In this article we will see how we can configure transactional campaigns in Mailmodo, triggered by events recorded in Freshsales workflow.

How to set up a transactional campaign in Mailmodo

Step 1: Go to templates from the vertical menu on the left side. Click on create new template.

Step 2: Either select a blank template or a pre-existing template

Step 3: Use the editor to edit the template. Save and rename the template upon completion.  After saving, click on back arrow.

Step 4: Click on save and exit.

Step 5: You will be redirected to the home page. Click on Trigger under Campaigns from the vertical menu on the left. Next, click on Create trigger campaign.

Step 6: Select the template you saved before. Click on next.

Step 7: Add Subject Line, Pre-header text, From name and Reply to email. Click on next.

Step 8: You will be redirected to trigger on events. Select Freshsales from the list of platforms. Click on next.

Step 9: Review and test your campaign. To test, click on send test campaign->enter email ID->send test email.

Once tested and reviewed, click on enable campaign.

Step 10: You will be redirected to Campaign page. Select setup steps -> Click on Copy URL button. We will use this webhook url in the Freshsales series.

To access this page in future, go to trigger in the vertical menu (left side)->select the campaign-> setup steps

Freshsales Setup

Step 1: Go to admin settings->manage workflows

Step 2: Click on create workflow

Step 3: Name your workflow, describe it. Select a record type on which you wish to apply the workflow.

Step 4: Configure your workflow's execution triggers and conditions

Step 5: Under what actions to be performed, click on add action. Select Trigger Webhook.

Step 6: After selecting Trigger Webhooks, webhook settings will open. Select request type as POST. Paste the URL copied from Mailmodo's Trigger Info section. Select encoding type as JSON.

Step 7: Select content type as Advanced. Paste this in the text field

{  "email": "",  "data": {    "First Name": ""  } }

Step 8: Map the respective elements by clicking on the insert placeholder button in the corner.

Step 9: A choose placeholder block will open. Map the respective user property. Click on save.

Step 10: After mapping your screen should look similar to this.  Click on Test your URL with current settings.

Step 11: Your screen should display Received success response.

Step 12: Upon successful testing, click on cross. Save the webhook settings. Click on Save and Start.

You have successfully created a trigger campaign!