🤝 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
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/manage-workflows_1rjz4qk.png)
Or click directly here: https://business.yollty.com/marketing/automation/workflows
➡️ Step 2: Click on Create automation workflow
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/create-automation-workflow_1lkppju.png)
Click on Click here to select a trigger
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/trigger-en_rh7xk7.png)
➡️ Step 3: Choose When a customer joins your program
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_13xvgrg.png)
➡️ Step 4: Select the action you want to perform
Click on the Plus button:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1eq0au9.png)
This will allow you to send a notification to your selected audience:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1tx4g6w.png)
➡️ Step 5: Select the action you want to perform
When you click, you will have the option to select the message:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_13vn3z.png)
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1awf60h.png)
You need to save your message:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1f7zzj9.png)
A window with a confirmation request will appear. You must click on 'yes' and confirm:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_6xfwr1.png)
You are redirected to this page:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_11t27r9.png)
Your automation is set up ! You just have to activate it.
➡️ Step 6: Activate your automation
Click on this button:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1yx1zc6.png)
Confirm:
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_wzwid2.png)
It's confirmed!
![](https://storage.crisp.chat/users/helpdesk/website/f71ccc35848dd800/capture-decran-2022-08-12-a-13_1ebeg3d.png)
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
Thank you!