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Editing Message Content

Most Message types require that you define content to be sent to the targeted Contacts. Message content and related options are defined in the Content view of the Message Component window.

To display the Message Content view

  1. From the Component List, click the Message you would like to view.
  2. Click the Modify button from the Action Bar.
  3. A Component window will be launched displaying the Content view.

Depending on the type of Message, the content options and editing will differ significantly.

To avoid partially edited messages being sent, a Message cannot be edited when it is in a live or completed state.

In This Section

Personalizing a Message

Message Content for Email Messages

Message Content for SMS Messages

Enabling Message Editing

See Also

Messages

Messaging Process

What You Can Do With Messages

Message Types

Viewing a Message

Creating a Message

Message Targeting

Message Testing

Posting a Message

Aborting or Pausing a Message Transmission

Event Triggered Response Messages

How Email Tracking Works

Message Templates

Reporting on Messages

Personalizing a Message

Personalization tags allow you to insert dynamic content into a Message or other item such as a web document. When the item is published the tag is dynamically replaced by the content it represents.

For example, a tag could be used to personalize an email Message by inserting a tag for the Contact's first name field. When the Message is posted, the tag will be replaced with the data from that field and each contact will see an email personalized to them.

A common mistake made when editing Message content is to leave hard coded examples of personalization in the copy instead of inserting the appropriate tags to create dynamic content. To avoid this situation, it is recommended that you preview your content for at least 2 different Contacts to ensure that all the personalizations change as appropriate.

To insert a personalization tag

  1. Position the cursor where you would like the tag inserted.
  2. The tag control is located on the right of the Action Bar.

    Tag Control

  3. Click the drop down arrow to display a list of Contact fields.
  4. Click the field that you would like to insert.
  5. Click the Select Select arrow button. The tag will be inserted.

If this Message is part of a Campaign and Merge Campaign Member Data has been selected on the Message Properties view then the tag control list will included fields from the Campaign Member record (including extension entities) prefixed with Merge.

A personalization tag will be displayed as an XML node when it is inserted into text areas of a Message. For example, the Subject of an email Message, or the text version of a Message.

A typical tag looks like this:

<tp:attribute name="member.first_name" />

In most instances there will be no need for you to edit the tag. It will be replaced when the Message or item is posted or published.

If a tag is inserted into the HTML content of an email Message in the WYSIWYG editor a similar tag will be inserted into HTML source, but place holder text will be displayed in the editor. For example:

[#First Name]

In this example, the HTML source will be updated to read:

<tp:attribute name="member.first_name" encoding="html">[#First Name]</tp:attribute>

If you delete the place holder text in the WYSIWYG editor, this will not delete the tag itself. You must change to the editor source view and remove the tag manually.

Message Content for Email Messages

Messages - email content

The following table describes the fields and functionality for editing content for email Messages.

Field

What it is for

To

All email Messages will be sent to the email addresses of the targeted Contacts.

The To field defines what will be displayed in the email header when the Message is posted. It can be customized for each Contact or be the same across all Contacts.

To edit the To field, click the To or the Selector Find Component button.

From

The From field defines which name and email address the message will be sent from. This is what most Contacts will see in their email client. Newly created Messages will have the partition default email address here, but this can be customized on a per Message basis.

To edit the From field, click the From or the Selector Find Component button.

Reply To

For bounce and reply processing features to function correctly, the Touchpoint Interactive Marketing Platform needs to receive all replies to email Messages.

If you would like to specify a different address to receive replies then this can be configured in the Reply To field. Replies will be handled by the Touchpoint Interactive Marketing Platform and will be forward on to the address specified.

To edit the Reply To field, click the Reply To or the Selector Find Component button.

Subject

The Subject text box defines the subject that will be displayed in the Contact's email client. Email Messages require that you define a subject before the Message can be posted.

It is recommended practice to keep the length of a subject box under 50 characters.

It is also good practice to personalize the subject line for each Contact. Tags can be manually typed by experienced users, but the most commonly used Contact tags are available to be inserted from the Action Bar.

To insert a personalization tag

  1. Position the cursor where you would like the tag inserted.
  2. The tag control is located on the right of the Action Bar.

    Tag Control

  3. Click the drop down arrow to display a list of Contact fields.
  4. Click the field that you would like to insert.
  5. Click the Select Select arrow button. The tag will be inserted.

HTML Version Tab

The HTML Version tab displays the HTML content for the email Message. Content can be written and edited using the WYSIWYG editor.

Similarly to the subject field, you can use tags in the HTML content, these will automatically be populated with the corresponding value for each Contact when the Message is posted.

Text Version Tab

If this Message has a text only component, it can be viewed and edited on the Text Version tab. Content can be written and edited directly in the text area provided.

Tags can be inserted into the text content in the same manner as the HTML and Subject content.

Options Tab

The Options tab allows you to specify the following options for this Message:

  • Content Type is the content format that this email Message will be sent in.
  • Encoding is the Character Encoding for this email Message.
  • Track Results determines the minimum number of days results from the posting of this message will be tracked. This includes link click-through and Message opening statistics.
  • HTML Detection specifies whether to include a mechanism for determining if the recipient can receive HTML emails.
    • Don't Detect does not include the format detection mechanism.
    • Detect where unknown will include a special image in an HTML message for Contacts where the preferred email format is unknown. The management console will then be able to determine if this Contact can open HTML emails and the Contacts details will be updated.
    • Detect for all will include a special image in an HTML message for all Contacts targeted. The management console will then be able to determine if this Contact can open HTML emails and the Contacts details will be updated.
  • Text Body: Left align all links will start all links in text emails on a new line.
  • Text Body: Track all link click-throughs will change all links in text emails to refer to a special tracking URL so that the click-through can be tracked.
  • HTML Body: Open links in New Window will set all links in an HTML email to open in a new window when clicked.
  • HTML Body: Track all link click-throughs will change all links in HTML emails to refer to a special tracking URL so that the click-through can be tracked.
  • HTML Body: Track message opens and forwards includes a mechanism in HTML email Messages that records when a message is opened or forwarded.

Message Content for SMS Messages

The following table describes the fields and functionality for editing content for SMS Messages.

Field

What it is for

To

All SMS Messages will be sent to the mobile numbers of the targeted Contacts.

From

The From field defines MSISDN that the SMS message will be sent from. This is what most Contacts will see on their mobile phone or other device. Newly created Messages will have the partition default MSISDN here, but this can be customized on a per Message basis.

To edit the From field, click the From or the Selector Find Component button.

Text

This is the textual content that will be sent to targeted Contacts. Because SMS messages are of a limited size the textual content must be shorter than the SMS message size configured at the partition level. In most cases this is set to 160 characters.

Tags can be manually typed by experienced users, but the most commonly used Contact tags are available to be inserted from the Action Bar.

To insert a personalization tag

  1. Position the cursor where you would like the tag inserted.
  2. The tag control is located on the right of the Action Bar.

    Tag Control

  3. Click the drop down arrow to display a list of Contact fields.
  4. Click the field that you would like to insert.
  5. Click the Select Select arrow button. The tag will be inserted.

If using tags in this way, be aware that the size shown will change with each contact. After saving the message, you can see the actual size for a range of contacts.

Options Tab

The Options tab allows you to specify the following options for this Message:

  • Reply Tracking when enabled, a special code is inserted into the Message so that any replies can be linked to this Message. This is available only through some providers.
  • Invitation Message Scope a partition can be configured to only allow Messages to be sent to mobile numbers that have been activated. If this is the case, the Invitation Message Scope will allow this Message to be sent to non activated mobiles so that Contacts can be invited to activate their mobiles.

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