The Message step allows you to send automated messages to specific recipients as part of your track workflow. This step is essential for communication, notifications, and keeping users informed throughout their journey.

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Message Recipients

You can send messages to different types of recipients depending on your use case:

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Target User

Send the message directly to the user who is progressing through the track. This is the most common option for onboarding messages, instructions, or updates.

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Target User’s Manager

Send the message to the manager of the user in the track. Useful for manager notifications, approval requests, or keeping supervisors informed of their team member’s progress.

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Specific Individuals

Send the message to specific people regardless of who is in the track. This option allows you to notify administrators, HR personnel, or other stakeholders about track progress.

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Slack Channel

Send the message to a designated Slack channel. Perfect for team notifications, announcements, or creating visibility around track completions.

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Message Personalization

You can personalize your messages using placeholders that automatically populate with relevant information:
  • {{user}} - Replaced with the name of the target user progressing through the track
  • {{manager}} - Replaced with the name of the target user’s manager

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Example Usage

Hi {{user}},

Welcome to the team! Your manager {{manager}} has enrolled you in our onboarding track. 

Let's get started!

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Message Timing

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Immediate Delivery

Leave the time field blank to send the message immediately when this step is triggered in the track.

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Scheduled Delivery

Select a specific time to delay message delivery. This is useful for:
  • Sending messages during business hours
  • Creating delays between track steps
  • Ensuring messages arrive at optimal times
Note: The selected time is based on the recipient’s timezone, ensuring messages arrive at the appropriate local time.

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Common Use Cases

  • Welcome Messages: Greet new team members when they join a track
  • Progress Updates: Inform users about their advancement through the track
  • Manager Notifications: Keep managers informed about their team member’s progress
  • Reminders: Send gentle reminders about pending actions or deadlines
  • Completion Celebrations: Congratulate users when they complete milestones