This page presents conceptual and procedural information about sending within the ExactTarget application.

Prerequisites

Before you can send an email, you must first create an email. Once you've created an email, you should perform the Email Delivery Checklist. 

Email Delivery ChecklistEdit section

The items in this checklist are all part of the Email Send process. 

Before you send an email, follow this checklist to ensure that the email meets your standards before it arrives in subscribers' inboxes:

Spell Check

Spell Check is available for the text portions of your static content boxes.

Content DetectiveEdit section

See the Content Detective document for more information. Also see How To Use the Content Detective.

Preview/Modify Text Version EmailsEdit section

Subscribers who cannot (or have chosen not to) view the HTML version see the text version, which the application builds for you as you compose the HTML version. Checking that the text version is readable is an important step in the checklist.

See How To Preview and Modify Text Versions of Email.

Email Validate FeatureEdit section

See the Validate functionality checks your email messages for common issues that could prevent your email from being sent. You use the Validate tool before you include the email message in an interaction or start the Send Wizard.

The Validate functionality checks for the following required elements in an email message:

  • The presence of an unsubscribe link
  • The presence of a physical mailing address
  • Correct syntax for attributes

This functionality validates that each content area specified in the dynamic content rules exists and checks the content of those content areas for the required elements listed above. It also checks your personalization strings to make sure that everyone on your list is going to receive content. 

If your email contains substitution strings, the validation tool validates them against your Subscriber attributes.

PreviewingEdit section

Testing your email means performing the following steps throughout the creation process:

  • Previewing the HTML and text versions of the email: Uses the View HTML Version and Edit Text Version modes of your email editor workspace.
  • Previewing the dynamic content (if used) for attributes: Uses the Preview button in your dynamic content boxes.
  • Previewing the email for a subscriber: Uses the Subscriber Preview feature. 
  • Delivering the email to a test email address: Runs through a test delivery of your email as an important final step.

Email Send Wizard

See the Email Send Wizard document for more information

HistoryEdit section

The History feature in the email workspace lists all past and future (scheduled) deliveries of an email. Additionally, it allows you to cancel a scheduled delivery if you do not want the email to be delivered at that time after all.

Email Sends

Once you create and review the email, you can send using several methods:

What Is a Guided Send

A guided send is a send process that uses the Email Send Wizard.

The Email Send Wizard allows you to select a list or group to send to, create rules based on that list or group, specify a "from email address" and subject line, create a dynamic subject line, and send your email immediately or schedule it for later.

See the Email Send Wizard page for a description of a guided send.

What Is a Simple Send

A simple send is a send process that allows you to send an email by selecting a list and clicking send. The simple send feature chooses default options for your send, such as sending immediately instead of scheduling, and provides a quick send option for you.

If you created your email and you know what list or group you want to send to, use simple send.

See How To Send an Email Using Simple Send.

What Is a Test Send

A test send is an email send that you typically send to yourself in order to test content appearance, tracking, and links. For example, if you're using a variety of images, and you're not sure how the email will appear in Outlook, Yahoo, or Gmail, you can perform a test send to ensure that your email appears the way you intend it to.

You may only send to up to five email addresses.

If you use personalization strings in your email, they will not resolve in a test send. You will see the actual personalization string in the email in your inbox.

If you use dynamic content in your email, the default content is what will appear in your inbox. To test dynamic content, see Inbox Preview.

See How To Send an Email Using Test Send.

Error Troubleshooting

If you're performing test sends and experiencing any of the following issues, try these recommended solutions before contacting Customer Service.

How do we troubleshoot a delivery problem that we're having?

First, ask your technical staff the following questions:

  • What filtering software/hardware do we use?
  • What logic is being triggered in that software that is causing the messages to be blocked? How do I find out?
  • Is our company willing to whitelist the application IPs and/or domains?

You'll also want to give your technical staff the following information:

  • Sending domain.
  • Bounce domain (envelope from) address).
  • Sending IP range.
  • Click-tracking redirector domain.
  • Sending IP range host names.

I exported survey results to Microsoft Excel, and the credit card information is incorrect, showing a zero as the last digit for every credit card. Why?

Excel can store only 15 significant digits in a number. It will display any digits beyond 15 as zeros. The cell needs to be formatted as text to display a full credit card number.

The physical mailing address in the Account Settings area is filled in, but I'm getting an error that the physical mailing address is missing when I try to send the email.

Check the following:

  • Ensure that all of the required fields in the Address in Email Footer section of Account Settings are properly filled in.
  • If the email was created using the HTML paste option, you must insert the code for the address manually by using the Email Tools option in the email editor.
  • The text version of the email must include the address code as well. Choose to edit the text version of the email in the email editor and look for the following code:
This email was sent by: 
%% Member_Busname%% 
%% Member_Addr%% %% Member_City%%, %% Member_State%%, %% Member_PostalCode%%, %% Member_Country%%

What do I need to do on my Dell widescreen monitor to get the links and buttons to show up?

Dell widescreen monitors do not show borders on some dialog boxes in the application, preventing certain links and buttons from being displayed.

Please consult your Dell documentation or contact Dell support if you need further assistance.

When I attempt to log in to the application, I'm returned to the login page, with no errors. What's happening?

The most likely cause is that your browser is set up to reject cookies. In order to use the application, you must set your browser to accept first-party and third-party cookies. Please see your system administrator for assistance.

What Is a Simple Automated Send

A simple automated send is an email send that automatically sends an email based on a date, like an anniversary or birthday. After you configure the email, the email will automatically be sent to the subscriber whose date attribute matches the current date. For example, if you want to send an email to all your subscribers on their birthday, you send a simple automated email.

The from name will be the account default from name. It is not changeable at this time.

See How To Send a Simple Automated Email.

ProceduresEdit section

How To Use Spell Check Edit section

Spell Check is available for the text portions of your static content boxes.

To check spelling, follow these steps:

  1. Click the Content tab.
  2. Click the my emails folder.
  3. Open the email by clicking on the name.
  4. Click the modify button on a static content box.
    The content-building wizard opens.
  5. Click image.gif to check the spelling within that content box.
Note: You can check spelling on only one content box at a time.

How To Use the Content Detective

  1. Click the Content tab.
  2. Click the my emails folder or whichever subfolder holds the email.
    If the Content Detective status is Not Checked, the Content Detective has not been run on this email (or has not been run since the last time the email was modified). 
  3. Select the checkbox next to the email and click the Content Detective button.
    The Content Detective scans your email and presents a list of the potential triggers (if any) found, along with ways in which you can remove these triggers. If you made any changes to the text version of the email, the Content Detective presents its results separately for the HTML version and the text version.

The buttons at the bottom of the Content Detective dialog box give you the following options:

  • Print: You can print the results by clicking this button, which brings up the standard Windows Print dialog box.
  • Save: You can save the results to a text file by clicking this button, which brings up the standard Windows File Download dialog box with the option to open or save the file (choose the Save option).
  • Close: Click this button to exit the Content Detective.

If potential problems were found, the Content Detective status changes to Warning until edits are made to the email, at which time the status will return to Not Checked.

A Content Detective status of OK means that the Content Detective has been run and no potential triggers were found. If the email is edited further, the status will return to Not Checked.

How to Preview and Modify Text Versions of Emails

Note: Modifying the text version of an email should be done only after the content of the email is final. Once you make any changes to the text version, the link between the text version and the HTML version is broken; modifications to one version are reflected in the other unless you restore the link, which undoes all changes you've made to the text version (the HTML version is not affected by any changes you make to the text version).

Follow these steps to view and edit the text version of your email:

  1. Click the Content tab.
  2. Click my emails.
  3. Open the email in the email editor workspace by clicking the name of the email.
  4. Click the Edit Text Version tab.
    The Edit Text Version mode of the email editor workspace shows you how the email appears to clients who cannot see the HTML version.
  5. Adjust the text as needed.
  6. Click the Save button when done.

Now that you've adjusted the text version, any modifications that you make to the HTML version are reflected in the text version.

If you are going to make further changes to the HTML version and want those changes automatically reflected in the text version, go back into Edit Text Version tab and click the Restore button on this screen. All manual changes that had been made to the text version are lost, and the link between the text version and the HTML version (which allows the application to update the text version as you update the HTML version) is restored.

How To Use The Email Validate Feature

The email validate feature checks for

  • the presence of an unsubscribe link
  • the presence of a physical mailing address
  • correct syntax for attributes used as personalization strings
  • the existence of any content areas defined in the dynamic content rules. 

 

Use the following steps to validate the email:

  1. Click the Content tab in the navigation bar.
  2. Click my emails. Click the folder that contains the email.
  3. Select the checkbox next to the email you wish to validate.
  4. Click the Validate button in the toolbar.
    If you have data extensions enabled in your account, the following steps apply to you:
  5. Select the Target of the Email Send. Valid values include:
    • Subscribers Lists/Groups - Select this value to validate the email against your subscriber attributes.
    • Sendable Data Extension - Select this value to valid the email against the fields in the data extension you choose. If you select this value, you must select the data extension to validate against.
  6. Click Validate.

Script Warning When Validating Against Data Extensions

If your account contains a large number of data extensions, a script warning may appear when you attempt to select a data extension to validate your email against. You can choose NOT to stop the script and the list of data extensions should eventually appear.

More information about Validate can be found on the Validate document.

How To Test Your Email

Testing your email means performing the following steps throughout the creation process:

  • Previewing the HTML and text versions of the email: Use the View HTML Version and Edit Text Version tabs of your email editor workspace. 
  • Previewing the dynamic content (if used) for attributes: Use the Preview button in your dynamic content boxes.
  • Previewing the email for a subscriber: Use the Inbox Preview feature.
  • Delivering the email to a test email address: Performing a test send of your email is an important final step before sending the email to subscribers. You can test-deliver your email in the following ways:
    • Test send: See How To Send an Email Using Test Send.
    • Test list: Set up a list that consists only of test email addresses. If you're the sole tester of the email, then set up a list consisting only of yourself. When you go through the Email Send Wizard, select this list only as the recipient so that the email is generated for just the test email address(es).
    • Suppress this send from Reports: This feature allows you to send the email to all subscribers on the designated list.
    • Redirect all emails to a single email address: If this feature is enabled in your account, the Email Send Wizard includes an option labeled Send All Emails to.  If you choose this option, an email is generated for each subscriber in the lists and groups that you select in the wizard, but each of those emails are delivered to a single test address that you specify.
      The key benefit of this option is that you are able to see exactly how each email looks to each subscriber. If you used personalization strings and/or dynamic content in the email, each email contains the data specific to the targeted subscriber.
      However, if the lists and groups that you select in the wizard consist of many subscribers, keep in mind that the test email address you specify receives as many emails as there are subscribers in the selected lists and groups. Sending a very large number of emails to the test email address may not be a feasible option.
Note: Emails that you send to a test list or via the Email Send Wizard's test option are charged to your account in the same way as any emails that you send to your subscribers.

This page was last updated by Adam Evans

If you require assistance with the ExactTarget application, please contact the Client Success Center. If you wish to send Adam direct feedback, fill out the form below:

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