Email Sequences in Workflows

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

Workflow

🛠️ What You Can Do

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

• 🔁 Create drip campaigns spread over days or weeks

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

• ✉️ Trigger emails based on board activity

• 🧠 Use conditions to personalize the message flow

• 🧓‍♂️ Add delays to space out your emails naturally

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⚙️ 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 — like sending an email — when something happens on the board.

✅ 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.

✅ Example Use Case: If “Country” is “US”, send Template A. Otherwise, send Template B.

3. Delay

Pause the sequence for a defined time before continuing.

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

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🧱 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 — you're done 🎉

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💡 Tips for Better Sequences

• ✅ Use delays to avoid overwhelming recipients

• ✅ Personalize flows using If/Else logic

• ✅ Test your sequences using dummy board items

• ✅ Monitor performance using EasyMails open & click tracking

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🖼️ Example Sequence: Warm Lead Nurture with Action Button

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

• Delay 3 days

• If budget > $5k → Send Email B, else send Email C → Delay 2 days → 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 — no manual steps needed.