Offer form Editing Send Email shapes
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Use the Send Email shape to configure an email message for delivery.

Completing the Treatment section

The following general configuration options are present on this shape:

Field	Description
Treatment Name	Enter the name of the Email Treatment to be sent. If you enable Deliver Online, you must select an existing Email treatment since it determines the content of the email to be sent.
Key Code	Enter a Marketing code to identify the treatment. You can output this value in the sent email and/or the output file/db, and can use it to track the performance of different treatments. If you specified a key code value on the selected Email Treatment, the system will auto-populate this field with that value.

Delivery Options

Choose the output options for this shape. Enable one or more of the following output options:

• Deliver Online - Select this option to enable actual delivery of an email using the content in the specified Treatment Name. For this option, choose between the following subject options:
  • Use Subject from Treatment - Select this option to utilize the subject specified on the referenced Email Treatment rule.
  • Specify Subject - Select this option to specify the subject for the email in the Email Subject field. See Configuring the subject of an email.
• Write To File - Select this option to output a record (per customer) to an output file. For this option, you must also specify a file Output Template in the Select Template field. The selected file template governs the output content and the path/name of the output file.
• Write To DB - Select this option to output a record (per customer) to a database table. For this option, you must also specify a database Output Template in the Select Template field. The selected database template governs the output content and the output database table.

Wait After Sending

You can determine whether the system should wait after processing this shape. To enable a wait period on this shape, check the Wait check box and specify the desired values for the wait period. See Specifying a wait period.

As a best practice, you should enable a wait period when you expect customers to respond to this email (such as accept or decline this Offer).

Completing the Advanced section

Use the Advanced section to optionally configure the following Email Account settings to use for delivering the email message. The system uses these settings when the Deliver Online mode is enabled.

• Account options - Select between the following options:
  • Use Default Email Account - Select this option to use the Default Outbound Email account.
  • Specify Email Account - Select this option to specify the Outbound Email account to use. Specify the desired account in the Account field.
• From and Reply To options - Select between the following options:
  • Use Email Account Settings - Select this option to use the sender’s name (from) and reply-to address (for the email being sent) from the values specified on the Email account.
  • Use Operator Settings - Select this option to use the name and email address of the operator that initiates this email (e.g. by launching a Campaign that sends it) as the sender’s name (from) and reply-to address on the email being sent.
  • Override Account Settings - Select this option to specify the sender’s name (from) and reply-to address for the email being sent. Specify these values in the From and Reply To fields.

Using the Test Message section

Use the Test Message section to test the look and feel of the Email treatment when it is delivered. This section behaves similarly to the Test Message tab on the Email Treatment rule. See the common help for these two pages: Completing and using the Test Message tab

After configuring this section, you can also directly initiate the test via the Test this Email right-click menu option.

About Email Treatments About Output Templates Completing and using the Test Message tab

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