Send Messages with Channel Actions

With Journeys, you can send messages with:

To add, click + then choose an action.


Custom Context

When adding metadata or custom context to an action, you have the option to copy fields that were previously configured either in other journey steps or in a flow.

Search by flow and variant name for flows (excluding archived flows), or journey and step name for second generation journeys. Actions with custom context configured will show up in the search results. If there are multiple variants or steps, they will be listed under the flow or journey name. The journey version is listed next to the journey name. You can also copy fields from a different journey step in the same journey.

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Custom context

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Event-triggered Content

You can use event-triggered content to personalize your messaging using the same syntax you use in an event triggered flow (same templates, content blocks, subject lines and Jinja).

Additionally, the event will be available for use as content for the entire time that the contact is in the journey, so itโ€™s very easy to use the same content (e.g. a product from an abandoned cart) throughout the journey without any extra effort. The same Jinja syntax will work throughout the journey.

Events stay with the contact throughout the journey, even if a new event comes in.

Send Triggered Email to Contact

You can add an action before you have finalized templates, settings etc. The steps will be saved and you can complete the set-up later.

  1. Name the action and include a note if desired.
  2. In Email Details, complete:
Email details

Email details

  • Select a template: See Custom context basics for more about email templates. From this drop down, start trying to search for the template you want to use in this email.
  • From email: The return address that appears on the email to the contact. For example, [email protected]
  • From name: The sending name you want the contact to see
  • Reply to email: The inbox you want any replies to this email to go to
  • Unsubscribe Group: Set your unsubscribe preferences in SendGrid.
  • BCC: Set your BCC options in settings.
  1. Check the box if you'd like to override any SendGrid UTM Settings.
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Google Analytics Tracking

  1. Add any Custom context expressions:
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Custom context

  1. Send a test:
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Send a test

  • Choose a Sample Contact. Click preview contact to ...
  • Choose a Recipient Contact.
  • Click Send Test.

For more details on SendGrid Metadata, see below.

Send Triggered Email to Contact with Simon Templates

Follow the steps above for Send Triggered Email to Contact with one difference. Under Email Details, you can preview available templates by clicking View Simon Templates in Content:

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View Simon Templates in Content


Metadata

Add metadata to track in your Journey history in the action step:

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Journey History Metadata

Simon Mail and SendGrid metadata

Send metadata to SendGrid or Simon Mail (if you use either) in Channel Metadata. These values are then reflected in engagement events.

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Channel Metadata

The default fields included for Simon Mail and SendGrid metadata are:

  • j2_journey_id: journey id, an automatically generated id for the journey (similar to journey_id in journeys classic metadata).
  • j2_journey_version: the journey version number, automatically increasing with each new published version, starting with classic and increasing with every new released version.
  • j2_step_id: an automatically generated id for the step (similar to simon_flow_id in flows / journeys classic metadata).
  • operation_id: a unique identifier for a contact passing through a step one particular time. This is also available in Jinja as simon.operation_id and can be used to join to other sources like journey history.
  • j2_name: journey name. This is user-configured and has to be unique among journeys that have been published (similar to journey_name in journeys classic metadata).
  • j2_step_name: step name. This is user-configured and has to be unique within a journey version (similar to simon_flow_name in flows / journeys classic metadata).