Specify the recipient type:

• If an interaction's communicate step will send the message, select Audience Members, Leads, or Participants.
• If a segmentation's send email tool will send the message, select Universe Context.

After you save an outbound message, you cannot modify this field.

This field determines:

• The interactions that can send the outbound message. An interaction must have the same target group as the outbound message.
• Whether a segmentation can send the outbound message. A segmentation can send it if the segmentation's and the outbound message's target group is Universe Context.
• The field tags you can insert.
• The inbound forms you can associate with the message. You can associate those that have the same target group as the message.
• The microsites you can associate with the message.
• Whether you can include Web analytics in the message's links. You can include Web analytics if the message targets audience members or leads.

This field appears if the Target Group is Universe Context.

Select the universe for which the outbound message is available. After you save the message, you cannot modify this field. The available universes are the universes to which you have access that have at least one email-enabled context.

This field appears if the Target Group is Universe Context.

Select the email-enabled context to which the outbound message is sent. After you save the message, you cannot modify this field. The available contexts are the email-enabled contexts for the universe.

Select the inbound forms to associate with the message. The available forms are those in the current activity or lead process that have the same target group as the message. Inbound forms configured for a microsite are not available.

If the message's target group is Universe Context, the context determines the available inbound forms. If the context is based on:

• an external database, only inbound forms that target audience members appear.
• audience members, only inbound forms that target audience members appear.
• participants, only inbound forms that target participants appear.
• leads, only inbound forms that target audience members or leads appear.

If you associate an inbound form with the outbound message, the message can contain a link to the inbound form.

This field does not appear if the message targets an Aprimo universe and the context is participants.

Specify the microsites to associate with the outbound message. The available microsites are those in the current activity or lead process that have the same target group as the outbound message.

If the outbound message's target group is Universe Context, the context determines the available microsites:

• If the context is based on an external database, only microsites that target audience members appear.
• If the context is based on audience members, only microsites that target audience members appear.
• If the context is based on leads, only microsites that target audience members or leads appear.

If you associate a microsite with the outbound message, the message can include a link to the microsite.

Choose the message's availability.

If you no longer need an outbound message, change its status to Inactive, after the interaction or segmentation finishes processing.

Select the language of the default opt-out page and the default forward to a friend page.

You can select any language installed for your implementation of Aprimo.

Lock Email Details in Segmentations

Choose whether you can change the default values of the Email Content Options fields in the send email tool that sends this message.

By default, the send email tool shows the values of the outbound message's Email Details.

Indicate the name of the person displayed as the sender. Type a name or click the Insert button to select an attribute.

Indicate the email address from which the message is sent.

Type the portion of the email address that is before the @ symbol, and select the domain. The list includes the purchased domains listed in the Configuration module for email deliverability.

Indicate the email address to which recipients reply.

You can type an email address or click the Insert button to select an attribute.

Select the attribute for the recipient's email address.

Select the attributes to combine for the recipient's displayed name.

Use the Move Up and Move Down buttons to change the order.

Select the format of the email message. It can be HTML email, plain text, or both.

HTML email allows you to use sophisticated formatting and graphics, but not all subjects can receive HTML email. To ensure everyone receives the message, follow these steps:

• Configure an HTML message and a plain text message.
• Select Both in the Email Format field. Due to MIME technology, the message appears in the appropriate format for the recipient.

Choose whether a link to an opt-out form appears in the email message footer. An opt-out form gives the recipients the option to stop receiving types of email messages from your organization.

You can create a custom message for the opt-out link on the Header/Footer tab.

CAN-SPAM is an act of the United States Congress that became law in December of 2003. In 2008 the Federal Trade Commission (FTC) approved revisions to the act. One requirement of the CAN-SPAM Act of 2003 and its 2008 revisions is that your outbound email messages include an opt-out link. If messages do not comply with the rules, your organization may be fined or charged with a criminal and civil offense.

This field does not appear if the message targets an Aprimo universe and the context is participants.

Choose whether your physical mailing address is appended to the email message.

If the Physical Mailing Address field on the Header/Footer tab for the outbound message contains an address, that address is used. If that field is empty, the address of the AIM Service Physical Mailing Address system parameter is used.

By default, the physical mailing address's format is the same as the opt-out link and the forward to a friend link. However, any formatting of the address on the Header/Footer tab of the outbound message or in the value of the system parameter overrides the default.

This field does not appear if the message targets an Aprimo universe and the context is participants.

Choose whether a link to a forward-to-a-friend Web page appears in the email message footer. A forward-to-a-friend Web page enables the recipients of a message to forward it to others.

You can create a custom message for the forward to a friend link on the outbound message's Header/Footer tab.

This field does not appear if the message targets an Aprimo universe and the context is participants.

Choose whether a link to view the email message as a Web page appears in the email message header.

You can create a custom message for the Web page link on the outbound message's Header/Footer tab.

Indicate whether the format is HTML email.

HTML email messages can contain images and sophisticated formatting. If you do not know whether your recipients can receive HTML email messages, also create a plain text email message.

If the outbound message targets audience members, you can edit this field.

Choose whether to create an Email Tracking contact history record to track when an audience member opens the HTML email message.

If the recipient exists in an external database, a record is created there.

Type the text for the email message's subject line. You can insert field tags to personalize the text.

Use HTML Designer

Choose whether to use the HTML designer to create the layout of the HTML email message. If you select No, the Message Details section appears and the HTML Designer tab is not available.

Specify the email message's content one of these ways:

• Type or paste the HTML. Use the <img src> HTML tag to insert an image, which must be stored on a network server accessible by the Aprimo services server. You can use any commonly supported image format, such as .gif, .jpeg, or .png.
  Tip:
  Click the Add Track Link Tags button after you enter the HTML. This enables link tracking automatically for all links that are not already slated to be tracked. You cannot undo this action once you add the track link tags. You must manually remove each track link tag you do not want to use.

  Consider creating an HTML Images directory in the temporary file directory as defined in the Temporary File Directory system parameter.

• Click the Format button, which is available only if the Target Group is not Universe Context. Then create the content on the Message Format page.

Click the Insert button to insert field tags that personalize the message.

If the message targets a universe context and has associated inbound forms or microsites, you can also insert links to those inbound forms or microsites. The inbound forms and microsites appear in the Selected Inbound Forms and Selected Microsite Pages sections in the Insert list.

If the target universe is based on audience members, the application can track the inbound form and microsite links. The application records the clicked links in contact history records. Inbound forms and microsites that can be tracked this way appear in the Selected Inbound Forms with Link Tracking and the Selected Microsite Pages with Link Tracking sections.

Choose whether the message is a plain text email message.

Type the text for the message's subject line. You can insert field tags to personalize it.

Type the section content. You can insert field tags to personalize it.

If the message targets a universe context and has associated inbound forms or microsites, you can insert links to them. The inbound forms and microsites appear in the Insert list.

Select the check box if you want the section to appear in the message.

Type the text for the opt-out link. The text you type replaces the default text.

The configuration of the outbound message, communicate step, or the send email tool determines whether the opt-out link appears in the outbound message.

Select the opt-out form that appears when a user clicks the opt-out link.

If the message targets audience members or leads, the available forms all have the audience member target group. If the message targets a universe context, the available forms all target the same universe context.

Type the physical mailing address, which appears below the opt-out link. If this field is empty, the application uses the address of the AIM Service Physical Mailing Address system parameter. By default, the format is the same as the opt-out link and the forward-to-a-friend link. Any formatting of the address in this field or in the value of the system parameter overrides the default formatting.

The configuration of the communicate step or the send email tool determines whether the opt-out link appears in the outbound message.

Specify the text in the forward-to-a-friend link. The text you provide replaces default text.

Specify the maximum number of friends to which a recipient can forward a message at one time.

Type the full file name, including the extension, of the HTML file to use as a template for the forward to a friend Web page. Leave this field blank if you do not want to use a custom HTML template.

The HTML file must be stored in the directory specified in the Custom Forms Directory system parameter. Place these tags in the custom HTML file where you want the form fields:

• <WC@InboundForm>
• </WC@InboundForm>

Also place the <@APHEADERINFO> tag in the header of the custom HTML file to substitute for the JavaScript header information.

Type the confirmation message that appears when the email recipient forwards the message. Click the Insert button to personalize the message with field tags.

Specify the plain text email message that a recipient sends to a friend.

If you want the people who receive the forwarded email message to access an inbound form, include a link to that form in this field. A link to an inbound form in the original message is not valid in the forwarded message.

Specify the HTML email message that a recipient sends to a friend.

If you want the people who receive the forwarded email message to access an inbound form, include a link to that form in this field. A link to an inbound form in the original message is not valid in the forwarded message.

Click the Format button to type the message on the Message Format page.

Type the link's text. What you type replaces the default text.

You must configure the outbound message, the communicate step, or the send email tool that sends the outbound message to enable this link.

Type the text for the call center script, and click the Insert button to insert field tags.