Create Messages

Each campaign you define can have one or more messages associated with it. Messages are created from the Campaigns tab. Create the message as you create a new campaign or create it at any time after you start the campaign.



Create New Message

This procedure assumes you have created a campaign with content, segments, and targets. See the associated topics for more information.

The fields you see on the screen can change depending on the selections you make. Follow these directions to create a new message.

  1. From the Campaigns window, click Actions > Edit beside the campaign that needs the message. The Info window appears.
  2. Click the Messages tab to define the content. The Segment Messaging window appears. The left side of the screen displays all of the segments and all of the content you have created.
  3. Drag a content object and drop it onto a segment.
  4. The Create New Message window appears on the right side of the screen.
  5. The With content drop-down field should have the content object selected.
  6. Click the button for the type of message you want to create. Options include:
    • Main Message
    • Trial Message
    • Follow-Up Message
    The appropriate screen appears. See Define Message Details for more information on the different message types.
  7. In the Name field, type a unique name for the message.
  8. From the Content drop-down list, you can choose to change the content. This is optional.
  9. Complete the remaining fields.
  10. Click Save to save the message.

Edit Message

After you create a new message, it appears in the message table as a link. Follow these directions to edit a message.

  1. In the message list, click the link in the Message column. The Configure Message to Segment window appears.
  2. Make your edits to the information on one or more tabs.
  3. Click Save to save the message. The Segment Messaging window appears.

Stage Message

Follow these directions to stage a message.
  1. In the message list, click Actions > Stage Message. The Send Staging Message: XXX window appears. (XXX is the message name.)
  2. Select one or more staging groups.
  3. Click the Stage Message button. If the message content is valid, the message is staged and the Segment Messaging window appears.

Clone Message

Cloning a message copies it and places the copy in the message list. Follow these directions to clone a message.

  1. In the message list, click Actions > Clone. A confirmation box appears.
  2. Click OK in the confirmation box. A copy of the message appears in the list.

Delete Message

Follow these directions to delete a message.

  1. In the message list, click Actions > Delete column. A confirmation box appears.
  2. Click OK in the confirmation box. The message is deleted from the list.