Using Triggers to send transactional email (Dotdigital)

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Transactional (or one-off) emails can be sent through dotdigital using Donorfy Triggers. There are many reasons why you might want to send a transactional email, including acknowledging form submissions and acknowledging donations.

Before following the next steps, you'll need to have created a Triggered Campaign in Dotdigital, using the format @some_text@ for your personalisation placeholders (rather than the dotdigital data fields). You might get a warning when you try to save it because Dotdigital doesn't recognise the placeholder. This is mentioned in their documentation, and it's fine to click "Save Anyway".

Create a Trigger, selecting the appropriate Trigger type, providing a name and selecting the list(s) that determine the conditions for the Trigger.

Add a new Email Constituent using Dotdigital action to the Trigger.

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Name the action (e.g. Send Acknowledgement - mid-level General Campaign).

Donorfy will gather a list of available campaigns from Dotdigital for you to select from the list. Pick the appropriate campaign.

If the campaign contains personalisation values, these will be displayed in a list. You can choose which data fields in Donorfy should be used to populate these values. 

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Remember to save your changes. The email will be sent to the associated constituent whenever the trigger is run.


Notes:

  • The constituent is not added to any Dotdigital account or address book when a transactional email is sent, and so the mappings configured between Donorfy and dotdigital will not be applied
  • You can only send transactional emails to "triggered campaigns". If you choose any other type of campaign, you'll be asked to select a different one.

     


     

    To access the Dotdigital integration you'll need to raise a support ticket

     

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