📬 How to Use the Email Workflow Tool to Automate Your Campaign Follow-Up

The Email Workflow Tool lets you follow up with new leads who sign up through your campaign’s lead capture form. It builds trust, provides value, and keeps you top-of-mind—without you having to write a thing or remember to send it.

✅ What this tool does

Sends a welcome autoresponder instantly after someone signs up
Creates a follow-up email sequence, based on your campaign’s content (e.g. patient leaflets)
Uses AI to write emails for you
Lets you set the timing and frequency
Runs completely on autopilot

🚀 How to set it up

1. Open a campaign and go to the Email tab

You’ll see two key areas:

The Autoresponder (sent immediately after form submission)
The Nurture Email Sequence (follow-up emails)

2. Edit or activate the Autoresponder

This is pre-written for you—but you can personalise it and send yourself a test. Don’t forget to turn on the Active toggle when you’re ready.

3. Create your nurture email sequence

Click New Email and:

Give it a name (for your reference)
Add a subject line
Choose a leaflet the email will be based on
Use AI to generate your email content
Click Save
Click Activate

Repeat this to add as many emails as you like. You can drag and drop to reorder them.

4. Go to the Scheduler tab

Scroll to the Email Scheduler section and:

Choose when your sequence should start
Set your email frequency (e.g. daily, every 3 days, weekly, etc.)
(Coming soon) Set the time of day (aligned with your time zone)
Click Activate Emails

You’re done! From now on, anyone who signs up through that campaign will automatically receive the emails you’ve scheduled.

🧠 FAQs

Do I need to use the autoresponder?
No, but it’s recommended—it gives an instant response and includes a link to your campaign’s success page.

Can I use this with any campaign?
Yes—every Co-Kinetic campaign has this feature built in.

Can I preview or edit the AI-written emails?
Absolutely. Every email is fully editable before you save and activate it.

📹 Watch the demo

Video coming soon – we’ll show the full process in under 3 minutes.