Welcome your new members!

Example: Thank a new user for joining your Yollty loyalty program

➡️ Step 1: Access your dashboard

Go to your dashboard
Click on Marketing
Click on Automations
Then click on Manage workflows



Or click directly here: https://business.yollty.com/marketing/automation/workflows

➡️ Step 2: Click on Create automation workflow

Click on Click here to select a trigger

➡️ Step 3: Choose When a customer joins your program

➡️ Step 4: Select the action you want to perform

Click on the Plus button:




This will allow you to send a notification to your selected audience:

➡️ Step 5: Select the action you want to perform

When you click, you will have the option to select the message:








You need to save your message:




A window with a confirmation request will appear. You must click on 'yes' and confirm:





You are redirected to this page:




Your automation is set up ! You just have to activate it.

➡️ Step 6: Activate your automation

Click on this button:




Confirm:




It's confirmed!




And VOILA!!! Each of your members will receive a welcome message from you when she or he joins your program! 🎉🎉🎉

Updated on: 04/09/2022