Transactional Messages
Transactional messages are triggered directly via API calls from your product. These messages are delivered instantly to a specific user.
Typical use cases include:
- Account verification, password resets, two-factor authentication, etc
- Billing and subscription-related emails
- Product activity notifications: new comments, assigned tasks, etc
- Product usage alerts: approaching or exceeding plan limits, team member allocations, etc
Transactional emails are often sent via separate tools like Postmark or SendGrid. However, there's a benefit of having them inside Userlist: you can use the same styling, apply sender profiles and subscription preferences, leverage user data via Liquid, and update the copy without going into code.
Setting up a transactional message
To set up a new transactional message, follow these steps:
- Head over to Transactional in the main navigation and click Add New Message. Type the message name and select the desired channel: email or in-app message.
- Compose the message in the same way as you would compose a workflow message or a broadcast. See this article for details.
- Go to the Instructions tab and copy the code snippet. Add this code snippet to your application.
- Go back to the Message tab and click Start Message.
After the message is live, you'll be able to find its performance report in the Performance tab.