This is your guide to getting started with Cocoonmail. If you’re new to setting up email for your SaaS company, this is the guide you should start with.

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What is Cocoonmail?

Cocoonmail is an email platform, that helps you send marketing and transactional emails from our app, API and integrations.

With Cocoonmail, you can track events and contact properties and then use that information to send emails to increase revenue, engagement or just generally improve your user’s experience of your app.

Let’s get started ✨

What we’ll be covering…

  1. Set up your domain records
  2. Import contacts
  3. Collect signups with a form
  4. Create your first email
  5. Send transactional email

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1. Set up your domain records

The first step is to set up your domain, so you can send emails through Cocoonmail. You need to do this before you can send any emails.

We send from your domain so your emails appear as if they are coming from you.

We choose to send from a mail.cocoonmail.com subdomain but you can send from your root domain if you’d prefer.

To set up your domain in Cocoonmail, you need to add some MX, TXT and CNAME records to your domain’s DNS settings so that we can verify that you own the domain you want to send emails from.

Once you’ve set up your domain records, you’ll be able to start sending emails!

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2. Import contacts

To send marketing and product emails to your contacts, you will need to import those contacts into Cocoonmail.

Note: this isn’t required if you only plan to use transactional email, as those contacts can be emailed directly via the API.

If you have any existing contacts, i.e from a waitlist, your early access users, a database or your audience on a different platform, you can get started by importing them via CSV.

You can import contacts via CSV upload, API or through one of our integrations.

The most popular path is to import a CSV of existing contacts, then going forward automatically add contacts using our API, a form or an integration.

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Contacts

Contacts are unique users in your Cocoonmail’s audience. We use email and a unique identifier to distinguish contacts. The only required field a contact must have is an email.

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Contact properties

Contact properties are additional pieces of information you can associate with a contact. They can include things like name, location, job title, and more.

We provide default properties like name, contact created, tag and lists, but you are free to add any number of custom properties to your contacts, too.

You can use contact properties to segment your audience and send more targeted emails to specific groups.

For example, you could send a promotional email only to contacts with a certain job title or to those in a specific user group.

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3. Collect signups with a form

Adding a form to your site is one (popular) way to automatically add new contacts to your Audience.

Even if you’re adding contacts programmatically via API or integration, in most cases you’ll also want to have an input form on your page to collect emails for newsletters or product updates.

To add a form to your site, head over to the Forms page.

You will see a handful of customization options including the form style, placeholder text, success message, font, font color, button color, and more.

Make as many changes as you need to create a form that matches your brand.

When you have finished customizing your form, simply copy the HTML or JSX that is automatically generated and paste it into your site.

For more flexibility, you can create custom HTML forms that work with Cocoonmail. Read our full guide about custom forms or check out our form-based integrations.

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4. Create your first email

To create your first email, first select the type of content you’ll be sending. You can send email as a campaign, workflow or transactional email.

A Campaign is single marketing emails sent to a group (e.g. newsletters, product updates, announcements, investor updates), Cocoonmail are automated emails sent based on specific triggers or conditions (e.g. onboarding sequences) and Transactional emails are one-off emails sent to a single person (e.g. forgot password, two-factor authorization codes, receipts). Read more

In this example, we will build a product update (a campaign), which could be sent to your users if you’re building a SaaS. They should be sent monthly or at a faster cadence depending on shipping speed and contain a high-level overview of what you shipped over the last 30 days.

To get started, go to Campaigns and click on the COMPOSE CAMPAIGN.

Then we’re going to personalize by selecting Templates i.e email content and style it to match our brand.

Once you’re finished with the email content, now we’ll select the audience segment to whom we’ll be sending the update.

Since we’re sending a product update, we want to send it to our entire audience so we won’t be adding any audience filters.

If you’d like to segment go to audience page, in Advanced search click on Filter which will open the filtering options.

Click the button # as shown below to set the Deliverability settings. Click the Next button top right and you’ll see options to send the email immediately or to schedule it for a time in the future.

If you’re happy with how everything looks, click Start Campaign at last and we’re done!

The email is now scheduled to go out.

By the way, you can cancel the scheduled send at any time between the send time and now to update it, or you can just send it right away.

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5. Set up an automated mail workflow

We suggest that new Cocoonmail users warm up their new sending domain with a welcome email sequence. A slow ramp up of emails sent to highly-engaged recipients will help prepare your domain for larger campaigns later on (read more).

You can create an onboarding or welcome sequence using what we call workflow.

A workflow looks like this:

Go to the Workflow page and click Create workflow.

This will create a workflow , you can add Triggers, Actions and **Rules to create more complex workflows.

Edit the email and when you’re ready to make it live, select Active in dropdown.

sending contacts down different actions depending on contact properties or even whether they’ve interacted with campaigns you’ve sent from Cocoonmail.

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6. Send transactional email

You’ll likely need to send a password reset, login or other automatic email that confirms a user action.

These non-promotional emails are considered Transactional emails and are the 1:1 emails that are sent to a single contact via API or integration.

They’re included in all paid Cocoonmail plans, and also included within the 2,000 monthly sends available in the Free plan.

To get started, click the Create button on the Home screen, followed by Transactional.

Next, it’s time to write and style your email.

We recommend following a similar style across all of your Transactional emails. You can do this using the style panel and Saved styles.

Let’s create a Password Reset email together.

Add copy and styling, and then to add dynamic content click the Insert data variables icon and specify a data variable name.

These data variables will be populated with real content when you send the email using the API.

Click the Next button top right to view the data needed in your API call.

Hit Publish to finalize the email. Copy the payload details and the ID; you’ll need these to send the email using the API.

Make an API request to the transactional endpoint (or use the SDK).

POST https://app.cocoonmail.com/webhook/transactional/

You will need the payload copied from before. Make sure to include values for all of the data variables you added to the email.

{
  "transactionalId": "clfq6dinn000yl70fgwwyp82l",
  "email": "favorite@example.com",
  "dataVariables": {
    "name": "Chris",
    "passwordResetLink": "https://example.com/reset-password"
  }
}
To test sending transactional emails you can use an API tool like Postman, Httpie or Insomnia to make API requests.

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7. Integrate with other platforms

Cocoonmail integrates with thousands of other platforms, making it easy to send email to your audience, users or customers, regardless of where they originate.

Set up connections to different apps using a tool like Zapier or Make, or create contacts using events from Segment.

Our webhook integration for Stripe lets you easily sync customers and send automated emails based on payment events.

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Get support from the team

Whether you’re sending your very first emails for your business or are switching over from another service, we’re always here to help!

Every page of Cocoonmail has a small ? widget in the bottom right-hand corner. Click it to receive instant support.

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