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.

    3. Set Optional Features.

    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.

    2. Set Optional Features.

    3. 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. 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.

    3. 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 ({{handlebars}}). You can 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.

 Tip

To use email templates for commercial messages, you must include an unsubscribe link. If you do not include an unsubscribe link in your template, your message must have the Transactional option selected.

After you select a template, you can click and then select Custom HTML to add or remove unsubscribe links to support your message.

  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.

    2. Set Optional Features.

    3. 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. 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.

    3. Click Send Message or Schedule Message.

Upload Users

If sending an email, SMS, or open channel message, you can Upload Users in the Audience step of the Message 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.