Mailmodo 0ff833fb

Mailmodo Support

Stay updated on the status of all your company's support tickets.

Raise a Ticket here

Customer portal

 are a key marketing strategy that involves encouraging satisfied customers to recommend your products or services to their network. Leveraging the trust associated with personal recommendations, these emails not only foster brand advocacy but also contribute to cost-effective, targeted audience reach. They play a crucial role in increasing conversion rates, building brand loyalty, and promoting organic growth. 

After a customer of yours makes a purchase, you can ask them to refer a friend and help them earn rewards or any other incentives. This guide will help you to build a journey that will send referral emails to your customers. 

Create an email template with a form embedded in it for referral. Make sure you collect the data from this form and add them to the respective contact properties.

Create another email that conveys to the contact about the successful referral made with appropriate personalization parameters.

You can use Mailmodo's prebuilt journey - Referral campaign that contains all the campaigns and delay blocks pre set to make the process of journey creation easier. 

To build the journey from scratch, follow the below steps:

" as the trigger for this journey. For this, make sure you capture the event when a customer purchases a product from the store and choose this event in the trigger.

" as a trigger by creating a segment that has contacts who have purchased from your store.

Create an email template that contains all the information about the referral program, its benefits and a form in which the recipients can enter the referee's name and email ID.

" block in the journey. Add the rest of the fields in the block and set it up.

Check whether the contact has referred someone or not

- Submitted right after the campaign block. You can add a check if anyone has submitted this form or not and split the journey accordingly.

If the receipent has submitted the form i.e. if they have made a referral, send a confirmation email to the referrer (person who has made the referral).

If not, add a delay and send a reminder email about the referral

If they have not made a referral, you can send reminder emails after waiting for 2 days. 

You can test the journey before publishing it to make sure all the actions in the journey are working as per your expectations. You can learn more about testing a journey, 

Once you have tested the journey, you can go ahead and publish it. 

Viola! Now you have created a referral journey.

If you face any problem then reach out to us at 

Send referral emails using journey

Once users register for your application, introducing them to its features commences! Demonstrate how they can benefit from your application, enhancing user activation and retention rates. Well-crafted onboarding email initiatives prove to be advantageous for all parties involved.

This guide outlines the steps to create a journey triggered by a segment, ensuring sustained interest, continual learning, and ongoing progress for users.

Before delving into the creation of this journey, let's undertake some preliminary tasks. 

Create email templates containing the onboarding steps along with personalization parameters using our Mailmodo editor.

Determine a specific goal that you want to achieve from this journey.

Strategize the number of messages and the content you intend to craft to encourage individuals to reach that goal.

You can use Mailmodo's prebuilt journey - Welcome series that contains all the campaigns and delay blocks pre-set to make the process of journey creation easier. 

Go to the journeys module from the left navigation and click the "

The trigger determines who will enter the journey. Create a 

" to add contacts when they sign up for your website or newsletter.

" block onto the journey builder and fill in the details required in the block. Give the campaign a name and select the appropriate template.

Write an engaging and compelling subject line for your email along with personalization parameters such as ${first_name} Alternatively, select subject lines from successful previous campaigns.

" block onto the journey builder and enter the desired time delay in it. Make sure you add a considerable amount of delay to give the user some time to read through your resources and explore your products.

You can add another send campaign block and send an email as a reminder to complete the onboarding steps.

Send more email campaigns that talk about your product and how it benefits your customers after appropriate time intervals.

Viola! Now you have created a onboarding journey.

Create an onboarding flow using journeys

This guide helps you to send emails to your customers on their birthdays, anniversaries, and other regular occasions. You can send them a birthday discount, commemorating their tenure as a customer, or remind them of recurring events over a longer period. This is an excellent method for maintaining customer involvement with your company all year round. 

Store the important dates like birthday or anniversary dates as a contact property

Create an email template with a birthday discount and other offers

If you do not have a date property added, then follow these steps:

Click on any of the contacts to which you want to update the date.

You can use Mailmodo's prebuilt journey - Birthday/Anniversary that contains the trigger, all the campaigns, and delay blocks pre-set to make the process of journey creation easier. 

You can choose to trigger this journey a few days before the date property by adding the number of days in the field next to the frequency.
If you want to send the emails on the date selected, you can mention it as 

Select the specific time and the timezone in which you want to trigger the journey.

Add a filter that will help you add contacts from a specific contact list.

Viola! Now you have created a birthday/anniversary flow, you can rest easy that your consumer will be wished without fail each year.

Create birthday or anniversary flow using journeys

This guide aids in sending timely reminders to your customers as their trial periods close, enhancing your customer service experience. By proactively notifying them before their trial expires, you alleviate the burden of remembering from their shoulders. This keeps your company at the forefront of their minds as the deadline approaches and encourages prompt upgrades, ensuring a smoother transition.

" and tailor this segment to encompass contacts whose trial periods conclude within a specific timeframe, such as 7 days, for instance. This proactive approach facilitates timely engagement with users nearing the end of their trial period, optimizing conversion opportunities and enhancing overall user experience.

" trigger and choose that when a contact enters this segment - 

Contacts will enter the journey 7 days before the expiration of their trial period. In this scenario, the objective is to send an email seven days before the trial period ends, followed by an additional reminder the day before.

To enhance tracking capabilities, you can establish a conversion goal to monitor users performing the activity of subscribing to your platform. In this context, the conversion goal is defined as users performing "

", with the conversion being registered if accomplished within 1 week of receiving any emails from this journey.

For those with a 14-day trial period, an alternative approach is to send a message 7 days post-signup. However, utilizing the trial expiration date enables flexibility for testing different trial lengths and corresponding messaging strategies.

Viola! Now you have created a plan upgrade reminder journey.

Create plan upgrade reminders flow using journeys

Delivering a solitary transactional message concerning a specific item within your application is straightforward through an event-triggered campaign. However, complexity arises when users can concurrently possess multiple instances of the same item. Let's delve into practical scenarios. Consider the following instances where communicating about an individual occurrence within a larger set of objects might be necessary:

1. Prompting a shopper to complete their abandoned cart purchase, even amidst the possibility of them having multiple active carts.

2. Notifying a customer about the impending expiration of one among their numerous saved coupons.

3. Informing users when one of the numerous job applications they've submitted has been closed.

You can use Mailmodo's prebuilt journey - 

 that contains the trigger, all the campaigns, and delay blocks pre-set to make the process of journey creation easier. 

' and set the day and time after which campaign will be sent.

Add the 'Send campaign' node, with relevant template and campaign name. You can personalize it using parameters such as name, age, etc.

Repeat the above two steps till the event starts.

Viola! Now you have created an event reminder flow to reach out to your customers.

Create upcoming event reminders flow using journeys

Your initial impression on customers within the first few days after their sign-up can significantly impact their long-term engagement with your company. This critical moment sets the tone for the relationship.

In this guide, we'll lead you through creating a welcome email series for new users.

Typically, you'll want to send your welcome series to all newly signed-up users for your product or service. You can track the "

Compose your welcome email using the Mailmodo editor or you can use a template from the template gallery. 

You can use Mailmodo's prebuilt journey - Welcome series that contains the trigger, all the campaigns, and delay blocks pre-set to make the process of journey creation easier. 

Select "Occurrence of an event" as the trigger and choose the event - "

". The contacts that perform this event will be enrolled in the journey. 

Send the first campaign containing a welcome message telling them the benefits of your product.

The second email campaign can be a reminder about completing the important onboarding steps or you can send a few useful resources that will help them use your product.

" block onto the journey builder and enter the desired time delay in it before sending the second email.


Define a conversion goal to track desired user actions post-email. Skip this step if unnecessary.


Determine how many times a user can enter a journey. The default setting is set to one-time which means a contact will enter the journey only once.


You can precisely determine when a contact exits the journey by specifying the list they belong to or don't belong to.

Create a welcome email flow using journeys

A transactional message refers to communication that your audience inherently subscribes to, irrespective of their opt-out preferences for marketing messages. Examples of such messages include purchase receipts, password reset requests, shipping updates, and similar notifications.

Have a custom event created such as 'Signed up', 'purchased' ,etc.

You can select trigger event based on your need such as 'Product purchased', 'Signed up', 'Onboarding completed' etc. For example, user has purchased a product, so we will take 'Product purchased'.

' node, for the journey and select a relevant template and campaign name. It could be about recent purchase, account sign-in, etc. You can personalize it using parameters such as ${name}.  

Continuing the above example, the next step would be to send an order confirmation email, which you can easily design in our template editor and use in this journey.

Viola! Now you have created a transactional journey.

Journey Blueprint for every use case