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transactional email

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Posted on by 90

Hello:

why does transactional emails don't have a 'send now' option ??? and how to send transactional emails???

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: transactional email

    Hey Rinkal,

    Transactional emails can be sent in D365 Marketing using the same Customer Journey process as commercial emails. You need to be aware that for transactional emails:

    1. You need to set the legal designation as "transactional"
    2. You need to ensure that the scenario and content is purely transactional.

    This means that you can create a dynamic segment to listen to a transaction happening (for example, a contact registered for an event), and send them an email to confirm their registration. This is an example of a transactional email - where the email is used to further communication of an existing transaction (in this case, them registering for an event).

    Also, you CAN send a transaction email using "Send Now" - screenshot below.

    pastedimage1608206478533v1.png

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: transactional email

    Hi Rinkal,

    Could you share me the reason that why it is required to send transactional emails?

    Transactional messages are typically regulated differently from commercial messages(emails that for bulk delivery with customer journey). They are considered personal communications and related exclusively to a specific transaction between your organization and another individual or organization, not promotional communications, and therefore have different content and consent requirements. (Such as a receipt, account statement, or consent request)

    With an intuitive example: when creating an marketing email from template and adding "Legal designation: Transactional" as filter, there are only 3 templates:

    "custonaci" and "diamante" are used to send confirmation email of consent level change and subscription list change when global double opt-in is enabled;

    "form-doubleoptin" is used to send confirmation email of subscription list change when form double opt-in is enabled.

    Instead of via customer journey, these emails will be sent to contacts automatically after they changed consent level or added a new subscription list, while send now" option will create a simple customer journey to send the email shortly, therefore, the button won't be available to transactional emails.

    Regards,

    Clofly

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