Sitecore Send actions
The Sitecore Send actions available in Sitecore Connect provide you with email automation capabilities:
|
Action |
Description |
Example use cases |
|---|---|---|
|
Retrieve subscriber information |
Retrieves details about a subscriber using their subscriber ID. This includes information such as when they joined the email list, how they subscribed, and their current subscription status. |
Sync subscriber data from Sitecore Send to an external CRM or customer support tool. |
|
Create many subscribers |
Adds multiple new subscribers to a specific Sitecore Send email list by specifying the email list ID or name. |
Import new users from a lead generation platform, ecommerce store, or event registration tool into Sitecore Send. |
|
Create subscriber |
Adds a single new subscriber to a specific Sitecore Send email list by specifying the email list ID or name. |
Automatically add a new user to your email list when they sign up through a third-party platform, such as a website form or mobile app. |
|
Increment or decrement numeric custom field |
Adjusts the value of a numeric custom field in a specific Sitecore Send email list. You can increase or decrease the value by an absolute number or a percentage. |
Track engagement scores or loyalty points based on actions taken in another platform, like webinar attendance or purchases. |
|
Send transactional email |
Sends a transactional email to a subscriber using a template-based email, custom plain text, HTML, or a URL-based email content. |
Send system alerts, order confirmations, or shipping updates triggered by events such as a completed checkout. |
|
Set custom field value |
Updates the value of a custom field in a specific Sitecore Send email list. |
Sync user attributes from another platform, like membership level from a CRM or plan type from a billing system. |
|
Trigger an automation |
Starts an existing automation in Sitecore Send by specifying its automation ID or name, and the subscriber's email address. |
Automatically start onboarding or re-engagement workflows, based on external actions, like a customer creating an account or abandoning a cart. |
|
Unsubscribe subscriber |
Removes a subscriber from a specific Sitecore Send email list by providing the subscriber's email address. |
Reflect opt-outs from external systems, like when a user unsubscribes via your app or requests to stop receiving emails through customer support. |
|
Custom action |
Enables you to build a custom action via the HTTP connector using any Sitecore Send API endpoint. |
Use this to access other Sitecore Send endpoints, for example to access campaigns and segments. |