Automated emails are essential for communicating with your users. Whether you’re welcoming a new user, confirming an order, or resetting a password, these “transactional” emails are a core part of any application. In this tutorial, we will build a workflow that automatically sends a “Welcome!” email to a user immediately after they sign up. We will cover:
  1. Creating a dynamic Email Template with personalized content.
  2. Building a secure, server-side Function to handle the email sending.
  3. Triggering the Function from our existing Sign-Up workflow.

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Part 1: Create a Dynamic Email Template

First, we need to design the email itself. We’ll create a template that can be personalized with the new user’s name.
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1. Navigate to Email Templates

In the Left Panel of the Visual Editor, navigate to the Email Templates tab.
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2. Create a New Template

  • Click to create a new template and give it a name, like WelcomeEmail.
  • You will be taken to an editor where you can design your email’s subject and body.
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3. Add Dynamic Content

This is the key step. We need to define “placeholders” for the data that will be different for each user.
  • Subject: Set the subject to something like Welcome to Our App, <name>!
  • Body: In the body of the email, you can write your welcome message. Where you want to display the user’s name, use the same placeholder syntax: Hi <name>, we're so glad you've joined.
The <name> is a variable. We will provide a value for this variable when we send the email.

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Part 2: Build a Secure “Send Welcome Email” Function

Sending emails must be done on the server. A Server-side Function is the perfect, reusable tool for this job.
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1. Create the Server Function

  • Go to Data → Functions.
  • Create a new Server-side Function and name it SendWelcomeEmail.
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2. Define the Function's Props (Inputs)

Our function needs to know who to send the email to and what name to use for personalization. Add two Props:
  • userEmail (Data Type: Text)
  • userName (Data Type: Text)
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3. Build the Function's Workflow

  • Open the workflow editor for your SendWelcomeEmail function.
  • Add the “Send Email” action.
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4. Configure the 'Send Email' Action

  • Template: Select your WelcomeEmail template from the dropdown.
  • Send To: Bind this to the userEmail Prop of your function.
  • Display Name: Enter the “From” name for your app (e.g., “The Saasio Team”).
  • Preview (Dynamic Data): This is where we provide the values for our placeholders.
    • The key must match the variable name in your template (name).
    • The value should be bound to the userName Prop of your function.
Your secure, reusable function is now ready. It accepts an email and a name, and sends your beautifully designed welcome email.

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Part 3: Trigger the Function After Sign-Up

The final step is to call our new function from our existing user registration workflow.
  1. Navigate to your signup page.
  2. Select the Sign-Up Form and open its “On Submit” workflow from the Logic tab.
  3. Find the successful sign-up path. Your workflow should have a “Sign up and Login” action. This action returns the newly created user object.
  4. Add the “Trigger Function” action immediately after the “Sign up and Login” action.
    • Function: Select your SendWelcomeEmail function.
    • Props:
      • userEmail: Bind this to the email from the Result of the “Sign up and Login” action.
      • userName: Bind this to the name from the Result of the “Sign up and Login” action.
By placing this in the same workflow, the welcome email is sent instantly and automatically the moment a new user successfully creates their account.
You have now built a complete transactional email system, a critical feature for user onboarding and engagement in any SaaS application. You can reuse your SendWelcomeEmail function anywhere you need it.