1. Marketing User Guide
  2. Editing Email Treatments

Editing Email Treatments

The following procedure describes how to edit an email treatment.

To edit an email treatment

  1. Navigate to the Offers screen, then the Email Treatments view.

  2. In the Email Treatments list, select an email treatment.

  3. In the Edit Email tab, select a template to change.

    One of the following editors starts:

    • Text editor. You use this tool to make simple changes to the text. The text editor starts by default, if the selected template is a text (.txt) file.

    • HTML Editor. You can use this tool to make more complex changes than you can make in a text editor. The CKEditor HTML editor starts by default if the selected template is an HTML file (HTM or HTML file extension). For more detail, see Using the Siebel Marketing CKEditor HTML Editor.

  4. To embed a personalization item such as a Response Form or Trackable URL, perform the following steps:

    1. Locate the position in the treatment text where the personalization item is to appear.

    2. In the Categories drop-down menu, choose one of the available personalization categories, for example, Events, Merge Fields, or Social URLs.

      The available elements for the selected category appear in the personalization Items menu. For more information about personalization categories, see About Using Personalization Categories When Editing Treatments.

    3. In the Items menu, choose a personalization item and click the Insert button.

  5. When you finish making changes, click Save Template.

  6. Repeat Step 3 through Step 5 to continue editing the template.

  7. To preview your changes and verify that the template still performs correctly, click the Verify & Preview button.

    If your administrator has configured the Email Marketing Server to integrate with Apache SpamAssassin, then clicking the Verify & Preview button also generates spam scores for the email. A spam score for an email indicates the likelihood of the email being classified as spam and being rejected by a recipient's spam filters.

    If the email generates a high spam score, modify the email content until it passes the spam scoring test. For additional information, see Siebel Marketing Installation and Administration Guide.