Pipeline Email Automation

Pipeline Integration #

Email Automation within CRM Pipelines #

Corcava integrates email automation directly into CRM pipeline workflows for seamless contact nurturing:

Pipeline Email Architecture:

• Workflow Integration: Email actions integrated as pipeline steps within CRM workflows
• Contact-Based Triggers: Email automation triggered by contact actions and pipeline progression
• Step-Based Processing: Email sending integrated as specific pipeline step actions
• Automated Execution: Pipeline email steps execute automatically based on timing and triggers

Pipeline Email Features:

• Send Email Action: Dedicated “send email” action type within pipeline steps
• Mailbox Integration: Pipeline emails sent through connected user mailboxes
• Contact Association: Emails automatically sent to contact email addresses
• Message Customization: Custom email messages defined for each pipeline step

Pipeline Processing:

• Scheduled Execution: Pipeline processing runs every minute to catch pending email steps
• Status Management: Pipeline runs tracked with status (pending, running, completed)
• Error Handling: Comprehensive error handling for pipeline email failures
• Step Progression: Automatic progression to next pipeline steps after email sending

Pipeline Email Configuration #

Pipeline email automation is configured through visual workflow builders:

Visual Pipeline Builder:

• Drag-and-Drop Interface: Visual interface for creating email automation workflows
• Node-Based Design: Pipeline steps represented as visual nodes with connections
• Flow Visualization: Clear visualization of email automation flow and timing
• Step Configuration: Configure email content, timing, and mailbox selection

Pipeline Email Setup:

• Email Type Selection: Choose between plain text and template-based emails
• Mailbox Selection: Select from available connected user mailboxes for sending
• Message Configuration: Define custom email messages for each pipeline step
• Delay Configuration: Set delays between pipeline steps for optimal timing

Automated Email Steps #

Email Actions within Pipeline Workflows #

Pipeline workflows support sophisticated email automation through dedicated email steps:

Email Step Configuration:

• Action Type: “send email” action type for email automation steps
• Step Timing: Configure delays between pipeline steps for proper email spacing
• Message Content: Custom email messages defined for each automation step
• Email Type: Support for plain text email types in pipeline automation

Email Step Data:

• Email Type: Store email type configuration (plain text support)
• Mailbox ID: Associate email steps with specific user mailboxes
• Message Content: Store custom email messages for automation steps
• Step Metadata: Additional data and configuration for email steps

Pipeline Email Execution:

• Automatic Processing: Email steps execute automatically when pipeline conditions are met
• Gmail Integration: Pipeline emails sent through Gmail API integration
• Contact Targeting: Emails automatically sent to associated contact email addresses
• Error Management: Comprehensive error handling for failed email automation

Pipeline Step Management #

Pipeline email steps are managed through sophisticated workflow controls:

Step Creation:

• Visual Interface: Add email steps through visual pipeline builder
• Step Configuration: Configure email content, timing, and sending options
• Flow Connection: Connect email steps to other pipeline actions and triggers
• Validation: Validate email step configuration before pipeline activation

Step Processing:

• Sequential Execution: Pipeline steps execute in defined sequence
• Timing Controls: Precise timing controls for email step execution
• Status Tracking: Track execution status of each pipeline email step
• Next Step Scheduling: Automatic scheduling of subsequent pipeline steps

Contact-Based Triggers #

Email Automation Based on Contact Actions #

Contact actions automatically trigger email automation workflows:

Contact Creation Triggers:

• Automatic Enrollment: New contacts automatically enrolled in relevant pipelines
• Observer Integration: Contact observer triggers pipeline runs on contact creation
• Pipeline Assignment: Automatic assignment of contacts to appropriate email workflows
• Immediate Processing: Contact-triggered pipelines begin processing immediately

Contact Observer Features:

• Automatic Pipeline Runs: Create pipeline runs automatically when contacts are created
• Pipeline Selection: Identify relevant pipelines for new contacts
• Contact Association: Associate contacts with appropriate pipeline workflows
• Trigger Validation: Validate contact eligibility for pipeline enrollment

Contact Pipeline Integration:

• Contact Model Integration: Contacts support pipeline run relationships
• Polymorphic Associations: Pipeline runs support multiple model types including contacts
• Pipeline Run Creation: Automatic creation of pipeline runs for contact automation
• Contact Email Targeting: Pipeline emails automatically target contact email addresses

Automated Contact Workflows #

Contact workflows enable sophisticated email automation based on contact behavior:

Workflow Triggers:

• Contact Creation: Automatic pipeline enrollment when new contacts are created
• Contact Updates: Pipeline triggers based on contact information changes
• Contact Activities: Email automation triggered by contact activity and engagement
• Contact Lifecycle: Email workflows aligned with contact lifecycle stages

Automation Benefits:

• Immediate Response: Instant email automation response to contact actions
• Consistent Communication: Standardized email communication through automated workflows
• Scalable Outreach: Automated email outreach that scales with contact volume
• Personalized Messaging: Automated emails personalized with contact information

Pipeline Email Templates #

Template Usage in Automated Workflows #

Pipeline email automation supports template integration for consistent messaging:

Template Integration:

• Email Type Support: Pipeline steps support different email types including template-based
• Template Selection: Select from available email templates for pipeline automation
• Message Customization: Customize template content for specific pipeline steps
• Consistent Branding: Maintain brand consistency through template usage

Template Configuration:

• Template Selection: Choose templates during pipeline step configuration
• Content Adaptation: Adapt template content for pipeline-specific messaging
• Dynamic Content: Support for dynamic content in pipeline email templates
• Template Validation: Validate template compatibility with pipeline automation

Automated Template Usage:

• Template Application: Automatic application of templates during pipeline execution
• Content Personalization: Personalize template content with contact information
• Template Rendering: Render templates for email delivery through pipeline automation
• Template Performance: Track template performance within pipeline workflows

Email Timing and Delays #

Scheduled Email Delivery in Pipelines #

Pipeline email automation includes sophisticated timing and delay controls:

Timing Configuration:

• Step Delays: Configure delays between pipeline steps for optimal email timing
• Scheduled Execution: Pipeline emails scheduled for future delivery based on delays
• Timing Precision: Precise timing controls using seconds-based delay configuration
• Schedule Management: Automatic scheduling of next pipeline steps after email delivery

Delay Management:

• Flexible Delays: Support for any delay duration between pipeline email steps
• Human-Readable Formatting: Display delays in human-readable format for easy understanding
• Delay Calculation: Automatic calculation of next step execution times
• Timing Optimization: Optimize email timing for maximum effectiveness

Pipeline Scheduling:

• Every Minute Processing: Pipeline processor runs every minute to catch scheduled email steps
• Real-Time Execution: Near real-time execution of scheduled pipeline email steps
• Queue Integration: Pipeline emails integrated with Laravel queue system
• Execution Tracking: Track execution times and scheduling accuracy

Pipeline Email Timing Controls #

Advanced timing controls ensure optimal email delivery:

Timing Features:

• Next Step Scheduling: Automatic scheduling of next pipeline steps after email delivery
• Delay Precision: Second-level precision for pipeline step delays
• Execution Windows: Pipeline steps execute within defined time windows
• Timing Validation: Validate timing configuration during pipeline setup

Schedule Optimization:

• Load Distribution: Distribute pipeline processing to optimize system performance
• Execution Efficiency: Efficient processing of large numbers of pipeline email steps
• Timing Accuracy: Accurate execution of scheduled pipeline email steps
• Performance Monitoring: Monitor pipeline timing performance and accuracy

Automation Reliability:

• Consistent Execution: Reliable execution of scheduled pipeline email steps
• Error Recovery: Automatic recovery from timing and execution errors
• Status Tracking: Track pipeline execution status and timing accuracy
• Performance Optimization: Optimize pipeline timing for maximum effectiveness