Step 1: Accessing Automations
Navigate to "Communication Center".
Select the "Automations" tab to begin.
Step 2: Creating a New Workflow
Click on the "+" sign to initiate a new workflow.
Step 3: Selecting Workflow Type
Choose "Make networking recommendations" to set up a workflow for Profile Recommendation Emails.
Step 4: Naming the Workflow
Provide a name for the workflow. Note that Networking Recommendation emails are exclusive to registered users of the platform.
Step 5: Customizing Email Frequency and Content
Adjust the frequency of email delivery and make any necessary customizations to the email content.
Utilize the email preview on the right for accuracy.
Once finalized, select "Next" to proceed.
Step 6: Reviewing the Workflow
Thoroughly review the workflow setup.
If you wish to examine the system's recommended connections for different profiles, select "Check recommendations"
Review the subsequent records.
Step 7: Activating the Workflow
After confirmation, the workflow goes live.
Manage the workflow using the "Reports", "Edit", "Delete", and "Mark as Complete" options.
Remember, selecting "Mark as Complete" will cease the automation, stopping future emails.
Note: Anyone who does not have at least 3 good match recommendations will not receive an email.
FAQs
Can we engage all alumni added on Almabase?
Engagement through profile recommendation emails is limited to registered and approved users. Unregistered users will not receive these emails.
What are the frequency and criteria for profile recommendation emails sent to registered users?
Registered users will receive emails with three recommended profiles based on a matching algorithm. A match score of 5 or higher, with at least two attributes matching, is considered a good match.
Is it possible to target these emails to specific groups or selected users?
The functionality to customize the recipient list for profile recommendation emails is not available at this time.
How can I adjust the schedule for sending out emails with recommended profiles?
Currently, there's no option to modify the timing for the dispatch of profile recommendation emails.
Please write to us using the Intercom Chat Bubble 💬 if you have any queries or concerns about adding funds. 😄