Adding an Action step

To add an Action step to an automation, do the following:

  1. Click ACTION in the Steps selection panel.
    An action panel is added to the Automation configuration flow diagram, with the name Choose Type.
    See Creating an automation for more about the Steps selection panel.

The action Choose Type panel

    1. Click the Choose Type panel.
      The Action configuration options display in the Sidebar.
    2. Under Type, select the required action:
      • Send mail.
        Enables you to configure an email delivery to the appropriate contacts.
      • Webhook.
        Enables you to notify a third-party system that a specific contact-related event has taken place, through an HTTP callback.
      • SMS.
        Enables you to configure an SMS delivery to the appropriate contacts.

As soon as you select the action type, further configuration options display, and the name of the action panel in the automation diagram is updated accordingly.

Send mail configuration options

Example of the Send mail configuration options

If you select Send mail, do the following:

  1. Enter a Description, if required.
  2. Under Basic information, do the following:
    1. Enter a Delivery name.
    2. Under Mail group, select the appropriate Contactsend mail group from the drop-down list.
  3. Under Delivery information, do the following:
    1. Enter a Subject for the delivery, if it is not already predefined in the selected mail group.
    2. Enter the From, Sender and Reply to details in the appropriate fields, if they are not already predefined in the selected mail group.
  4. Under Email template, click Edit template….
    The Email template page displays.
  5. Do one of the following to add your message to the delivery:
    1. If you want to use a message created in PageBuilder:
      1. Click From PageBuilder, if it is not already selected.
        The available PageBuilder folders display.
      2. Select the appropriate message from the relevant folder.
        or:
    2. If you want to use an HTML message created using a different method:
      1. Click HTML.
      2. Copy and paste your message into the box provided.
        Note:
        This box is only a receptacle for your HTML. It is not a full HTML editor. Use an HTML editor of your choice to create your message body.
      3. On the HTML tab, under Alternative text, enter the alternative text for the delivery in the box provided, if required.
  6. Click Preview to view your message as it will be sent, if required.
  7. Click Labels and enter the appropriate label Key and Value pair, if required.
    Further label pairs can be added by clicking the + icon, positioned to the right of the last Key and Value pair in the list.
  8. To close the Email template page, click the X icon, positioned in the top right corner.

The Send mail configuration is complete.

Webhook configuration options

Example of the Webhook configuration options

If you select Webhook, do the following:

  1. Enter a Description, if required.
  2. Under Basic information, do the following:
    1. Enter the URL to which the HTTP request should be sent.
    2. Under Headers and Body, click Add header and/or Add body field if required, and enter the appropriate key/s and value/s.
    3. Click + Add header and/or + Add body field, to add further key and value pairs as required.

The Webhook configuration is complete.

SMS configuration options

Example of the SMS configuration options

If you select SMS, do the following:

  1. Enter a Description, if required.
  2. Under Basic information, do the following:
    1. Enter a Delivery name.
      This enables the delivery to be identified. It is not seen by the recipient.
    2. Under SMS group, select the appropriate Contactsend SMS group from the drop-down list.
  3. Under Message content, do the following:
    1. Enter the Sender details.
      A text string up to 11 characters.
    2. Enter the Text of the message.
  4. Under Attributes, do the following, if required:
    1. Select a message attribute to add to the SMS, from the drop-down list.
      An attribute represents the content of a specific field in the relevant database. For example, the contact’s first name.
    2. Click the appropriate point in the SMS message, then click Insert.
      The attribute is added to the text.
  5. Add further attributes, if required.

The SMS configuration is complete.

When you have finished defining the Action step, continue to add further steps to the automation, as required:

If you have finished defining the automation, follow the steps given under Completing the automation.

Also see:

 

 

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