Use The Email Address Validation Filter Node In Workflows

The Email Address Validation filter node filters a workflow based on whether or not content from a previous node contained an email address.

About this task

Email Address Validation Filter Node

To use the Email Address Validation filter node:

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Email Address Validation filter node on to the workflow canvas.
  3. Click the following text in the Email Address Validation filter node: some content.
  4. Click either
    • Use Content From A Previous Node radio button to use content from a previous node.

      If you choose this option, you will need to choose a preceding node whose content you want to pull email addresses from. If this node is connected to the Initial Incoming SMS With Keyword trigger, you can select to pull the keyword contained in the incoming SMS message.

    • Use Input Field's Value radio button to use the value specified in the input field.

      This causes the workflow to only take the YES path if the content from a preceding node contains an email address matching the value contained in the input field.

    If no previous node exists, you will see the text Please add a connection to this node to use a previous node's value in the node. If a previous node exists, but no content is available, you will see the text There is no data available from any of the previous nodes.

  5. Optional: You can turn on email validation.

    Email validation allows you to send a verification email containing a confirmation URL. In order to proceed down the Yes path in the workflow, the recipient must click the confirmation URL and confirm their subscription within a specified time frame. If they do not confirm their subscription within the specified time frame, they are sent down the No path.

    Email Validation

    To use email validation:

    1. Click the following text in the Email Address Validation filter node: off.
    2. Check the Email Verification Enabled box.
    3. Specify a from name for the verification email in the From Name text box.
    4. Specify a from address for the verification email in the From Address text box.
    5. Click Pick.
    6. Choose a message to send as the verification email by clicking on the message name. You will only be able to select messages which contain a confirmation URL.

      Confirmation URLs can be added to any email message by adding the %%!confirm_url%% special tag to the body of the message. For more information on using special tags in email messages, see Special Tags.

    7. Click Select.
    8. Click Done.
    9. Click the following text in the Email Address Validation filter node: a relative period of time.
    10. From the Delay Type pull-down menu, choose how long you will give the recipient of the confirmation email to click the confirmation URL and confirm their subscription.
      You have three options:
      • A Relative Period Of Time
      • Until A Specific Date
      • Until A Certain Hour
    11. Click Done.
    12. Based on which option you choose in the Delay Type pull-down menu, you can do the following:
      • If you choose A Relative Period Of Time: Click 2 days and then choose a time frame from the pull-down menu. You can choose:
        • Hours
        • Days
        • Weeks
        • Months

        After you pick the time frame, add in a number representing the number of hours, days, weeks, or months you want to give the recipient to click the confirmation URL contained in the confirmation email you sent them.

      • If you choose Until A Specific Date: Click date and pick a specific date using the date picker. Next, click time and pick a specific time.

        This represents how long the recipient has to click the confirmation URL contained in the confirmation email you sent them.

      • If you choose Until A Certain Hour: Click 13:30 AM and pick a specific time.

        This represents how long the recipient has to click the confirmation URL contained in the confirmation email you sent them.

  6. Click Done.