Sending Transactional Messages (Whiteboards)

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 Automations 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 

• Transactional Message Mode must be set to On in the group settings. See: Adding a TMID to Messages.

• The TMID pattern must be created. See: Adding a TMID to Messages.

• A prepared message must exist for the automation. See: Save Draft as Prepared Message.

• If applicable, event data placeholders should be included in the message. See: Add Event Data to a Prepared Message

Procedure​

1. Create a new event-based whiteboard.

2. Define the event that will trigger the automation. See: All available Events.

3. 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

4. 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.

Best Practices

• Use one whiteboard per trigger type for clarity and easier maintenance.

• Keep messages purely transactional to avoid compliance issues.

• Reuse prepared messages across automations to reduce duplication.

• Regularly check statistics and adjust message content based on engagement.

• Test your automation with test users before activating it in production.