Back Forward Email Treatment form
Completing the Treatment tab

  1. About 
  2. New 
  3. Treatment 
  4. Test Message 
  5. History 

Complete the Treatment tab to define the text, formatting, property values, included correspondence fragments, and appearance of the Email treatment.

Use the Subject field to specify the subject for the Email treatment. See Configuring the subject of an email.

Use the Key Code field to specify the marketing key code for the Email treatment. You can output this value in the delivered email and/or use it internally to track the performance of different treatments.

Enable the Track Email Open Rate check box to capture impressions for this Email treatment in Interaction History. When enabled, an impression will be captured each time an Email (corresponding to this treatment) is opened.

Use the editor to create the desired email content. First, select from the following two modes:

Enter rich text for the Email treament. In Design mode, a wide variety of tools are available in the toolbar including fonts, font sizes, colors, lists formatting, graphic elements and alignments. Certain controls are available only in Design mode, and only when text is selected.


Email editor toolbar icons

Upper toolbar

Icon

Result

(Arial)

Change the font of the selected text.

(8)

Change the font size of the selected text

(normal)

Convert the selected paragraph to a normal paragraph (<p> tag) or one of six heading levels (<h1> to <h6>).

Unordered list

Convert the selected paragraphs to an unordered list (<ul> tag).

Ordered list

Convert the selected paragraphs to an ordered list (<ol> tag).

Indent

Indent, increase space at the beginning of the selected lines.

Outdent

Outdent, reduce space at the beginning of the selected lines.

Make Link

Make the selected text an HTML link (<a> tag). In the pop-up window, enter the HREF= value in the Name field. Select the Open in new window box if desired. Optionally, enter ToolTip text in the Description field. Click Save.

Add Image

Insert a reference to an image, a binary file rule. The delivered email message includes the image.

Insert Button

Insert a response link in the email. See the Embedding response links in Email treatments section below.

Add Property

Include the value of a scalar property at the selected insertion point. Complete the pop-up window to supply the property Name, an optional Format (Control), and an optional When condition rule. You may type in a full property reference. Click Save.

Include

Include the value of a section or paragraph rule at the selected insertion point.

Complete the pop-up window to identify the rule type (section or paragraph), the Purpose key part, an optional When condition rule, and (if the included rule is based on a page other than the page of this paragraph), a Using Page page name value. Click Save.

Bold

Bold the selected text using the <strong> HTML tag.

Italic

Make the selected text italicized.

Underscored

Make the selected text underscored.

Subscript

Convert the selected text to a subscript.

Superscript

Convert the selected text to a superscript.

Font color

Change the font color of the selected text. Choose a color from the palette.

Background color

Set the background color of the selected area. Choose a color from the palette.

Lower toolbar

Icon

Result

left align

Left-align the lines in the selected paragraph.

Center

Center the lines in the selected paragraph.

Right align

Right-align the lines in the selected paragraph.

Full align

Justify the lines in the selected paragraph by adding spaces.

Design

Switch to design mode.

Source

Switch to source mode. As always when composing HTML code, avoid use of the angle bracket characters (< and >, less-than and greater than) except as part of an HTML syntax element. Use the HTML entities &lt; and &gt; instead.

Spell check

Spell check the content of the Email treatment.


Embedding response links in Email treatments

You can embed response links into an Email treatment via the Insert Button icon. Click the icon to launch a pop-up window to configure the link. The Function value determines the type of response link. Choose from the following options:

Function

Description

Accept Offer Select this option to embed a link for the customer to accept the Offer. You must select whether to direct the customer to a response screen or to an external URL.
Decline Offer Select this option to embed a link for the customer to decline the Offer. You must select whether to direct the customer to a response screen or to an external URL.
Open Internal Page Select this option to embed a link to launch an internal page. You must specify the name of the response screen (internal page).
Open External URL Select this option to embed a link to launch an external URL. You must specify the external URL to open.

Redirecting to a Response Screen

This option is available for the Accept Offer, Decline Offer, and Open Internal Page links. You can configure a response screen (internal PRPC page – typically represented by a Rule-HTML-Section rule) for the system to display when a customer clicks on the response link in the delivered Offer email.

If the value for the response screen is not set, the system will use the out-of-the-box default response screen (PegaMKT-Work-Offer.DefaultEmailResponse). You can reference both Customer and Offer Data when building/configuring a custom response screen.

Note Response Screens must be created in the PegaMKT-Work-Offer class.

Redirecting to an External URL

This option is available for the Accept Offer, Decline Offer, and Open External URL links. You can further choose whether the system should include relevant Offer Data while re-directing to the external URL. If selected, the system passes the following values as URL parameters to the external URL:

Adding Style Options

You can specify the following style options for a response link:

Related topics Configuring the subject of an email

Up About Email Treatments