Operational links are used to register information from a single click in a message. When the operational link is click, the information is automatically transferred in the specified field. For example, if the selected language is French, then this information is registered in the Language field in the database. If two choices are possible, then the value related to the last choice is the one registered.

 How To

Step 1 - Create the link destination page

In certain cases, the destination page of the operational link already exists, like when the link brings the reader to the English or Web version of the message. However, it is often necessary to create a Web page to hold the confirmation. For example, when people register to an event, you will want to create a page that confirms their registration.

Step 2 - Create the field to fill in

To register the new values, you need to have a field for it in your contact profiles. To do so, you can update an existing field or add a new field in your project (see image under Step 3 below).

Once the destination page is ready and your field created or identified, you can configure the operational link.

To learn how to create or edit a field, see Adding a Field to a Project or Editing a Project Field.

Step 3 - Configure the operational link

Before using an operational link in a message, you must first create and configure that link as described below.

  1. Go to > Configuration > Messages > Operational links .
  2. In the Operational links page, click Add a new link.
  3. In the displayed window, entitled New operational link, give the link a significant name that will allow you to easily find it. Then enter the URL of the destination page of the clicked link (for instance, the subscription confirmation page which has been created on Step 1).
  4. Then click Save.
    As soon as you save the new operational link, a page with more configuration information displays.
  5. In the Update section, select the fields to be completed or updated. Most of the time, we will only update one field at a time, but you can choose to update more that one field at once.

The following image shows an example where the operational link will change a newsletter preferred language and version. For this example, we would have FR+HTML, FR+Web, EN+HTML, and EN+Web. These four links would allow to modify the contact's language and registered the message version to be sent in the future.

  1. Click Save.
    The operational link is now ready to be added to messages.
Step 4 (optional) - Additional operational link configuration

In lots of cases, it is recommended to send a confirmation of the action triggered by the clicked link to contacts and administrators. For instance, when people register to an event, you can send them an email confirming their registration and provide contacts with additional information about the event, and administrators with information about the new participant to the event.

If you want to configure such actions, proceed as follows:

To send a confirmation message to a contact

This message will be sent to the original recipient of the message where the link was clicked.

  1. In the Contact message field, select the value New message and then click on Edit.
  2. The standard message editor window will open.
    1. Specify the subject of the message as well as the name and email of the sender and type in the message. Once the message is complete, you can return to the link configuration window by clicking Save and apply (or by going back to the Operational link tab if you have first just saved your changes).
      For a detailed description on message creation, see Creating an HTML Message

To send a message to the administrator

This message will be sent to the email address specified in the Administrative email field.

  1. In the Administravie message field, select the value New message and click on Edit.
  2. The standard message editor window will open.
    1. Specify the subject of the message as well as the name and email of the sender and type in the message. Once the message is complete, you can return to the link configuration window by clicking Save and apply (or by going back to the Operational link tab if you have first just saved your changes).
      For a detailed description on message creation, see Creating an HTML Message

Step 5 - Insert the operational link in the message

Once the operational link is created, all is left to do is to insert it in your message.

  1. Once in the editor, place the cursor where you want the link to show in the message (do not select text as it will be replaced).
  2. Depending on the message editor used:
    • In the HTML editor - Under the Link library tab, choose to add an Operational link and select in the Operational link field the link you have just created in the previous step, or any other one that is listed.
    • In the Drag and Drop editor - Open the text block in edit mode. In the text editor, place the cursor where you want to insert the link. Open the link library by clicking on . Choose the link you have created.
  3. Click on Insert.
    The operational link is now part of your message.