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  1. We use Customer profiles block to find customer, extract the necessary properties and pass them on. Add the Customer profiles block to your existing flow (after Entry point or Set logging behavior for example). Click on block to configure it. In Action selector choose Get profile. On Select a search key choose Phone number (you can choose Email address if you want to search by email).

  2. In Phone number section choose Use attribute, select System in Type selector and Customer Number in Attribute type (or Email address).

  3. In Response fields choose properties that you want to extract from customer (we choosed First name, Email address and Phone number)

  4. Connect Sucess output of Customer profiles block to Set contact attributes.

  5. Configure Set contact attributes like on screens below. Note destinations attributes names (emailAddress, phoneNumber), they should match variables names that we use in our html-template-example.html (lines 31-32). In Value fields we use construction like $.Customer.PhoneNumber. Thats let us to get properties from customer that we found in Customer profiles block.