VERIFIED SOLUTION i

How to create a dialog template in Portrait Dialogue, use it in a Portrait HQ campaign and execute the dialog in a simple outbound email operation


 
1) Portrait HQ campaign.
a) In Portrait HQ a dialog template can be chosen from the Design tab by clicking the Design button.
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2) Steps for creating and setting up a Dialog Template in Visual Dialogue:
a) Dialog Template creation
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b) Check Enable guided dialog setup and The dialog will be fully automated options in Dialog Template Properties
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c) Dialog creation in the Design mode
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d) Guided Setup for a Selection and Send e-email operation
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e) Configuring Selection and Send e-mail operation in the dialog.
For selection:
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For send e-mail operation:
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f) Save the changes
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When the dialog template is saved then all options that were set up to this point will be reflected in the resulting dialog that will be created from it.
The dialog is created when a dialog template is chosen for a Portrait HQ campaign and the campaign is then saved.
After this, any new changes to the dialog template in Visual Dialogue will not be reflected in the resulting dialog.

3) Attaching the dialog template to a Portrait HQ campaign.
In this example, we are using a Guided Dialogue in Portrait HQ.
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When a dialog template is attached to a Portrait HQ campaign, the dialog that was created from the dialog template will not be active yet and will look like this:
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The name of the dialog that was created from the dialog template is prefixed with the Portrait HQ campaign name. (In our example the campaign is called CampaignTest, so the created dialog is called CampaignTest - Dialogue1).
When the dialog is in a deactivated state, no messages will be send out. 

4) Launching the Portrait HQ campaign.
When everything is set up then the campaign can be launched. At the point at which the Launch button is hit, the attached dialog CampaignTest - Dialogue1 will become active.
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Note that the dialog's icon changes its appearance to show that it is now Active:
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The dialog will now be automatically executed:
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and emails are sent out.  This can be observed in the Message Manager.
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UPDATED:  April 18, 2017