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To add a new Triggered Message, click on Marketing+ > Triggered Messages > New.

The Add New Triggered Message page is divided into 4 sections.

• General information, which is the top section of the page
• Frequency
• Event trigger
• Action

General information

In the top area of the page, you can specify:

• Name: a short name for the triggered message that you are creating
• Description: a description of what it will be used for. Both name and description are for internal use only. They are never shown to the recipient of the triggered message.
• Activation status: whether the triggered message is Enabled or Disabled. Leave a triggered message disabled when you don't want it to be executed (e.g. you are just testing it).
• Activation period: you can specify a certain period of time in which an Enabled triggered message will be executed.
• Timezone: specify which timezone you are in. The dates you specify will refer to your timezone.

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Frequency

Next, specify the frequency with which the system will check whether the message should be sent.

• Every N days: Specify how often (number of days). For example, if you want the system to run this triggered message weekly, enter 7.
• Different time slots for different recipients: use the feature Sending time depends on the time zone defined in the field, to have the system run the triggered message 3 times a day, and execute it depending on the time of the day specified. For example, if you have recipients in different time zones and you wish the triggered message to be sent during the day (vs. at night time), you would use this feature and specify the different time slot to be used for different recipients. Click on Show time periods to see what the time slots are.
• Send only once: use this setting to avoid sending the message again to a recipient that has already received it

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Event trigger

What event(s) will trigger the execution of this triggered message? This is the area of the page where you will specify the conditions that - when true - will trigger the execution of the message.

First, you will need to specify whether you want all conditions to be true for the message to be sent, or whether it's enough for one of the selected conditions to be true.

Then, you must specify which conditions will be checked. The options are:

• After N days from certain events. The events are:
  
  • Email subscription: the date when the recipient subscribed to the List
  • Email pending: the date when the recipient signed up, but did not confirm his/her intent to subscribe, thus remaining in "Pending" status
  • SMS subscription: the data when the recipient subscribed to receive text messages in this List
  • Latest click or open: the date when the recipient last opened a message or clicked on a link in a message
  • Latest profile update: the date when the recipient last updated his/her profile in this List or any of the Lists that he/she is subscribed to
• When a certain condition applied to a Recipient field is true (e.g. the "Gender" field equals "F").
• Profile filter is matched: whether a Profile filter that you have previously setup is true for the recipient
• Activity Filter is matched; whether an Activity filter that you have previously setup is true for the recipient.
• Profile filter is not matched; whether a Profile filter that you have previously setup is true for the recipient.
• Activity Filter is not matched; whether an Activity filter that you have previously setup is true for the recipient.

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The bottom part of the page allows you to further restrict the applicability of the triggered message. You can:

• Include only recipients that belong to one or more groups
• Exclude recipients that belong to one or more groups
• Apply additional filters (rare)

Action

Finally, you need to specify what happens if the conditions that have been checked are all true. The options are:

• Whether the message to be sent is an Email or a SMS (text message)
• Sender email or mobile phone
• Sender name
• After sending the message copy the recipients in this Group: this feature allows you to assign to a certain group every recipient to whom the triggered message is sent. This allows you to do chained campaigns, where you could create a second triggered message that is sent only to those that belong to that group.
• Send this message: select the message to be sent
• Retrieve the message ID from the field: alternatively, you can have the system select the message to be sent by pointing it to a field that contains the ID of the message to be picked. This means that you have a Recipient field that you are using to store the numeric ID of the message to be sent. This feature allows you to change the message that is sent depending on who the recipient is.

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Related articles

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How to create a new Task

As a general rule it is recommended to:

1. set up a new Task
2. Simulate sending
3. Activate it when the simulation is successful

The creation of a task is divided into 4 distinct steps and a final summary step. Below we will guide you through the creation process:

1. General informations
2. Action
3. Recipients
4. Frequency
5. Summary

...

General informations

In this section you will find the possibility to assign:

• Name of the task, which will identify it and will be displayed in the list

• Description of the task, which you can use to remind yourself how it works and in which cases it is useful to you

• Tag, which will help you find this specific Task if you have created many

• Default time zone, to establish the reference time zone for your task

• The ability to use the time zone contained in a personal data field.

...

2 - Action

In this section you can choose the action that the task will have to perform. You can choose between:

• Send an email message

• Send an SMS

• Move or copy recipients without sending any type of sending, in order to segment them, copying them to another group or moving them from the current group to the destination one

In addition to the sending settings (the same that you will find when you want to send an email or SMS message), in the first two cases you will also have the possibility to subsequently segment the recipients, copying them or moving them from one group to another.

...

3 - Recipients

In this step you can choose the conditions for selecting the recipients on which the task will be effective.

Specifically, you can:

Select Filters and Groups

By including or excluding predefined audience groups

Include recipients who match conditions

You can set all or at least one of the conditions you select as inclusion criteria, including:

• Condition based on days passed since a given event
• Condition based on an identity field
• Condition based on the “true” value of a personal data filter
• Condition based on the "false" value of a personal data filter
• Condition based on the “true” value of an activity / geographic filter
• Condition based on the “false” value of an activity / geographic filter

If the condition is more complex (e.g. 7 days after enrollment, and resident in Piedmont, female), we suggest you first create one or more filters

Remember that you will need to select a condition to be able to edit its fields.

Set the sending frequency for each recipient

In case you do not want to send too many messages in a short period of time to the same recipient, here you can set some time limits in the execution of the task on the individual. Specifically, you can decide to:

• Do not send more than once to the same recipient in the selected time range
• Activate the task only once for the same recipient
• Send without any limit to the same recipient

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4 - Frequency

In this section you can determine when to activate the task and possibly prevent its activation in certain circumstances.

Activation frequency

In this section you can decide when the task will be activated cyclically. You can select a daily, weekly, monthly and yearly frequency, but also specify a specific activation time or an hourly interval.

Exceptions

Select a time range in which the task will be active, or simply select a start date.

You can also exclude from activation:

• Specific dates
• Recurring dates
• Saturday and Sunday
• Outdated RSS feeds
• Specific time slots

Management of the conflict between activation and limitations

If the limitations set invalidate the temporal conditions for activating a task, you can decide to activate it at the first useful opportunity (for example the day after the one scheduled in the case of a monthly recurrence) or not to activate it at all.

Once you have selected the previous options you will have the option to Save the Task.

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5 - Summary

This section allows you to view all the information entered and the options selected for the task in question.

Task activation

You can activate or deactivate the task, just as if you were doing it from the task list. This option is the first one displayed on the summary page

Change the data entered

If, re-reading the selected options, you find something that does not convince you, you can go and modify the relative step thanks to the link next to the arrow of each panel. You can also edit the individual steps by clicking on them.

Simulation

Thanks to the Simulation function, found at the bottom of the page, you can obtain a simulation of how many recipients the simulation would reach if it started when you request it. Time restrictions set in exceptions will not be taken into account for counting purposes

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