Skip to main content
This workflow follows the welcome message and helps new users understand exactly how to get value from MailerPath in their first days. MailerPath runs the workflow logic for you. If you want, you can customize supported timing and priority fields plus the email template content.

​
Definition and business outcome

Use this workflow to reduce onboarding confusion and increase early feature adoption. Primary outcomes:
  • Users complete initial setup steps.
  • Users discover core features faster.
  • Support load from basic setup questions decreases.

​
Entry criteria

Trigger event:
  • New signup, typically after the welcome workflow.
Required conditions:
  • Contact has a valid email.
  • Contact is subscribed.
  • Contact is in a new-user segment.
Recommended send window:
  • 1 to 2 days after welcome.

​
Exit criteria

Mark workflow complete when:
  • Email is sent successfully.
  • User completes key onboarding milestone.
Cancel or expire when:
  • Contact unsubscribes.
  • Contact exits onboarding segment.
  • Queue item exceeds expiration policy.

​
Suppression and conflict rules

Default safeguards:
  • Skip unsubscribed contacts.
  • Skip contacts without valid email.
  • Respect deduplication windows and frequency caps.
  • Let MailerPath system priority rules resolve queue conflicts.

​
Required configuration fields

Client-configurable fields:
  • Timing customization: delay_minutes.
  • Send-time customization: send_time_mode, and optionally preferred_send_hour + preferred_send_minute.
  • Priority customization: priority_score.
  • Template customization: onboarding guide content and CTA.
Minimum user data:
  • Email address.
  • Signup timestamp.
Optional personalization:
  • Name.
  • Segment and plan details.

​
Message blueprint

Suggested structure:
  1. Friendly follow-up greeting.
  2. 3 to 5 quick setup steps.
  3. Links to tutorials and help center.
  4. One primary CTA.
Example CTAs:
  • Start your setup
  • Explore key features
  • View quickstart guide

​
Launch checklist

  1. Validate delay timing after welcome.
  2. Test rendering with missing optional fields.
  3. Verify links to tutorials/help docs.
  4. Confirm tracking for clicks and setup completion.

​
Metrics and target thresholds

  • Open rate target: 35% to 55%.
  • CTR target: 8% to 18%.
  • Setup completion rate target: 25% or higher.
Optimization triggers:
  • CTR below 6%: simplify the CTA and shorten steps.
  • Setup completion below 20%: reduce setup friction and clarify guidance.

​
Failure scenarios and fixes

  • Low engagement: shorten copy and focus on one next action.
  • Broken links: validate tutorial/help URLs before publish.
  • Delayed sends: review timing configuration and queue health.

​
Workflow group and source

Workflow group:
  • Onboarding
Source reference:
  • docs/workflow/MailerPath Workflow Details.md