Open Channel Notification Tutorial

An open channel notification is a message you can send to any medium that can accept a JSON payload.

See the Open Channel Notification Reference for options and settings details.

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. 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 Test.
    4. Click outside the box to close it.

    See also: Name a Message and Flag a Message as a Test.

  3. Define your message Audience.

    1. Select your open channel. When only open channels are enabled, the composer is reduced to only fields and settings relevant to open channel notifications.

    2. Select the group of users you want to send your message to.
      • 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 message, you must select Upload Users.

    3. Click Content in the header to move on.

  4. Add your message Content.

    1. If you selected the Upload Users Audience option, determine whether you want to use a template or not. If you select a template, go to the Delivery step. See Send a Templated Open Channel Notification for more information.
    2. Enter your message text. Include merge fields if you selected Upload Users for your audience.

    1. Set Optional Features.

    2. Click Delivery in the header to move on.

  5. Set Delivery options for your message.

    1. Select a delivery type.

      Send now Send the messages immediately after review.
      Schedule Choose an exact time of day to send the message. Enter a date in YYYY-MM-DD format and select the time and time zone.
      Recurring

      Send the message periodically at specified intervals. You may want to send recurring messages for things like payment reminders. You can pause, resume, and cancel recurring messages in Messages Overview.

       Note

      Segmentation data is evaluated at send time. For example, if your recurring message targets an audience list whose members change over time, each recurring message is sent to the current version of the list when the message is sent.

       Note

      Recurring messages that include multi-language localized content cannot be edited.

      1. Specify the delivery interval by number of hours/days/weeks/months/years. If you selected weeks, also specify which days of the week to send the messsage.

      2. Set the initial date. This is the first day Airship will send your message.

      3. Set the initial time. This is the time of day Airship will send each message.

      4. (Optional) Specify when to stop sending the message.

        1. Enable End date.
        2. Enter a date.
        3. Select the time and time zone.
      5. (Optional) Specify dates or days of the week when the message should not be sent. If you selected the hours interval for delivery, you can also specify which hours of the day should be excluded.

        If the scheduled send falls during an excluded period, Airship waits to send the message until the next available valid send time. For example, if you scheduled delivery weekly on Thursdays but added Thanksgiving Day as an exclusion, the next send would be the Thursday after Thanksgiving.

        1. Enable Do not send.
        2. Click Add date exclusion, enter a date, and repeat for additional dates.
        3. Click Add day exclusion and select days.
        4. Click Add time exclusion and set start and end times.

    2. Set Optional Features.

    3. If your message includes External Data FeedsA connection to an external API. When you send a message, Airship uses a response from that API to personalize messages. , you must configure each feed listed in External data feed options.

      Failure behavior Determine how your message is handled if the feed fails. Select Abort sending the message or Send message without this data.
      Default value for [var]

      This displays the default value for each message-level variable used in your data feed’s request URL. You set the default value when you Add a data feed in your project’s settings.

      You can change the value to override the default for this message only.

    4. Click Review in the header to move on.

  6. Review your message.

    1. Review your message.

      If you would like to make changes, click the associated step in the header, make your changes, then return to Review.

    2. (Optional) Send a test message and verify its appearance and behavior on each channel the message is configured for.

      The message is sent to your selected recipients immediately, and it appears as a test in Messages Overview.

      1. Click Send Test.
      2. Enter at least one named user or Test GroupA reusable audience group that can be used as a recipient for test messages. Messages you send to a test group appear as tests in Messages Overview. and select from the results.
      3. Click Send.
    3. If you chose Upload Users in the Audience step, click Upload & Send and select your file. Uploaded merge field names will be verified against the merge fields set in the Content step.

    4. Click Send Message or Schedule Message.

Send a Templated Open Channel Notification

You must use the Upload Users option to send a notification using a template. You should have the user list that you want to upload before you get ready to send a notification.

You can include additional data for each member in your user list, and reference this data in your message using a template or by using HandlebarsAirship’s message personalization syntax using double curly braces, more commonly known as {{handlebars}}. Use handlebars to insert variables and conditional logic in messages and templates. ) directly in your message, effectively personalizing your message for each member of your audience. For more information, see Dynamic Content and Merge Fields.

  1. 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 Test.
    4. Click outside the box to close it.

    See also: Name a Message and Flag a Message as a Test.

  3. Define your message Audience.

    1. Select your Open ChannelA platform for which an SDK is not available, and channel registration and manipulation are handled via the Channels API. Examples: Open Channels, Email. .

    2. Select Upload Users. You will upload your user list just before sending the message.

    3. Click Content in the header to move on.

  4. Add message Content.

    1. Select Open Channel Template.

    2. Select the template you want to use and click Continue with Selected Template.
       Tip

      You can customize a template-based message by clicking   and selecting the corresponding non-template content type after you select your template. For example, after you select your email template, click   and then select Custom HTML to edit your template-based message.

      Customizing a template-based message does not save changes to the template itself.

    3. Update Settings for the message.
      • From Name and From Email: The name and email address your message is from.

      • Reply To Email: The address your audience can send replies to.

      • TransactionalAn email sent in response to a user’s interaction with your app or website — receipts, shipping notifications, password reset notifications, etc. : Set if your message is a direct response to user interactions with you — receipt for a purchase, shipping updates, etc. Otherwise, your email (or email template) is CommercialA promotional email sent to an audience of users who have opted to receive promotional marketing messages from you. and requires an unsubscribe link.

      • Bypass Status: Send the message to audience members even if they have opted out of transactional messages. Use this setting for business critical emails only.

    4. Click Delivery in the header to move on.

  5. Set Delivery options for your message.

    1. Select a delivery type.

      Send now Send the messages immediately after review.
      Schedule Choose an exact time of day to send the message. Enter a date in YYYY-MM-DD format and select the time and time zone.
      Recurring

      Send the message periodically at specified intervals. You may want to send recurring messages for things like payment reminders. You can pause, resume, and cancel recurring messages in Messages Overview.

       Note

      Segmentation data is evaluated at send time. For example, if your recurring message targets an audience list whose members change over time, each recurring message is sent to the current version of the list when the message is sent.

       Note

      Recurring messages that include multi-language localized content cannot be edited.

      1. Specify the delivery interval by number of hours/days/weeks/months/years. If you selected weeks, also specify which days of the week to send the messsage.

      2. Set the initial date. This is the first day Airship will send your message.

      3. Set the initial time. This is the time of day Airship will send each message.

      4. (Optional) Specify when to stop sending the message.

        1. Enable End date.
        2. Enter a date.
        3. Select the time and time zone.
      5. (Optional) Specify dates or days of the week when the message should not be sent. If you selected the hours interval for delivery, you can also specify which hours of the day should be excluded.

        If the scheduled send falls during an excluded period, Airship waits to send the message until the next available valid send time. For example, if you scheduled delivery weekly on Thursdays but added Thanksgiving Day as an exclusion, the next send would be the Thursday after Thanksgiving.

        1. Enable Do not send.
        2. Click Add date exclusion, enter a date, and repeat for additional dates.
        3. Click Add day exclusion and select days.
        4. Click Add time exclusion and set start and end times.

    2. Set Optional Features.

    3. If your message includes External Data FeedsA connection to an external API. When you send a message, Airship uses a response from that API to personalize messages. , you must configure each feed listed in External data feed options.

      Failure behavior Determine how your message is handled if the feed fails. Select Abort sending the message or Send message without this data.
      Default value for [var]

      This displays the default value for each message-level variable used in your data feed’s request URL. You set the default value when you Add a data feed in your project’s settings.

      You can change the value to override the default for this message only.

    4. Click Review in the header to move on.

  6. Review your message.

    1. Review the device preview and message summary.

      If you want to make changes, click the associated step in the header, make your changes, then return to Review.

    2. (Optional) Send a test message and verify its appearance and behavior on each channel the message is configured for.

      The message is sent to your selected recipients immediately, and it appears as a test in Messages Overview.

      1. Click Send Test.
      2. Enter at least one named user or Test GroupA reusable audience group that can be used as a recipient for test messages. Messages you send to a test group appear as tests in Messages Overview. and select from the results.
      3. Click Send.
    3. Click Upload & Send and select the CSV file containing your list of users and merge fields. Uploaded merge field names will be verified against the merge fields set in the Content step.

    4. Click Send Message or Schedule Message.

Upload Users

In the Audience step when sending a message, you can use the Upload Users feature to send your message to a CSV list of recipients. When uploading a list of SMS, email, or open channels, Airship both registers new users found in your list and sends your message.

 Tip

You can take advantage of this feature using our Create-and-send API to register and send messages to new email, SMS, or open channel users.

See Upload Users CSV Format for information about formatting your CSV. The first column of your CSV must contain the channel ID or address (email, MSISDN, etc.) for a new user. For SMS, the second column should be the Sender IDThe alphanumeric code that your SMS messages come from — like a phone number or name. Your audience subscribes to each individual sender ID they want to receive messages from. . Your CSV can contain additional columns with information that you use to personalize a message using HandlebarsAirship’s message personalization syntax using double curly braces, more commonly known as {{handlebars}}. Use handlebars to insert variables and conditional logic in messages and templates. — e.g., {{name}}.

To use the Upload Users feature:

  1. In the Audience step, select the channel you want to send your message to and then click Upload Users. You cannot use the Upload Users feature if you select more than one channel.

  2. In the Review step, click Upload and Send.

  3. Click Choose File and select the file that contains your list of users.

  4. Click Send Message.