Step 2. Configuring the message

Email

See also: Editing mailing content

  • Sender information
    1. Open the Edit Content window.
    2. Click Sender, Subject, Attachments.
    3. In the Sender area, enter the name and email address that you want mailing recipients to see.
    4. In the Reply To area, enter the reply-to name to be displayed in the recipient's email program.

    You can use field functions to adapt the sender and reply-to address to specific values in the recipient list. Example: You want customers to reply to the branch of your company where they are registered. For more information, see field functions.

  • Subject
    1. Open the Edit Content window.
    2. Click Sender, Subject, Attachments.
    3. In the Subject area, enter a subject for your message.

    You can use personalizations in the subject line, and send messages to target groupsSubset of recipients defined by rules and conditions and a logic relationship between them. For example, all recipients in the United Kingdom. with different subject lines.

    • To create personalized subject lines, click Insert field function Optimizely image   and select the required recipient list field or the required field function from the list.
    • To add a target-group-specific subject line, click Add subject and enter the text into the new field. Then, select a target group for whom you want to use this subject line. You can add as many additional subject lines and target groups as you like.

    The additional feature Prefix or suffix subject line lets you automatically add a prefix or suffix to the subject line of any mailing. See Prefix or suffix subject line.

    You can use Unicode characters in the subject line to increase the recipients' attention. Instead of using a plain text subject line, like NEW! Bikini "Malibu" now in the shop, you can enhance it with Unicode characters: NEW! Bikini "Malibu" now in the shop Image: Unicode characters.

    At www.unicode.org you can find a list of Unicode characters that are supported by most web browsers and email clients. Copy the desired symbol from the list and paste it into the subject line. Also set the character set to UTF-8 to display Unicode characters correctly. See Encoding.

    Unicode characters are displayed differently by different operating systems (iOS, Android, etc.) and email clients (Gmail, Outlook, etc.) Therefore, always send a test message to check the appearance before sending.

  • Attachments
    1. Open the Edit Content window.
    2. Click Sender, Subject, Attachments.
    3. Open the Attachments tab.

    Select one of the following attachments to messages.

    • Attach a previously-uploaded file
      1. Click the file that you want to send.
      2. Click Apply. You attached the selected file to your message. The name and size of the file are shown below the message's subject.
    • Upload files from your hard drive
      1. Click New.
      2. Select the option Upload from hard drive if not already selected.
      3. In the Select file area, click Browse....
      4. Go to the file you want to upload and confirm your selection. The File name field in the Properties area shows the file name. You can change the file name.
      5. In the Properties area, in the Description field, enter a description.
      6. Click Save.

        Optimizely Campaign creates a copy of your file. If you delete the file from your hard drive, the copy remains in Optimizely Campaign.

      7. To attach the uploaded file to your message, select it and click Apply.

        The file name and size are appear below the message's subject.

    • Link to an externally stored file
      1. Click New.
      2. Select the Use URL option.
      3. In the File selection area, in the URL field, enter the URL that refers to the file.
      4. In the Properties area, in the File name field, enter the file name.
      5. In the Properties area, in the Description field, enter a description.
      6. Click Save. The file to which you linked is displayed in the Attachments area.
      7. To attach the linked file to your message, select the file and click Apply.

        The name and size of the externally stored file appears under your message's subject. Optimizely Campaign loads the linked file from the external source shortly before sending and attaching it to your message.

  • Tracking

    Opens and clicks are tracked as standard in both the HTML and text versions of a message. You can apply these settings globally or configure the tracking function for each link in a message. To configure the tracking of openings and clicks, follow these steps.

    1. At the top right side of the Edit Content window, click More > Edit tracking links.

      Image: Tracking parameters

    2. To globally deactivate the tracking of opens or clicks, clear the Track opens or Track clicks check boxes.
    3. To deactivate the tracking of links for the HTML version or the text version of the message, click Tracking disabled next to Default setting for HTML links or Default setting for text links.
    4. To configure tracking for individual links, click the link in the Edit tracking links list then Edit link.
    5. In the Track in HTML column, select one of the following options:
      • Default setting. Applies the global settings to this link.
      • Enabled. Activates tracking for this link, even if tracking is globally deactivated.
      • Disabled. Deactivates tracking for this link, even if tracking is globally activated.
    6. Proceed in the same way in the Track in text column.
    7. Modify the automatically-generated link descriptions in the Description column to help decide whether to allocate a link URL to a topic or a landing page.
    8. The Occurrences column indicates how frequently a link appears in the message.
    9. You can enter a click profileClick profiling allows target groups to be generated quickly and easily. Click profiles work in a similar way to assigning keywords (tags). For example, email recipients who frequently click Blu-ray offers are segmented via a click profile then supplied with targeted and highly relevant information. for this link in the Click profiles column.

      You can also assign click profiles automatically in a rule-based manner.

    10. Click Apply.

    Using HSTS

    If you use HSTS in your web server (to which the links refer), either disable HSTS in your web browser or create an SSL certificate.

    For this, provide the following information:

    • Domain. The domain (such as, "example.com") for which the certificate needs to be created.
    • IT contact person. A contact person from your IT department (First name, last name, company name, address, postal code, phone number, email address, and fax number).
    • Organizational contact person. An organizational contact (First name, last name, company name, address, postal code, phone number, email address, and fax number).
    • Administrative email address. An email address that you use to manage the certificate. An email address that is assigned to your domain is required for this purpose. For example, if you use the domain newsletter.example.com, the email address must be either admin@example.com, administrator@example.com, hostmaster@example.com, or webmaster@example.com. Only the local parts admin, hostmaster, webmaster or administrator may be used.

    The Anonymize tracking feature lets you deactivate personalized tracking of opens and clicks for a recipient. If you do, the recipient is no longer included in action-based target groups. See Recipients overview. You can also use the Optimizely Campaign HTTP APIStands for "application programming interface". The API specifies how some software components should interact with each other, such as accessing a database or computer hardware, or easing the work of programming graphical user interface components. APIs often are in the form of a library that includes specifications for routines, data structures, object classes, and variables. See also: https://world.optimizely.com/documentation/class-libraries/ to set up the tracking opt-out option in your mailings. See HTTP API on Optimizely World.

  • Encoding

    Specify the character set with which you want to encode your mailing. In addition to standard characters (Latin letters, numbers, punctuation characters), the character set also includes special characters (such as German umlauts). Characters that would be displayed incorrectly or not at all on the recipient's computer can be correctly interpreted in this way. To configure the message encoding, follow these steps.

    1. At the top right side of the Edit content window, click More > Encoding/Offline HTML.
    2. Select the required character set.
      • ISO-8859-1. For recipients in German-speaking regions, Western European countries, and North America.
      • ISO-8859-2. For recipients in Central/South-Eastern European countries, for example in Poland, Croatia or Slovakia.
      • UTF-8. The UTF-8 format supports most of the special characters found in all languages. Select this encoding if you are contacting recipients in other parts of the world, for example, in Eastern Europe or Turkey.
    3. Click Apply.
  • Offline HTML

    This option attaches images and style sheets directly to the email. This option may provide a better representation of your mailing in a recipient's email client, but may also result in a worse deliverability of your email. Also, offline HTML may increase the price because the overall size of every email grows. In addition, open tracking is disabled (clicks are counted as opens anyway).

    To activate the offline HTML option, do the following:

    1. At the top right side of the Edit content window, click More > Encoding/Offline HTML.
    2. Select the check box in the Offline HTML section.
    3. Click Apply.
  • Import mailing content

    If you use the free-text template as content type, you can upload a ZIP file with the entire mailing content including HTML and text file as well as graphics. Do the following:

    Specify the relative paths to the linked graphics in the HTML files.

    1. At the top right side of the Edit content window, click More > Import mailing content.
    2. In the File area, click Browse... and select a ZIP file in the file browser.
    3. Click Select contents.
    4. In the Assignments area, select the respective file from your ZIP file for each content type.

      If you do not select a file for one or more content types, the content will not be overwritten.

    5. Select the encoding for each content type.

      UTF-8 is selected by default.

    6. Click Finish.

    You can edit the uploaded mailing content afterwards.

SMS

See also: SMS

  1. If multiple telephone numbers are configured as sender information in your client, in the Edit content window, select a number from the Sender number drop-down list. If just one sender number is configured, you need not select anything here.
  2. In the Limitation of SMS messages drop-down list, select the maximum number of messages to be sent to ensure that the content is not longer than the selected limit. You receive a warning message if the content exceeds the limit.
  3. In the Content box, enter the message text.
  4. To enter personalized text, click Insert field function Optimizely image and select the recipient list field or the required field function from the list.

    You can use personalizations to add the name of the recipient to the message (for example "Hello John Doe..."). When using personalized text, the maximum specified message count may be exceeded if the added text (for example, name of recipient) is too long. In this case, the message is sent in full, but charges may be incurred for more SMS messages per recipient than specified in the setting for the message limit.

  5. Click Save.

Mobile Push

See also: Mobile Push

  1. Title. Enter the title of the push message. To create a personalized title, click Insert field functions Optimizely image and select the required recipient list field or the required field function from the list.

    This title is displayed on Android devices only. iOS devices show the name of your app. Nevertheless, enter a title.

  2. Content Enter the message text. To enter personalized text, click Insert field functions Optimizely image and select the required recipient list field or the required field function from the list.
  3. Add an image to be displayed in the push message. You can use the image upload or specify an external image URL.

    To display images on Apple devices, you must integrate the iOS SDK. See Mobile Push iOS integration on Optimizely World.

    • Image upload. Upload an image using drag and drop or file upload.

      The following formats are supported: .jpg, .png and .gif. Maximum file size is 1 MB.

    • External image URL. Enter the URL that points to the image file.
  4. Deep link. Define what should happen after the message is opened, such as landing pages to be opened in your app. Combine several actions such as opening a page along with playing a specific sound stored in your app by clicking + to add information. To insert personalized deep links, click Insert field functions Optimizely image and select the required field function from the list.

    Reserved deep links and prefixes

    Do not use the following reserved deep links:

    • from
    • dry_run
    • restricted_package_name
    • delivery_receipt_requested
    • delay_while_idle
    • content_available
    • message_id
    • notification_key
    • registration_ids

    Also, do not use the following prefixes in deep links:

    • google
    • gcm
  5. Expiry date. Define the validity of the message (for example, to promote time-limited special offers) .
    • On. Specify the last date to deliver the message to the recipient's device. After this date, the message is not delivered. For example, if you define 2021-03-12 but the recipient activates his/her end device on 2021-03-13, the message is not displayed on the recipient's device.
    • Non-expiring. Select this option to deliver this message for an unlimited period.

      On Android devices, the maximum validity period is four weeks.

  6. Preview. Switch between Android and iOS and Banner and Lockscreen to display a preview of your message on the respective device.
  7. Click Save.

Web Push

See also: Web Push

  1. Title. Enter the title of the push message. To create a personalized title, click Insert field functions Optimizely image and select the required recipient list field or the required field function from the list.
  2. Content. Enter the message text. To enter personalized text, click Insert field functions Optimizely image and select the required recipient list field or the required field function from the list.
  3. Add an icon to be displayed in the push message. You can use the icon upload or specify an external icon URL.

    If you do not add an icon, the default icon of the respective web browser is displayed.

    • Icon upload. Upload an image in PNG format and with the maximum dimensions 512x512 pixels using drag and drop or file upload. The maximum file size is 1 MB.
    • External icon URL. Enter the URL that points to the image file.
  4. Add an image to be displayed in the push message. You can use the image upload or specify an external image URL.

    Mozilla Firefox does not support images in Web Push messages.

    • Image upload. Upload an image using drag and drop or file upload.

      The following formats are supported: .jpg, .png and .gif. Maximum file size is 1 MB.

    • External image URL. Enter the URL that points to the image file.
  5. Landing page URL. Specify the website the recipient goes to by clicking the push message.
  6. Payload. Specify what additional information (such as tracking parameters) is transmitted when the recipient clicks the push message. To add more information, click +. To personalize the payloadThe information within a data package transmitted during a data transmission., click Insert field functions Optimizely image and select the required field function from the list.
  7. Expiry date. Define the validity of the message (for example, to promote time-limited special offers).
    • On. Specify the last date to deliver the message to the recipient's device. After this date, the message is not delivered. For example, if you define 2021-03-12 but the recipient activates his/her end device on 2021-03-13, the message is not displayed on the recipient's device.
    • Non-expiring. Select this option to deliver this message for an unlimited period.
  8. Click Save.

Print

See also: Print.

Name and Description of the mailing are only used internally.

See also: Information about print messages.