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Using Email Marketing On Demand >

Designing the Email Message Header

Email message headers include the information shown in the To, From, Reply-To, and Subject boxes of the email that you send.

Before you create a marketing email, your company must:

  • Set up the email address to be used as the From address in the marketing email.
  • Set up the email address to be used as the Reply-To address in the marketing email.

To design email message headers

  1. In the Campaign Detail screen of Siebel CRM On Demand, click Setup Email.
  2. The Manage Email Campaign page appears, displaying Step 1: Design Email Message Headers.

  3. Enter values in the fields, as described in the following table.
  4. Field
    Comments

    To

    The recipient of the email. The default value is ${Contact.Email}, which displays the email address noted in the Email field of the Contact record.

    From

    Enter the address that will appear as the From address in the email. The value you enter must be a valid email address or an email address merge field. If you do not enter an email address, the field may be populated with the @emod.crmondemand.com server email address, which could impact the recipient response.

    Reply-To

    Enter the address that will appear as the Reply-To address in the email. The value you enter must be a valid email address or an email address merge field. If the recipient replies to the email, the response is sent to the Reply-To address.

    Subject

    Enter the subject line for the email. The default value is the Campaign Name entered in the Campaign Detail page.

    Character Set

    Select the appropriate character set for the audience of the email. For example, you can select Greek, Thai, or U. S. English to use those alphabets. If you select Unicode, you can use characters from any alphabet, but it is generally easier to type the email if you select a national character set. The default value is Unicode (UTF-8).

    Locale

    Select the locale where the email will be sent. This will be used to determine which localized subscribe or unsubscribe pages are presented to the recipients.

NOTE:  You can use the drop-down lists to the right of the From, Reply-To, and Subject boxes to insert merge fields in these boxes. If these drop-down lists are empty or out of date, you can refresh them with current values by clicking Get Merge Fields. For more information about merge fields, see Using Merge Fields in Email Content.

Customizing the Reply-To and From Line of the Email

You may want to personalize the Reply-To or the From line of the email header, to display a name beside the email address (for example, the account owner name).

To customize the Reply-To or the From line of the Marketing Email

  1. Select the desired name merge field from the drop-down list to the right of the From field.
  2. The From field displays:

    ${Account.Owner Fullname}

  3. Select the corresponding email address merge field from the drop-down list and enclose it in angle brackets <>.
  4. The From field displays:

    ${Account.Owner Fullname} <${Account.Owner Email Address}>

    When customers receive your email, the From line will substitute the Account owner's name and email address. For example, for account owner Joanne Brown, the From line will display the text as:

    Joanne Brown <joanne.brown@crmondemand.com>

Customizing the Subject Line of the Email

You may want to customize the Subject line of the email to include the customer's name. For example, if the customer's name is Doug Allen, you could customize the email with the subject:

Doug Allen, you are invited

To customize the subject line of the Marketing Email

  1. From the drop-down list to the right of the Subject box, choose Contact.Fullname.
  2. The Subject box contains the text:

    ${Contact.Fullname}

  3. In the subject box, type:
  4. , you are invited.

    The Subject box now contains the text:

    ${Contact.Fullname}, you are invited.

    When customers receive emails, the subject line substitutes the customer's names, so that the customer sees something like:

    Doug Allen, you are invited.


Published: 05 March 2008