Configure a Keitai Campaign: Message

Define message content

To define the header fields:

1. The From Address drop-down menu is populated with all of the From Addresses defined for the selected Sender Profile. The From Address indicates to the recipient from where the message is coming. From this drop-down menu, selected the desired From Address.

2. The From Name field is populated with the Friendly From value that's defined for the From Address you selected in step 1 (see Managing From Email Addresses for more details on defining the Friendly From value). Optionally, you can override this value and enter a custom Friendly From value. You can also use Personalization options in the Friendly From field.

3. The To Name field displays what will appear in the recipient’s mobile phone as to whom the message is addressed. Similar in concept to the Friendly From value defined above, this field is the Friendly To value, allowing you to display something other than just the recipient's email address. By default, the platform utilizes the recipient's first name and last name as the To Name value. Optionally, you can override this value and enter a custom To Name value. You can also use other Personalization options in the To Name field.

4. In the Subject Line field, enter a subject line for your message. This value is displayed in the Subject area of the recipient's mobile phone. Optionally, you can use Personalization options in the Subject Line field. You can also add symbols, or emoticons, into a subject line. Simply copy-and-paste the symbol directly into the Subject Line field (you don't need to include the UTF code for the symbol).

The Content section provides access to a variety of different tools and features designed to populate your message:

Provide content

1. By default Provide Content is selected as the Content Source. If you need to switch to Provide Content from some other source, click change. The Choose Content Source dialog box is displayed. Click provide content.

2. Click edit to open the Content Editor, which is where you can enter the message content for your Campaign. Please note that the Content Editor differs slightly when creating a Keitai Campaign:

   • Not all HTML tags are supported by the Keitai Channel. The tool bar of available buttons and options is limited to only those HTML tags that are supported by this Channel.

   • By default, a Keitai Campaign will contain two format versions -- HTML and Plain Text. The Plain Text version is needed to accommodate recipients who only accept text, either because of a configuration setting or limitation of their mobile phone. Unlike other Channels like email, you can't add any other format versions to a Keitai Campaign.  

   • With the Keitai Channel, you can't toggle back and forth between the HTML code editor and the WYSIWYG (What You See Is What You Get) editor.

   • The tool to convert Cascading Style Sheets into "inline" HTML tags isn't available in the Keitai Channel.

3. If you're including links within your message content, you can optionally provide a friendly name for the link, right from within the Content field. Friendly names makes it easier to read the Campaign reports that track link usage (friendly link names can also be defined on the Link Library).

   • Within HTML content, add a name attribute (data-link-name) to the anchor tag. For example:

   <a data-link-name="Cheetah Digital home" href="http://www.cheetahdigital.com">Cheetah Digital Home Page</a>  

   • Within either HTML or Text content, use a new URL merge tag to specify the friendly name. For example:

   {@Cheetah Digital home|http://www.cheetahdigital.com@}

4. When finished, click Edit Content > Save Content in the Tool Ribbon to save your changes.

5. In the Tool Ribbon, click Edit Content > Close Edit to close the Content Editor and return to the main Campaign details screen.

Template

1. In the Content section click change. The Choose Content Source pop-up window is displayed.

2. In the Choose Content Source pop-up window, click template. The Browse Templates pop-up window is displayed.

3. From the Browse Templates pop-up window, you can click on a folder in the directory structure to see a list of all the Templates stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Template in the system. This pop-up window also allows you to search based on Tags, or by name. When you find the desired Template, click on its name.

   Note: Templates have to be created using the same source table as the Campaign in order for them to be available as a selection.

4. The Content section is refreshed to show the name of the selected Template.

Dynamic block

1. In the Content section click change. The Choose Content Source pop-up window is displayed.

2. In the Choose Content Source pop-up window, click dynamic block. The Browse Dynamic Blocks pop-up window is displayed.

3. From the Browse Dynamic Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the Dynamic Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Dynamic Block in the system. This pop-up window also allows you to search based on Tags, or by Dynamic Block name. When you find the desired Dynamic Block, click on the Dynamic Block name.

   Note: Dynamic Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

4. The Content section is refreshed to show the name of the selected Dynamic Block.

Content block

1. In the Content section click change. The Choose Content Source pop-up window is displayed.

2. In the Choose Content Source pop-up window, click content block. The Browse Content Blocks pop-up window is displayed.

3. From the Browse Content Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the Content Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Content Block in the system. This pop-up window also allows you to search based on Tags, or by Content Block name. When you find the desired Content Block, click on the Content Block name.

   Note: Content Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

4. The Content section is refreshed to show the name of the selected Content Block.

The available personalization fields are displayed within the Personalization and Library Pane on the right-hand side of the screen.

The Personalization Pane appears collapsed on the right-hand side of the screen. Within this panel, the available fields are organized into different expandable / collapsible groups. For example, you'll see a section for your Campaign source table. You may see another section called Joins if your source table is joined to another table, or a section called System Fields that contains system-generated fields, or a section called Metadata Fields that contains the Metadata fields defined in your account.

You can include various Dynamic content such as Dynamic Block, Looping Block, Content Block etc., in the message from the Library folder.

To add personalization to your message:

1. Place your cursor in the field where you want to add personalization.

2. Within the Personalization Pane, expand the desired group.

3. Double-click on the Personalization field name. Or drag the desired personalization field from the Personalization Pane, and drop it into the text field. An Insert Field Value popup dialog is displayed.

4. Optionally, enter a default value for this personalization field in the Default text box. The default value is used if their is no recorded value to personalize the message.

5. Optionally select a formatting mask from the Formatter drop-down menu. The formatting mask is used to control the appearance of the text in the personalization field. For example, you can format date fields as mm/dd/yyyy. The system includes formatting masks for currency, dates, numbers, and URLs. You can also use a formatting mask to truncate or encode the personalization field.

6. Click Ok. The system creates a new Merge Symbol for this personalization field.

Auto reply handlers

The platform can be configured to submit an automated reply message back to the recipient. The message could contain, for example, instructions on how to contact your company, a thank you for their reply, or other information.

To assign an Auto-Reply Handler profile to a Campaign:

1. In the Tool Ribbon, click Options > Add Reply Handlers. A new Reply Handlers section is added to the Message section of the Campaign screen.

2. From the Auto-Reply Handler drop-down menu, select the desired profile.

For more information on setting up Auto Reply Handlers, see the Auto Reply Handlers topic.

Forwarding handlers

The platform can be configured to automatically forward the consumer's reply (without any images or attachments), along with a standard message and subject, to a specified person or group. For example, you could forward all consumer replies to a sales team, or a customer service representative, for follow-up.

To assign a Forwarding Handler profile to a Campaign:

1. In the Tool Ribbon, click Options > Add Reply Handlers. A new Reply Handlers section is added to the Message section of the Campaign screen.

2. From the Forwarding Handler drop-down menu, select the desired profile.

For more information on setting up Forwarding Handlers, see the Forwarding Handlers topic.

Before you can use a PURL in your Campaign, you must complete the following setup steps:

• Create a PURL Field

• Bind that PURL Field to a PURL Domain

• Assign the PURL Domain to a Web Form

After you've completed all those steps, you can bind the Web Form to your Campaign. When you bind the Web Form to the Campaign, the platform will automatically generate the values for the PURL Field.

To bind the Web Form to your Campaign:

1. In the Tool Ribbon, click Options > Add PURL Options. Within the Message section of the Campaign screen, the system adds a new PURL Setup section.

2. The PURL field is used to select the Web Form. Either begin typing in the form name, or click the search button (magnifying glass icon) to search for it.

3. From the URL Type drop-down menu, select either Prefix or Suffix to control where you want the personalization fields inserted into the URL.

For more information on setting up Personalized URLs, see the PURL Domains topic.

To assign an Attachment to a Campaign:

1. In the Tool Ribbon, click Options > Add Attachment. Within the Message section of the Campaign screen, the system adds a new Attachment field.

2. In the Attachment field:

   • To select an existing Attachment, begin typing in the name of the desired Attachment. The system displays a pop-up menu of Attachments with this text string in the item name; select an Attachment from this menu. Or, click the browse button (magnifying glass icon). A Browse Attachments dialog box is displayed, showing all Attachments. Click on an Attachment.

   • To create a new Attachment, click the new button (plus-sign icon). A New Item dialog box is displayed. Enter a name for this Attachment, and select a location. Click Save new item. A blank Attachments screen is displayed (see Create a New Attachment for details on how to define and upload a new Attachment). When finished, click the Campaign tab in the Top Navigation Pane to return to the Campaign screen.

3. Beneath the Attachment field, the system displays the selected Attachment name, the file name, and the file size. Repeat step 2 as needed to add more Attachments to this Campaign. Optionally, to remove an Attachment, click the delete button (X) next to the Attachment.

For more information on setting up Attachments, see the Attachments topic.

1. In the  Message sub-section, click Preview. The system displays a simulated version of your message.

2. The pane on the right-hand side of the screen lists all of the personalization fields within the message content. In one of these fields, type in a test value; the system refreshes the preview with this value inserted into the message. 

1. In the  Message sub-section, click Preview. The system displays a simulated version of your message.

2. If your message contains dynamic content (such as Dynamic Blocks), the different content variations are displayed in the pane on the right-hand side of the screen. Click the left-right arrow icon to expand this pane in order to see a list of all the dynamic content variations.

3. Select a content variation. The preview is refreshed to show that variation of the content.