Workflow builder
Cocoonmail let you send emails based on something happening, like a contact property updating, a new contact being created or an external event happening in another platform.
Getting Started
Templates are added often and we’re always open to taking suggestions!
Building a Workflow
A Workflow is an email sequence that can be triggered by different events, and containing emails, delay timers and branches.
Triggers
You have four trigger options:
- Contact added to list: Triggered whenever a contact is added to a specific mailing list.
- Contact removed from list: Triggered whenever a contact is rempved to a specific mailing list.
- Contact is in a segment: Triggered whenever a contact is added to a segment.
- On event triggered: Enter any custom event name to trigger an email based on interactions.
You can read more about triggers here.
Timer
A Timer adds a fixed duration between the trigger and the action. Select the “Immediately” option to bypass the timer or any increment of time to extend the duration of the Workflow.
Metrics
Click over to the Metrics tab to view simple metrics inline within the builder.
Click View full metrics to view detailed metrics for your Workflow.
