Compose a workflow message

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Misty Flowers

Workflow messages are the individual emails (or other channel messages) that make up each step in a Workflow sequence. This article covers how to compose, format, and configure each message step within the Workflows module, including template selection and personalization.

đź’ˇQuick answers

  • Where do you compose messages for Workflow steps? In the Workflows module, open the workflow and click on a message step; compose the message using a template from Messages, then save the step.
  • Can Workflow messages use the same templates as regular Messages? Yes; Workflow messages use the Messages template editor and any template available in your Messages module.
  • Personalizing a Workflow message with merge tags? Use the same merge tag approach as regular Messages to personalize with the recipient's name, username, or other constituent profile data from Constituent Manager.
  • Can a Workflow step be sent via multiple channels? Yes; if Messages XR is enabled, configure each step to send via email, SMS, or other available channels in addition to or instead of email.

Workflows is built around the messages you want to send. Before you build a workflow or add subscribers, compose the messages that you intend to include in your workflow.

To navigate to Workflow Messages, first open up Messages. Then, click the Workflow Messages tab in the Messages navigation. Click the Create Workflow Message button in the top-right corner to start a new message.

Create a workflow message

create workflow messages.png

Composing a workflow message works just like a regular message. Refer to Create a new message for more details on this process.

However, here are a few tips that are specific to Workflow Messages: 

  1. Use any of your existing Messages templates as a starting point.
  2. Stay organized by using our convenient folder system. Any Workflow Messages that are not placed into a folder will be housed under Uncategorized. 
    workflow messages folders.png
  3. Unlike regular messages, the Message Details screen does not include a selection for type of message or sending information. 

Make any changes in the message editor, then proceed to the Message Details screen.

Best practice

Use the internal name field to name your messages according to which workflow(s) they are part of, to make it easier to find when you’re building the workflow.

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