About planning a recipient list
eMessage depends on Campaign to generate lists. You should be very familiar with how to create and use flowcharts. You must also have access to a user account with edit access to your local Campaign installation.
When you plan your email marketing campaign, you should consult with the other individuals or groups that will be involved with creating and executing the eMessage mailing. These discussions will affect how you design the flowchart and configure the eMessage process to extract recipient address and personalization data.
Planning discussions should include members of your organization who perform the following roles.
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Email Director
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Email Designer
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Database administrator
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Team members who will test the mailing
Email design
Work with the Email Designer to determine the kind of recipient-related data that is needed to personalize email messages. Identify every personalization field that will be required in the email template. When planning how to personalize email, you should carefully consider how you present sensitive customer data in the message.
List design
The Email Designer adds placeholders in the email template that reference personalization fields defined in the OLT. It is important that the List Designer coordinate with the Email Designer to ensure that the OLT contains all of the recipient information required by the email template.
Work with corporate database administrators to ensure that you are familiar with the marketing databases that provide information for the list. You must know where the information is available and you must ensure that you have access permissions required to map database fields.
Managing the email campaign
Work with the Email Director to understand the goals of the campaign as clearly as possible. Determine exactly what recipient characteristics you should use to select recipients.
Testing
Work closely with members of the team that will test the mailing. It is always a best practice to perform test mailings and evaluate email deliverability using tools available through eMessage. Depending on the test cases, you might be asked to regenerate the list in different ways.
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