Configure the Channel activity
To set up a delivery in the context of a workflow, follow the steps below:
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Add a channel activity: Email, SMS, Push notification (Android), Push notification (iOS), or Direct mail.
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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.
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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
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.
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Click Create delivery. Define your message settings and content the same way you create a standalone delivery. Test and simulate the content. Learn more
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Navigate back to your workflow. To continue your workflow, toggle the Generate an outbound transition option to add a transition after the channel activity.
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Click Start to launch your workflow.
By default, starting a workflow triggers the message preparation stage without immediately sending the message.
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Open your channel activity to confirm the sending from the Review & send button.
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From your delivery dashboard, click Send.