Velo: Creating a Triggered Email

1. In your Velo Sidebar, select the Developer Tools tab.
2. Under the Automation section, select Triggered Emails.

1. (If this is your first time creating a Triggered Email, click Get Started .)
2. Click + Create New. This takes you to the Triggered Email Editor.
   • Or, click the Show More icon and click Duplicate if you want to duplicate an existing Triggered Email and then make edits.
3. On the Triggered Email Editor, design your email:
   1. Edit the provided content by clicking an element, customizing, or deleting it.
   2. Click the Add icon on the left side to include additional elements.
   3. Click the Background icon on the left side to customize the background.

Variables make a Triggered Email truly unique to its reader. The variable is a placeholder that will ultimately be replaced by a real value that you define in the code. The name in the placeholder should be meaningful to you so that you can identify it later.

1. Click a text element and then click + Add Variable .
   1. Variable name: You can name a variable anything you want, but it should be meaningful to you so you can identify it later.
   2. Under Fallback value, write a replacement text that appears in case you're missing that specific piece of data. (For example, if you don't have your user's name, you can add "Customer" or "Buddy", depending on what fits your situation best.)
      1. Please note that fallback values may be applied in the body of an email, but not in the subject line.
   3. Click Add.

If at this stage, if you click Save as Draft, you are redirected back to the Triggered Email dashboard. To proceed to the code snippet, click Save & Publish.

To generate the code snippet:

1. Click Save & Publish on the top left.

2. If you have not already done so, 

   1. Click Add Details to choose how your name appears, and the reply-to address.
   2. Click Save.
   3. You may be asked to confirm your email address. If so, enter the confirmation code from the email in your inbox and click Confirm.

3. (Suggested: Change the email ID by clicking the ID listed and replacing it.)

   

4. Choose who you want to receive your email:

   • Email New Contacts when someone signs up.
   • Email Site Members for existing members.

5. Click Copy in the text window where the code snippet appears.

6. Click Got It to close the window.

Click here to learn how add the snippet in your Velo Panel.