Create and Send Multi-Version Emails

Configure Participants

You can add participants to a program from three potential sources: Events, CSV files, and Query Builder. For Multi-Version communications, it is important to pick a source containing data that can align with your targeted customer segmentation. Pick sources that have a field you can use to target each email Version to the correct customer segment.

In this example, we want to send an English version of an email to customers in the United States, and a Spanish version of the same email to customers in Mexico. We will select a source that contains both a field that aligns with these customer segments (such as the Location field), as well as other participant data we need, such as the name and email address for the participant.

Perform the following steps to configure participant sources for Multi-Version emails:

1. Navigate to Digital Journey > Programs.
2. Select a program from the list view to configure, or click +CREATE to create a new one. For more information on the program list view, or creating a new program, refer to Program List View and Create New Program.
3. Click the green participant icon at the beginning of the program model.

4. Click +SOURCE to select your participant sources. For more information on selecting and configuring participant sources, refer to Adding Participants to a Program. In our example, we have selected Query Builder as one of our participant sources. We can use it to query the Company Person object, which has both the general participant data we need for the program, and access to the Location field we need for our Multi-Version email.

5. Select participant fields for mapping within the program. For more information on selecting fields for your source, refer to Adding Participants to a Program. In our example, we are selecting the Location field, as well as the other fields we need to complete program configuration.

6. Complete the remaining participant configuration including adding any other participant sources, selecting uniqueness criteria, and mapping sources. For more information on completing participant configuration, refer to Adding Participants to a Program.

Configure Program Email

You can add a Multi-Version email template to any email step in a program model. For our example, we’ll select the Survey Email step. For more information on selecting email steps, refer to Configure Model and Emails for Programs.

After you select a template, you need to set the filter condition for each email variation in your template. Filters are based on the mapped participant fields and match the email Version with the appropriate segment of customers.

In our example, we based our filters on the Location field and selected values for where we want to send each Version. The default Version in English is configured with the filter “Location = USA” to target customers in the United States, and the Spanish language version is configured with the filter “Location = Mexico” to target customers in Mexico.

Complete the following steps to configure program email steps for Multi-Version emails:

1. Within the program model, select the email step you wish to configure with your Multi-Version template. For more information on selecting email steps, refer to Configure Model and Emails for Programs.
2. Select your Multi-Version template from the template drop-down. For more information on creating Multi-Version templates, refer to Create Version Email Templates.
3. Click the Email Settings icon.
4. By default, the checkbox “Send default Version if the Version filter does not have a match.” will be checked. Uncheck this if it does not apply to your use case.
5. By default, the checkbox “Skip sending the email if the record value and the default value are unavailable for token” will be unchecked. Check this if it does apply to your use case.

6. Within the Default Version, click the filter icon at the top-left of the Version’s layout.
7. Configure the filter condition to match the customer segment you wish to target with the Default Version.
   Note: You can click the Null checkbox to select a value of Null as your filter value. For example, if you wanted to send a Version to participants who have a blank value listed for the Location field, you could select a filter of “Location = Null”.
8. (Optional) Click +FILTER to add filters to the Version.
9. (Optional) Configure the Advanced Logic if more than one filter is applied to a Version.
10. Click APPLY to save filter configurations.
11. Complete remaining email configuration steps, such as mapping tokens.
12. Add filters and complete other email configuration steps for all Versions.
13. (Optional) Preview and test the email. For more information, refer to How to Test a Program.
14. Click SAVE to save the email step.

Complete Remaining Configurations

1. Complete any remaining configurations needed for your program model. For more information on configuring program models, refer to Create Version Email Templates.
2. (Optional) Test the functionality of the Program. For more information on this process, refer to How to Test a Program.
3. Click PUBLISH to publish the Program. You can choose to publish the program right away, or schedule it to be published at a later time. For more information on these options, refer to Configure Model and Emails for Programs.

Note: Once a Program is published, very few configurations can be made. The Program will move to an Active status and initial messages will be sent. For more information on editing active programs, refer to Program List View and Create New Programs.