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This workflow introduces users to your product experience with a guided tour so they can quickly understand where to start. MailerPath handles workflow orchestration for you. You can optionally customize approved timing/priority fields and template content.

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Definition and business outcome

Use this workflow to improve first-session orientation and feature discovery. Primary outcomes:
  • Users start the product tour.
  • Users interact with key features early.
  • Activation confidence improves.

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Entry criteria

Trigger event:
  • First login after signup or after the getting started guide.
Required conditions:
  • Contact has valid email and active status.
  • Contact is in first-time user segment.
Recommended send window:
  • Immediately on first-login trigger or shortly after.

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Exit criteria

Complete when:
  • Product tour invitation sent.
  • User starts or completes the tour.
Cancel/expire when:
  • Contact unsubscribes.
  • Contact is no longer in first-time segment.

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Suppression and conflict rules

  • Do not send to unsubscribed contacts.
  • Suppress duplicate tour invites within 30 days.
  • Respect global frequency caps.
  • MailerPath resolves queue priority conflicts.

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Required configuration fields

Client-configurable fields:
  • delay_minutes
  • send_time_mode
  • preferred_send_hour + preferred_send_minute (when specific-time mode is used)
  • priority_score
  • Template content and CTA label
Minimum data:
  • Email address.
  • First-login timestamp or equivalent event signal.

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Message blueprint

  1. Welcome + context for the tour.
  2. What users will learn in the tour.
  3. One clear CTA to start.
Example CTA:
  • Start your tour

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Launch checklist

  1. Validate first-login trigger mapping.
  2. Test CTA deep-link path.
  3. Confirm tracking for tour start/completion.

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Metrics and thresholds

  • Open rate target: 30% to 50%
  • Tour start rate target: 15%+
  • Tour completion rate target: 40%+ of starters

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Failure scenarios and fixes

  • Low tour starts: improve CTA visibility and value framing.
  • Low completion: shorten tour steps or split into phases.

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Workflow group and source

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