# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >

Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.

## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Creating Personalized Email Workflows Using Custom Event Data ## METADATA - id: 3JmElhg3VacL73C99NtoTA - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=0 text: In this video, let's see how to personalize emails using custom event data in a workflow. - time: 00:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=5 text: Let's create a workflow and see how to use custom event data in workflow, first, you need to set up a trigger according - time: 00:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=11 text: to it. - time: 00:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=13 text: So while setting up trigger, choose trigger "custom event added", So whenever a custom event is added to a contact, - time: 00:19 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=19 text: then this workflow will get triggered. - time: 00:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=21 text: Then, in trigger filter, let's select from custom event properties, So, lets say, if order status is fulfilled, - time: 00:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=28 text: then I want the contact to enter the workflow. - time: 00:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=33 text: Let me save that and let's add an email step, Let the Email name be "order fulfilled", let the subject be, "hope you are - time: 00:39 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=39 text: satisfied with your order. - time: 00:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=41 text: And let's select a sender and edit this email. - time: 00:45 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=45 text: In this email, let's select a template for this order. - time: 00:51 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=51 text: Here, Lets search for order, and to select this template, click confirm. - time: 00:58 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=58 text: Here, now I have email to say thank you for your order. - time: 01:02 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=62 text: This is just a template, and you can adjust this according to your needs. - time: 01:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=66 text: And let's say inside this, I want to use my custom event data. - time: 01:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=70 text: Then, for this we have two functions, get value with event, followed by custom event name and property name. - time: 01:16 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=76 text: What it does is, it gets the value of the event and inside that, you have to put in custom event's name and the property - time: 01:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=82 text: used inside it. - time: 01:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=84 text: Let's say my custom event name is order and the property assigned to it be order ID. - time: 01:29 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=89 text: I would say this, get value, event, order, and order ID. - time: 01:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=93 text: Let's say order or order ID is not present in that. - time: 01:37 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=97 text: So I can use get value with fallback function where if some attribute is missing, It will add a fallback value instead. - time: 01:43 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=103 text: So with these two functions, you can access your custom event's data as personalization - time: 01:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=107 text: variables in your workflow emails. - time: 01:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=113 text: That's it for this video. - time: 01:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA?start_time=116 text: Thank you for watching. ## SUMMARY # How to Personalize Emails Using Custom Event Data in a Workflow In this video, we will explore how to personalize emails by utilizing custom event data within a workflow. Follow these steps to create a workflow and incorporate custom event data: ## Step 1: Set Up a Trigger - Begin by setting up a trigger for your workflow. - Select the trigger option "Custom Event Added". This ensures that whenever a custom event is added to a contact, the workflow will be activated. ## Step 2: Configure Trigger Filter - In the trigger filter, choose from custom event properties. - For example, if the order status is fulfilled, you want the contact to enter the workflow. - Save the trigger settings. ## Step 3: Add an Email Step - Add an email step to the workflow. - Name the email "Order Fulfilled" and set the subject to "Hope you are satisfied with your order". - Select a sender and edit the email content. ## Step 4: Select and Customize Email Template - Choose a template for the order email by searching for "order" and confirming your selection. - The template will include a thank you message for the order, which can be adjusted as needed. ## Step 5: Use Custom Event Data - To personalize the email with custom event data, use the functions `get value with event` followed by the custom event name and property name. - For instance, if your custom event name is "order" and the property is "order ID", use: `get value, event, order, and order ID`. - If the order or order ID is not present, use the `get value with fallback` function to provide a fallback value. By using these functions, you can access custom event data as personalization variables in your workflow emails. That's it for this video. Thank you for watching.