Configure the Channel activity

To set up a delivery in the context of a workflow, follow the steps below:

  1. Add a channel activity: Email, SMS, Push notification (Android), Push notification (iOS), or Direct mail.

  2. Select the Type of delivery: single or recurring.

    • A Single delivery is a one-shot delivery sent only once, such as a Black Friday email.
    • A Recurring delivery is sent multiple times based on its execution frequency defined in a scheduler activity. Each time the workflow runs, the audience is re-calculated, and the delivery is sent to the updated audience with the updated content. This can be a weekly newsletter or a recurring birthday email.
  3. Select a delivery Template. Templates are pre-configured delivery settings specific to a channel. A built-in template is available for each channel and pre-filled by default. Learn more

    Screenshot showing delivery activity in a workflow

    Select the template from the channel activity configuration left pane. If the previously selected audience is not compatible with the channel, you cannot select a template. To solve this, update the Build audience activity to select an audience with the correct target mapping. Learn more about target mappings in this section.

  4. Click Create delivery. Define your message settings and content the same way you create a standalone delivery. Test and simulate the content. Learn more

  5. Navigate back to your workflow. To continue your workflow, toggle the Generate an outbound transition option to add a transition after the channel activity.

  6. Click Start to launch your workflow.

    By default, starting a workflow triggers the message preparation stage without immediately sending the message.

  7. Open your channel activity to confirm the sending from the Review & send button.

  8. From your delivery dashboard, click Send.