Quick start

Follow these simple steps to set up your account, configure essential settings, and launch your first automated journey.


Step 1: Create an Account

  • Choose the Free Tier, which allows you to add up to 100 contacts/customers/users.

  • Complete the registration form and confirm your email address.


Step 2: Verify Your Sending Domain

  • Navigate to Settings > Email settings > Custom Domain.

  • Click on "New domain" and follow the DNS instructions provided.

  • Once the DNS changes propagate, your domain will be verified.


Step 3: Create a Sending Address

  • Go to Settings > Email settings > Sender Address.

  • Click Add Address and select the verified domain.

  • Enter the desired email address and save it.


Step 4: Connect Third-Party Apps

  • Head to the Integrations section.

  • Connect apps like Stripe or Calendly to automate journey triggers.

  • Authorize access and set permissions for Xoal to use these apps.


Step 5: Create a Customer Journey

  • Go to the Journey Builder section.

  • Choose Create New Journey or select from a list of pre-made templates for quick setup.


Step 6: Select a Trigger

  • Assign a trigger to start the journey:

    • Internal: Customer signup, form submission, etc.

    • External: Events from third-party apps like payments or bookings.


Step 7: Add Channels

  • Drag and drop communication channels into your journey:

    • Email

    • Push Notifications

    • SMS


Step 8: Add Actions

  • Enhance the journey with automation elements:

    • Delays: Schedule time gaps between steps.

    • Conditional Checks: Add decision points based on customer behavior.


Step 9: Publish Your Automation

  • Review your journey setup.

  • Click Publish to activate the workflow.

Congratulations! You’ve successfully created your first automated customer journey in Xoal. 🎉

Last updated