Articles on: 🛠 Set up your account

🤝 Create an automated welcome message

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

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