Adding Actions
Inside the "ACTIONS" block on the canvas, click the "Add action" button.
An "Add Action" sidebar will pop up listing all available actions. These are typically categorized into:
UserFlux Actions: Core actions provided by the platform.
Available From [Service Name]: Actions related to integrated third-party services (e.g., Slack, Mailgun, SendGrid, Postmark).
UserFlux Actions
These are native actions within the platform.
Send Email:
Select "Send Email" from the "UserFlux Actions" list.
In the "Send email" modal:
Enter the Subject for the email.
Select an Email Template from the dropdown. If there are no templates available you will need to use the email template builder in the content tab to create one.
Choose the Email Provider from the dropdown.
Click "Done". The "Send email" action will appear in the "ACTIONS" block.
Using Liquid Variables for Dynamic Content
To personalize your emails, you can use Liquid variables in the Subject field and within the content of your selected Email Template.
Liquid variables are placeholders that get replaced with actual data when the email is sent. They are typically enclosed in double curly braces: {{ }}.
In order for the liquid variables to be applied you must pass them from the trigger so the email has the relevant data in the payload.
See below example from an api trigger where the variables for the subject and email templates are passed to the send email action.
Call Webhook:
Select "Call Webhook" from the list.
In the "Untitled Action" (webhook configuration) modal:
(Optional) Click the pencil icon next to "Untitled Action" to give it a descriptive name.
Enter the Endpoint URL.
Select the HTTP Method (e.g., POST, GET).
(Optional) Click "+ Add header" to include custom HTTP headers.
Enter the Request Body, typically in JSON format. The editor may provide suggestions for dynamic variables (e.g.,
{{ user.properties }},{{ event.properties }}, Liquid filters like| capitalize,| json).
Click "Save". The configured webhook action will appear on the canvas. Note: An "Input incorrect" error may appear if required fields like Endpoint are missing or invalid.
Update User:
Select "Update User" from the list.
In the "Profile Update Action" modal:
Select the user attribute you want to update from the dropdown.
The "Set value to" field is typically pre-selected.
Enter the new text value for the attribute.
Click "Done".
Track User Event:
Select "Track User Event" from the list.
In the "Track User Event Action" modal:
Enter the Event name.
Provide any Event properties as a JSON object in the text area.
Click "Done".
Create Dynamic Variable:
Select "Create Dynamic Variable" from the list.
In the "Create a dynamic variable" modal:
Enter a Variable Name.
Select the Type of variable:
User Event Value: To derive the variable from a property of a recent user event. Configure the event name and property.
Liquid Template Value: To define the variable using Liquid templating language. Enter your Liquid template.
Click "Done". This action is useful for storing values to be used in subsequent steps or messages.
Actions from Integrated Services
These actions interact with third-party platforms you've connected. The configuration modals will be specific to each service.
Slack: Send message to a channel:
Select "Send message to a channel" under "Available From Slack".
Configure:
Slack Channel ID.
Message content.
(Optional) Add parameters.
Click "Done".
Mailgun: Send a templated message:
Select "Send a templated message" under "Available From Mailgun".
Configure:
Mailgun Domain.
Mailgun Template name/ID.
(Optional) Add parameters (e.g., "Recipients Email Address").
Click "Done".
SendGrid: Send a templated email:
Select "Send a templated email" under "Available From SendGrid".
Configure:
SendGrid Template ID.
(Optional) Add parameters (e.g., "Recipients Email Address").
Click "Done".
Postmark: Send a templated email:
Select "Send a templated email" under "Available From Postmark".
Configure:
From Address.
Message Stream ID.
(Optional) Add parameters.
Click "Done".
Managing Actions on the Canvas
Each specific action added within an "ACTIONS" block (e.g., "Send email", "Call Webhook") will have a trash icon next to it, allowing you to delete that individual action.
The entire "ACTIONS" block (step container) can be managed using the dropdown in its header, which provides options like "Entry Conditions" (to re-edit), "Duplicate Step", and "Delete Step".
You can add multiple "ACTIONS" blocks to your workflow to create a sequence of steps.
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