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Adding Response Forms to Email Treatments


You can include a variety of response forms in an email treatment. Whenever a customer receives the email treatment and clicks on the hyperlink for a response form, responses are created for the campaign.

Response types are fields in a response record. A response record might be generated by the email recipient clicking the response form link or by completing a form on the Web page to which he or she has been directed.

This task is a step in Process of Working with Email Treatments.

The following procedure shows how to add a response form to an email treatment.

To add a response form to an email treatment

  1. Navigate to the Offers screen, then the Email Treatments view.
  2. In the Email Treatments list, click an email treatment name.
  3. Click the Edit Email view tab.
  4. Click a template to edit.

    The template appears in the workspace.

  5. From the Categories (HTML editor) or the Personalization Categories (text editor) menu, choose Response Forms. Use the following table as a guide.
    Response Form
    Description

    Confirm Subscribe To List

    Use this in an initial email treatment to activate a double opt-in process. When the recipient clicks the embedded link, Siebel Marketing sends an email confirm-in treatment with a Subscribe to List response form.

    Confirm Unsubscribe from List

    Use this in an initial email treatment to activate a double opt-out process. When the recipient clicks the embedded link, Siebel Marketing sends an email confirm-out treatment with an Unsubscribe to List response form.

    Forward to Friend

    Navigates customers to a page where they can add the email address of friends and from where your company can forward the message.

    Customers can also provide a text message to be sent with the email treatment. When they submit this form, Siebel Marketing generates a Forward to Friend response type record and sends a copy of the email to any email addresses that the customer provided. It then regenerates the response form links in the email for the new recipient's email address.

    One Click Unsub

    Sets the Do Not Email check box on the contact profile and displays a confirmation message to the customer that states that she has been unsubscribed from all email treatments.

    Read Receipt

    Detects that the email message has been opened by the customer. The customer is not aware of this hidden event.

    This link is used only in HTML to embed a 1 x 1 pixel image in the email treatment at the location where a response form is placed. If the recipient of the email treatment opens the email, then Siebel Marketing retrieves this image from the Email Marketing Server and updates the Message Open Timestamp in the campaign history table (S_CAMP_CON). The following list describes some ways a read receipt can be blocked:

    • Newer email applications have preferences options that can prevent the display of embedded images.
    • Ports used to make the request for the image might be blocked at the recipient's firewall.
    • If you place the read receipt image in the HTML part of a multipart MIME email message and the recipient sets up his email application to read text emails only, then the Read Receipt image request does not occur.
    • For the Read Receipt to work correctly, it must be on its own line at the end of the message.

    Requested call back

    Navigates customers to a Web page where they can provide contact information and from where your company can arrange a follow-up phone call.

    Requested More Info

    Navigates customers to a Web page where they can provide contact information and from where your company can send more information such as brochures or other collateral.

    Requested Unsubscribe

    Navigates customers to a Web page where they can enter communication preferences by channel. For more information, see Setting Up and Using Web Marketing.

    Subscribe to List

    Navigates customers to a Web page where a confirmation message displays stating that they have been subscribed to the list. This response associates the contact or prospect ID of the respondent with a subscription list associated with the treatment.

  6. In the Items menu (HTML editor) or the Personalization Elements menu (text editor), choose a response type.
  7. Position the cursor at the desired location in the content, and click Insert.
  8. When you are finished editing, click Save Template.
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