Configuring Content Studio Settings

Configuring Content Studio Settings
Explanation Screenshot
You, a marketing expert at

Gallo D'Oro coffee company,
have just created a new
email template in the
Content Studio with a
discount special offer for
your loyal customers. Now
you want to configure
settings for your email.
Would you like to know how

a marketing expert
configures the settings for an
email using the Content
Studio app?
If so, follow this interactive

tutorial.
1. To open the app, select

the Content Studio tile.
1
2. Choose All Content.
3. Let's select the email,

Gallo D'Oro Loyalty
Program.
4. Here you can see the

email that you designed.
Let's switch to the Settings

tab.
On the Settings screen, you

can enter the values of
various parameters to
configure content for your
email.
The parameters are divided

into the folllowing five
sections:
• Message
2
• Delivery
• Send On Behalf
Personalization
• Team
• Agency
Let's go through them one

by one.
5. To edit the settings,

choose Edit.
In the Name field, you can

change the name of the
email if necessary.
In the Description field, you

can enter an optional
description for your email.
Let's skip these fields and

move on to Tags.
6. Tags can be used to

classify emails and make it
easier to search emails. You
can either choose existing
tags or create new ones. If
you create new tags these
are only saved when the
email is saved.
To find suitable existing tags

for your email, open the
3
input help.
7. Select Coffee as the first

tag.
8. Select Lead as the

second tag.
9. These tags can be used

later to filter emails in the
overview.
Choose OK.
4
10. In the Personalization

area, you can select a
segmentation profile to
define additional attributes
available for the content
personalization.
To select a segmentation
profile, open the input help.
11. Choose All Consumers.
12. The communication

category enables a
subscription check and/or a
check for communication
limits.
With a subscription enabled

communication category, the
system checks whether the
customer has registered to
receive newsletters when
the email campaign is
executed.
With a limit-based
communication category, the
system restricts the number
of emails that a customer
can receive during a specific
period of time.
To enable a subscription
check, open the
5
communication category
input help.
13. Choose Coffee

Newsletter.
To see further information

about the communication
category, choose the Info
button.
If you want to control the

amount of emails, you can
define the limits in the
Communication Categories
and Limits app.
The Structure Changeable

field is selected as a default.
This decides whether a user
with restricted access can
change the structure and
content of an email.
If this checkbox is selected,

it means a user has the
following authorizations:
• Create new blocks
• Move existing blocks
• Delete and copy
existing blocks
This checkbox can also be
6
deselected by a marketing
expert but let's leave it as is
for now.
The last option in the

Message area is the Send
Multipart Email checkbox.
If this checkbox is selected,

the system generates and
sends a text-only version of
the marketing email in
addition to the HTML
version.
This is to reduce the

likelihood that the emails are
marked as spam by the
email service provider or
email program.
Let's move on to the settings

in the Delivery area. The
Default Language dropdown
menu allows you to define
the language in which a
recipient receives the email
if it does not contain any
content in their language, or
the recipient language is
unknown.
You can only select

languages for which content
has been entered for the
email, and in which the
system is translated.
In this tutorial, the default

language is set to English.
7
14. The Sender Profile
defines the settings for the
sender such as the email
provider, the sender's name,
reply-to name, and the reply-
to email address of the
generated email.
The Email Address for

Unsubscribing and Follow-
Up for Unsubscribing where
you can enter the URL can
also be defined in the
Sender Profile.
Open the sender profile

input help.
15. Select the sender profile

that is assigned to the
related marketing field.
When you select a sender

profile in the field, all values
in the Delivery section are
automatically filled based on
the sender profile
configuration.
If there are empty fields that

you want to fill in, you can
also do it manually.
Here, the Reply-To Address

field is empty and you want
to add an email address to
8
this field.
16. In the Reply-To Address

field, enter
reply@gallodoro.com.
In the Send on Behalf

Personalization area, you
can select values for the
corresponding attribute for a
particular role, for example,
the sales support in our
case. When the email is
sent, the system determines
the value for the attribute
that is suitable for the
recipient, such as the last
name of the sales support
for the South West region.
This value is displayed to the

recipient in the email. Please
note that adding these
values is only possible if you
have created the
corresponding role in the
Self Service Configuration
app > Configure Solution
using the action Define
Team Member Role.
9
17. To define a
personalization attribute for
the sender name, open the
input help.
18. Scroll to the Sales

Support area and select Full
Name as the sender name.
19. Open the Reply-To

Name input help.
20. Select First name.
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21. Open the Reply-To

Address input help.
22. In the Sales Support

area, select Email Address.
In the Team area, you can

assign users or users from a
user list to give them read
and write permissions for
your email. This is meant for
users who, by default, would
not have those
authorizations according to
their assigned marketing
area.
11
In the Agency area, you can

assign a marketing agency
that is assigned to the same
marketing area as the email
or email template.
Once you assign an agency,

the agency employees who
are defined as
administrators are
automatically added to the
Team area as members and
are allowed to edit the email
or the email template.
23. Let's assign the

marketing agency Tele
Interactive to the email.
Choose Assign.
24. Choose Tele Interactive.
12
25. Confirm the pop-up

message by choosing Save.
Agency members who are

marked as administrators
are now given authorizations
to edit the email and email
template.
Klaus Schwab, who is a

member of the Tele
Interactive agency, is
automatically added to the
Team area as a member. He
can now change the content
and structure of the email.
In case that you want to add

other agency employees or
remove some employees,
you can do it manually in the
Team area.
26. When you have finished

defining all the settings,
choose Save.
13
27. To return to the

launchpad, choose Home.
You have successfully

configured settings for an
email.
This concludes the

interactive tutorial.
14

Configuring Content Studio Settings

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Configuring Content Studio Settings

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Configuring Content Studio Settings

Configuring Content Studio Settings

You, a marketing expert at

Would you like to know how

If so, follow this interactive

1. To open the app, select

2. Choose All Content.

3. Let's select the email,

4. Here you can see the

Let's switch to the Settings

On the Settings screen, you

The parameters are divided

Let's go through them one

5. To edit the settings,

In the Name field, you can

In the Description field, you

Let's skip these fields and

6. Tags can be used to

To find suitable existing tags

7. Select Coffee as the first

8. Select Lead as the

9. These tags can be used

10. In the Personalization

11. Choose All Consumers.

12. The communication

With a subscription enabled

13. Choose Coffee

To see further information

If you want to control the

The Structure Changeable

If this checkbox is selected,

This checkbox can also be

The last option in the

If this checkbox is selected,

This is to reduce the

Let's move on to the settings

You can only select

In this tutorial, the default

The Email Address for

Open the sender profile

15. Select the sender profile

When you select a sender

If there are empty fields that

Here, the Reply-To Address

16. In the Reply-To Address

In the Send on Behalf

This value is displayed to the

18. Scroll to the Sales

19. Open the Reply-To

20. Select First name.

21. Open the Reply-To

22. In the Sales Support

In the Team area, you can

In the Agency area, you can

Once you assign an agency,

23. Let's assign the

24. Choose Tele Interactive.

25. Confirm the pop-up

Agency members who are

Klaus Schwab, who is a

In case that you want to add

26. When you have finished

27. To return to the

You have successfully