Transactional Email

openBuild allows you to create beautifully styled and versatile emails, managed through the Mail Management reusable and sent with Postmark or Sendgrid. You can put the 📧 MAIL MANAGEMENT reusable on any page. By default it is part of the Admin page.

By default openBuild comes with 4 default emails that you can change to your liking.

• User email invite

• Magic link login

• Activation email

• Reset password

Creating and using transactional email

There are 4 steps to creating and sending an email

1. Set up your transactional email provider

openBuild supports Postmark and Sendgrid but you can use many others.

2. Create your email

Create your email with a name and all the fields you want to add.

Add dynamic content with the {{var}} notation. For adding a user’s first name you could use {{var1}}. For other dynamic data you use {{var2}} etc.

Use the Var list field in each email to make a note of which {{varX}} belongs to what dynamic data.

3. Test your email (optionally)

Instead of having to invoke the workflow that needs to send this email, you can test it in the Send Email tab. Note that it will not send dynamic data.

4. Send your email from a workflow with variables

Go to the workflow that should send the email and add the following action: Schedule API workflow.

Select Send email and enter all the data to send.

To select the right email, go to your mail management and find the email in the list.

Click the copy button to copy the ID.

In your action, for the email field, Do a Search for Emails with a constraint of unique ID is the copied UID of the email to send.

For dynamic content use the Var list and check the email var list to understand what dynamic data is var 1, var 2 etc.

Run the workflow to test if your email was sent successfully with the correct data.

Anatomy of 📧 MAIL MANAGEMENT

The 📧 MAIL MANAGEMENT module consists of:

Reusable

📧 MAIL MANAGEMENT - with all the screens and workflows to create and update transactional emails.

Data Types

Email - the Data type that stores your emails. It contains the actual escaped HTML used to send the email as well as all the other fields that (could) make up your email like headers, body, images etc.

Email Footer Link - when you want to create footer links for your emails (and select which ones you want to add to which emails) you create an Email Footer Link in the Mail Management module. It is stored in the database as this data type.

Email Template - all the HTML and escaped HTML required to display your emails as previews in the mail management module and required to assemble your own unique emails. You would not need to touch this unless you want to change your email template.

Workflows & Actions

📧Send Email API Workflow

Sendgrid - Send Email - for sending Sengrid emails

Postmark - Send Email - for sending Postmark emails

Sending custom emails

You can send your own custom html emails as long as you escape the html.

1. Escape your HTML (for example using https://www.freeformatter.com/json-escape.html)

2. Create a new Email data type in the bubble editor.

3. Give it at least a name and paste the escaped html in the html field

4. If you want to use dynamic content, make sure to add your {{var1}}, {{var2}} etc. in your escaped HTML

5. Use the email the same way as the other emails for sending.