Workflow basics

Workflows allow your team to orchestrate supplementary actions before sending. This could be a delay or switching the template without having to do a code change within your codebase.

Build your first workflow

1. Go to ‘Workflows’ within your workspace and click ’+ New’.
2. From the ‘Test data’ section, set the ‘Use custom test data’ option.
3. Stub the data that this workflow should receive. Most likely this will be the custom data that your resulting template is expecting.
4. Configure the remaining workflow actions – choose whether to set a delay and pick a template.
5. Test the workflow by clicking ‘Run workflow with test data’.

Trigger the workflow

Once you are satisfied with the workflow, you can go back to the top of the page and grab the code example and trigger the workflow from your application.