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Finalizing the Transactional Message Template

Once you have added your content, links, and personalization, you can finalize the message by creating the text version and verifying it.

Creating a Text Version of Your Transactional Message Template​

It is recommended to have both HTML and text versions of your transactional message template so that all your recipients are guaranteed to be able to read it.

If you want your transactional message to be available in both HTML and text format:

  • Click Copy HTML to Text.
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This should be done once you have completed all modifications to the HTML content of the transactional message template.

Previewing and Testing the Transactional Message Template​

Previewing the Transactional Message Template​

To preview your message:

  1. Save your transactional message template by clicking the Save & Back To Integration and Testing button in the bottom right section of the window.
  2. Click Preview icon in the row of the transactional message template you want to preview.
  3. If your transactional message template contains field personalization items or push content items, you mush enter values for the items in the Preview Template screen.
  4. Click the Preview button at the bottom right-hand corner of the Preview Template screen.
  5. In the Preview Template window, the HTML version is displayed in the HTML tab and the text version of the message is displayed in the Text tab.

Sending a Test Message​

To send a test transactional message:

  1. Click Send Test in the Toolbox.
  2. Select the recipients of the test message using one of the following options:
    • Enter the email address of the recipient in the New Test Email field and click Add. Then select the email address from the list at the bottom of the window.
    • Select an email address from the list at the bottom of the window. You can edit the member's details for the Test message by clicking the Edit icon to the right or the member email address and entering or modifying the details in the next screen.
    • Select a group of email addresses from the drop-down menu. To create a new group:
      1. Enter the email address of the recipient in the New Test Email field.
      2. Repeat the above step for every email address that should make up the group.
      3. Enter a name for the group.
      4. Select the email addresses that should make up the group from the list at the bottom of the window by checking their checkboxes.
      5. Click the Save icon.
  3. Click the Send Test button.
  4. When you receive the test message(s), you should click all the tracked links and check the results in the Test reports to make sure that you have correctly configured link tracking.
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If you selected to test all parts of the message, you will receive three messages.