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Introduction

The first step to getting started with Cocomail is signing up and selecting a plan that fits the number of emails you'd like to send each month. After selecting a plan you're ready to onboard your app and start sending emails.


Events

To start with we're going to set up an event in the Events view.

I'd like to start tracking how many users have signed up to my app and will create an event with the Name User Signup

The Identifier is the key we'll use to trigger the event from the API, and in this case it will be called USER_SIGNUP

Contact Metadata

The Contact Metadata field lets you append a key-value pair to the user (Contact) that triggered the USER_SIGNUP event.

An example use for this would be if you're swapping from a version 1 to a version 2 of your app and would like to track which users have already migrated using the new signup flow. It's also possible to assign dynamic values for the Contact Metadata (like a timestamp the user completed the signup) using the Event API


Email Template Builder

To start sending emails we'll first need an email template built for the use case. My first template will be a welcome email sent to users that just signed up with a welcoming text, a few links to helpful resources and a call to action the links to users to a Getting Started section.

We'll set this up using the built in Email Template Builder.

The template builder currently supports:

Write {{ in the editor and a Notion-like toolbar will appear with eligible varibles that can be substituted into the template.

This is great for personalizing emails and addressing recipients by their name inside the email.

Variables can also be used for dynamic values like {{forgot_password_link}} in a Forgot Password email template.

tip

Dynamic variables like {{forgot_password_link}} can be passed to the email template through the triggerMetadata field of the HTTP request when using the Event API

Select the text you want as a link, then paste a link into the popup

Press the 'Button with Link' option in the toolbar editor.

Select a color for the button from the color picker, enter the URL for the button and the button text.

Example Button with Link

  • Embed Image from URL

Write / in the editor and a Notion-like toolbar will appear with actions. Select Embed Image Link

  • Upload Image

Write / in the editor and a Notion-like toolbar will appear with actions. Select Upload Image

Here's the finished template

And this is what is looks like in the inbox