs and operates with IBM UnicaCampaign, you can use information that is stored in your corporate marketing databases to customize each message. emessage integrates with secure composition, transmission, and tracking resources that are hosted by IBM. The hosted environment is maintained continually and updated regularly to provide you with the latest mailing features. To access these resources, you must activate a hosted account with IBM. For more information about establishing a hosted account and connecting to hosted resources, see the IBM UnicaeMessage Startup and Administration Guide. Before you begin, become familiar with the mailing features that emessage provides to create, send, and track personalized , hosted landing pages, and SMS messages. Recipient list overview on page 13 overview on page 33 Chapter 6, Personalized landing pages, on page 117 emessage reports on page 337 Components and workflow in emessage Conducting a messaging campaign with emessage requires components that are installed locally with IBM Unica Campaign and components that are hosted by IBM. The workflow for message design, transmission, and response tracking crosses between the two environments. The following diagram identifies the major emessage components and illustrates the overall workflow. Copyright IBM Corp. 1999,

10 Table 1. emessage Overview Description Select data about message recipients. Use data from your marketing databases or transactional data to address and personalize each message. Upload the selected recipient data. emessage maintains a secure connection with the hosted messaging environment. Create a communication. The communication defines the appearance and behavior of the message that the recipient opens. Configure a messaging campaign. Depending on the type of campaign, you configure how to combine recipient-specific data with text, images, hyperlinks, and placeholders for recipient data to enable the system to individually personalize each message. Run the campaign. The system merges recipient data with the document that defines the message. The system transmits the individual messages and records aggregate transmission performance. 2 IBM Unica emessage: User's Guide

11 Table 1. emessage Overview (continued) Description Messages are delivered to the specified recipients. emessage tracks message delivery responses from various Internet Service Providers (ISP). The system records various ISP delivery responses, including failed delivery responses, and unsubscribe requests. Recipients respond to your message. The system detects and records message opens and link clicks. Recipients can click links in the message that point to your website or to web pages that IBM hosts for you. emessage tracks message responses. IBM systems process each link click and records data about the response before the system redirects the link request to the link target. Download the contact and response data. The Response and Contact Tracker (RCT) is installed with Campaign behind your corporate firewall. The RCT periodically requests the tracking data that IBM recorded. Contact and response data is stored in the emessage system tables. The RCT stores the data that it receives in various system tables. The emessage system tables are part of the Campaign database schema. Standard reports. View standard emessage reports to analyze message transmission performance, delivery success, and recipient responses. Your hosted messaging account on page 12 emessage concepts Several basic concepts are important to understanding how to use IBM Unica emessage to create and manage messaging campaigns. Recipient lists In emessage, a recipient list provides a connection to selected recipient-specific data in your marketing databases that emessage uses to address and personalize outbound marketing messages. The data is contained in a database table that is called an Output List Table (OLT). You define and populate an OLT in IBM Unica Campaign to select individuals that receive a personalized message and to provide personal information about each message recipient. Note: An OLT is not required for transactional messages or location-triggered mobile push notifications. You create a recipient list by running a Campaign flowchart that contains an emessage process. The OLT is the output of the emessage process. When you configure the OLT, you define personalization fields that you can add to messages. Chapter 1. IBM UnicaeMessage overview 3

12 Each personalization field maps to a field in your marketing database. For example, you can define a personalization field that maps to the first name or account number that you have on file for each message recipient. When you transmit messages as part of a messaging campaign, emessage replaces every personalization field in each message with data that is specific to the individual message recipient. Personalization Personalization features in emessage provide various ways for you to tailor each message to address the individual preferences or characteristics of the message recipient. The information that is required to personalize a message comes from records that are stored in your marketing database and uploaded to the IBM hosted messaging environment. Personalization features in emessage depend on personalization fields. Each field references a specific field in your marketing database. Personalization fields provide the means to automatically add recipient-specific information from your marketing database to the messages that you send. Personalization fields are also used in advanced scripts for messaging and in rules that control how conditionalized content displays. Communications A communication is an object that you use in the Document Composer to define the structure and content of personalized messages and landing pages. To create a message or landing page, you must create a new communication or edit an existing communication. The design of the communication determines the appearance and behavior of the message that is delivered to each recipient. A published communication is a required input to every messaging run. Templates Some types of communications are based on an HTML template that you create outside of the Document Composer. The template defines the layout of the message or landing page that is based on the communication. In the Document Composer, you can add content and personalizations to create a communication. You can also embed various content and personalization elements, including personalization fields, directly into the body of the template. Templates are stored in the Content Library that is part of the Document Composer. The marketer must upload the template to the Content Library where it can be used to create a message or landing page communication. The Document Composer provides an editor that marketers can use to modify templates as needed. In some cases, templates can be created by third-party vendors that provide the template to the marketer. Landing pages A landing page is a web page that is served from the IBM hosted messaging environment. Links in personalized messages can point to the hosted landing page. If the landing page includes personalization elements that are defined in the message, IBM renders the page differently to each message recipient that goes to the page. 4 IBM Unica emessage: User's Guide

13 You design and maintain landing pages in the Document Composer. You can also design a landing page to serve as an online form to gather information or process requests from message recipients. If you create a version of an message that can be displayed as a web page, emessage creates a landing page that duplicates the message. Mailings An emessage mailing creates the framework for organizing and running an marketing campaign. You create and configure emessage mailings in IBM Unica Campaign. Each mailing represents a separate messaging campaign. When you enable IBM Unica emessage, the Campaign interface adds a link that you can use add a mailing to a campaign. Each mailing that you add to a campaign appears as a separate tab in the campaign summary. Each standard mailing must reference an Output List Table (OLT) that provides a list of recipients and an communication that defines the appearance and behavior of the message. You send personalized by conducting a mailing run. During the mailing run, emessage creates individual messages by merging personalization data from the OLT into individual messages that are based on the communication. Transactional messages and location triggered push notifications do not rely on an OLT for address data or other personal data. The transactional request or location trigger provide the required information. Transactional A transactional message is a single message that is sent in response to a specific, predetermined transaction that is detected in your business systems. IBM provides the emessage Transactional Mailing Service (TMS) as a hosted web service to process transactional messages. marketers work with application developers to integrate corporate transaction management systems with the emessage TMS. By sending a transactional message, you can respond automatically to specific customer or customer-related activities with a personalized message. You can use any event that you can detect in your business systems to prompt a transactional . Advanced scripts for personalized messaging Advanced scripting for personalized messaging is template-based scripting language for creating self-contained scripts that you can insert into templates for HTML or text-only . It offers a way to create types of personalized content that you cannot easily duplicate in the Document Composer. The script syntax includes several tags and elements that are used exclusively by emessage. You can use advanced scripting to design a script that displays a list of recipient-specific information in a data table. You can also create an advanced script that defines multiple levels of conditional content in a single message. This type of conditional content hierarchy is also referred to as nested conditional content. Chapter 1. IBM UnicaeMessage overview 5

14 You can add advanced scripts directly into a message template or HTML snippet that you add to a message. In a script, you can reference personalization fields that are defined in an output list table (OLT). You can also include content reference labels that are defined in the Content Library. Getting started with IBM emessage emessage is tightly integrated with IBM Unica Campaign. To access emessage features, you must log into Campaign through a supported web browser. You can configure the system to display emessage and Campaign in one of several languages other than English. For more information about requirements for working with IBM Unica Campaign, see the IBM Unica Campaign User's Guide and other Campaign documentation. Browser requirements To access IBM UnicaeMessage, confirm that you are using a compatible version of Microsoft Internet Explorer. For a description of browser requirements, see IBM Unica Marketing Enterprise Products Recommended Software Environments and Minimum System Requirements guide. Depending on the version of Internet Explorer that you use to access Campaign, you might need to run the browser in compatibility mode. For details about how to configure compatibility mode, see the following Microsoft support page: Important: For best results when viewing the Document Composer, configure Internet Explorer to check for new versions of the page Automatically. Avoid setting the browser to check for new versions of the page Every time I visit the webpage. Access to emessage To access messaging features that are provided by emessage, you must be able to access IBM Unica Campaign. To access Campaign, you must have a username and password combination that has been created for you in IBM Unica Marketing Platform. You must also be authorized to access Campaign. For more information about access to the system through IBM Unica Campaign, see the IBM Unica Campaign User's Guide for information about how to get started. For information about how to configure users that can access the system, see the IBM Unica Marketing Platform Administrator's Guide. Access to emessage in non-english locales The emessage interface and product documentation display in non-english languages if you have configured default region settings in the Marketing Platform and Campaign to support the language that you want to use. For more information about the required region settings for the IBM UnicaMarketing Platform, see the IBM UnicaMarketing Platform Administrator's Guide. For more information about the required region settings for Campaign, see the IBM UnicaCampaign Administrator's Guide. 6 IBM Unica emessage: User's Guide

15 Access control through user roles and permissions Access to emessage and Campaign mailing features and content depends on roles and permissions that are defined for the system user that you use to log in to the system. The combination of permissions that are associated with the emessage and Campaign roles determines what you can view and the actions that you can perform. For best results when you use emessage and Campaign, you must understand the access requirements for each task that you need to perform. Ensure that the system user that you specify when you log in to the system has the system and content access permissions that you require. System administrators responsible for configuring the IBM Unica Marketing system determine the roles that are assigned to each system user and the permissions that are assigned to each role. If you need to access objects or perform tasks that your permissions do not allow, contact your system administrator. For more information about how user roles and permissions control access to features and content, see the IBM Unica Marketing emessage Startup and Administrator's Guide. Working with search on page 223 Folder permissions on page 218 domains available for use in branded URLs on page 253 Related tasks: Adding folders on the Communications tab on page 219 Adding folders in the Content Library on page 218 Deleting communications, content, and searches on page 220 To log in to IBM Unica Marketing Before you begin Before you begin working with IBM Unica Marketing, you need the following. v An intranet (network) connection to access your IBM Unica Marketing server. v Microsoft Internet Explorer installed on your computer. v User name and password to sign in to IBM Unica Marketing. v The URL to access IBM Unica Marketing on your network. If you are uncertain of the correct URL or need a user name or password, contact your IBM Unica Marketing administrator. Procedure 1. Launch the Microsoft Internet Explorer browser. 2. Enter the IBM Unica Marketing URL in the browser's address field. If IBM Unica Marketing is integrated with Windows Active Directory or with a web access control platform, and you are logged on to that system, IBM Unica Marketing displays the dashboard or the default start page configured by the IBM Unica Marketing administrator. Your login is complete. Otherwise, a login page appears. Chapter 1. IBM UnicaeMessage overview 7

16 If your version of IBM Unica Marketing uses SSL, you may be prompted to accept a digital security certificate the first time you sign in. Click Yes to accept the certificate. 3. Enter your user name and password, then click Sign In. A Change Password page may display, depending on how IBM Unica Marketing password rules are configured. Enter a new password, confirm by entering it again, and click Change Password. Results If your login is successful, IBM Unica Marketing displays the dashboard or the default start page configured by the IBM Unica Marketing administrator. Setting your start page If you do not want a dashboard page to appear when you first log in to IBM Unica Marketing, you can select a page from one of the installed IBM products as your start page. Messaging interfaces To set a page you are viewing as your start page, select Settings > Set current page as home. Pages available for selection as a start page are determined by each IBM Unica Marketing product and by your permissions in IBM Unica Marketing. On any page you are viewing, if the Set current page as home option is enabled, you can set the page as your start page. emessage and Campaign provide various interfaces that you use to complete messaging tasks. Access to the interfaces, and to specific messaging features, is sometimes limited by your user role and access permissions. You can access some interfaces through the top-level menus in the IBM Unica Marketing platform. Other messaging interfaces are available through the IBM Unica Campaign interface. emessage Mailings The emessage Mailings page provides a summary view of the messaging campaigns that are created and performed throughout your IBM UnicaCampaign installation. The list of campaigns on the emessage Mailings page provides quick access to any of the campaigns. From the list, you can open individual message campaigns to view specific configuration details. You can sort the list by name, the referenced communication, the referenced recipient list, or the run date. When the page opens, it sorts by run date, with the most recent messaging run listed first. Because this interface provides status and run times, you can also use this interface to monitor all of the outbound messaging that you perform through emessage. Note: System administrators have the option to limit access to this page. Your ability to view the list might depend your user permissions. 8 IBM Unica emessage: User's Guide

17 Mailing configuration overview on page 64 Contents of emessage Mailings The emessage Mailings page lists all of the mailings that are created and performed throughout your IBM UnicaCampaign installation. The mailings are also referred to as messaging campaigns. You can sort the list according to several categories. When the page opens, it lists messaging campaigns by run date, with the most recent run listed first. Column Name Campaign Name Document Name Is Transactional Enabled OutputList Name Production Recipients Run Date Status Description The name of the mailing. The name appears as a hyperlink. You can sort by name. Name of the campaign that contains the mailing. Name of the communication that is referenced by the mailing. You can sort by communication name. The mailing is enabled for use in transactional . Name of the list of recipients that is referenced by the mailing. The name is defined in the emessage process that defines the recipient list. You can sort by name of the list. The number of production recipients that are contained in the recipient list for the mailing. Date and time of the most recent run of the mailing. There is no value in this column before the messaging run starts. You can sort by the date and time the mailing run completes. Execution status of the mailing or push. There is no value in this column before the messaging run starts. Viewing the list of all messaging campaigns Access the emessage Mailings page to view the list of all messaging campaigns that exist in your IBM UnicaCampaign installation. The list of message campaigns can extend over multiple pages. Access the emessage Mailings page from the Campaign menu. Select Campaign > emessage Mailings. By default, when the page opens, it sorts by run date, with the most recent messaging run listed first. You can sort the list by name, document name, output list name, and run date. The names of the messaging campaigns display as hyperlinks. Click a link to access a message campaign without having to find and open the campaign in which it was created. Chapter 1. IBM UnicaeMessage overview 9

18 Viewing an individual messaging campaign You can view an campaign from within the campaign in which you create the campaign. You can also access an individual messaging campaign from the list of campaigns that is available on the emessage Mailings page. Each campaign that you create in IBM Unica Campaign contains a separate tab for each messaging campaign that you create within the overall campaign. The tabs appear on the top of the campaign summary page. Click a tab to open the messaging campaign. On the emessage Mailings page, the names of the messaging campaigns appear as hyperlinks. Click the name of a messaging campaign to open it. Using either method, the messaging campaign opens in summary mode. emessage process in Campaign flowcharts When you install IBM Unica Campaign and enable emessage, the emessage process becomes available as an option in the Campaign interface when you edit a flowchart. You use the emessage process in a Campaign flowchart to select recipients and related data. When you configure an emessage process, you define personalization fields. Personalization fields map to fields in your marketing database that contain information about message recipients. Personalization fields are an essential part of personalization features available in emessage. Note: Do not confuse the emessage process with the Mail List process in Campaign. The emessage process is used exclusively to create recipient lists for personalized messaging and is available only when you install and enable emessage. Chapter 2, Recipient lists for personalized messaging, on page 13 emessage Document Composer The Document Composer provides a graphical interface to create, edit, preview, and publish communications that determine the appearance and behavior of the messages that you send. The Document Composer interface includes the Communications tab and the Content Library. On the Communications tab, you can create and edit documents that define personalized messages and mobile push notifications. The Content Library contains images, HTML snippets, and HTML templates that you can use to create and push communications. Access the Document Composer from the Campaign menu. To access the Document Composer, select Campaign > emessage Documents. Communications on page 129 Content Library on page 136 Related tasks: Accessing the emessage Document Composer on page IBM Unica emessage: User's Guide

19 emessage reports and analytics emessage provides several standard reports to help you monitor and analyze message transmission and recipient responses. You access these reports on the emessage Analytics page. Several reports are based on IBM Unica Cognos BI. You must install Cognos and the IBM Unicareports pack to run and view the reports. For more information about installing and configuring emessage reports, see the emessage sections of the IBM Unica Marketing Reports Installation and Configuration Guide. emessage reports on page 337 How to access and view emessage reports on page 343 emessage Settings The emessage Settings page provides access to various administrative functions. Access to these functions depends on the access permissions that are granted to the system user that you use to log in to the system. Access the Messaging Settings page from the Settings menu. To access the page, select Settings > emessage Settings. The emessage Settings page provides access to controls for the following messaging configurations. v Personalization fields v Policy settings v Domain settings v Mobile push notification settings Chapter 14, Personalization fields, on page 283 domain selection on page 49 emessage mailing tab When you add a mailing or mobile app notification push in IBM Unica Campaign, the system creates a new tab in the campaign interface. The name of the tab reflects the name of the mailing or push. Initially, the configuration contains only this name and several default configuration settings. You must configure the mailing or push further before you can use it to send personalized messages. In Campaign, you can create multiple mailings or mobile app notification pushes within a campaign. You can access the mailing by clicking the tab in the campaign where you added it or by clicking a link on the Messaging Overview page. Depending on the state of the messaging campaign and the tasks that you are performing, the tab can be in one of the following states. Chapter 1. IBM UnicaeMessage overview 11

20 v v Summary mode. In this mode, the messaging tab displays the current configuration settings. You cannot change the configuration. However, you start or schedule a messaging run in this mode. You can also enable a mailing for transactional or enable a mobile app push for location-triggered notifications in this mode. Edit mode. When you open the mailing or push notification for editing, you can modify certain configuration settings. Some settings are system-controlled and remain read-only. When you add the mailing or push to the campaign, the messaging tab automatically opens in edit mode the first time. Afterward, you must manually open the tab in edit mode to make configuration changes. Note: You cannot edit a mailing while the mailing is running, scheduled, or enabled for transactional . v Running mode When you begin a messaging run, the tab opens in running mode to display a console to monitor transmission of the messages. Related reference: Mailing tab, edit mode screen reference on page 68 Mailing tab, summary mode screen reference on page 70 Your hosted messaging account To use emessage features, you must be able to access the messaging systems that IBM hosts. Access to the hosted messaging systems is provided through a hosted messaging account that IBM establishes for your organization. System administrators configure the connection and required system users. Changes to your hosted messaging account are managed by IBM Unica Account Services. The messaging features that are available through Campaign and the Document Composer depend on settings that IBM establishes for your hosted messaging account. Several emessage features are available by request only. Your organization must request that the features be enabled for your hosted messaging account. For information or questions about your hosted messaging account, contact the IBM Account Services team at eacctsvc@us.ibm.com. For more information about how to connect to the hosted messaging systems, see the IBM UnicaeMessage Startup and Administrator's Guide. Components and workflow in emessage on page 1 Recipient list overview on page 13 overview on page 33 Expired link forwarding on page 249 Related tasks: Establishing a short link domain with IBM on page 265 Adding a Forward to a Friend link to messages on page IBM Unica emessage: User's Guide

21 Chapter 2. Recipient lists for personalized messaging If you install and enable IBM Unica emessage within Campaign, then you can create a list that defines the recipients for a personalized messaging campaign. The list contains the recipient information that is used to address and personalize each message. You create a recipient list by configuring an emessage process in a Campaign flowchart. Note: In emessage, a recipient list is not required for mailings that are enabled for transactional or for location triggered mobile app push notifications. Creating a recipient list happens in three phases. 1. Select recipients. Configure a Campaign flowchart that selects the individuals who you want to contact through the messaging campaign. Various flowchart cells provide the input to the emessage process. 2. Define the recipient list as an Output List Table (OLT). The OLT is the output of the emessage process in a Campaign flowchart. Configure the OLT to map personalization fields to fields in your marketing database that can provide personal information about each recipient. At this point, the OLT is only a table definition and it contains no recipient data. 3. Create the list. Run the flowchart that contains the emessage process. Running the flowchart creates the OLT in the emessage system tables and enters values into the appropriate OLT columns. The emessage system tables are part of the Campaign schema. emessage process in Campaign flowcharts on page 10 Recipient list overview Recipient lists and transactional on page 26 Related tasks: To define the output list table on page 20 Recipient list overview You create a recipient list by configuring an emessage process and completing a production run of the flowchart that contains it. When the flowchart run completes, the system automatically uploads the list to the hosted messaging environment. Reference the list in a mailing configuration to make recipient data available for use in messages. Creating a recipient list that you can reference in a mailing is a multi-step process that involves the following activities. v v Identify the database tables and fields in your corporate data mart that contain data that you can use to personalize messages. Define flowchart cells in Campaign to select the intended recipients of a messaging campaign. The flowchart must contain an emessage process. Copyright IBM Corp. 1999,