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
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.
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. 🎉
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