Edit an Email Template

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Edit an Email Template

 

Overview

 

Edit a stored Email template.

 

Choose a template by clicking its name in the 'Email Template Summary' screen.

 

 

 Summary                                                                                                                                    

 

 

The 'Email Template Edit' screen will be displayed.

 

 

Description

 

Email Template Edit

 

 

 

Summary

 

 

Name

A word or number to identify the order in summaries and reports (not seen by message recipients).

 

Description

Type/paste any extra descriptive information which might be useful.

 

Subject

Specify the subject of the media if required.

 

 

 

Destinations

 

 

To

Type/paste email address(es) in international format.

 

e.g. name@domain.com.

 

You can add multiple addresses, 1 per line. There is no limit to the number of destination addresses you can add in this field.

 

e.g. name1@domain.com

name2@address.co.nz

name3@internet.com.au

 

•How to personalize using Mail Merge

 

You can type/paste extra personal information on each line which will let you customize the message for every individual recipient.

 

Type/paste each piece of information on the same line as the recipient's email address, separated by commas.

 

e.g. name@domain.com,John,Smith

 

Later, when you create the message text in the 'Message' tab, each of these entries can be swapped for a number, in braces (curly brackets).

 

e.g.name@domain.com = {1}; John = {2}; Smith = {3}

 

So, if you want to send a message to 3 recipients which reads: ' Hello <Firstname> <Lastname> welcome to the club', you would include the first name and last name on every line, separated by commas:

 

e.g. name1@domain.com,John,Smith

name2@address.co.nz,Bob,Woods

name3@internet.com,Samantha,Jones

 

 

List/Contact/Group

Choose pre-existing destination(s) for your message. Select 'Lists', 'Contacts' or 'Groups' from the drop-down list. Click here for information about lists, contacts and groups.

 

Left-click to select the destination list(s) / contact(s) / group(s). Ctrl + left-click to select multiple list(s) / contact(s) / group(s).

 

 

 

Message

Text

Attachments

 

 

This is where you specify the content of the message.

 

Text

 

Email Type

 

Choose 'Text' to type/paste content or HTML code directly; choose 'HTML' to use the HTML editor and view the output.

 

 

Reply Subscription Management (only HTML Method)

 

The dedicated button labeled Publish Subscription Form, allows Users to create custom links to separate subscribe and un-subscribe links.

 

 

 

Once this box has been checked, Users must choose appropriate pre-configured lists for each scenario ; Subscribe and Un-Subscribe.

 

Publish Subscription Form

 Visible in 'HTML' view. Tick check box to enable adding Subscribe/Unsubscribe URLs to your message.

Subscribe List

 Select from the drop-down menu. Recipients who click 'Subscribe' link will be added to this list.

Unsubscribe List

 Select from the drop-down menu. Recipients who click 'Unsubscribe' link will be added to this list.

 

 

 

Click on the button in the HTML builder to create links for Users to either Subscribe or Unsubscribe from emails. Begin by choosing the appropriate Subscribe and Unsubscribe List. Once chosen, click the button to display two options .

 

Clicking on Subscribe link creates a link that says To Subscribe, click here allowing Users to use this link to Subscribe to emails and clicking on Unsubscribe Link creates a link that says To Unsubscribe, click here allowing Users to un-subscribe from emails.

 

 

 

As Users receive and click on the subscribe / un-subscribe links present in the email they are automatically added into the opt-in or opt-out lists respectively.

 

Attachments

 

Click one of the following:

 

Navigate and select a multimedia file to attach to the message.

 

Remove the selected attachment from your message.

 

Download the selected attachment to a local or network drive.

 

 

 

Consent

 

 

Outbound Filter Type

The options in this drop-down menu are:

 

•NONE

 

•BLACKLIST - Messages will only be sent to numbers that do not appear in the chosen list (see 'Outbound Filter List' field). If you need to comply with Spam Act requirements then you would most likely choose 'Blacklist'. From the drop-down list, select the blacklist or whitelist list you wish to use as your filter. Multiple lists can be configured within GSMS to enable the user to choose the most appropriate one.

 

•WHITELIST - Messages will only be sent to those numbers that are contained in both your destinations and the chosen whitelist.

 

The lists are filtered to present only 'Text' type lists and not 'Upload' or 'Automatic'.

 

Outbound Filter List

Select a list from the drop-down menu. This is the blacklist or whitelist that will be used to filter messages.

 

 

 

Replies

 

 

Reply to Address Type

 

Defaults to 'Email'.

 

Reply to Address

 

Type/paste email address for inbound responses.

 

Display Name

 

Type/paste alternate display name for 'Reply to Address'.

 

 

 

Delivery Options

 

 

Delivery Frequency

Select from the drop-down menu. This is how often your message will be sent.

 

•BI-WEEKLY - Every 2 weeks

 

•DAILY - Once per day.

 

•HOURLY - Once per hour.

 

•IMMEDIATE - Once.

 

•MONTHLY - Once per month.

 

•ONCE - Once (at a future date and/or time).

 

•WEEKDAY - Once per weekday.

 

•WEEKEND - Once each weekend day (usually Saturday/Sunday however this may be configured differently for different nationalities).

 

•WEEKLY - Once per week.

 

•LIST_TRIGGER - Automatically sent upon retrieval of a list.

 

•CONTENT_TRIGGER - Automatically sent upon the retrieval of new content from a specified feed. More information about content feeds.

 

 

If a recipient opts-out from receiving messages after an order has been scheduled, the scheduled message will NOT be sent to them.

 

 

Start Date

Click icon to select a date. Your message will be sent for the first time on this date, and recurring messages will be scheduled based on this date.

 

e.g. if 'Delivery Frequency' is 'MONTHLY' and 'Start Date' is '01/09/2012', the message will be delivered on the first day of each subsequent month (01/10/2012, 01/11/2012, 01/12/2012 etc).

 

Start Time

Type/paste the time when you would like the message to be sent. If your message is recurring, it will always be sent at this time of the day.

 

 

End Date

Click icon to select a date. Your message order will be sent for the last time on this date.

 

End Time

Type/paste the time when you would like the final message to be sent (format HH:mm).

 

Priority

Select from the drop-down menu. If you are running more than one campaign at the same time, this field determines the order in which they will be launched.

 

e.g. 'Order 1' is assigned priority '1', and 'Order 2' is assigned priority '2'. Both orders are launched at the same time. 'Order 1' messages will be sent first.

 

Timezone Open Hours

Select from the drop-down menu. Click here for more information.

 

Handset Profile

Select from the drop-down menu (if enabled) or choose 'NO'. Click here for more information.

 

Registered Delivery

Click check box to receive confirmation that a message has reached its destination(s).

 

The delivery receipt message will be delivered to the platform inbox.

 

This field can be pre-populated by flagging the 'Registered Delivery' check box in Company SMS Preferences (Customer Administrators only).

 

 

 

Note: If you select monthly, and the start date is the last day of the month, then the platform will launch subsequent orders on the last day of the given month, regardless of the date.

 

e.g. Start date - 31 January 2019

       Next monthly delivery date - 29 February 2019

 

 

Note: The service checks for, and executes new orders in 5 minute intervals.

 

 

Batch Options

 

 

This feature allows you to control the rate at which messages are delivered.

 

e.g. if your message contains a prompt to call a phone number, you may want to stagger the delivery of the messages so that your phone system is not overloaded with calls.

 

Batch Size

 

Edit the batch size here.

 

Batch Interval

 

Edit the interval between batches here.

 

Maximum Messages

 

This feature is useful if you are not sure how many recipients there are in a list but you want to limit the number of messages sent so that you don’t exceed your broadcast budget

 

 

 

Once all required fields are complete:

 

 

Store changes and exit.

 

 

Discard changes and exit.