Referencing a communication to a mailing

Before you begin

A communication defines how messages display to each recipient. A message must reference a communication. Also, multiple messages can refer the same document.

You select the communication from a list of communications in the Message Editor or Quick Builder. Ensure that the communication that you want to reference is available. To make the communication available, you must save and publish the document in the Message Editor or Quick Builder.

About this task

The structure and content of the email, SMS, Push, and WhatsApp depends on the design of the document template, personalization settings in the document, and on personal data that is contained in the recipient list that is referenced to the same message.

When you add the document to the message, you must specify the message format. You can choose HTML, Text, or both.

Procedure

  1. In the Summary Mailing tab, click Edit to open the Mailing page in edit mode.
  2. In the Properties section, click Select a Communication.
    The Select a Communication window displays a list of Deliver documents that the user can reference to the mailing. The Select a Communication window contains the Enter Communication to search field. Type the required string and click Search. The results that match the search string appears. If required, user can click Clear button only to clear the current search and perform another search.
    Note: The search displays only the objects that are accessible to the user.
  3. Select a communication to reference to the mailing and click Accept and Close.

    The document that you select defines the message that is sent when you run the mailing.

  4. In the Content Type to Send field, select a content type from the pull-down list.
  5. To save your selection, click Save Changes.