Creating an email/form/survey/event/TXT

Find the right starting point for creating mailouts, TXT outs, push notifications, forms, surveys, and events in UbiQuity.

Use UbiQuity to send content across email, TXT, and push, and to capture data through forms, surveys, and events. Each channel or tool has its own creation wizard that steps you through the setup.

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Mailouts

A mailout is a one-off email sent to contacts in your database. The creation wizard steps you through building your content, selecting links to track, filtering your audience, removing duplicates, and scheduling the send.

Before you can send a mailout, your database must be configured for email.

→ Creating a Mailout

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Automated Mailouts

Automated Mailouts send on a recurring schedule based on date-based conditions in your contact data - for example, five days after a purchase date or two days before a subscription expires. The setup is similar to a standard mailout, a recurrence schedule, and an activation step. The mailout will not run until it has been activated.

→ Creating an Automated Mailout

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TXT Outs

A TXT Out is a one-off outbound TXT message sent to contacts in your database. You can personalise messages using merge fields and track links for reporting. If your message is a marketing message, include a STOP opt-out instruction in the content.

Before sending a TXT Out, your account must be set up for TXT and your TXT Programme must be configured for TXT Outs.

→ Creating a TXT Out

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Automated TXT Outs

Automated TXT Outs send on a recurring schedule based on date fields in your contact data. The setup follows the same steps as a standard TXT Out, with the addition of a When Filter and a recurrence schedule. The TXT Out will not run until it has been activated.

→ Creating an Automated TXT Out

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Push Notifications

Push notifications are sent to devices with your app installed. You can target all registered devices or filter to a specific segment. The creation wizard covers content, filtering, and scheduling.

Before sending a push notification, your app must be registered with UbiQuity.

→ Creating a Notification

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Automated Notifications

Automated Notifications send push notifications on a recurring schedule triggered by date-based conditions in your contact data - useful for lifecycle messaging such as birthday notifications, welcome sequences, or subscription reminders. The setup follows the same steps as a standard notification, with the addition of a When Filter, a recurrence schedule, and an activation step.

→ Creating an Automated Notification

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Forms

Forms let contacts submit information that is written directly to your database. At creation, you choose a form type - Subscribe, Update, or Subscribe/Update - which controls how submitted data is handled. You can change the form type after creation.

Before creating a form, make sure your database fields are set up, as the form pulls from these.

→ Creating a Form

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Surveys

Surveys collect structured responses from contacts. A new survey is created with no questions or pages - you build these out after creation using the Survey Dashboard, which also provides tools for testing and deploying your survey.

→ Creating a Survey

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Events

Events provide a registration form with a unique URL that contacts use to sign up. When creating an event you set an event date and a date that registrations close on. Both can be updated at any time after creation.

→ Creating an Event