Create the Integration Procedure with the Email Action

After you create the email template and select the recipient, you can create an Integration Procedure that sends an email to a Contact.

1. From the App Launcher, find and select Omnistudio Integration Procedures.
2. Click New.
3. Enter a unique name, type, and subtype for your Integration Procedure.
4. Enter a description for your Integration Procedure.
5. Save your changes. The Integration Procedure canvas opens.
6. Add an Email Action component:
   • To open the Elements panel, click +, select Email, click , and select Details.
   • If you’re using the designer on a managed package, open the Available Components panel, and drag Email Action to the Structure panel.
7. Select Use an email template. If you’re using the designer on a managed package, select Use Template.
8. Copy and paste the Email Template ID into the Email Template field. A dropdown list appears with an item.
   An example item is Simple_Email_Template_1580943234381.
9. Select the list item. The list item replaces the ID in the field.
10. In the Email Target Object Id field, type %contact%.
11. Select Save As Activity.