Email Notification Tutorial

An email notification is an HTML or plain-text email that you send to registered users. Email notifications appear in recipients' email inboxes.

See the Email Notifications message type reference for options and settings in these tutorial.

Resources:

 Tip

You can save this message as a Composer Favorite — a reusable message with preset settings and content. You can use Composer Favorites instead of recreating commonly used messages. See: Use Composer Favorites.

  1. Open your messaging project, then click Create and select Message.
  2. (Optional) Add a message name and/or flag the message as a test.
    1. Click   in the header.
    2. Enter the name.
    3. Enable the Test toggle.
    4. Click outside the box to close it.
  3. Under Channels, select Email.
     Note

    When Email is the only enabled channel, the composer is reduced to only fields relevant to Email, and defaults to Email-specific settings.

  4. Select the radio button for your desired message audience, then click Content in the header to move on.
    • All Users: Sends the message to your entire audience.
    • Target Specific Users: Create a recipient group based on segmentation data. See: Target Specific Users.
    • Test Users: Predefined recipient groups. After choosing Test Users, select from the Test Groups dropdown menu that appears. See: Test Groups.
    • Upload Users: Upload a list of users just before sending the message. Select this option if you want to include merge fields in your message. See: Upload Users.
     Important

    If you are using merge fields in your HTML, you must select Upload Users.

  5. If you chose Upload Users in the Audience step, first choose Custom HTML. Otherwise, you will not see this selection screen.
  6. Enter the HTML and plain text versions of your message in the Content pane.
     Note

    • For commercial messages, both HTML and plain text content must include an Unsubscribe link. The Content step is considered incomplete until a link is provided or the message is designated as transactional in the Settings pane.
    • Merge fields can be included in HTML and plain text content if you chose Upload Users in the Audience step.

     Tip

    When you combine SMS, Email, or Open Channels with additional channels, the content is configured on separate tabs.

  7. Complete the Settings fields and selections, then click Delivery in the header to move on.
  8. Select a delivery type and Optional Delivery Features, then click Review in the header to move on.
  9. Review the device preview and message summary. Click the arrows to page through the various previews. The channel and display type dynamically update in the dropdown menu above. You can also select a preview directly from the dropdown menu.To make changes, click the associated step in the header, make your changes, then return to Review.
  10. Click Send Message or Schedule Message. If you chose Upload Users in the Audience step, click Upload & Send, then:
    1. Click Choose File, and select the file that contains your list of users. Uploaded merge field names will be verified against the merge fields set in the Content step.
    2. Click Send Message.

Send a Template-Based Email Notification

 Note

  • You cannot send to multiple channels when using an email template.
  • Create your email template and user list before beginning this tutorial.

  1. Open your messaging project, then click Create and select Message.
  2. (Optional) Add a message name and/or flag the message as a test.
    1. Click   in the header.
    2. Enter the name.
    3. Enable the Test toggle.
    4. Click outside the box to close it.
  3. Under Channels, toggle on only Email.
     Note

    When Email is the only enabled channel, the composer is reduced to only fields relevant to Email, and defaults to Email-specific settings.

  4. Select Upload Users and click Content in the header to move on. You will upload your list of users just before sending the message.
  5. Select Email Template.
  6. Click to highlight an email template and click Select Template.
  7. Complete the Settings fields and selections, then click Delivery in the header to move on.
  8. Select a delivery type and Optional Delivery Features, then click Review in the header to move on.
  9. Review the device preview and message summary. Click the arrows to page through the various previews. The channel and display type dynamically update in the dropdown menu above. You can also select a preview directly from the dropdown menu.To make changes, click the associated step in the header, make your changes, then return to Review.
  10. Click Upload & Send.
  11. Click Choose File, and select the file that contains your list of users. Uploaded merge field names will be verified against the merge fields set in the Content step.
  12. Click Send Message.

Upload Users

If sending an email, SMS, or open channel message, you can Upload Users in the Audience step of the composer. This provides a means to register new users and send them a message at the same time.

 Important

Upload Users can only be used with a single channel at a time. Make sure you have only Email, SMS, or a single Open Channel enabled.

Complete the rest of the composer like normal, and you will upload the list during the Review step. The Send Message button will instead be labeled Upload & Send. After clicking the button:

  1. Click Choose File, and select the file that contains your list of users.
  2. Click Send Message.

See Audience Lists: Inline Lists for file format requirements and general information about Inline lists.