Table of Contents:
Introduction
Transactional Campaign Configuration
The transactional campaign configuration page, is for setting up statistical containers for the various types of transactional messages you might send in Ongage.
For example:
- Transactional welcome messages, for new sign-ups, subscribers, customers, etc.
- Transactional purchase receipts, reservation confirmations (typically issued via API).
- Change in a list field value – e.g., membership package change, address change confirmation message, area of interest change, etc. (typically issued via Automation Rules or Website/CRM API).
- Behavioral transactional messages – for transactional follow-ups messages to openers, clickers (typically issued via Automation Rules).
- For all of these different types of transactional messages, you'll want to setup a separate transactional campaign (statistical container), so you can track the separate sending, delivery and performance statistics for each type of transactional message.
Every List in Ongage comes with 1 Default Transactional campaign already setup, and is used for aggregating the stats of the built-in transactional welcome message. Also, for any transactional API call, where the transactional campaign id was not specified in the API call, the transactional stats of that API call, will get aggregated in this default transactional campaign.
Transactional messages in Ongage can be issued from 3 primary places
- The Built-in Transactional Welcome message. See the List Settings help page for more about that.
- Automation Rules. We recommend setting up a separate transactional campaign for each separate Automation Rule that contains a Transactional Message Action.
- API – where you can issue transactional messages from your Back-end / Website / CRM / etc. using the Transactional Mailing API method.
How to Setup a Transactional Campaign
- Go to Campaigns >> Transactional Campaigns >> and click on New Transactional Campaign.
- You can choose the Transactional Type you want, that is Email or SMS. Also, you need to provide the name and description for the same.
Advanced Configuration
Sending Connection
- In the advanced configuration section of the Transactional Campaign, you can choose the default sending connection. The connection indicated in this section will be used as the default Vendor connection when using this Transactional Campaign ID via the API.
Select a Whitelist Segment to send Cc and Bcc transactional messages