Schedule Transactional Emails
To schedule GlobiMail emails, workflows can be created in 🔁Podio Workflow Automation.
Transactional 📚Email Templates can be utilized for things like:
- Welcome emails
- Account alerts
- Event reminders
- Shipping notifications
- Feedback requests and surveys
- Order confirmations
Let us take a look at a couple of ways you can set up different time-based emails.
- Right after opt-in
- Email sent when a new lead item is created
- 30 days after opt-in
- Email sent when the date field is 30 days in the past
- On the anniversary of subscribing
- Recurring email sent every year
Right after opt-in
Request confirmation after opt-in to help weed out fake and spam leads. The double opt-in works by sending the subscriber a confirmation email with a link that they must click to confirm sign up.
- Create Leads in a Podio App.
- Setup typically involves a Podio Webform, the Podio Email to App, or any alternative.
- Thus, each sign-up creates a new item in a Leads App.
- Setup typically involves a Podio Webform, the Podio Email to App, or any alternative.
- Create the Confirmation Link in Podio Workflow Automation
- Use the flow for PWA External Link
- This External Link can complete actions in Podio when the link is clicked by the Lead.
- The Display Message is a default action and is the pop-up that the user sees when they click the link in their email.
- This example updates Lead Status(category) to “Active”, Date Subscribed(date) to “Current Date” and Next Anniversary(date) to calculate “Current Date + 1 year”.
- Using 📚Email Templates, create a template using a Merge Field to insert a placeholder for the above Confirmation Link.
- See ⏰Campaign Emails with Merged Fields for more on adding Merge Fields.
- Start the Workflow to trigger the Send Email process.
- Use PWA Trigger on Create to start the workflow when a new Lead is created.
- Use any filters and actions required for your use case. Some may have different sign-up options that require filter checks to be performed and some users may choose to do a duplicate check before processing leads. Contact support if you require assistance.
- Use PWA Trigger on Create to start the workflow when a new Lead is created.
- Set the Workflow Actions required to send the Confirmation Email.
- A Custom Variable block to create the link.
- A GlobiMail Template block to send the email
- An If Statement to check the result of the sending process
- An Update Item block to update a category field to 💽Track Sent Email Status
30 days after opt-in
Use a Date Field in the Podio App to schedule outgoing emails.
- Using a date field, create a flow in Podio Workflow Automation.
- Use the flow PWA Trigger on a Date Field
- The red filter indicates that this flow will trigger when the opt-in date field is 30 days before the current date.
- Add any additional Filters
- For this example, we also want to check that the Client Status is still Active.
- Add Template to Send Email
- Use the (show all) link to open the fields available and add the TO field email token.
On the anniversary of subscribing
With recurring emails, a Hidden Date field can be updated when emails are sent, to set the date for the next scheduled email.
- Using a date field, create a PWA Trigger on a Date Field
- In our example above, a date field called “Next Anniversary” was set to ONE year in the future.
- Use this Date Field in the Workflow
- Set the workflow to trigger on the date field used in the previous step.
- Set the Workflow Actions for the Anniversary Email.
- A GlobiMail Template block to send the email
- An Update Item block to update the date field