What we love most about building Palabra is learning from what our users are doing with it, so we thought we’d share some of their stories. If you’re thinking about a new business idea and want to test for demand or qualify your leads, you may be interested in Tommi’s story. He automated an entire service in just a few days using Webflow, Typeform, Airtable and Palabra.

Palabra Stories is how we tell the world about our awesome users. If you want to get your story told, fill out this form! If you’re selected, you’ll get 2 months for free to use Palabra + 1-1 help to automate your entire workflow and get featured in our blog

Testing for demand with quick automations

Meet Tommi. Tommi is one of our first users, he found us in the Makerpad marketplace looking for a quick way to automate his business idea.

His project is chapter.so, they offer professionally written Employee Handbooks for companies in just a few days. They use editable templates and automate most of the customer lifecycle to provide a professional service in no time.

To test for demand and start qualifying leads, they started by offering a free handbook to first time customers. If you’ve been reading as much about growth as I have, you probably know this is a nice qualification strategy for prospects. If they can provide value at low cost, they can later engage prospects offering higher value and charging for it.

Considering time is probably the biggest cost for early stage projects, their whole initial process is automated. And the best part about it is that they created everything with no-code tool, and in no-time. This is how they did it.

How it works

Webflow for their landing page

Their home page is made in Webflow. Their design is really nice and simple, and they have a very clear call to action: GET STARTED FOR FREE.

Typeform to qualify leads

Prospects are then asked to fill basic information about their company. That way they can segment interested companies based on their size, industry and location.

Palabra to move from qualification to product

Every time a prospect leaves their information, they send an automated email with Palabra, including the link to a second survey: this time to collect the info needed to create the handbook.

Airtable + Zapier + Google Docs to create the product

They use this info to autogenerate an Employee Handbook from a professionally made template. The info from the second survey is entered into a Google Doc via Zapier.

After a quick manual check up, they send the product back to the companies

Palabra (again) to ask for feedback and nurture prospects

Since they’re using Airtable as their project management tool, each time a new handbook gets sent, a new row is added to an Airtable spreadsheet.

This is when one of Palabra’s newest feature comes in: Airtable’s triggers. When a new row is added in spreadsheet, an email is sent to ask for feedback.

I personally think this is a great idea to keep on engaging prospects after the service is done. Just asking for feedback with a simple Typeform survey is enough to find out who your most engaged users are, and how to keep on providing value for them.

What’s best about the process

Testing out new ideas should be as simple as in Chapter. As makers or founders we often spend most of our time building products or services that we think are great, but have no idea if other people will like it.

Building a solution before testing if there really is a problem to solve is one of the most common mistakes in new businesses. What I’ve learned from Tommi’s use case is that automating a small service is an awesome way to test for demand without spending too much time on new ideas.

Choosing tools that are easy to use and building a quick set up is key.

“We were super happy that Palabra had native integration with Typeform, so we didn’t have use Zapier to do that. Connecting was super easy, just a few clicks and checking the connection by entering test data into the Typeform. The pros of our setup are definitely the speed and easy of use of all the platforms.”

What comes after validation

After testing a short MVP comes scale. Chapter is now ready to scale their experiment and see if they can get more sales with their working process.

“So far we’ve got a few sales, which concluded this week-long experiment a win. Next we will scale our the experiment to other types of handbook templates (such as Culture Decks and Sales Playbooks)”

We are looking forward to seeing our tool get tested for scale. We’re working hard at adding more features and grow with our users!

Want to get your story told?

We are working alongside our users to create some awesome automated tools. If you want to try out Palabra and see your story in our blog, fill out this form and we’ll contact you.


Hope you enjoyed this tutorial! If you are curious about what else you can do with Palabra or would just like to try it go ahead an create an account here.

Getting new users is important, but no acquisition efforts will last if you don’t give your users something to stay for. In this article I’ll argue its much more effective to engage your users with drip email campaigns that get triggered from a specific user action, and I’ll show you how to create your own automated drip campaigns based on what your customers are doing with Palabra.

Why focus on retention

If you have a subscription-based business, you are well aware of how important engagement is for your monthly revenue. But no matter what type of product or service you have, having people keep interacting with your site or app is probably really good for business.

Getting a new customer can be 7 times more expensive than getting new sales from your existing contact-base. Focusing on retention also enables you to create long-lasting relationships with your customers, and can be part of your customer experience added value.

Personally, I like focusing on retention because I love talking to users and learning from them. When people respond to our ongoing sequences, I have a much better understanding of what their problems are, and that gives me valuable information to:

What is a drip campaign for retention

As the name suggests, drip email campaigns are sequences of emails sent to get users to a specific goal drip by drip during a certain period of time.

Drip campaigns can vary in terms of frequency and duration, but they all serve the purpose of nurturing users or prospects without overwhelming them with ever-lasting emails.

A well used drip campaign has much higher read and click rates than promotional emails — up to 3 times higher than single send emails. It takes a bit of work to create a good drip campaign, but the results will very much be worth your time.

There are three things to consider while setting up drip sequences to make them work:

Let’s look at each separately.

Measuring retention and defining goals

To create your own drip campaigns for retention, I suggest a data-driven approach: have a clear goal of what you want to achieve with them first, and create the emails last. Defining your strategy before creating your content will save you a lot of time later, since it will give you a clear idea of the content you should be sending.

When it comes to retention, the purpose of drip sequences can vary depending on what retention means for your business. For e-commerces for example, retaining customers means offering more products to the same customers, based on their previous preferences.

For a subscription-based tool like Palabra, our retention goals for first time users are tw:

If you want to use drip campaigns to improve your retention rates, you first need to find a specific goal you want your users to achieve. These goals will be specific to your business and user base, but they need to be very clear. “Getting people to stay around” is too vague.

To create your own retention goals, ask yourself this questions:

I used Amplitude’s guide to create Palabra’s retention goals, I recommend it if you’re starting to think about retention for your product. We also use their tool to measure and optimize our retention strategies.

Content & timing for retention oriented drip campaigns

Once you have your retention strategy defined, you can set up a drip campaign to get users to continue along your user journey.

The first thing to keep in mind while designing a drip campaign is timing. How long does it usually take your users to complete the key action you’re aiming for?

When we created our first onboarding sequence in Palabra, we didn’t really know how long it would take people to create a trigger. So we created our first onboarding sequence just thinking about what we thought would make sense, and ended up with a simple drip of 3 onboarding emails.

After getting our first 20 or so active users, we found out it takes people about two weeks to set up their first trigger. We found that people take time to clean up their strategies after creating their account, even if they have a specific problem in mind that they want to solve.

We were really surprised to learn that, since it takes no more than 20 minutes to actually create a trigger, and only 5 minutes to connect Palabra to Google Sheets. But real users don’t lie, so we changed our onboarding sequence.

Instead of offering help just 2 days later, we wait for a week, to give them time to look around first. And after they do turn their first trigger, we show them other things they can do with our platform, offering them to complete challenges

There is no recipe to create drip campaigns that will work for everyone. The best thing that you can do is get to talking to your users as early as possible, and learn from what they’re actually doing with your product.

After you identify the timing behind each action they make, it will be much easier to set up different emails that lead users to solve their own problems.

Keep in mind what your users are actually doing and not what you would like for them to do. If you don’t have users yet, take your best guess but make sure to improve them after you have real data.

Automation: why and how?

Most drip campaigns are triggered when a person moves through the conversion funnel. Those are usually actions they take to subscribe or buy something. That could be just enough to create your first automated drip sequence, and it’s easy enough to start.

One of those examples is the most common drip campaign for retention: the onboarding sequence. They typically consist on a few emails showing a few interesting features that may be helpful, offering help and asking for feedback. Superhuman has a great onboarding drip that consist of one email per day during the first week to show the basic features, and then some tricks or features 2 times a week afterwards.

To automate an onboarding sequence, you have to set up a trigger based on subscription (or account creation). To do that with Palabra you can choose from many integrations depending on your stack, for example if you have a Webflow landing page, you can send an automated sequence each time someone submits a form to subscribe.

To engage retention from other user actions, you should first think about how often you would need to send those emails before automating. It may be easier to send emails manually yourself if you have 10 or less users that complete those actions each week.

In most self-service products, automation is almost always the best choice. Having a fully automated flow can save you a lot of time once your users start to grow.

For example, if you are selling courses online, you may want to create a short sequence that starts once they complete the course, and show them what other things they can learn on your site. Most online learning platforms (and many other products) connect to Zapier, so you can set up a Zapier trigger to Palabra if you want to automatically start a sequence to re-engage them.

Final thoughts

To engage users there’s no work-for-all recipe. You have to actually take time to find out what it is your users are doing and how you can help them move on to their next interaction with your product. Once you know that and have a clear goal in mind, drip sequences will help you educate and nurture your users without overwhelming them with long emails.

To use drip sequences for retention and save some precious time, you can choose a tool to automate sequences triggered by user actions. Just find out what action can lead to the next one and start with simple sequences to engage your users.

As an early stage product, we are constantly improving our sequences and retention strategies, so I know how time-consuming it can be. My recommendation is that you choose a tool that you’re familiar with or that has a short learning curve to make your first automations. If it takes too much time to learn, automating can take you more time than it saves.

If you have questions or want to share what drip sequences you’re automating to drive retention, just send me an email or ping us at Twitter.

Hi community 🙂

Today we’ll show you how you can use Palabra to send an automated email every time a user answers a Javascript form.

You can use this workflow when you need to automate an email after a users signs up, when a user cancels a subscription, or subscribes to a newsletter.
Follow the steps on this guide to connect your landing page or blog to Palabra.

The first step is to go to your Palabra dashboard and click on the plus sign on the left sidebar to create a new trigger:

Now that you have your new trigger created, you should add a condition that will trigger your emails (this will be your form connection).

To connect it, on the ‘When’ click on the ‘Add condition’ button.

On this new window, on the left sidebar click on ‘For developers’ and from there click on the card that says ‘Request came from webhook’:

Now you should have a new card on your board that indicates that there is some work to be done. Let’s click on that card to complete the connection:

On this card let’s start by copying the webhook URL. To copy it just click on it.

The next step is to go to your website. If you don’t have a form already here’s a simple one you can use:

<body>
  <h1>Your form</h1>
  <input type="text" name="email" id="email" />
  <button id="button">Sign up</button>
</body>
<script src="scripts.js"></script>

On your javascript file let’s handle what happens when the use clicks on the “Sign up” button.

To do that you can paste the following:

const $input = document.querySelector("#email");
const $button = document.querySelector("#button");

$button.addEventListener("click", async () => {
  const email = $input.value;

  await fetch("[YOUR-PALABRA-URL]", {
    method: "POST",
    headers: {
      "Content-Type": "application/x-www-form-urlencoded"
    },
    body: `email=${email}`
  });
});


Make sure you replace [YOUR-PALABRA-URL] with the URL you copied from Palabra (it will look something like: https://hooks.palabra.io/js/?id=[SOMETHING]).

Now that your code is ready, let’s go back to Palabra and click on the ‘Test connection’ button.

The final step is to submit the form on your website. When you do you’ll see the content on the form on Palabra, like this:

Now the connection with your website is ready the only thing that’s left is creating an email that will go out every time a user submits the form on your website.

To add an email click on the ‘Add task’ button.

On this window, select ‘Empty email’ on the left sidebar and the ‘Send an email’ card.

Back on your board, if you click the ‘Send an email’ card you’ll be able to edit the contents of the email.

After your are done editing the subject and contents of the email you can close the card and the changes will be saved.

Now that the connection with your website and emails are done you can turn this trigger on. To do that move the button on the top right from ‘Off’ to ‘On’.

And that’s it! Every time a user submits a form they’ll receive this email you just setup.