Create a Transactional Mailing

Transactional mailings let you send a mailing when an event occurs.

You can send the email as part of a campaign. Transactional mailings can also be sent from a contact, opportunity, or incident rule when a creation or update occurs. For example, when an incident is closed, you can send a mailing to the incident contact to notify them of product updates.

1. From the Mailings explorer, click New.
   A new broadcast mailing opens on the content pane.

   Tip: You can also create a mailing from an open mailing by clicking New. Additionally, if your navigation set is configured to add mailings from the file menu, click File > Mailing.
2. Click Change in the Mailing Method section of the Summary tab.
   The Select Mailing Method window opens.
3. Select Transactional.
4. Click OK.
   By default, the Summary tab is active. From here, you can review general information about the mailing in the At a Glance section, as well as manage mailing notes, tasks, and attachments. As you create the mailing, you move through each tab to complete the mailing elements.

   Note: You can also add custom tabs to your mailings. Custom tabs give you quick access to elements you frequently use in your mailings. See Add a Custom Tab to Mailings.
5. To assign the mailing to another staff member (by default, the mailing is assigned to the staff member who creates it), click the Assigned drop-down list and select the staff member.
   1. To search for a staff member, enter the staff member’s name in the Find field.
   Tip: Wildcards are supported when searching staff members. You can search strings that include a space by entering %+Space+character, which is helpful when searching last names. For example, entering %+Space+b returns all last names starting with the letter b. There is also an implied wildcard when searching, so entering b in the Find field returns all items containing the letter b.
6. Click the links in the At a Glance section to perform common mailing functions.

   At a Glance Section

   Field	Description
   Mailing Method	This field displays the mailing method currently selected for the mailing. Click Change to change the method.
   Market Testing	This field displays the market testing mode of the mailing. Click Change to change market testing modes.
   Message	Click Preview to preview the mailing.
   Proofing	This field displays the number of proofs that have been sent, approved, and rejected. Click Send Proof Message to send a proof.
   Delivery Status	This field displays the delivery status of the mailing and the number of emails sent and delivered.

7. Click the Audience tab to define an audience for the mailing. See Define the Transactional Mailing Audience.
8. Click the Message tab to create the email sent to the mailing audience. See How Messages Work in Transactional Mailings.
9. Click the Proofing tab to send a proof of the mailing for internal review before sending it to the entire audience. See Send a Proof.
10. Click the Delivery tab to select delivery options. See Access Transactional Delivery Options for Mailings.
11. Click the Results tab to view the report associated with the mailing. See View Mailing Results.
    If your application is configured with custom tabs for mailings, they display after the Results tab.
12. To spell check the mailing, click Spell Check on the ribbon.
13. Click Save.
    The Save As window opens where you can select the folder you want to save the mailing in and enter the name of the mailing in the Name field.
14. Click Save.