Summary
This document outlines the different stages of a correspondence (email) workflow. It also covers how to preview, edit, and send conditional emails with a rich text body.
Why should you use the correspondence workflow?
The correspondence workflow gives you greater control over outgoing correspondence, reduces errors, and enhances email presentation. You can perform the following actions using this workflow:
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Preview the email body in a read-only format before sending.
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Edit email fields to make required adjustments.
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Decide when to send the email using a conditional checkbox that lets users choose whether to send the email immediately or update it first.
Stages of the correspondence workflow
This section describes the different stages of the correspondence workflow:
Create stage
In this stage, you need to enter details in the following fields:
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First Name
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Last Name
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Item
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OrderBy
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Price
A data model is used in this stage, and the email body is ‘paragraph’ type with a rich-text display option. The following image shows the steps in the ‘Create’ stage.
The following image shows the ‘Create’ stage with the existing filters (such as Name, ID, Type, Options, and Application Layer).
Notify Customer stage
The Notify Customer stage contains the ‘Get Email Body’ utility which uses property-set-stream to format the email. The following image shows the workflow of the Notify Customer stage:
The following image shows the Automation details of the ‘Get Email Body’ utility:
The following image shows the Method Parameters in the ‘Get Email Body’ utility:
Verify Email stage
The ‘Verify Email’ stage displays the email body in read-only format for preview. The following image illustrates the different fields in this stage:
Conditional Checkbox
Select the ‘when’ condition to launch the Conditional Checkbox that allows you to determine whether to send or update the email.
- If the checkbox is selected (true), the email is sent.
- If the checkbox is not selected (false), the system automatically updates the fields in the email body and sends the email.
Update email
The ‘Update Email’ connector allows you to edit all the fields in the email body (such as the subject line, body text, placeholders, or dynamic fields) before sending it.
Send email
The Send Email stage delivers your specified content to the designated recipients.
