Step-by-Step Guide to Creating an Email or SMS Message in a Journey

Introduction

To send emails or SMS messages as part of a journey, you must define their content by creating an email or SMS message.

Create an email message

1. Go to Messages from the header of the journey page
2. Click New Message
3. Fill out the creation form
   1. Delivery channel: Email
   2. Name: corresponds to the campaign name to be entered. This name appears in the reporting module.
   3. Description (optional): free-form text field (can be used to add campaign-related details such as context, test version, etc.)
   4. Language: allows you to select the desired communication language by default. The list of available languages is preconfigured. To add other languages, please contact the support team.
   5. Tags : Allows you to tag the message to refine performance analyses at a granular level.
   6. Click Continue
4. Configure the message header by specifying the name, the sender’s email address, and the email subject
5. Define the content to be sent to recipients
6. Preview and test the message
7. Set sending parameters
8. Confirm the message in the Sending Settings tab

Create an SMS message

1. Go to Messages from the header of the journey page
2. Click New Message
3. Fill out the creation form
   1. SMS campaign type:
      1. Marketing: these are so-called promotional campaigns. They require a "STOP SMS" notice;
      2. Service messages: these are informational campaigns from service providers that do not require a “STOP SMS” notice.
   2. Name: corresponds to the campaign name to be entered. This name appears in the reporting module.
   3. Description (optional): free-form text field (can be used to add campaign-related details such as context, test version, etc.)
   4. Language: allows you to select your preferred communication language by default. The list of available languages is preconfigured. To add other languages, please contact the support team.
   5. Tags : allows you to tag the message to refine performance analyses at a granular level.
   6. Click Continue
4. Define the content to be sent to recipients
5. Preview and test the message
6. Set sending parameters
7. Confirm the message in the Sending Settings tab

Conclusion

Once you're done, you can configure the "Send an Email / Send an SMS" step.