Editing an Action
Configure your action's settings, email content, triggers, and review delivery history using the tabbed detail view.
When you open an action from the actions list, you see a detail view with four tabs: Overview, Content, Triggers, and Deliveries. Each tab controls a different aspect of the action. Changes on each tab are saved independently -- you can update the content without affecting the triggers, and vice versa.
Overview Tab
The Overview tab holds the action's identity and delivery settings. This is where you configure who receives the email (or which URL receives the webhook) and how the message appears.
Email actions
| Field | Purpose |
|---|---|
| Segments | Restrict this action to specific customer segments. Leave blank to apply to all customers. |
| Name | Internal name shown in lists and reports |
| Code | Short identifier used in coverage reports and logs |
| Color | Color label that appears in the actions list, delivery timeline, and coverage matrix |
| Subject | Email subject line. Supports template variables like {{orderCode}} or {{workspace}}. |
| Sender Name | Display name the recipient sees as the sender |
| Sender Address | The from-address. Defaults to your workspace sender if left blank. |
| Recipient Type | Who receives the email: Order Client, Workspace Admin, Group Contact, or Custom Email |
| Custom Email Address | Only editable when Recipient Type is set to Custom Email |
| CC Addresses | Additional addresses that receive a copy |
| BCC Addresses | Hidden copy addresses |
| Email Attachments | Documents to attach: Booking Attachments, Order Overview PDF, or Selected Invoice PDF |
| Show Workspace Logo | Displays your logo in the email header |
| Active | Whether the action responds to triggers. Inactive actions do not fire. |
Webhook actions
| Field | Purpose |
|---|---|
| Segments | Restrict this action to specific customer segments |
| Name | Internal name |
| Code | Short identifier |
| Color | Color label |
| Webhook URL | The HTTPS endpoint Itsy calls when the action fires |
| Signing Secret | Secret used to compute the HMAC-SHA256 signature header on every request |
| HTTP Method | POST (default) or PUT |
| Max Attempts | Total delivery attempts including the first (default: 5). Failed deliveries retry with increasing delays. |
| Active | Whether the action responds to triggers |
Content Tab
The Content tab is where you design the email body. It is only available for email actions (webhook actions have no content to compose).
You build the email using a rich text editor that supports:
- Headings, paragraphs, bold, and italic formatting
- Content blocks -- reusable text fragments maintained under Content Blocks. Insert one from the editor toolbar and it resolves to its current content at send time.
- Information blocks -- dynamic blocks that populate with order data. Use the "Insert Block" dropdown to add them (Order Code, Client Information, Order Information, Trip Information, Flight Bookings, Invoice Summary, Payment Summary, Balance Due, Link to Overview, Link to Payments, Link to Participants, or Custom Message).
Below the editor, an expandable placeholder help panel lists every available template variable you can type into the body or subject line. See Template Variables for the full list.
Tips for composing content
- Start with an information block like Order Information or Trip Information so the customer immediately sees their booking details.
- Use the Balance Due block when you want to include a "Pay Now" button linking to the customer's payment page.
- Use the Custom Message block if you want operators to add a personal note when triggering the action manually. For automatic deliveries the block renders empty.
- Insert a reusable content block for standard footer text, terms, or contact details so you only maintain it in one place.
Triggers Tab
The Triggers tab controls when the action fires. You can enable any combination of three trigger types on a single action.
Event triggers
Select one or more system events that cause the action to fire automatically. Events cover the order lifecycle (created, confirmed, cancelled, completed, locked), payments (deposit reached, fully paid, validated), invoices, notifications, groups, and gift certificates.
Schedule triggers
Enable a daily schedule trigger and the action runs every day at 02:00, evaluating all orders against the conditions you set. This is how payment reminders work -- the schedule checks every order for outstanding balances.
Manual triggers
Enable a manual trigger and choose where the button appears in the admin interface:
- Order Item Overview (quick action on the order detail page)
- Order Top Menu (top menu bar of the order page)
- Invoice List Menu (actions menu in the invoice list)
- Payment Reminder Dialog (inside the payment reminder dialog)
- Payment Receipt Dialog (inside the payment receipt dialog)
Conditions
Each trigger type can have conditions that filter when it fires. Conditions check order properties (status, total price, balance, dates) against a value using a comparison operator. All conditions on a trigger must pass for it to fire.
For details on available condition fields and operators, see the Trigger Conditions reference.
Deliveries Tab
The Deliveries tab shows the send history for this specific action. Each row displays:
| Column | Description |
|---|---|
| Status | Submitted, Delivered, Bounced, Error, or Failed |
| Sent | Date and time the delivery was submitted |
| Attempts | Number of delivery attempts made |
| Recipient / Webhook URL | The email address or URL the message was sent to |
Click View Details on any row to open a panel with the full delivery record: sender, recipient, submission time, delivery time, bounce time, error message, attempt count, next retry time (for webhooks), and the complete event log showing each status change.
For a workspace-wide view of all deliveries across every action, use the Deliveries report.
How It Connects
- Actions overview -- Full reference for action types, triggers, conditions, recipients, and template variables.
- Content Blocks -- Create and manage reusable text fragments inserted from the Content tab.
- Templates -- Customize the managed action templates that handle common scenarios automatically.
- Deliveries -- Workspace-wide delivery report with filters and saved views.