EVENTS & TIMING

The workflow journal

Useful messages depend on the sequence around them. Design triggers, timing and interruption with care.

Written to help you
make the next decision.

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START WITH THIS

A welcome message is a workflow, not just a sentence. Check who is eligible, what has already happened and whether the queued action still makes sense immediately before sending.

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AT A GLANCEA welcome sequence with a decision point
  1. Event

    An eligible relationship event occurs

  2. Check

    No equivalent greeting or active conflict

  3. Queue

    Wait with an expiry and an owner

  4. Recheck

    Send, cancel or request review

THE READING LIST

Practical articles.

3 articles

Published by Onlytool. Methods, assumptions and sources are visible in each article.