Using triggers to send transactional email (dotdigital)

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dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.


 

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 datafields). You might get a warning when you try to save, because dotdigital doesn't recognise the placeholder. This is mentioned in their documentation, and it's fine to click "Save Anyway".

Create a trigger as usual, 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.
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