Email Submission Handlers

To create a new Email Submission Handler:

1. Click + New above the list of existing Email Submission Handlers.

2. A "New Item" pop-up window is displayed. In the "Name" field, enter a name for your new Email Submission Handler.

3. From the "Data Source" drop-down menu, select the source table.

Note: You can never modify this source table after the Email Submission Handler is created.

4. Click Create. The Workspace is refreshed to show a blank Email Submission Handler details screen, where you can configure the details of the Email Submission Handler.

5. Optionally, you can assign one or more tags to your Email Submission Handler. To assign a tag, click on the "Add tag" field in the Edit section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the "X" icon next to the tag label.

6. In the "Email Address" section, you'll define the email address that consumers will contact to begin the double opt-in process. In the text field, enter the username portion of the email address. Then, from the drop-down menu, select the domain portion of the email address. This menu is populated with all of the sending domains defined for your client account.

7. The "Add / Match to email address in column" drop-down menu is populated with all of the fields on the selected source table that have a Data Type of "Email." The platform will match the consumer's email address against the field you select here in order to determine if this consumer already exists in the source table, or if he or she is new. The platform will add or update the consumer record accordingly. From this menu, select the desired field that you want to match against.

8. The "Field Values" section is used to select the preference field (or fields) that you want to update when the consumer completes the double opt-in process. In most cases, you want to use the "Confirmation" field associated with the email address field you selected in step 7. The field drop-down menu is populated with all of the fields in the source table. Optionally, place a check mark in the "Show preferences only" check box to filter this drop-down menu to show only fields that have a Data Type of "Preference." From this menu, select the desired field.

9. Next you need to define the value of the selected field once the consumer completes the double opt-in process. Depending on the Data Type of the field you selected in step 8, you may see a drop-down menu of pre-defined values, or a blank text field. Select or enter the desired value. If using a "Confirmation" field, you should enter a value of "1."

10. Click the add button (plus-sign icon). The system adds the field and value to the list. Repeat steps 8 and 9 as needed to select additional fields. To remove a field from this list, click the remove button ("X" icon) next to the field.

11. In the Tool Ribbon, click Edit > Save. Or, if you're ready to publish and use this Email Submission Handler, click Edit > Save and Publish.

To copy an existing item to use as the basis for a new item:

1. Search for the desired item (see Search for an Item for more details).

2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

3. In the Tool Ribbon, click Edit > Save As. A "Save as" dialog box is displayed.

4. Enter a name for the new item.

5. By default, the new item will be saved in the same folder location as the base item. Optionally, click the magnifying glass icon to browse to and select a different folder location.

6. Click save a copy. The system creates a copy of the selected item.

To view or edit an Email Submission Handler:

1. Search for the desired Email Submission Handler (see Search for an Item for more details on the available search methods).

2. Click on the Email Submission Handler name. The Email Submission Handler screen is displayed and populated with the details of the selected Email Submission Handler.

3. Optionally, to view detailed information about the Email Submission Handler, click the Email Submission Handler tab in the Tool Ribbon. The Item Details screen is displayed, showing who created the item, who modified it last, and what the last actions taken on the item were. On this screen, click "Related Items" in the Function Menu to see other items in the system that reference or utilize this Email Submission Handler. When finished, click the Edit tab in the Tool Ribbon to return to the main edit screen.

4. Optionally, you can assign one or more tags to your Email Submission Handler. To assign a tag, click on the "Add tag" field in the Edit section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the "X" icon next to the tag label.  

5. Optionally, to rename the Email Submission Handler, click Edit > Rename. A "Rename Item" dialog box is displayed. Enter a new name for the Email Submission Handler, then click save new name.

6. Make any necessary changes to the Email Submission Handler, such as adding or removing fields, or changing the field values.

7. To save your changes, click Edit > Save in the Tool Ribbon. Or, if you're ready to publish the Email Submission Handler, click Edit > Save & Publish.

To delete an item:

1. Search for the desired item (see Search for an Item for more details).

2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

3. In the Tool Ribbon, click Edit > Delete. A confirmation dialog box is displayed.

4. Click delete item to confirm the deletion.

Foldered items are moved to the Recycle Bin. Non-foldered items are permanently deleted.