Managing actions
If you want to create a new action, call the overview list. Here you will find all the actions that have been previously created. You can also rework or delete existing actions there.
Fig. 8.24: OpenEMM lists all previously created actions in the overview.
1. | Call the category Forms & Actions and switch to the sub-category Actions. |
2. | All already-created actions are listed by OpenEMM in the overview. The name of each form is contained under the column Action, while the Description column explains its function. The column Used in form shows whether the action is already used in a form. If you move the cursor to the Yes in this column, OpenEMM displays the name of the according form. |
3. | To maintain an overview for longer lists, these can be sorted according to the column headings. One click on the column concerned sorts the entries initially in alphabetically ascending order, i.e. from A to Z. A further click reverses the sort sequence. In addition, the List size option limits the number of simultaneously displayed list entries to 20, 50 or 100. |
4. | To edit an action that has already been created, simply click on its name or description, or on the symbol in the last column. OpenEMM then automatically displays the contents of the action. |
5. | If you no longer need an action, you can delete it via the Wastebasket symbol in the right-hand column. |
6. | You can see the entry dialog for an action that has to be newly defined in the New action tab. The next section shows you how to best proceed. |
The following actions are available in the drop-down field Type: The empty lines are deliberately left empty.
Action |
Description |
Unsubscribe |
Removes a recipient from a mailing list. |
Send action-based mailing |
Sends an activated action-based mailing. Parameters: Mailing: Mailing to be sent. Delay: Delay in sending after the action is triggered. |
Subscribe |
Places the recipient on a mailing list. To do so, at least the information about the mailing list, gender, e-mail and mail type must be transferred. See the chapter "Example: Opt-in form" or "Example: Subscribing with double opt-in". Parameters: Key column: OpenEMM compares this column with the database and updates the existing data. Use double-opt-in: Selection of the subscribing procedure. Check for duplicate records: Comparison to existing data in the OpenEMM database. |
Show archive mailing |
Carries out the action to display Fullview. See chapter "Fullview: Always display HTML mails correctly". Parameters: Expires: After this date, Fullview can no longer be called up, and an error page is displayed. |
Double-opt-in confirmation |
Sets the status of the recipient from Waiting for confirmation to Active. See the chapter "Example: Subscribing with double opt-in". |
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Load recipient-data |
The recipient data for a recipient is loaded. The agnUID must be transferred for this. See the chapter "Example: Form for a user profile amendment". Parameters: Load even if customer is not a active subscriber: Recipient data is also loaded for recipients who have unsubscribed. |
Mailing-archive list |
Shows an overview of sent mailings in an archive for which Show in online-archive has been activated in the detail view of a mailing. Parameters: Archive: Selection of subscription procedure. |
Modify profile |
Changes the profile field of a recipient. See the chapter "Action: Changing recipient profile". Parameters: Column name: Selection of the profile field to be changed, the action and the value. |
Send service e-mail |
Sends a single e-mail to a selected recipient with self-defined text. A valid agnUID must be transferred for this in order to exclude misuse. If you want to use data from the recipient profile in a service name, you must load this in the first step of the action. Parameters: To: The e-mail address of the recipient Subject: Reference line of the e-mail. Text version: Text version of the e-mail. HTML version: HTML version of the e-mail. |
Script-action |
Executes self-defined scripts. See the chapter "Action: Including a script in an action". Parameters: Script: Script to be executed. |
Show specific contentblock |
Shows the content of a content block of a mailing. Works like Show archive mailing. Parameters: Name ot the contentblock: Name of the content block within the Mailing. |
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