EasyMails
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  • Introduction
  • Getting Started
    • Installation
    • Setting Up Your Account
    • Adding EasyMails to Boards
    • Exploring the Dashboard
  • Features Overview
    • Drag-and-Drop Email Template Builder
    • Bulk Email Sending
    • Automation and Workflow Integration
    • Email Tracking and Analytics
    • Multi-Account Integration
    • File Attachments from Items
    • Template Sharing & Ownership Transfer
    • Unsubscribe & Manage Preferences Links
    • Action Button
    • Date and Time Format Customization
    • Email Sequences in Workflows
    • Mirror Column Support in Email Fields, Including CC/BCC
  • How to Use EasyMails
    • Creating and Sending Emails
    • Automating Email Campaigns
    • Managing Email Templates
    • Tracking and Monitoring Campaigns
    • Handling Attachments
    • Scheduling Emails
    • Troubleshooting
    • Using Unsubscribe & Manage Preferences Links
    • Using Mirror Columns in Email Fields, Including CC/BCC
  • Tips and Best Practices
    • Crafting Effective Email
    • Best Uses for EasyMails Beyond Marketing
    • Automating Emails for Productivity
    • Managing Email Contacts
    • Ensuring Privacy & Security
    • Using the Duplicate Template Feature for Consistency
    • Use Unsubscribe Groups to Stay Compliant and Organized
  • Frequently Asked Questions (FAQs)
    • General Questions
    • Installation & Setup
    • Email Sending & Automation
    • Templates & Attachments
    • Email Tracking & Analytics
    • Troubleshooting
    • Pricing & Subscription
    • Unsubscribe & Preferences
    • Adding Preheader Text
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On this page
  • πŸ› οΈ What You Can Do
  • βš™οΈ Workflow Logic Elements Explained
  • 🧱 How to Build a Sequence (Step-by-Step)
  • πŸ’‘ Tips for Better Sequences
  • πŸ–ΌοΈ Example Sequence: Warm Lead Nurture with Action Button

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  1. Features Overview

Email Sequences in Workflows

With EasyMails, you can now build powerful email sequences directly inside the monday.com Workflow Center.

PreviousDate and Time Format CustomizationNextMirror Column Support in Email Fields, Including CC/BCC

Last updated 27 days ago

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πŸ› οΈ What You Can Do

With EasyMails integrated into monday.com workflows, you can:

  • πŸ” Create drip campaigns spread over days or weeks

  • πŸ”” Send automatic follow-ups when a status changes or a form is filled

  • βœ‰οΈ Trigger emails based on board activity

  • 🧠 Use conditions to personalize the message flow

  • πŸ§“β€β™‚οΈ Add delays to space out your emails naturally


βš™οΈ Workflow Logic Elements Explained

These logic blocks come from monday.com's Workflow Center and are used to build your sequences:

1. Action

Perform an action β€” like sending an email β€” when something happens on the board.

βœ… Example Use Case: When a status changes to "Qualified", automatically send a welcome email to the lead.

2. If / Else

Apply conditions to control what happens next.

βœ… Example Use Case: If β€œCountry” is β€œUS”, send Template A. Otherwise, send Template B.

3. Delay

Pause the sequence for a defined time before continuing.

βœ… Example Use Case: Wait 2 days after sending the first email, then send a follow-up reminder.


🧱 How to Build a Sequence (Step-by-Step)

  1. Open the Workflow Center in monday.com

  2. Choose a trigger, such as "When status changes"

  3. Add optional Delay or If/Else steps for control

  4. Add an Action, and choose "Send Email via EasyMails"

  5. Select your email template

  6. Save your workflow β€” you're done πŸŽ‰


πŸ’‘ Tips for Better Sequences

  • βœ… Use delays to avoid overwhelming recipients

  • βœ… Personalize flows using If/Else logic

  • βœ… Test your sequences using dummy board items

  • βœ… Monitor performance using EasyMails open & click tracking


πŸ–ΌοΈ Example Sequence: Warm Lead Nurture with Action Button

Trigger: Status moves to "Qualified" β†’ Send Email A (Introduction with an Action Button – e.g., β€œI’m Interested”) β†’ If the recipient clicks the button, update the status to "Engaged" on the board β†’ Start next sequence based on new status:

  • Delay 3 days

  • If budget > $5k β†’ Send Email B, else send Email C β†’ Delay 2 days β†’ Send Email D (Final CTA)

🧠 What’s Happening:

  • The Action Button inside the email lets the contact interact with one click.

  • When clicked, the button updates a column in monday.com (e.g., status).

  • That change automatically triggers the next sequence β€” no manual steps needed.

Workflow