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Xponent Email

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The Xponent Email Node is a native node that simplifies email communication via orchestration graphs. It enables users to trigger Email communications by selecting active 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.

Prerequisites

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

    Information

     Please contact your administrator for one-time setup.

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

  • Active Templates on XCC Platform: Only active 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.

Note

 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.

Note

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 active 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 will show only the most recent active version of each template to ensure accuracy and compliance.

  5. Each template entry includes the Template Name, Last Modified date, and Version number, which helps confirm that you are selecting the correct version of the template.

  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 active 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 active template from the list.

    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.

    If there are additional parameters, they will be listed immediately below the Recipient Email Address parameter, and this note will not be shown.

    Note

     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

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.

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.

Caution

Handling Active Template Changes After Deployment

If the active 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

  • We recommend promoting new email template versions to active 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 making the updated template active. This approach helps avoid disruption for deployed graphs.