Configuring the PushMail Ingredient

You can send a PushMail, that is an email newsletter.

Before you begin:
  • Have at least one Metrics Reader, MisoData, Social Analytics, or Tracked Topic configured on your dashboard that can provide content for the PushMail.
  • During the configuration of Potion, add at least one Ingredient as a Trigger. For more information, see Add Triggers.
  • During the configuration of Potion, add PushMail as an Action. For more information, see Add Actions.
See Also
Viewing a PushMail that was Sent out
  1. From the Magically list, select Send a PushMail.
  2. In the Email list field, enter at least one email address to which you want to send your PushMail and click Add.

    Tip: You can enter several email addresses at once by separating them with a comma.

    Notes:
    • Recipients only see their own email address in the To email header field when they receive a PushMail. They never know who else has received your PushMail.
    • Recipients can unsubscribe from the Potion at anytime without your knowledge. For more information, see Managing Email and Phone Notifications.

    The email addresses you have added appear in a blue label under the Email list field.

    You can:

    • Repeat this step to add more email addresses.
    • Remove an email address by hovering over its blue label and clicking the that appears as you hover.

  3. In the Subject field, enter a title for your PushMail.
  4. In the Sender name field, enter a name to indicate whom the PushMail is sent from.

    For example, enter your own name or your company name.

  5. In the Reply-to field, enter the email address to which replies to your PushMail are sent to when your PushMail recipients reply to it.
  6. Optional: From the Banner image option, click Browse... to upload an image of yours.

    Notes:
    • Accepted file formats are GIF, JPG, and PNG.
    • Image size must be less than 5MB.
    • You can only upload one image per PushMail.
    • When you do not upload any image, your PushMail banner is a default Dassault Systèmes image.

    The image you have uploaded appears on the wizard.

    To delete this image, click Delete on its upper-right corner.

  7. Optional: In the Banner image link field, enter the URL that opens when the recipients click the banner image of your PushMail.

    The URL must start with http:// or https://.

  8. Optional: In the Header content field, enter the text that you want to display on your PushMail under the banner image.
  9. Optional: In the Footer content field, enter the text that you want to display in the footer of your PushMail.
  10. From the Add apps option, select the widgets whose content you want to include in your PushMail as follows:
    1. Click the Type to browse field.
    2. Optional: Enter text in the field to refine the content of the list that appeared.
    3. From the list, select a Metrics Reader, MisoData, Social Analytics, Tracked Topic, or Text Editor widget from your dashboard.

      Notes:
      • You cannot select Social Analytics and Tracked Topic that contain content from secret or private 3DSwym communities you are not an owner of.
      • You cannot select Feed Reader or Corpus Manager widgets. If you want to include articles from one or several sources of your Corpus Manager in your PushMail, configure a Tracked Topic widget to make it retrieve these articles, then select this widget from the PushMail Add apps list.

      Tip: To add all the widgets from the same tab at once, select the name of their tab.

    The widget or tab you selected is added under the Type to browse field.

    You can:

    • Repeat this step to select more widgets.
    • Remove a widget you have selected by clicking Remove.

    Note: If you have selected a widget that has not yet been configured, it will not appear in the PushMail content, even if this widget is visible under the Type to browse field of the wizard. It will only appear in the PushMail content once it has been configured.
  11. For each Tracked Topic widget you have selected, if any, select the number of articles you want to include in your PushMail from the numbered list.
  12. Optional: Add a separator to add a section header between one or several widgets:
    1. Click the Type to browse field.
    2. From the list that appeared, select Add separator.
      A blank field is added under the Type to browse field.
    3. Optional: Click this blank field and enter a title.

    You can repeat this step to add more separators.

  13. Optional: If you have selected several apps, tabs, or separators, drag Drag to reorder to change the order according to which the content will be displayed on your PushMail.
  14. From the Article length list, select one of the following options to specify the length of the article excerpts that will be included in your PushMail, if any:
    OptionDescription
    Short 100 characters maximum
    Average 500 characters maximum
    Long 1,500 characters maximum
  15. From the Send the new articles that have been published list, select one of the following options:
    OptionDescription
    After the last PushMail was sent Your PushMail will only include articles whose publication occurred after the sending date of your PushMail's last version. Select this option if you do not want your PushMail to include any articles that may have already been included in a previous version.
    Regardless of their publication date Your PushMail will include all articles, regardless of their publication date. If you select this option, your PushMail may include articles that have already been included in a previous version.
    After a specific date Only articles published within the time frame you have defined will be included in your PushMail. If you select this option, your PushMail may include articles that have already been included in a previous version. Define the time frame using the Period date picker that appears when you select this option.
  16. Optional: In the Send a test email section, do both of the following to receive a test version of your PushMail and verify its actual rendering:
    1. Enter your email address in the field.
    2. Click Send.
    A test version of your PushMail is sent to your email address.
    • It may take a few minutes for you to receive the test email after you have clicked Send.
    • The test PushMail is only sent to the email address you filled in this field. The email addresses you have entered in step 1 do not receive any test emails.
  17. From the Do your magic section, select one of the following options:
    OptionDescription
    Every time it happens Potion executes the action whenever the conditions set by the Triggers are met.
    Only when it switches Potion executes the action whenever the conditions set by the Triggers are met and the content of the action differs from the previous time Potion executed the action.

    This section may not appear if you have configured your Potion with only one Trigger.

  18. Click Save.

The PushMail is created and is sent each time the conditions of Do your magic and of the Trigger(s) of the Potion are met.