Overview

In Alchemer Workflows, email can be used as a trigger source to start workflows automatically when specific messages arrive.

Common uses for the Alchemer Email integrations

• Start workflows automatically from incoming emails
• Populate workflow fields for routing, personalization, and logic
• Automate contact processing sent from external systems via email
• Reduce manual data entry and allow external systems to “push” data into Alchemer by emailing CSV files

What can the Alchemer Email integrations do?

• Trigger workflows when a new email is received
• Extract email data from the body
• Retrieve and parse CSV files from email attachments

You will need

• An Alchemer plan that includes integrations and the Integration Manager permission enabled.
  • Contact us if you are unsure if your plan includes integrations.

Setup Alchemer Email integrations in a workflow

Email | Start workflow from an email

You will need:

• To send emails with the data you want to include in the workflow
• Optional: Header or sender validation

Configure the action

1. Open your workflow in Workflow builder.
2. Click the workflow trigger and select Email as the starting method.
3. Select Email | Start workflow from an email.
4. Email | Email address: Use the email provided to initiate your workflow.
   • IMPORTANT: Ensure you are using the example template and format shown to pass your data using JSON
5. Email | Configure data fields: Enter your comma separated values that you will be sending.
   • (Example: Name,Email,State)
6. Email | Security: You may optionally provide email headers and an approved 'from' email address for security and validation.
7. Save the trigger.

Status codes

• 200: Successfully retrieved email data.
• 400: Error processing the email or extracting metadata.

Email | Start workflow from a CSV contact list attached to an email

You will need:

• An Email Trigger inbox configured in the workflow
• A CSV file attached to the inbound email
• CSV formatted with column headers

Configure the action

1. Open your workflow in Workflow builder.
2. Click the workflow trigger and select Email as the starting method.
3. Select Email | Start workflow from a CSV contact list attached to an email.
4. Email | Email address: Use the email provided to initiate your workflow.
5. Email | Selected headers: Enter your comma separated values that you will be sending.
   • (Example: Name,Email,State)
6. Email | Validation: You may optionally provide email headers and an approved 'from' email address for security and validation.
7. Save the trigger.

Status codes

• 200: File successfully opened.
• 400: No files found or did not pass validation.

Testing and Troubleshooting

Testing and Validation

How to test

• Send a test email to the workflow inbox.
  • Include a CSV attachment when testing CSV triggers.
• Add an additional step to make sure you are receiving the merge codes.    
• Monitor individual runs in the Monitor tab of your workflow.
• Confirm that expected fields populate based on the email or CSV data.

How to verify results

• Check the workflow fields populated from the email trigger.
• For CSV imports, check that all expected contacts were created.
• Ensure retrieved values match expectations.

Monitoring Integration Activity

Where to find logs

• Go to Monitor.
• Select the step you want to inspect.

What logs display

• Run was instantiated 
• Subsequent steps

Troubleshooting

Email delivery issues

• Email blocked by spam filters
• Incorrect workflow inbox address
• Message too large or unsupported attachment type

CSV parsing failures

• Missing header row
• Inconsistent column structure
• Invalid formatting
• Header names do not match

Trigger issues

• Email did not match sender or header validation

FAQs