Workflow Library by State

MailerPath provides 64 predefined workflows that are mapped to lifecycle states and powered by your contact tags. This gives you a ready-to-run automation library for acquisition, engagement, revenue, and health outcomes.

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How to read this library

• Each state groups workflows designed for a specific business objective.
• Tags can coexist across states, so a contact can qualify for multiple workflows.
• Admins can enable workflows per segment and apply frequency controls.

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State and tag context

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Acquisition state

Primary tags in this state include Lead, Cold Lead, Warm Lead, Hot Lead, Referral Lead, and Organic Lead. These workflows focus on top-of-funnel growth, referrals, and first-touch trust building.

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Engagement state

Primary tags in this state include New Signup, Onboarding, Partially Onboarded, Active User, Power User, Occasional User, Feature Explorer, and Single-Feature User. These workflows drive onboarding completion, feature adoption, and habit formation.

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Revenue state

Primary tags in this state include Trial User, Converted, High-Value User, Upsell Opportunity, Failed Payment, and Cart Abandoner. These workflows support conversion, expansion, renewals, and recovery of at-risk revenue.

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Health state

Primary tags in this state include Churn Risk, Dormant User, Churned, Re-Engaged, and Frequent Support Contact. These workflows reduce churn, reactivate inactive users, and improve retention quality.

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Implementation notes

• Workflows are pre-defined by MailerPath and intended to be enabled per client segment.
• Contacts can enter multiple states, so workflow prioritization and frequency caps should be configured.
• Start by enabling high-signal workflows first, then expand coverage by state.