Resources are how data gets represented at OnVoard. In technical terms, a resource is somewhat similar to a schema, spec, or protocol. Each resource has it's own property specifications so that data can be represented in a consistent manner.

See available resources for your account.

 

Resource Types
There are 3 types of resources.

OnVoard: Resource that represents object or activity within OnVoard's platform. For example, contact will represent contact object, email_delivered will represent and store data for Email Delivered activity.

External: Resource that represents an object or activity from external platforms. For example, shopify.customer will represent Shopify Customer object, shopify.checkout_started will represent and store data for Shopify Checkout Started activity.

Custom: You can create your own custom resource. All custom resource will have custom namespace. For example, custom.crm_users could be used to represent CRM users from your internal system.

 

Resource Kinds

A resource can also be classified under 2 kinds.
Object: Resource represents an entity like customer, order, and product.

Activity: Resource represents contact's activity like email delivered/opened/clicked.

 

How OnVoard use Resources

Resources are used in almost every OnVoard key features.

  • Email uses resources to represent passed data. For example, {{ shopify.order.total_price }} will be replaced with the total price of a Shopify Order.
  • Contact segmentation uses resource properties to compare condition values.
  • Workflow use resources for filter and branching logic.