Transactional campaign overview
Transactional email and SMS/MMS campaigns are sent to customers to keep them up-to-date on transactions they have already made, such as a purchase, appointment, or booking.
Transactional campaigns include:
Welcome messages
Account notifications
Order confirmations
Password resets
Shipping confirmations
Loyalty status updates
Note: Transactional campaigns exclude any messages that have promotional or marketing content intended to drive new business.
Considerations
Making the most of your CRM data by adding template parameters
The Transactional API allows you to send template parameters directly from your customer relationship management (CRM) system into the campaigns, such as order numbers, tracking numbers, and other information that you are storing and want to include in the campaign.
Your technical team can send in as many template parameters as you need, and you can reference only the ones you need in each campaign for additional personalization.
For email campaigns, add a text component to your template, and reference the exact name of the template parameter that your technical team is using and put it in curly brackets.
For example, if your technical team is sending customers' first names as first_name, you can reference this in your text component as {{first_name}}.
For SMS/MMS campaigns, once your technical team has established an API connection, you can see which template parameters they are using. xxx
Create a Transactional email campaign
Navigate to the Campaigns > Automated Campaigns.
Click New > Campaign.
Choose the Email channel and click Next.
Select the Transactional campaign type and click Next.
Select API and click Next.
Choose the transaction type and click Create. The Welcome Settings screen displays.
Enter a Campaign Name. When finished, click Save & Continue.
In the Message screen, complete the campaign as you usually would. If you plan to use template parameters from the API, see how to add them here.
When finished on the Messages tab, click Save & Continue. The Summary tab displays.
Complete your campaign and click Save & Launch Campaign when finished. The campaign is ready to use.
SMS/MMS
Create a Transactional SMS/MMS campaign
To create a Transactional SMS/MMC campaign, complete the following:
Navigate to the Campaigns > Automated Campaigns.
Click New > Campaign.
Choose the SMS/MMS channel and click Next.
Select the Transactional campaign type and click Next.
Choose the transaction type and click Create. The Welcome Settings screen displays.
Enter a Campaign Name.
Select a Send Code from the dropdown.
Select the Eligibility Status. This determines which customers meet eligibility criteria.
When finished, click Save & Continue. The API Requirements screen displays.
Give the campaign id to your technical team. They will need to establish a connection before you can proceed to the next step.
Once the connection has been established, a bell icon displays on your campaign in the Communicate Campaigns list.
BUILD YOUR MESSAGE
After you’ve set up the transactional API integration, you will see all the dynamic parameters that are transported in your API payload such as {Customer Name}, {Order Number}, {Item Name} on your message builder.
If you want to add dynamic parameters, click ⇋ Insert Transactional Attributes on the bottom right of your message editor.
As you type, a real-time preview of the message displays on the right-hand side.
Once you are done drafting your message, click Save & Continue to review your campaign summary.
Learn more about how to create an SMS message with Bluecore.
REVIEW CAMPAIGN SUMMARY
After the message has been built, review the settings and configurations on the message summary screen and send a test message before sending the campaign.
Then, click Save & Launch Campaign in the lower right-hand corner.