Guide to Welcomin Automatic Messages

Modified on Thu, 30 Oct at 10:49 AM

This section provides a detailed overview of all the automatic messages in Welcomin, indicating when each message is sent and what action triggers it.

Message path	Action that triggers the message
Business User
New Company User Created	Expected message when clicking on "Save" when creating a new company user
A request to reset the company user's password.	Expected message when a corporate user requests password recovery from the login screen
Unsubscribe the person	Notification to the business user when a person rejects a workflow
Person
Person Profile Creation Message (with Activation Link)	Expected message when clicking on "Save" when creating a new person
Daily reminder: Workflow not completed	An automatic message sent daily to the person if they have not yet completed the workflow. The message will continue to be sent until the engagement is deleted by a business user.
Request a Reset Person's Password	Expected message when a person requests password recovery from the login screen
Inviting the person to the workflow	Message sent to the Person when a business user invites them to a workflow
Re-invite the person to the workflow	Message sent to the Person when a business user resends a workflow to them
System
Importing the person failed	An auto-generated message sent to the business user to notify them that the person's import has finished and that the import has failed
Successful Person Import	Automatically generated message sent to the business user to notify them that the person's import has finished
Workflow
Workflow completed	An automated message notifying the user who created the engangment and the user who took charge of the engangment that the workflow has been completed
Workflow reminder expired	An automated message notifying the user who created the engangment and the user who took charge of the engangment that the workflow has expired
Workflow reminder not started	An automated message notifying the user who created the engangment and the user who took charge of the engangment that the workflow has not been started.