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MailerPath handles this loyalty onboarding workflow. You can customize approved fields and loyalty intro templates.

Definition

The Loyalty Program Intro workflow explains loyalty structure and encourages participation.

When it runs

Trigger:
  • Contact qualifies for loyalty introduction stage.

What you can customize

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

Workflow group

  • Loyalty