Consumer Managment Activity
In this section:
The Consumer Management activity determines how consumers are added to your database for site and automates tasks such as the sending of activation emails and resetting passwords etc
1. Select or create your campaign. See creating a campaign
2. Click the Add Activity button
3. Click Consumer Management from the Activity gallery
4. The email activity has now been added to the campaign
5. Click the configure button to launch the Email Wizard
Provide the activity with a name. Note this is the name that will appear in other wizards when you want to access interactions so make sure it is identifiable.
1. Enter a name for this activity.
2. Copy content from an existing activity. The settings and emails from another Consumer activity will be copied across. This is helpful if you have standard email templates.
3. Select Next
When consumers details are passed from your site during add and update functions, Join the Clicks needs to know what fields will be included in the API methods (ConsumerAdd, ConsumerUpdate).
1. Available fields. Displays list of all standard and custom fields.
2. Selected fields. use the Add & remove buttons to select the fields that will be used by your site
3. Select Next to continue
1. Select Yes and the login options will be displayed.
2. Select an existing login group
3. To create a new login group enter the login group name and press select.
4. Consumers login name is email. This option will ensure the username is updated if the consumer changes their email address.
5. Select next to continue
Note Login groups created in this Consumer activity can now be used by any other Consumer activity.
Join the Clicks will automatically send emails to consumers when certain
events are triggered by your site. This panel details the 4 triggers.
When a consumer first registers Join the Clicks can add the consumer straight to the database or store
the consumer's details in a stage area until they have confirmed their email address. This process is called activation.
1. If your site requires activation select YES
2. Enter the email header details. Each of these fields can be personalized using the %% format. More on personalization.
3. Edit the email using the WYSWIG editor
4. Activavtion requires a special code JTCActivationCode
to be need to be inserted into the email content. The format for link is YourVerifyPage?key=JTCActivationCode.
5. Complete the plain text version of the email (not shown)
6. Select next to continue
After an account has been created, regardless if
activation is used, Join the Clicks can send a confirmation or Welcome
email. No action is required on the part of the user when they receive the
email.
1. If your want to send a confirmation email select YES
2. Enter the email header details. Each of these fields can be personalized using the %% format. More on personalization.
3. Edit the email using the WYSWIG editor. More on personalization.
4. Complete the plain text version of the email (not shown)
5. Select next to continue
When a consumer profile is updated by your site (using the ConsumerUpdate method) you have the option to send an email alerting the use their profile was updated
1. Update Options
- Send Confirmation email only. An email is sent to the user informing them their profile has been updated.. No action is required on behalf of the user
- Send Confirmation email with update link. An email is sent to the consumer and their updates are put into stage until they confirm the update by clicking on the link in the email. This is similar to activation. The JTCUpdateConfirmCode needs to be inserted into the link querystring. See 3.
- Skip Confirmation email. The consumer profile is updated and no emails are sent.
2. Enter the email header details. Each of these fields can be personalized using the %% format. More on personalization.
3. If the consumer is required confirm their update the JTCUpdateConfirmCode will need to be inserted into the email content. The format for link is YourVerifyPage?key=JTCUpdateConfirmCode.
4. Compete the text email (not shown)
5. Select Next
When the method ConsumerResetPassword is called by your site the consumer's password is reset and the Forgot password email is sent.
Note: Passwords in Join the Clicks are hash encrypted and cannot be viewed or sent, so a new temporary password is created.
1. Enter the email header details. Each of these fields can be personalized using the %% format. More on personalization.
2. Insert the new password into the email text.
3. Compete the text email (not shown)
4. Select Finish to complete and save the wizard
The wizard is complete