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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