Create Action Triggered Emails

1.What is Action Triggered Emails?

Action Triggered Emails are automated messages sent to users based on specific actions or behaviors. They can be a powerful tool to engage, retain, and convert users, offering timely and relevant communication.

This guide will walk you through the setup, best practices, and optimization of Action Triggered Emails to ensure effective communication with your audience.

2. How do Action Triggered Emails Work?

These emails are automatically sent when a user performs a particular action, such as making a purchase, abandoning a shopping cart, or signing up for a service.

Why use Action Triggered Emails?

Increased Engagement: They are highly relevant and timely, increasing open and click-through rates.
Personalized Call to Action: These emails encourage users to complete specific actions, such as claiming sales just loaded or communicating goals and tracking to goals.
Automation: Once set up, they require minimal ongoing management and human involvement of messaging data.

3. Setting up Action Triggered Emails on MX

Here’s a basic guide to setting up Action Triggered Emails:

Create a JIRA ticket to get the email template loaded: Click here to view detailed introduction of Notification Center. Once loaded, you will be able to view it via MX admin tool, under "Manage Email Templates"

You will see the email template listed.

Define Triggering Events: Decide on the action or event that will trigger the email (e.g., New courses loaded, new sales available to claim, goal achieved).
Define Automation Rules: Configure the specific rules for when and to whom emails should be sent. For example:
- Trigger: User has new sales available to claim.
- Condition: The user has not claimed their sales within 24 hours.
- Action: Send a reminder email.

Set Timing and Frequency: Decide when the email will be sent (e.g., immediately, after 24 hours, or after a week) and how many follow-up emails will be sent if necessary.

To review a list of scheduled communications.

Search Sent History: To find out if and when the email was delivered on time, simply go to Home/Communications/Email Logs/Manage and input the search value.

And now you have mastered how to use the communication center.