Configuring an Email Touchpoint

Select an email touchpoint when you want to connect to the customer using email communication. If you have integrated both Unica Link and Deliver, you will see the options Deliver and Link as delivery options for the email Touchpoint.

Before you begin

Before you start this procedure, see Touchpoints.

About this task

To configure an email touchpoint, execute any one of the following steps:

Procedure

  1. Select Deliver and complete the following steps to configure Deliver for sending emails:
    If you select Unica Deliver, you are connected to the Unica Deliver execution engine for sending emails.
    1. Ensure that the following prerequisites are met:
      • Create Unica Deliver Email Template in Unica Deliver.
      • Create Email templates for each email touch point that you configure using Unica Deliver. For more information on creating templates for Unica Deliver, see Unica Deliver User Guide.
    2. In the Email Configuration dialog, select Deliver and click Next.
      The Select Template dialog appears.
    3. Select the required template. If there are multiple templates, use the Search bar to locate the required template. Click Next.
      Note: In Unica Deliver, once a template is selected for configuring email Touchpoint, it will no longer be available for configuring other email Touchpoints.
      The Mapping dialog appears.
    4. Map the Deliver fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
      The mapping achieves personalization to the email. In Deliver, if you map FirstName of Deliver to fname of Journey and the LastName to lname, the salutation in the email will be personalized to the value of the field.
    5. Click Save.
  2. Select Link.
    If you have set a default email connection in Setting a default email connection, and if the default connection set is Mailchimp, move to Step (4). If the default connection set is Mandrill, move to Step (5). If you have not set a default email connection, the Existing Connections dialog opens.
  3. Select either Mailchimp or Mandrill and click Next.
    The Create New Action dialog appears. In this dialog, you can also switch to a different connector by selecting Existing Connection.
  4. If the default connection is Mailchimp, complete the following steps:
    1. Provide values for the following fields:
      • Contact Action - Mandatory. The action to be performed on the contacts.
      • Audience - Mandatory. The list in which you want the audiences to be saved.
      • New Email Campaign - Mandatory. The name of the new email campaign.
      • Email Template - Mandatory. The template used for the email.
      • Email Subject - Mandatory. The subject of the email to be sent to the users.
      • Preview Text - Optional. The text that will be part of the body of the email.
      • Sender's Name - Mandatory. The sender who sent the email to the customer.
      • Reply to Email - Mandatory. The email address which will be used for a customer to reply back..
      • Group Contacts By Tag - Optional.
      • Fetch Results End Date - Optional.
    2. Click Next.
      The Field Mapping dialog appears.
    3. Map the email connector fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
      The mapping achieves personalization to the email. In mailchimp, if you map first_name of mailchimp to fname of Journey and the last_name to lname, the salutation in the email will be personalized to the value of the field.
    4. Click Save.
  5. If the default connection is Mandrill, complete the following steps:
    1. Provide values for the following fields:
      • Email Template - Mandatory. Click Fetch to view the available templates.
      • Sender Email - Optional. The email address of the user sending the communication.
      • Email Subject - Optional. The subject of the email to be sent to the users.
      • Reply to Email - Optional. The email address which will be used for a customer to reply back.
      • Fetch Results End Date - Optional. Configure a date for accepting customer responses.
        Note: When configuring Mandrill, if you do not provide values for the optional fields, Mandrill fetches the value from the selected Mandrill template. Ensure that you provide all the values during template creation in Mandrill.
    2. Click Next.
      The Field Mapping dialog appears.
    3. Map the email connector fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
      The mapping achieves personalization to the email. In Mandrill, if you map FIRSTNAME of Mandrill to First_Name of Journey and the LASTNAME to Last_Name, the salutation in the email will be personalized to the value of the field.
      Note: Mandrill supports up to five personalization fields in the Field Mapping dialog.
    4. Click Save.