Template Tabs and Properties

The tables in this topic describe the Properties available in the various tabs of Templates in Talisma.

The Template window contains the following tabs:

• Properties Tab

• Categories Tab

• Message Tab

• SMS Tab

• History Tab

• Personal Tab

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Properties Tab

The Properties tab contains system Properties. It also contains custom Properties created for the Mailer Object. Values for these Properties are set in Talisma Client.

Property (* indicates that the Property is mandatory)	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Title *	The title of the Mailer. For example, MyMailer. This is a free-text field. Maximum number of characters: 255.
Template ID	A unique identifier for the Mailer/SMS Template.		Cannot be edited or deleted
Subject *	The subject of the Mailer. For example, The Big Sale at the Small Store. This is a free-text field. You can personalize the Mailer by inserting Properties in the Subject field. Maximum number of characters: 255. Note As Properties can be inserted in the Subject field of a Mailer, the number of characters may exceed 255 when the Property values are merged. However, the length of the Subject line is restricted to 255 characters when the Mailer is sent. Any characters exceeding 255 characters will be truncated by the mail server.		Cannot be edited or deleted
Team List *	The Teams with which the Mailer is shared. Campaigns created in various Teams can use Mailers that are shared with them.		Cannot be edited or deleted
Author	The name of the Talisma User who created the Mailer. By default, the User who creates a Mailer is its author. The value for this Property is updated by Talisma. However, you can change the author by selecting the required User from the list.		Cannot be edited or deleted
Date of Creation	The date on which the Mailer was created.
Last Modified	The date on which the Mailer was last modified. This date is updated every time the Mailer is modified.		Cannot be edited or deleted
Usage Count	The number of times the Mailer was used in Campaigns. Every time a Mailer is used in a Campaign, its Usage Count is increased by 1.		Cannot be edited or deleted
Link Responses Using	The criterion based on which responses to a Mailer must be linked to the Campaign. Linking responses enables you to easily locate the required responses using Filters. By default, Talisma suffixes a unique identifier to the e-mail ID in the To field of the Mailer. The Mailer is linked to the appropriate Campaign based on the identifier in the To field. You can modify the default linking behavior by selecting the Link Responses using Template ID option from the Template menu in the Template window. When you select this option, Mailers are linked to Campaigns based on the Template ID Property.		Cannot be edited or deleted
Language	The language of the Mailer. By default, the value of this Property is set to the language of the Talisma Client computer. You can modify this value.		Cannot be edited or deleted
Template Type	The type of Mailer that you create in Talisma. The value of this Property is updated by Talisma based on your selection of one of the following options in the New Mailer/SMS Template dialog box: • Create Mailer Template - when you select this option, the value of this Property is set to Email. • Create SMS Template - when you select this option, the value of this Property is set to SMS.		Cannot be edited or deleted
Base Object	The Talisma Object that is set as the base Object of the Mailer/SMS Template. The Mailer/SMS Template can be used in Campaigns that share the same base Object.		Cannot be edited or deleted.
Enable URL Tracking	This option determines whether URLs in campaign mailers are tracked. By default, the value of this option is No. You can set it to Yes.		Cannot be edited or deleted.

Categories Tab

This tab displays the Categories created for the Mailer. From this tab, you can categorize the Mailer by selecting one or more Categories.

Message Tab

This tab displays the message content of the Mailer. The message text can contain Attachments, Canned Responses, Properties, Offers with Bands, Pictures, Hyperlinks, Trackable URLs, and Forms with Controls. The Message tab contains four tabs, which are described in the following table:

Property	Description
Edit	Enables you to create the content of the Mailer. In this tab, you can edit and format text, and insert pictures.
Source	Enables you to view and edit the HTML source code of the content created in the Edit tab.
Preview	Enables you to preview the HTML content. Modifications in the HTML code in the Source tab can be viewed in this tab.
Text	Enables you to create plain-text versions of the HTML Mailer. You can edit and format text so that the Mailer can be viewed in mail clients that do not support HTML.

SMS Tab

This tab displays the automatic response, and Keyword details of SMS type of Mailers.

Property (* indicates that the Property is mandatory)	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Used for automatic response	In a scenario where a Target requests for information from Talisma by sending an SMS message, an SMS Mailer can be used to automatically send a reply SMS message to the Target without the intervention of the User. This Property determines if the SMS Mailer can be used as an automatic response to the Target. It can have one of the following values: • Yes: the SMS Mailer can be used as an automatic response. • No: the SMS Mailer cannot be used as an automatic response. Note You can set a value for this Property only after you save the SMS Template.		Cannot be edited or deleted
SMS Keyword	The SMS Keyword associated with the Mailer. By default, the value of this Property is blank. Keywords are text, numeric, or a combination of text, and numeric characters that an organization requests the recipient of an SMS message to type in a response SMS message. Note While you can select a value in the SMS Keyword Property for E-mail type of Mailers, the selected Property value does not affect the functionality of E-mail type of Mailers.		Cannot be edited or deleted
Automatic response type	This Property can have one of the following values: • Normal: When this value is set for an SMS Template, the message configured in the SMS Template is sent as an automatic response for all incoming SMS messages, except when the Target responds with an Opt-In or Opt-Out keyword. It is the default value. • Opt-in: When this value is set for an SMS Template, the message that is configured in the SMS Template is sent as an automatic response to the Targets who responded with an Opt-In keyword. • Opt-out: When this value is set for an SMS Template, the message that is configured in the SMS Template is sent as an automatic response to the Targets who responded with an Opt-Out keyword.		Cannot be edited or deleted

History Tab

This tab lists actions performed on the Mailer. For example, actions such as Property change for a Mailer, or categorization of a Mailer, are recorded as events for the Mailer. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Mailer Event options from the Event tab.

Note

When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.

Personal Tab

Lists Properties created for the Personal tab in Talisma Business Administrator. The tab is visible in Talisma Client only for the User who created these Properties. Note that the Personal tab is visible for the User only if the User has created at least one Property for the tab.