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Grow | At Risk Messaging Workflow

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

Dave Yandel avatar
Written by Dave Yandel
Updated over 4 months ago

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.

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