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. |
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