Activation email template
Integration connected email
An integration connected email confirms that a user's connection is live and explains what happens next. It reassures people that setup worked and gives them a reason to come back once data arrives.
Event-based, sent the moment it happens
Each time it happens
The email template
This is the starter email Atlis fills in when you add the Integration Connected trigger.
Subject
Your integration is connected
Hi {{displayName}},
Your integration with {{productName}} is up and running, so your data will start flowing in automatically.
If something doesn't look right, reply to this email and we'll help.
See it in {{productName}}
Best,
The {{productName}} team
When it sends in Atlis
You track integration_connected.
Goal: Confirm the connection and point to the value it unlocks.
Tips for this email
- Say what data will appear and when, so nobody wonders if it's broken.
- Link to the screen where the integrated data shows up.
- Offer help. Integrations are where technical users get stuck.
Send it automatically in three steps
- 1
Connect your app
Install the Atlis snippet or send users and events with the Server API.
- 2
Add the Integration Connected trigger
In Workflows, add the Integration Connected trigger. The email below is filled in for you.
- 3
Edit and switch it on
Adjust the wording, optionally add up to 4 follow-ups, and switch the workflow on.
Questions
Does this fire for every integration?
It fires each time you track integration_connected, so a user connecting two tools can get it twice. To email about one specific integration, send a custom event name such as slack_connected and build a custom trigger for it.
How do I send the event?
Call Atlis.track('integration_connected') in your app, or POST to /api/v1/events from your server when the connection succeeds.