Xponent Email

The Xponent Email Node is a native node that simplifies email communication via orchestration graphs. It enables users to trigger immediate or scheduled email communications by selecting approved templates maintained in XCC (Xponent Communication Control) without relying on custom REST connectors or external integrations. This feature streamlines configuration and reduces complexity.

This section provides a detailed explanation of how to add the node to your orchestration graph, properly configure it, and handle all possible scenarios before and after graph deployment.

The Email Node icon changes dynamically to reflect its current configuration status, providing a visual indication of node action, whether the node is added or configured to send an email immediately, schedule an email, or cancel a scheduled email.

Prerequisites

• XCC Account Configuration: The XCC account must be properly integrated with Xponent. Without this integration, templates cannot be retrieved.

  

   Please contact your administrator for one-time setup.

• Xponent Email Account Configuration: The Xponent Email Account should be configured and approved to enable email communication within orchestration graphs. (Please contact your administrator for one-time setup.)

• Approved Templates on XCC Platform: Only approved state templates will appear in the template selection list.

Adding Node to the Graph

Insert the Xponent Email Node into your orchestration graph

1. Right-click anywhere on the blank space within the graph canvas and select Add Node to Graph from the context menu that appears.

2. When the node selection panel opens, under the Base Nodes, locate and select the Xponent Email Node

3. Click Add Node. This action will place the Xponent Email node in your graph.

Selecting XCC Account

Before you can configure the node, it is essential to confirm that your XCC Account is integrated with Xponent. If the integration is already in place, you will notice an XCC Account dropdown displayed in the bottom-right corner of the Edit Xponent Email Node panel. This dropdown allows you to select the appropriate XCC Account for template access.

If the XCC Account integration has not been completed, the system will display an error message stating: “Account credentials are missing or invalid. Contact administrator.”

This message indicates that the node cannot retrieve templates because the account credentials are either missing or incorrect.

 You must contact your administrator to configure the XCC and Xponent Email Account.

Once the administrator completes the setup, the message will disappear, and the XCC Account dropdown will become available for use.

For Administrators: Refer to the articles on configuring XCC Accounts and Xponent Email Accounts for detailed steps.

Selecting an Email Template

1. Under XCC Account, select the required XCC account from the dropdown.

2. Click on the Add+ button to select an approved template from the chosen account. A new window will open displaying email templates for the selected XCC account.

3. If no templates are available, you will see the message: “Templates from this account will appear here when available. If you believe templates should be available, please contact your administrator.” In this case, contact your administrator and update the account as needed.

   

4. Once templates are available, the list displays all approved templates, including Version and Last Modified date, which helps to confirm that you are selecting the correct version of the template.

   

   By default, the latest approved version is selected, but Configurers can choose a different approved version as needed.

   

5. If an approved template has more than one approved version, an expand icon appears on the right side of the template. Click on the expand icon to display all available approved versions and select the required version.
   

6. You can also search for the required template by entering the template name in the search (Find) box. Templates with similar names or partial matches will be displayed. Select the required template. Once selected, the Add Template button will appear.
   
   

7. The Messaging Node provides multiple ways to preview email templates:

   • Selected template preview: After you select a template, its preview is displayed on the right‑hand side of the template page.

   • Preview (👁️) icon: Selecting the preview icon opens a pop‑up window showing the template preview without changing the current selection.

     This allows you to compare the currently selected template with other templates by opening pop‑up previews without removing or changing the approved template selection.

   

8. After selecting a template, it is applied directly to the node, and the template details are displayed under the selected XCC account.

   To change the template, click the selected template name and choose a different approved template from the list.

   

   

   Once a template is selected, it cannot be removed from the node. To completely remove the template selection, delete the node and add it again.

Mapping Parameters

If there are additional parameters, they will be listed immediately below the Recipient Email Address parameter. You must map each parameter to a corresponding value from the graph schema to ensure that the email content is populated correctly during execution.

How to map parameters:

• First, select the schema you want to use for mapping.

• Click the arrow next to the parameter to map the schema to it. Once mapped, the schema details will appear within the parameter field.

Send Configuration

Use the Send option to send an email communication immediately or schedule it for a future date and time. In addition to selecting a template and configuring recipients, you can configure optional settings such as CC recipients, BCC recipients, sender details, reply-to address, and other email-specific settings.

• Recipient Email Address: Recipient Email Address is a default parameter for all templates, even if no other parameters are added. In such cases, at the bottom of the list of parameters, a note will appear stating: “This template has no additional configurable parameters.”

• Transactional: Enable this option to classify the email as a transactional communication, such as account notifications, confirmations, reminders, or other service-related messages. Disable the option to classify the email as a non-transactional communication.

  

Immediate Delivery

Use the Immediate Delivery configuration to send an email as soon as the Email Node is executed. You can optionally override template default values, add CC or BCC recipients, and preview the selected email template before deployment.

• Sender Details (Optional): If no override values are specified, the Email Node uses the following values from the selected template:

  • From Name

  • From Email (Local Part)

  • Reply-To Address

  

• Overrides: Specify values in any of the following fields to override the corresponding template defaults for this email communication:

  • From Name

  • From Email (Local Part)

  • Reply-To Address

  

  Any field left blank uses the default value defined in the selected template.

  

Use CC/BCC fields to specify additional recipients for the email. Values can be provided using literal values or schema mappings that resolve to a list of email addresses.

• CC and BCC: When using schema mapping, ensure the selected schema path resolves to a list of email addresses.

  

• Field Count: When one or more fields are configured under Optional Sender Details or CC/BCC, a count badge is displayed on the section header to indicate the number of configured fields.

  

• Clear Parameter: The Clear Parameters button becomes available when one or more optional fields contain values. Select this button to remove all configured override values and revert to the template defaults.

  • Undo - Appears after selecting Clear Parameters. Use this option to restore the most recently cleared configuration values.

    

• Preview Template: This displays a preview of the selected email template. Here you can review the template content before configuring or deploying the Email Node.

  

Scheduled Delivery

Use the Scheduled Email option to send an email at a future date and time. Scheduled emails are useful for time-based communications such as payment reminders, registration prompts, and follow-up notifications.

Scheduled communications can be configured using either a relative delay or a specific delivery date and time, and can be canceled later using the communication reference ID.

Scheduled emails do not support Transactional, Optional Sender Details, or CC/BCC configuration in this release.

• Send After (Relative): Specifies a relative delay before the email is sent. Enter a numeric value followed by a supported time unit.

  For Examples: 30s = 30 seconds, 2m = 2 minutes, 1h = 1 hour

  

  If both Send After (Relative) and Send at Specific Time (Absolute) are configured, the Send After (Relative) value takes precedence.

• Send at Specific Time (Absolute): Specifies the exact date and time when the email should be delivered. The value must be provided in ISO 8601 format and include a time zone offset.

  For Example: 2025-06-10T18:00:00-06:00

  

  If the Send at Specific Time (Absolute) value is set to a date and time in the past, the communication is sent immediately.

• Clear Parameters: The Clear Parameters button becomes available when one or more optional fields contain values. Select this button to remove all configured override values and revert to the template defaults.

  • Undo - Appears after selecting Clear Parameters. Use this option to restore the most recently cleared configuration values.

• Preview Template: This displays a preview of the selected email template. Here you can review the template content before configuring or deploying the Email Node.

After confirming the details, proceed to deploy the graph. Deployment applies the selected template and mapped parameters to the email execution process, ensuring accurate and compliant communication.

Cancel Scheduled Email

Use the Cancel option to cancel a previously scheduled email communication. To cancel a scheduled email, provide the communication reference ID and any additional information required by the communication platform.

When a scheduled email is created, communication details, including the communication reference ID, type of delivery are stored in the profile's communication history. Use this conversation ID (communicationId) when configuring the Cancel Scheduled Email action

• Conversation ID: Specifies the unique communication reference associated with the scheduled email. This value is used to identify the scheduled communication that should be canceled.

• Return Value: Specifies the schema location where the cancellation response is stored.

Handling Approved Template Changes After Deployment

If the approved email template changes after the graph has been deployed and new parameters are introduced, you must coordinate with your Xponent team to map these parameters and redeploy the graph. Failure to do so will result in graph execution errors because the system cannot process a template with unmapped parameters.

Changing the XCC Account

If you select a different XCC account from the dropdown, the system will display a confirmation message: “Changing the account will clear the selected template. Do you want to continue?”

• Click Continue to remove the current template and clear all parameter mappings, and click Cancel to retain the existing configuration.

Best Practices

• For existing Email Node implementations created before 26.2, ensure a valid Identifier is configured in the graph before invoking the communication node. Communication nodes require a profile identifier to store communication details against the customer profile. Existing graphs should be updated accordingly to avoid communication processing issues.

• We recommend promoting new email template versions to approved only if the template has visual changes. If new parameters are introduced in the process, clone the template and create a new one instead of approving the updated template. This approach helps avoid disruption for deployed graphs.

• Use Relative Scheduling for recurring or dynamic date-based use cases to reduce the risk of configuring past delivery dates. When configuring scheduled emails, ensure that the delivery date and time are valid and in the future. Past-dated schedules may not behave as expected depending on the underlying communication platform.

• Preview the selected template before deployment to verify content and parameters.

FAQ