The EXM default settings

Abstract

Configure the EXM default settings to create a manager root on first launch of the module.

Before you can send any email campaigns with EXM, you must configure the default settings to create a manager root. In addition, to receive any service message notifications from contacts, for example, if they want to subscribe to your newsletter, you must configure the service messages.

This topic outlines:

In the Default Settings dialog, specify the relevant settings according to the descriptions below. When you save the settings, EXM creates the default manager root in the /sitecore/content/Email Campaign folder.

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Setting name

Required/Optional

Description

Base URL

Required

The website address of the Content Delivery server.

This URL is used in all the links in the email message.

Preview base URL

Optional

In a scaled environment, internal links from test email messages point to the Base URL by default.

To point the links to a different server, specify its URL in this setting.

From email

Required

The email address that you want to appear in the From field of your email messages.

Note

If you are using the Sitecore MTA as your provider, you must add the domain of the from email address to the list of domains, before you can save the changes.

From name

Optional

The name that you want to appear as the From name on your email messages.

Reply to

Optional

The email address that you want the replies from recipients sent to.

Global opt-out list

Required

A static contact list that contains contacts who click the Unsubscribe from all link.

The contacts on this list will never receive another email message from EXM, even if the contact appears in a list that you have included in an email campaign.

To change this default list, click Browse to select a different list.

You can edit the EXM default settings either in the EXM application or in the Content Editor.

To receive notifications from the contacts who, for example, want to subscribe or unsubscribe from your email messages, you must specify the relevant From Address for each service message. Before you use the service messages, you should also edit the default text for each service messsage to meet your organization's requirements.

You can find the service messages in the Content Editor.

Service message

Path to item in the Content Editor

Unsubscribe Notification

/sitecore/content/Email Campaign/Messages/Service Messages/Self-Service Subscription/Unsubscribe Notification

Unsubscribe From All Notification

/sitecore/content/Email Campaign/Messages/Service Messages/Self-Service Subscription/Unsubscribe From All Notification

Subscription Confirmation

/sitecore/content/Email Campaign/Messages/Service Messages/Self-Service Subscription/Subscription Confirmation

Subscription Notification

/sitecore/content/Email Campaign/Messages/Service Messages/Self-Service Subscription/Subscription Notification

Dispatch Completed

/sitecore/content/Email Campaign/Messages/Service Messages/Status Messages/Dispatch Completed

Triggered Message Notification

/sitecore/content/Email Campaign/Messages/Service Messages/Status Messages/Automated Notification