About email triggers
Understand which emails OmniLab sends, which ones your own email platform sends, and where the line between them sits.
A triggered email goes out the moment a participant does something, such as signing up, winning a prize or booking a slot. How much setup you need depends on which kind of email it is.
Two kinds of email
| Campaign notifications | Emails through your own platform | |
|---|---|---|
| Sent by | OmniLab, through the campaign's email add-on | Your own email platform |
| Looks like | A notification styled to your campaign | Everything else you send |
| Set up in | The campaign, in Build > Notifications | A connection plus a small piece of code |
| Use it for | Confirmations, reward messages, booking reminders | Emails that must match your others, or start your own automations |
For a confirmation or a reward message, campaign notifications are enough. They need Salesforce Marketing Cloud or Cheetah switched on in the campaign's add-ons: see About notifications. The other Email triggers pages cover the second kind.
When to use your own platform
- Deliverability matters. Your platform already has a warmed-up sending domain and a good reputation.
- The message must match your other emails. Same template, same footer, same unsubscribe link.
- The send should start your existing automations. A sign-up should start a welcome series you already run.
- The record should be where your team looks. Your support staff check your platform, not Studio.
How the two sides split the work
OmniLab decides when an email should go out, and passes on the details. Your platform decides how it looks and delivers it. A small piece of code, a Function, joins the two by calling your platform's API.
Your own system can also send the email itself, from a webhook: see Transactional emails. Confirming an address with double opt-in always needs a Function.
A developer writes the Function once
Someone technical writes it once per email platform, and it then serves every campaign in the organisation. Marketing teams don't touch it again unless the platform changes. See About Functions.