Email Treatment form
Completing the Treatment tab

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

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.

Use the editor to create the desired email content. You can use one of the following edit modes:

• Templated Email
• Simple Rich Text Editor
• Source Only

Creating Email treatments from template

You can create and edit emails using preconfigured email templates, and only change specific text and images, as defined in the template. This ensures that all client emails follow your corporate style and layout standards. Templated Email is the default edit mode for new Email treatments.

1. Optional: If needed, click Edit mode > Templated Email to switch to Templated Email mode.

   Switching email modes for an existing email treatment removes any content you previously defined for that treatment.

2. Click Pick email template to apply an available email template.
3. Optional: Click Load template from file to upload your own email templates in HTML format.

4. Click a section of the template to edit the content in the text editor on the right side of the screen.

   • Click Insert Propertyto include the value of a scalar property at the selected insertion point. Specify the property Name, an optional Format (Control), and an optional When condition rule. You may type in a full property reference.
   • Click Insert Rule to include the value of a section or paragraph rule at the selected insertion point. 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 Insert Button to insert a response link in the email. See the Embedding response links in Email treatments section below.

   By default, the text editor works in rich text mode. Click HTML to edit the source code directly.

5. If you configured any sections as email templates, select Show the preview of included section to view it in your email.
6. Click Desktop or Mobile to preview the email appearance.

Editing Email treatments in Simple Rich Text Editor and Source Only modes

The Simple Rich Text Editor and Source Only edit modes are still available. They are automatically used for email treatments created prior to Pega Marketing 7.31.

If you want to modify existing treatments to use the new Templated Email mode, make sure to back up their contents first. Switching email modes for an existing email treatment removes any content you previously defined for that treatment.

Embedding response links in Email treatments

You can embed response links into an Email treatment via the 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:

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.

• Accept Offer, Decline Offer - The response screen value is initially set to the default value, as configured by the Application administrator. Design your response screen to present a confirmation for the action taken by the customer (accept or decline) and any other relevant information.
• Open Internal Page - The response screen serves as a page to provide more information on the Offer. Design this page to contain appropriately configured action buttons (such as accept and decline) that the customer can use to respond to the Offer.

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.

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:

• C – Customer ID
• R – Customer response
• I – Issue of the Offer
• G – Group of the Offer
• O – Name of the Offer
• T – Name of the Email treatment
• W – ID of the Campaign Run that initiated the Offer
• RA – Rank of the Offer in the Campaign Run (batch output) table
• OU – Name of the Campaign Run (batch output) class containing the Offer instance

Adding Style Options

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

• Button Text – Textual content of the link
• Button Image – Reference to an image to display alongside the link
• Custom Style – CSS formatting style to apply to the link

Configuring the subject of an email

About Email Treatments