Overview

Yespo lets you use contact data, events, and external sources to personalize messages, control workflow logic, and build segments.

Velocity is the core tool for rendering dynamic content in messages and for most data-driven expressions in workflows.

Data Sources

  • Contact fields — available directly in messages, workflows, and segments
  • Event data — available inside the workflow triggered by that event
  • External sources (BigQuery, Other) — available directly in messages or inside workflows, depending on the configuration

Contact fields

Contact fields store persistent data about each contact — name, city, subscription status, bonus balance, custom attributes, and more. You can use contact field values to personalize messages, define conditions in workflows, and build dynamic segments.

Event data

Events capture what a contact does — placing an order, adding a product to a cart, viewing a page. Each event carries a set of parameters (e.g., externalOrderId, totalCost, deliveryMethod) that are available inside the workflow triggered by that event. You can use event parameters to personalize messages, branch workflow logic, and update contact fields for reuse in future workflows and segments.

External sources

External sources let you bring data from outside Yespo into your messages and workflows. You can connect Google BigQuery, Google Sheets, or an HTTP endpoint and use the data to personalize messages, enrich contact profiles, and drive workflow logic.

In messages with a connected external source, data can be queried at send time. When such a message is sent, Yespo makes a request to the source and inserts the returned data at the moment of delivery. This means the data is always current — but the source must be available at send time.

Substitution priority: when the same field has a value from multiple sources, event data and external sources override contact field values.

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