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MailerPath runs this survey workflow after onboarding milestones. You can customize approved fields and survey messaging.

Definition

The Post-Onboarding Survey workflow asks recently onboarded users for structured feedback.

When it runs

Trigger:
  • Onboarding completion event or onboarding age threshold reached.

What you can customize

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

Workflow group

  • Feedback