How to Personalize Emails Using Custom Event Data in a Workflow

In this video, we will explore how to personalize emails by utilizing custom event data within a workflow. Follow these steps to create a workflow and incorporate custom event data:

Step 1: Set Up a Trigger

• Begin by setting up a trigger for your workflow.
• Select the trigger option "Custom Event Added". This ensures that whenever a custom event is added to a contact, the workflow will be activated.

Step 2: Configure Trigger Filter

• In the trigger filter, choose from custom event properties.
• For example, if the order status is fulfilled, you want the contact to enter the workflow.
• Save the trigger settings.

Step 3: Add an Email Step

• Add an email step to the workflow.
• Name the email "Order Fulfilled" and set the subject to "Hope you are satisfied with your order".
• Select a sender and edit the email content.

Step 4: Select and Customize Email Template

• Choose a template for the order email by searching for "order" and confirming your selection.
• The template will include a thank you message for the order, which can be adjusted as needed.

Step 5: Use Custom Event Data

• To personalize the email with custom event data, use the functions get value with event followed by the custom event name and property name.
• For instance, if your custom event name is "order" and the property is "order ID", use: get value, event, order, and order ID.
• If the order or order ID is not present, use the get value with fallback function to provide a fallback value.

By using these functions, you can access custom event data as personalization variables in your workflow emails.

That's it for this video. Thank you for watching.