Connect Template To and Dotdigital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
Create a List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Creates a PDF or Text files based on the template and data passed provided.
Create Template
Create an existing template.
Create a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
Send Email Campaign
Send a marketing email to a contact.
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Frequently Asked Questions
To start, connect both your Template To and Dotdigital accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Dotdigital (or vice versa).
Absolutely. You can customize how Template To data is recorded in Dotdigital. This includes choosing which data fields go into which fields of Dotdigital, setting up custom formats, and filtering out unwanted information.
The data sync between Template To and Dotdigital typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Template To and Dotdigital. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
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