Getting Started with Journeys : mailmodo

Create series of automated emails in the Mailmodo journey builder. Choose different trigger events, actions, conditions and delays to design the journey.

Type of Triggers

Elements	Usage
Specific contacts	Manually trigger journeys by adding specific contacts in the journey.
Contacts added to a list	Trigger journey when a contact gets added to a list. For ex - When a contact subscribed to your newsletter, he/she would get added to a list.
Change in contact property	Trigger journey when there is a change in value of a contact’s property. For example - Use this trigger when your contacts have a property called Billing Plan and the value changed from FREE PLAN to PAID PLAN.
Form submission	Trigger journey when there is a submission in the form used in a template. For example - Use this trigger, when you want to run a webinar registration campaign and trigger a series of emails when a contact registers for a webinar.
Occurrence of an event	Trigger journey when there is an occurrence of an event recorded on your Website, App or other platforms. For example - Use this trigger, when the event sent into Mailmodo is a Sign up event and run a journey for a contact who has just signed up on your platform.
API / Webhook	Use API to trigger journeys from external systems.
Zapier	Use Zapier to trigger the journey from external applications.
Integromat	Use Integromat to trigger the journey from external applications.
InfluencerBit	Use InfluencerBit to trigger journeys in Mailmodo.

Type of Actions

Elements	Usage
Send campaign	Use it to send email to contacts.
Webhook	Use it to send data through Webhook.
Exit journey	Use it to end the journey of a contact.
Add contact to a list	Use it to add contact to a list.
Update contact property	Use it to update the value of a contact property.

Type of Delays

Elements	Usage
Wait for time period	Use it to add delay for a time period in minutes, hours or days.
Wait till specific time	Use it to add delay for a specific time, day or dates.

Type of Conditions

Elements	Usage
Campaign condition → Opened	Use it to check if the campaign is opened.
Campaign condition → Clicked	Use it to check if the URL is clicked.
Campaign condition → Submitted	Use it to check if the form is submitted.
Contact property	Use it to check if the contact property has some specific value.
List/segment membership	Use it to check if the contact belongs to a list/segment.
Custom event condition	Use it to qualify contact based on event property.

Fundamental steps to design a journey

1. Click on the Templates section in the left panel. Design an email template to be included in the journey campaigns.

2. Go to the Journey section and create a new journey.

3. Once you are in the journey builder, start building your journey by selecting a trigger.

Select a trigger 'Contact added to a list' to send campaigns when a contact sign up on your website and gets added to a list.

4. We can use various options on the left panel to build our journey. For example, we can start with the Send Campaign. For that click and drag the Send Campaign option from the left panel.

In the Right Panel select the email template that you’ve designed to continue with the next steps.

5. Select a template, then fill up the relevant details to create a campaign and 'Save' to continue.

6. You can choose to add Conditions/Activity in the journey as discussed below

A. Opened- Drag and drop Opened from the left panel and Click on Configure Conditions to adjust Wait Time from the right panel. This means If someone opens the on-boarding email, then after that much wait time , a new campaign (e.g. an email with a demo video link) can be started.

You can also use different campaigns depending on whether AMP or HTML email has been opened by selecting Different Ports for AMP and HTML in the Configure Conditions

B. Clicked - It is dragged and dropped in a similar way like Opened. In Clicked condition when a user clicks on a particular link in the received email, a next mail (campaign) can be sent to them after some delay.

Also different campaigns can be launched through different link(s) in the mail. This can be done by ‘Specific URL Click’ as shown below .

Rule 1, Rule 2, Rule 3 are the URLs which can trigger different campaigns or in this case add the contacts into different contact lists.

C. Submitted - This can be used in a similar fashion as described above. It also has ‘Wait Time’ and ‘Specific Submission’ to trigger different campaigns as required.

‘Specific Submission’ creates some conditions/logic on the data received from the submitted form. Different labels ( Rule 1, Rule 2, Rule 3) are assigned to the conditions and related campaigns can be launched as shown below.

For example - Based on 'Specific Submission' rules the contact's description would be updated with a value of 'Satisfied', 'Unsatisfied', 'Moderately Satisfied'.

7. After setting up the whole journey, click on Publish in the top right corner.

Trigger journeys through API/Webhook or manually by adding specific contacts

After Publishing the Journey. Click on 'Enroll Contacts' to send the journey to any existing contacts list, or you can upload a CSV. You can also trigger the journey by calling the API/Webhook or trigger it from other platforms like Zapier, Make, etc.

Detailed documentation for triggering a journey through API can be found here.

Access Journey Analytics and Dashboard

Click on your journey to view the journey dashboard. This shows the overall journey stats (total users in the journey, no. of mails sent, delivered etc.) as well as the stats of individual campaigns in the journey.

‘Activity log’ records the journey activity: date, trigger method used, total users in the journey, users in progress (at any stage within the journey), and no. of steps completed/failed. You can also choose to Cancel or pause journey by clicking on buttons on top right corner.