Automation · Workflows and Triggers
Turn an approved event into a repeatable mail action.
Sendvo Workflows and Triggers connects approved business events to controlled direct mail actions, with campaign review and submission before mail moves into production.
Last updated: July 30, 2026
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What this page is for
Use Workflows and Triggers when a lead, customer, order, date, or status change should start a repeatable direct mail process.
The capability stays connected to the wider Automation path, related product decisions, and campaign pricing.
Core capability
Make the next campaign decision reviewable.
Choose the event
Start with an approved event from the business process your team already uses.
Define the rule
Connect the event to the audience, creative, timing, and controls for the mail workflow.
Keep a review point
Review the campaign details and approve submission before the mail enters production.
Controlled workflow
Move from input to review without losing context.
Each step stays part of the same campaign path so the team can review what entered the workflow and what moves next.
- 01 Business event
- 02 Workflow rule
- 03 Campaign review
- 04 Submission
Operating boundary
Sendvo supports the workflow. Your team owns the decision.
A trigger starts the configured workflow. It does not decide recipient eligibility, approve an offer, override suppression or proof controls, or make compliance determinations. The customer owns the event source, rule, audience, approval, and timing.
Continue the product path
Use this capability with the next campaign step.
Workflows and Triggers FAQ
Questions to resolve before you start.
What can start a direct mail workflow?
An approved lead, customer, order, date, or status event can start a workflow when the customer configures the matching rule.
Does a trigger send mail without review?
The workflow can include the controls and review points that the customer requires before submission.
Who owns the workflow rule?
The customer defines and approves the event source, rule, audience, exclusions, creative, and timing.
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