Custom Emails

Streamline Data Upload and Workflow Triggering through personalized emails in Infoveave. Efficiently manage custom emails by editing or deleting them as needed for a tailored and effective workflow.

Infoveave lets you create custom emails to carry out Data Upload and Workflow Triggering.

1. Click on New Custom Email button to set fresh custom emails. The New Custom Email dialog box appears.
2. Enter a custom email name.
3. From the drop-down pick the action to be performed.
   • Data Upload If you pick data upload, choose Datasource from the drop-down.
   • Execute Workflow If you pick workflow execution, select the workflow from the drop-down list.
4. Click Save to add the new custom email to the system.
5. To edit any custom email, select the required custom email, and click on Edit icon.
6. To delete any custom email, select the required custom email, and click on Delete icon.

Note

When executing workflows through custom emails, it is important to start the workflow with Upload to Datasource activity.