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Editing Send Generic shapes

Interacting with the Diagram tab
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Generic

Use the Send Generic shape to configure a generic treatment for delivery. This shape provides a hook to process Offers via outbound delivery mechanisms, other than the ones that the system currently provides (Email/SMS/Passbook). You can use this shape to output relevant data to an output file or database table for processing by legacy systems.

Completing the Treatment section

The following general configuration options are present on this shape:

Field

Description

Treatment Name Enter the name of the treatment. You can use this to track/organize the output data.
Key Code Enter a Marketing code to identify the treatment. You can output this value in the output file/db, and can use it to track the performance of different treatments.

Delivery Options

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

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.

Field Marketing Options

Note This feature is only available if your application includes Field Marketing.

Enable the Display in Campaigns for review by field marketers check box to display this shape to Field Marketers when they are reviewing the list of Engagement Steps on their Field Marketing Campaigns. Use the Description field to specify a description for this shape and the functionality it performs.


Completing the Content Details section

Use the Content Details section to upload content that describes this shape and its outcome. If this shape is configured to display in Field Marketing Campaigns, then Field Marketers will be able to view the uploaded content when they review this shape in their Campaigns.

You can upload and associate both files and links to this shape.

For both files and links, use the Description field to describe the uploaded content.

As files and links are added, they are displayed in the content grid. This grid contains the following columns:

Column

Description

NameURL of the link or the name of the uploaded file. Also, displays an icon to denote whether the uploaded content is a file or a link .
DescriptionDescription for the uploaded content. For longer descriptions, the tooltip contains the entire description.
(Delete?)Contains the Delete icon. Use this icon to delete the uploaded content.

Related topics About Output Templates

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