Configure Workflow

Workflow Settings

After creating a workflow, configure its behavior:

General Settings

• Name and Identifier — Update the display name and API identifier
• Description — Document the workflow's purpose
• Tags — Organize with labels (e.g., transactional, marketing)

Notification Settings

• Critical — Mark as critical to bypass subscriber preferences
• Default Preferences — Set default channel preferences for this workflow

Channel Preferences

Configure which channels are enabled by default for this workflow:

Subscribers can override these defaults with their personal preferences (unless the workflow is marked as critical).

Workflow Variables

Define variables that your workflow expects in the trigger payload:

// Variables defined in the workflow
{
  name: 'string',
  orderNumber: 'string',
  items: 'array',
  total: 'number',
}

These variables can be used in notification content with Handlebars syntax: {{name}}, {{orderNumber}}