Goal
Send an automated message to a contact in response to an activity using the Whiteboard and a prepared message with a unique, trackable TMID (Transactional Message ID).
Background Information
Transactional messages sent via a Whiteboard respond to individual contact activity. Each message includes a TMID, which allows you to track openings and clicks. This method is useful if you don’t use an external system like a CRM or webshop.
Prerequisites
In the group, Transactional Message Mode is set to On or Optional and a TMID pattern is defined. See Set Up a TMID for Transactional Messages.
A prepared message must exist for the automation. See: Create a Prepared Message.
If applicable, event data placeholders should be included in the message. See: Add Event Data to a Prepared Message
Procedure
Create a new event-based whiteboard.
Define the event that will trigger the automation. See: All available Events.
Add the job Send Email to the Whiteboard. Use the following settings:
Message Selection: Prepared Email Message
Email Message: Select your prepared message from the drop-down
Sendout time: According to your preferences, Immediately, or The Best Sendout Time
Parameters: Add event data placeholders if you want to insert dynamic data from the event. This setting is optional
Save, validate, and activate the Whiteboard.
Note: If a transactional message is sent to a contact who is not already in the group, Mapp Engage automatically adds the contact to the group.