The 'At Risk Messaging' workflow is designed to be a manual entry, used on a case by case basis and only meant to be used 1 time in the client's lifetime/journey.
Here's how the workflow functions and how you can add someone to it.
The at risk messaging workflow is designed to be used on a case by case basis to send to clients who need a little extra motivation
Written by Dave Yandel
Updated over a month ago