Edit Transactional Mailing Attributes

After you add a Transactional Mailing element to your flow diagram, you can edit its attributes to define which mailing to send to a contact. In addition, you can choose to send the mailing immediately, at an exact time, or at a certain interval.

If the mailing is scheduled to be sent at a certain interval, it is stored until the mailer daemon sends it. By default, the mailer daemon sends scheduled transactional mailings every fifteen minutes. If you want the utility to send mailings more frequently, you must edit the RNMD_EVENT_PROC_INTERVAL configuration setting.

Note: The Transactional Mailing element simply schedules a mailing to be sent. It does not pause the processing of the flow until the mailing is sent. Therefore, any elements following this element in the flow continue to be processed immediately, even if the mailing is scheduled to be sent in the future.

This element can be filtered using segments. If you choose to filter a transactional mailing, you can select whether contacts who are in or not in the segment will be sent an email.

  1. Double-click the Transactional Mailing element.
    The Transactional Mailing window opens.
  2. Enter the name of the element in the Label field.
  3. Select the mailing you want to send.
    1. To search for a mailing, right-click the list and select Search. Then enter the mailing name in the Find field.
    Note: In order to send a transactional mailing, it must be in a launched state. If you select a transactional mailing that has not been launched, it does not send and the system advances to the next element in your flow diagram.
  4. To create a transactional mailing, click New Transactional Mailing. See .
  5. Click the Schedule tab.
  6. Enter field information.

    Schedule Tab

    Field Description

    Immediately

    Select this option to send the email immediately after the action occurs.

    At Exact Time

    Select this option and click the calendar (to the right of the date field) to select a specific date and time to send the email.

    If this option is selected, a clock icon appears on the Transactional Mailing element to indicate that a delivery time for the mailing is scheduled.

    Wait

    Select this option to send the mailing a specified amount of time after the action is triggered in the flow. Use the up and down arrows to select the number of units, and click the drop-down list to select the interval (minutes, hours, days, or weeks).

    If this option is selected, a clock icon appears on the Transactional Mailing element to indicate that a delivery time for the mailing is scheduled.

  7. Click the Filter tab to select whether or not contacts should be included in the segment to be filtered from the mailing.
    The default is Send This Mailing Only to People in the Following Segment. If you leave the default, only contacts who meet the criteria in the segment receive the mailing.
  8. Select the Filter this Mailing check box.
  9. Click the drop-down list and select whether or not customers in the segment will receive the mailing.
  10. Select a segment for the mailing.
  11. To add a segment, click New Segment and see .
  12. To add any notes associated with the element, click the Notes tab and enter the notes.
  13. Click OK.