Prerequisites for workflows
Sending an event
Workflows are triggered by sending events to MailGlyph using the /v1/track endpoint. When sending an event, you can specify the contact it is associated with and include any relevant data.Creating a template
Before setting up the workflow, ensure you have created a template that will be used for the emails sent by the workflow. You can create templates in the Templates section of the dashboard.Creating a workflow
To create a workflow, navigate to the Workflows section of the dashboard and create a workflow.Defining workflow steps
Workflows consists of multiple steps that define the sequence of actions to be taken.| Step Type | Description |
|---|---|
| Send Email | Sends an email to the contact using a specified template. You can customize the email content using variables from the event data. |
| Delay | Pauses the workflow for a specified duration before proceeding to the next step. |
| Wait for Event | Pauses the workflow until a specified event is received for the contact. You can also set a timeout duration to proceed if the event is not received within that time. |
| Condition | Evaluates a condition based on the event data or contact data and branches the workflow accordingly. |
| Webhook | Sends a webhook to a specified URL with the event and contact data. |
| Update Contact | Updates the contact’s data with specified key-value pairs. |
| Exit | Terminates the workflow for the contact. |