Set Up a Triggered Message

When setting up Triggered emails, consider what user behaviors and other circumstances require a direct response message. You can use triggered messages to automatically manage critical responses to user actions, such as to confirm sign-ups, provide purchase receipts, or confirm messaging opt-outs and opt-ins.

You'll need to set up a template and an API call that will reference the template -- or use a signup form in place of the API call.

When a triggered message is sent, the user is added to your database--that is, a user profile is created for the user--if the user did not yet exist.

If an attempt is made to send a triggered email to an email address that has opted out of all emails, the API responds with an error code. In this case, a best practice would be to inform the user that they have unsubscribed from all email communication and encourage them to opt-in again if they wish to receive emails.

Configure triggered messages

Set up a template for a triggered message

  1. From the Messaging menu, select Templates.
  2. Once you create and name your new template, you will see the Template Editor which has multiple tabs.
  3. You will need to modify the Code tab to set the template as a triggered template.

For more information, see The Template Editor.

See Abandoned Shopping Carts for information on coding templates for abandoned shopping cart reminders.

Configure a method for initiating the send

This can be an API Send call, API Purchase call, Hosted Page signup form, Lifecycle Optimizer flow, or signup form embedded on your site.


It is a best-practice recommendation to test any new triggered template to ensure its creative layout, subject line, and other template code renders as expected, and that it is sent in response to the expected behaviors. Additionally, you may want to A/B test any new template(s) to determine which one achieves a higher open rate or lift.

Monitor triggered reporting

Once your triggered message is set up, you can access Transactional Reporting through the Analytics section of the platform.

Note that if you delete a triggered template, its reporting data will no longer be available.

Contact us