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 Createaction 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. Tracking Permission 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 has been received in the Bounces tab of the "Inbox and bounces" this type of bounce has been received in XPRO Inxmail Professional.
   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 Inxmail Professional
   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: the dynamic "Subscription" web page or the mailing list subscription by email or the (re-)action "Subscribe recipient" 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: the dynamic "Unsubscription" web page or the mailing list unsubscription by email or the (re-)action "Unsubscribe recipient" 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: by clicking the Tracking permission link type via a dynamic web page, e.g. the "Subscription" web page via your own subscription website Exception: You cannot use the (re-)actions "Grant tracking permission" and "Transfer tracking permission" as action triggers. For integrators 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: by clicking the Withdraw tracking permission link type via a dynamic web page, e.g. the "Subscription" web page via your own subscription website Exception: You cannot use the (re-)actions "Withdraw tracking permission" and "Transfer tracking permission" as action triggers. For integrators 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. Example 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 "=". Example 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. Example 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). Example 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. Example 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. Example 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. Example 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.