Welcome
Last updated
Last updated
Welcome to Xoal, your all-in-one platform for managing customer journeys, messaging, and marketing automation. This documentation will guide you through the key features and how to maximize Xoal’s capabilities to drive customer engagement and streamline communication.
Xoal enables businesses to craft personalized customer experiences through intuitive tools. Key features include:
Visual Journey Builder: Design, manage, and optimize customer journeys with a drag-and-drop interface.
Broadcasts: Send newsletters and promotional campaigns to segmented audiences.
Transactional Messages: Automate and manage essential communications like order confirmations, payment receipts, and appointment reminders.
Third-Party Integrations: Seamlessly connect with apps like Stripe and Calendly to trigger workflows based on external events.
Sign Up and Setup
Create an account on .
Configure your business details and add team members if needed.
Connecting Integrations
Navigate to the Integrations tab.
Select the apps you want to connect (e.g., Stripe, Calendly).
Follow the on-screen prompts to authorize Xoal to access these services.
Building Your First Customer Journey
Go to the Workflow section.
Use the drag-and-drop tools to add steps like messages, delays, and decision branches.
Assign triggers such as customer sign-ups or external events (e.g., a new Stripe payment).
Save and activate your journey.
Design journeys visually with ease.
Add multiple touchpoints such as emails, SMS, and custom actions.
Use decision points to personalize the path based on customer behavior.
Create and send newsletters to your audience.
Use customizable templates or build your own.
Schedule or send immediately.
Track open rates, clicks, and engagement metrics.
Automate essential communications like receipts and reminders.
Ensure timely delivery with built-in scheduling options.
Use dynamic content to personalize each message.
Automate workflows based on external events:
Stripe: Trigger journeys when payments are processed.
Calendly: Start workflows when a new booking is confirmed.
Extend functionality with custom webhooks for other tools.
Segmentation: Group customers based on attributes and behavior for targeted messaging.
Analytics: Measure performance and gain insights into journey effectiveness.
A/B Testing: Experiment with different messages and paths to optimize results.
Connect the app via the Integrations tab.
Create a journey in the Automation section.
Set the trigger event to the third-party action (e.g., Stripe payment).
Yes, you can use dynamic placeholders to include customer-specific data like names, purchase details, and booking times.
Help Center: Access detailed guides and tutorials.
Contact Support: Reach out to our support team via the chatbox, or support@xoal.io for assistance.
Ready to get started? and begin crafting exceptional customer journeys today!
Journey builder
Builder advanced customer journey with a drag-and-drop interface.
Broadcast
Send one-time messages content to customer segment.
Transactional messages
Send mission critical messages to customers