Advanced Workflow Block Parameters

Fill the advanced parameters in the following cases:

• When using custom event parameters
• For sending messages to an additional contact
• For inserting dynamic content

List of Additional parameters:

Let's view each case of parameter configuration in detail.

Using Custom Event Parameters

By default, when starting a workflow, the event should pass standard parameters for contact identification:

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Important

1. The primary identifier is ContactId. If it is not specified but at least one of the other identifiers is provided, ContactId will be automatically added to the event.
2. To start workflows, the system identifies the contact for which the event was received. The system searches for the contact using the following rules:

• ​​​​Contact ID has the highest priority among all parameters.
• Entered contact email, phone number, or token are used for sending.
• If externalCustomerId is specified, the message is sent to the contact it belongs to; among those contacts that were found by email address, phone number or token.
• If externalCustomerId is not specified, the message is sent to the contact found by email address, phone number or token.
• If a contact is not found, a new contact will be created for sending.

3. For data consistency, provide parameter names according to the specified list.

If the parameters in the event don't match the standard values, such as using PersonalEmail instead of EmailAddress, like on the screen below

In this case, specify the name of the corresponding variable in the Email field.

Sending Messages to an Additional Contact

For example, if you need to duplicate the message sent to the user and send it to the manager.

Copy the block with the selected message in the workflow and specify the manager's contacts in the advanced parameters.

Inserting Dynamic Content

Use this field to display specific data from the event in the message.

For example, if the event contains JSON:

{
    "name": "items",
    "value": {
        "array": [
            {
                "name": "Brenda Flatform Sport Sandals",
                "price": "100.00",
                "url": "https://site.com/catalog/steve-madden-brenda-flatform-sport-sandals?ID=8472233&CategoryID=56233&swatchColor=Natural",
                "imageUrl": "https://site.com/uploads/product/big/20161122/20161122_7zvb.jpg"
            },
            {
                "name": "Cloudsteppers Women's Brio Sol Flip-Flop Sandals",
                "price": "78.00",
                "url": "https://site.com/catalog/clarks-cloudsteppers-womens-brio-sol-flip-flop-sandals?ID=10566812&CategoryID=56233&swatchColor=Red%20Synthetic",
                "imageUrl": "https://site.com/uploads/product/big/23112013/2125.jpg"
            }
        ]
    }
}

where:

• name – the field name
• value – the value to be inserted into the message.

Insert the field name into the JSON parameter in the ${items} format.

Specify the variables that will display the products in the message.

Learn more about using Velocity in emails >