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MailerPath handles this customer-success workflow cadence. You can customize approved timing and template settings.

Definition

The Check-In Emails workflow sends proactive check-ins to keep users supported and on track.

When it runs

Trigger:
  • Scheduled customer-success interval or health checkpoint.

What you can customize

  • delay_minutes
  • send_time_mode
  • preferred_send_hour and preferred_send_minute
  • priority_score
  • email template content

Workflow group

  • Customer success