Configure an EDP Email Campaign: Setup 

Note: For an EDP-driven Event-triggered Campaign, Cheetah Digital by Zeta doesn't display any Audience configuration options. The steps in this topic relate only to Regular One-off and Date-triggered Campaigns.

1. In the Audience sub-section, the Data Source drop-down menu is displayed only for Regular One-off Campaigns, and only if you have at least one valid Campaign-ready file loaded in EDP. These files expire after 30 days, after which time they won't be available for selection. For more details on loading a Campaign-ready file into EDP, please see the EDP Online Help. From the Data Source drop-down menu, select the source of the Campaign recipients:

• Member Record: Select Member Record if you're using the primary Member Record within the EDP database.
• Campaign-ready file: Select a filename for the desired Campaign-ready import file.
  

2. If you selected Member Record above (or if the Data Source drop-down menu wasn't displayed, next to EDP Audience, click Browse for Audience. The Select EDP Audiences pop-up window is displayed. Optionally you can search for a Segment by name using the Search field. You can also sort the list of Segments by name, created date, or updated date. Select the desired Segment, then click Select.

Note: Segments are defined within the EDP application, then surfaced within Cheetah Digital by Zeta when building the Campaign. The business rules and criteria that define the Segment are built and managed within EDP, not from within Messaging. For more details, please see the EDP Online Help.

3. If you selected a Campaign-ready file above, you're not required to select a Segment, as the contents of the file determine the intended recipients. Optionally, to apply a Segment to the recipients in the Campaign-ready file, from the Advanced Options drop-down menu, select Add Audience Filter. Click Browse for Audience. The Select EDP Audiences pop-up window is displayed. Optionally you can search for a Segment by name using the Search field. You can also sort the list of Segments by name, created date, or updated date. Select the desired Segment, then click Select

Note: If the Segment uses a logical condition based on a field, and that field isn't present in the Campaign-ready file, the platform will skip that logical condition.

EDP-driven Campaigns require that the selected Sender Profile be assigned a Classification (Promotional or Transactional). Please see the Sender Profiles topic for more details on this process.

To select the Sender Profile for an EDP-driven Campaign:

1. In the Sender Profile sub-section, from the Sender Profile drop-down menu, select the desired Sender Profile.

Note: If the selected Sender Profile has not been assigned a Classification, an error message is displayed. You must first assign a Classification to this Sender Profile before you can use it.

2. For Email Campaigns, if the selected Sender Profile has more than one VMTA pool associated to it, an additional VMTA Pool drop-down menu is displayed and populated with all available VMTA pools. From this menu, select the desired VMTA pool.

3. If you're using Message Subscriptions as an additional level of permission management, select a Message Subscription field from the drop-down menu, and click the Add button. Repeat this step as needed.

Note: The Suspend Email and Suspend Email Transactional Message Subscription attributes are not available for selection from this drop-down menu. These system-level attributes are always utilized by the platform.

4. Define the business rules for the selected Message Subscriptions:

   • From the first drop-down menu, select either be subscribed or not be subscribed.

   • From the second drop-down menu, select either ANY (that is, an OR condition), or ALL (that is, an AND condition).

1. In the Envelope section, the From Address drop-down menu is populated with all of the From Addresses defined for the selected Sender Profile. The From Address indicates to the recipient from where the email is coming. From this drop-down menu, selected the desired From Address.

2. The From Name field is populated with the Friendly From value that's defined for the From Address you selected in step 2 (see Sender Profiles for more details on defining the Friendly From value). Optionally, you can override this value and enter a custom Friendly From value. You can also use Personalization options in the Friendly From field; click the Personalization & Library pane along the right-hand side of the screen to expand it.

3. The To Name field displays what will appear in the recipient’s email client as to whom the email is addressed. Similar in concept to the Friendly From value defined above, this field is the Friendly To value, allowing you to display something other than just the recipient's email address. By default, the platform utilizes the recipient's first name and last name as the To Name value. Optionally, you can override this value and enter a custom To Name value. You can also use other Personalization options in the To Name field; click the Personalization & Library pane along the right-hand side of the screen to expand it.

4. In the Subject Line field, enter a subject line for your message. This value is displayed in the Subject area of the recipient's email client. Optionally, you can use Personalization options in the Subject Line field; click the Personalization & Library pane along the right-hand side of the screen to expand it. You can also add symbols, or emoticons, into a subject line. Simply copy-and-paste the symbol directly into the Subject Line field (you don't need to include the UTF code for the symbol). Once you start entering the subject, the number of characters entered is shown for your reference. This will not include the characters in merge tags used for personalization.

   You can also utilize our powerful Zeta AI Assist to help craft winning subject lines. Click below for instructions.

   Use AI Assist

   To use the AI assist to write your subject line. 

   1. Click AI Assist.

   2. In the displayed AI Assist pop-up window, you need to write a good quality prompt to specifically tell the AI what to do. For example, "Write a subject line for a flash sale campaign".

   3. Alternatively, click into the box with the prompt What would you like to write about? and a selection of presets will appear. If you already have the Subject Line or Preheader, you will be provided with the option to generate the other to compliment the existing text. You can also select the option to generate from existing message content.  

   4. Click the Generate button.

   5. If you are happy with the result, click the Apply button.

   6. If you want the AI to rewrite the content, click into the box with the prompt What would you like to write about? or select from the presets list. 

   7. Click the Generate button to rewrite. If you are happy with the result, click the Apply button. 

   For more detailed information and power-tip for marketer efficiency, refer Using the Zeta AI Content Assistant with Best Practices for AI-Assisted Copywriting.

5. In the Preheader Text field, which is an optional field, enter the text to appear as email pre-header. This text will only appear as a preview in the mail inbox, after the subject line, but will not be included in the email. Once you start entering the preheader text, the number of characters entered is shown for your reference. 

   You can also utilize our powerful Zeta AI Assist to help craft the preheader text. Follow the same instructions above as in the subject line. Here you can also select the option to generate the preheader from the Subject Line text. 

   Note: Preheaders only allow text and personalization and does NOT allow inclusion of content, dynamic or looping blocks.

6. Select the Do Not Pad check-box to deactivate the automatic smart padding added to the preheader, if you prefer to manually add your own HTML padding. Smart Padding adds the perfect amount of spacing needed for each unique message to prevent the email content from immediately following the Preheader, in the inbox previews. If less padding is needed, less is used, making emails smaller and faster to load and open. Both length of subject line and length of preheader are taken into account. Padding is not added if there are no preheaders.

7. In the Hidden Inbox Summary field to clearly communicate your primary offer and any time-sensitive urgency, helping Apple Intelligence accurately summarize your campaign for iOS 18 users. This summary appears after the preheader and is visible only to Apple Intelligence—it remains hidden from recipients and does not affect how the message appears to users on Android, Gmail, Yahoo, or Outlook.

   Apple Intelligence uses this text to generate the Apple Mail inbox summary, which is especially important when campaigns include multiple offers or rely heavily on images that AI may not interpret accurately. By providing a pre-written summary optimized for generative engines, you can guide Apple Intelligence to accurately represent your message and ensure email clients clearly understand and summarize the key offer and urgency.

   Note: This field is enabled once you start typing into the Preheader field.

8. From the Message Encoding drop-down menu, select a character encoding option. The default option is "UTF-8."

To assign an Attachment to a Campaign:

1. On the Campaign screen, click the Setup tab.

2. In the Envelope section, select Add Attachment from the Advanced Options menu. The system adds a new Attachments field.

3. In the Attachments field:

   • To select an existing Attachment, begin typing in the name of the desired Attachment. The system displays a pop-up menu of Attachments with this text string in the item name; select an Attachment from this menu. Or, click the browse button (magnifying glass icon). A Browse Attachments dialog box is displayed, showing all Attachments. Click on an Attachment.

   • To create a new Attachment, click the New button (plus-sign icon).

4. Beneath the Attachments field, the system displays the selected Attachment name, the file name, and the file size. Repeat step 3 as needed to add more Attachments to this Campaign. Optionally, to remove an Attachment, click the delete button (X icon) next to the Attachment.

For more information on setting up Attachments, see the Attachments topic.

Auto Reply Handlers

The platform can be configured to submit an automated reply message back to the recipient. The message could contain, for example, instructions on how to contact your company, a thank you for their reply, or other information.

To assign an Auto-Reply Handler profile to a Campaign:

1. On the Campaign screen, click the Setup tab.

2. In the Envelope section, select Add Reply Handlers from the Advanced Options menu. The system adds a new Reply Handlers section to the screen.

3. From the Reply drop-down menu, select the desired Auto-Reply Handler profile.

For more information on setting up Auto Reply Handlers, see the Auto Reply Handlers topic.

Forwarding Handlers

The platform can be configured to automatically forward the consumer's reply (without any images or attachments), along with a standard message and subject, to a specified person or group. For example, you could forward all consumer replies to a sales team, or a customer service representative, for follow-up.

To assign a Forwarding Handler profile to a Campaign:

1. On the Campaign screen, click the Setup tab.

2. In the Envelope section, select Add Reply Handlers from the Advanced Options menu. The system adds a new Reply Handlers section to the screen.

3. From the Forwarding drop-down menu, select the desired Forwarding Handler profile.

For more information on setting up Forwarding Handlers, see the Forwarding Handlers topic.