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:

➡️ 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:


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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