Quick start

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

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Step 1: Create an Account

• Visit Xoal’s Sign-Up Page.

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

• Complete the registration form and confirm your email address.

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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.

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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.

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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.

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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.

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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.

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Step 7: Add Channels

• Drag and drop communication channels into your journey:

  • Email

  • Push Notifications

  • SMS

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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.

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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. 🎉