You create a user-initiated Email Message interaction to include a send to user-initiated subscriber list or data extension in your program. Before you begin this procedure, you must create the email message content and the send classification. After you complete this procedure, you can send the email or include the interaction in a program.

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Use the following steps to create a user-initiated email interaction:

  1. Click the Interactions tab on the navigation bar.
  2. Click Messages.
  3. Click Email.
  4. Click User-initiated.
  5. Click Create from the toolbar.
  6. Complete the information in the Properties section.
    • Name - The name of the message. You use this name to identify the message in the application. Subscribers cannot see the name.
    • External Key - A value you choose that uniquely identifies the message. You use this value to identify the message when using the API.
    • Description - The description of the message. You use this description to further help identify the message within the application. Subscribers cannot see the description.
    • Message - The message content that is sent by this interaction.
    • Subject - The subject line of the email message sent by this interaction. Click the Insert button to select a personalization string. To view a larger subject text field, click the Expand button under the Subject text field. Click the Collapse button to return the text field to its orginal size. The larger text field can be helpful when adding large amounts of AMPscript to create a dynamic subject line.
    • Preheader - Type in what you want to appear as a Preheader, optional. See Preheader for additional information.

      If you use AMPscript in your preheader, you can click expand under the Preheader field to view a larger text field. This helps you see the entire AMPscript string you enter and allows you to better read and edit long strings of code. Click collapse to return the field to a single line.

      To insert a personalization string into the Subject line, click the button.

  7. If you have the Inbox Tools package, you see a Seed Lists section. Select the Send to Deliverability Seed List checkbox to run Inbox Detective on your user-initiated send. You can send to a seed list with every user-initiated send or choose the interval you want to send to a seed list. 
  8. Complete the information in the Send Management section:
    • Send Classification - The send classification the system uses for this interaction.
    • Override Sender Profile checkbox - Determines whether the interaction uses a different sender profile than what is specified on the send classification. If you select this checkbox, you must select the override sender profile to use in the dropdown menu next to the checkbox.
    • Override Delivery Profile checkbox - Determines whether the interaction uses a different delivery profile than what is specified on the send classification. If you select this checkbox, you must select the override delivery profile to use in the dropdown menu next to the checkbox.
  9. Click Edit Recipients:
    • Select Recipients - The lists, groups, data extensions, or filter to receive the email message sent with this interaction.

      You can also choose a Salesforce report or campaign, if your account is integrated with Salesforce. For Salesforce campaigns, you can filter based on member status. See the Salesforce help for more information.
      Note: Your user must be mapped to a Salesforce user to use this functionality.

      Select lists, groups, audience, data extensions, or data filter from the left and click >> to add it to the targeted list.
    • Exclusion - The lists, groups, or data extensions that are excluded from the send. Subscribers that appear in both the Target Audience field and the Excluded Audience field are EXCLUDED from the send. Select a list, group, or data extension from the left and click >> to add it to the excluded list, optional.
    • De-Duplicate by Email Address checkbox - Determines whether the interaction prevents multiple messages from this interaction from being sent to the same email address. If you do not see this button, click the plus sign next to Data Extension Audience Options.
    • Audience Exclusion Script checkbox - Determines whether subscribers are excluded from the send based on script logic. If you select this checkbox, you must provide the exclusion AMPscript.
  10. Click Edit Test Audience:
    • Select Recipients - The lists, groups, and/or data extensions to receive the email message sent with this interaction. Select lists, groups, audience, data extensions or data filter from the left and click >> to add it to the target list.
    • Excluded - This lists, groups, and/or data extensions that are excluded from the send. Subscribers that appear in both the Target Recipients field and the Excluded Recipients field are EXCLUDED from the send. Select a list, group, or data extension from the left and click >> to add it to the excluded list, optional.
    • De-duplicate by email address checkbox - Determines whether the interaction prevents multiple messages from this interaction from being sent to the same email address when sending using a data extension. 
      Note: If your account has SubscriberKey functionality enabled, this option will de-duplicate by SubscriberKey instead of email address.
    • Exclusion Script checkbox - Determines whether subscribers are excluded from the send based on script logic. If you select this checkbox, you must provide the exclusion AMPscript.
      Examples:
      a. ROWCOUNT(LOOKUPROWS("Exclustion_DATA_EXTENSION_NAME","EMAIL_ADDR", EMAIL_ADDR))>0
      b.  _SubscriberKey == 16172 and _SubscriberKey == 15705

       
  11. Complete the information in the Message Properties section:
    • CC Email Address(es) - Sends a copy of the email to the addresses entered in this field. Email addresses in this field are visible to all recipients of the email. (This feature may not be enabled in your account. Contact your ExactTarget representative for more information.)
    • BCC Email Address(es) - Sends a copy of the email to the addresses entered in this field. Email addresses in this field are not visible to recipients of the email. (This feature may not be enabled in your account. Contact your ExactTarget representative for more information.)
    • Multi-part MIME checkbox - Determines whether the system sends the message using multi-part MIME to provide an HTML version of the message content to inboxes that can display it and a text-only version to inboxes that cannot render HTML.
  12. Complete the information in the User Tracking section:
    • Track all links found within this email checkbox - Determines whether the system collects tracking information on the links in this email. If you select this checkbox, the system collects tracking on the links.
    • Suppress this Send from Reports checkbox - Determines whether sends with this interaction are included in reports. If you select this checkbox, sends from this interaction are excluded from reports.
    • Tracking Destination - Allows you to select the Tracking Destination folder. If you select a predefind folder, the job will automatically be placed in that folder at the time of send.
  13. Click Save.

To send a user-initiated email, see How to Send a User-Initiated Email Interaction

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Last updated by jcloud at 08:21, 18 Jul 2013