Create and edit actions

Use actions to automatically send your mailings based on specific triggers, edit recipients, (un)subscribe recipients, change values and much more.

Step by step

  1. Open the "Actions" navigation item.

  2. Click Create action or click on the pencil icon for editing an existing action.

  3. Enter a name and a description.

  4. Select a trigger.

    Action triggers

    Below you will find an overview of all the action triggers you can choose from.

    List-specific or global: For some triggers, you can set a "List restriction" if you want the trigger to apply for specific lists only.

    Trigger

    Description

    Click a specific link

    The action starts when a recipient has clicked a specific link. You can define the links in your link settings in the mailing editor.

    By default, the "Click a specific link" trigger only works for recipients who have given their consent to personal tracking.

    You can remove this restriction by ticking the checkbox: “ Execute action even if the recipient has not granted tracking permission”.

    Make sure that you comply with applicable data protection conditions.

    Bounces

    Select your bounce type:

    • Hard bounce
    • Soft bounce
    • Autoresponder bounce
    • Unknown bounce
    • Spam bounce

    The action starts when this type of bounce is received in the Bounces tab of the "Inbox and bounces" agent in XPRO.

    Response

    Select your response type:

    • Autoresponder
    • Complaint
    • Reply
    • Spam

    The action starts when this type of response has been received in the Inbox tab of the "Inbox and bounces" agent in XPRO

    Subscription

    The action starts when a recipient has subscribed to a specific mailing list.

    Only subscriptions using your pre-defined subscription process will be considered, i.e. subscriptions using:

    Manual subscriptions, for example, are not taken into account.

    Unsubscription

    The action starts when a recipient has unsubscribed from a specific mailing list.

    Only unsubscriptions using your pre-defined unsubscription process will be taken into account, i.e. via:

    Manual unsupscriptions, for example, are not taken into account .

    Mailing dispatch (normal)

    The action starts when any mailing, split test mailing or email sequence mailing from a specific mailing list has been sent.

    Performance: Note that this action will slow down your dispatch speed.

    Mailing dispatch (un-/subscription process)

    The action starts when a mailing has been sent as part of your pre-defined subscription and unsubscription process, i.e:

    • Subscribe mailings: welcome, timeout or confirmation mailing
    • Unsubscribe mailings: farewell, timeout or confirmation mailing
    • the last mailing sent from your mailing list

    Performance: Please note that this action will slow down your dispatch speed.

    Grant tracking permission

    The campaign starts when a recipient gives consent to person-based tracking:

    Exception: You cannot use the (re-)actions "Grant tracking permission" and "Transfer tracking permission" as action triggers.

    Special case for integrators For integrators, there is the Include tracking permission of deleted recipients advanced property.

    If you use an Inxmail integration and have activated this property, your action will also be started if a deleted recipient grants their tracking permission.

    Withdraw tracking permission

    The campaign starts when a recipient withdraws their consent to person-based tracking:

    Exception: You cannot use the (re-)actions "Withdraw tracking permission" and "Transfer tracking permission" as action triggers.

    Special case for integrators For integrators, there is the Include tracking permission of deleted recipients advanced property.

    If you use an Inxmail integration and have activated this property, your action will also be started if a deleted recipient withdraws their tracking permission.

  5. Add one or more reactions. You can change the order of the reactions by clicking the arrow buttons.

    Reactions

    Here you will find an overview of all possible (re-)actions on your action triggers.

    Actions relating to (un)subscription, deletion or tracking permission always relate to the current recipient.

    Action

    Description
    Values

    change a value

    Set an attribute to a specific, fixed value.

    Trigger: A recipient clicks on an image coupled with a link in an HTML mailing.

    Response: The value "HTML" is entered as the attribute value "Format" for the current recipient.

    This method is called HTML sensing: It tells you whether or not a recipient can display mailings in HTML format.

    Determine a value from a conditional expression

    Enter an expression. Begin with an equals sign "=".

    You want the current day to be entered as "Click date" attribute when you click on a link.

    • Option 1: The format of the "Click date" column is "Date and time"

      Enter the following expression: =Date()

      You can also omit the "=" sign. The date is saved in dd.mm.yy hh:mm:ss format.

    • Option 2: The format of the "Click date" column is "Text"

      Enter the following expression: =Format(Date(), "Date format")

      e.g. =Format(Date(), "dd.mm.yy hh:mm")

    Note: Saving a date as a "Text" format attribute can be useful, for example, if you need a specific date format for exporting to a third-party system.

    change numerical value by +/- amount

    Enter a positive number if you want to increment an attribute by this amount. Or enter a negative number to decrement the attribute by this amount.
    Dispatch

    (send a mailing)

    (send an action mailing)

    Coming soon: This reaction is not yet available here. Switch to XPRO to set up your action there.

    Send the most recently sent mailing

    Select a list in order to re-send the last mailing sent from this list.

    Trigger: A recipient subscribes to your mailing list via your subscription web page.

    Reaction: The recipient automatically receives the last mailing sent from the mailing list.

    This gives your recipient a first insight into your newsletter and shortens the time until the next regular mailing.
    Delete

    remove recipient

    Select a list in order to remove your recipient from this list.

    remove recipient from all lists

    Remove your recipient from all lists (but not globally).

    Delete recipient from the system

    Delete your recipient completely (from all lists and globally).

    Trigger: A recipient clicks the "Delete profile" link.

    Reaction: This deletes the recipient from the system.

    (Un)subscription

    unsubscribe recipient (no process)

    Select a list in order to directly unsubscribe your recipient so that no pre-defined unsubscription process will be applied and no unsubscribe mailings will be sent.

    unsubscribe recipient (apply process)

    Select a list in order to unsubscribe your recipient and apply the pre-defined unsubscription process. They will receive your pre-defined unsubscribe mailings.

    Trigger: A recipient clicks an unsubscribe link.

    Reaction: This will unsubscribe them from your mailing list.

    unsubscribe recipient from all lists

    Unsubscribe your recipient directly from all listsso that no unsubscription process will be applied and no unsubscribe mailings will be sent.

    subscribe recipient (no process)

    Subscribe your recipient directly so that no pre-defined subscription process will be applied and no subscription mailings will be sent.

    subscribe recipient (apply process)

    Select a list in order to subscribeyour recipient and apply the subscription process. They will receive your pre-defined subscribe mailings.

    Tracking Permission

    grant tracking permission

    Select a list in order to grant tracking permission for this list.

    Withdraw tracking permission

    Select a list in order to withdraw tracking permission for this list.

    Trigger: A recipient withdraws their tracking permission for a mailing list - e.g. by clicking the tracking permission withdrawal link in a mailing.

    Reaction: As a result of this, their tracking permission for another list should also be withdrawn.

    transfer the tracking permission from another list

    Select a list and an original list if you want to take over the tracking permission of the original list.

    A recipient has the option of subscribing to various mailing lists, e.g. study trips and adventure trips.

    Trigger: A recipient subscribes to one of the two mailing lists.

    Reaction 1: As a result of this, they should also automatically be subscribed to a third mailing list, used for birthday mailings.

    Reaction 2: The tracking permission is to be taken over from the original list.

    transfer the tracking permission from the list in which the action was triggered

    Select this option if you want to take over the tracking permission from the list in which the event was triggered.

  6. Click Create if you want to create and directly activate the action.

  7. Test your action: If you want to test your action, we recommend that you create a new list – purely for testing purposes. In this list, you can manually create recipients (who serve as test recipients) and send mailings as usual (which serve as test mailings) to see if your campaign works.

    You cannot use actions in test mails: You cannot use test mails to test your actions, because link tracking and all actions are disabled in test mails for security reasons.

  • You have created and edited a new action. It is active immediately from the start.