Partnership Workflows let you enroll partner contacts in automated email sequences. Use them for welcome sequences, follow-ups, and nurturing partnerships over time.
How Partnership Workflows Work #
Partnership workflows are automated email sequences that:
- Send emails from your partnership inbox address
- Use partnership-specific personalization
- Track enrollment per contact
- Maintain email threading for consistent conversations
Triggering a Workflow #
To enroll a partner contact in a workflow:
- Open the partnership in your Gig Vault
- Go to the Inbox tab
- Click Trigger Workflow
- Select an active workflow from the list
- Choose which contact to enroll
- Confirm to start the workflow
Requirements #
Before triggering a workflow:
- The workflow must be active (not draft or paused)
- The contact must have an email address
- The contact cannot already be enrolled in the same workflow
Partnership Placeholders #
Use these placeholders in your workflow email templates for personalization:
Partner Information #
[partner_name]– Venue or planner name[partner_city]– Partner’s city[partner_state]– Partner’s state[partner_phone]– Partner’s phone number[partner_url]– Partner’s website[partner_address]– Full formatted address
Contact Information #
[contact_name]– Contact’s full name[first_name]– Contact’s first name[contact_email]– Contact’s email[contact_title]– Contact’s job title
Partnership Details #
[partnership_status]– Current status (Lead, Engaged, etc.)[group_name]– Your group name
Example Use Cases #
Welcome Sequence #
After adding a new partnership, trigger a welcome workflow to introduce your services and build the relationship.
Follow-Up Sequence #
After meeting at a networking event, trigger a follow-up sequence to stay top of mind.
Re-Engagement #
For partnerships that have gone quiet, trigger a re-engagement workflow to reconnect.
Email Threading #
Workflow emails are sent from your partnership inbox address, so:
- Replies come back to your partnership inbox
- Conversations stay organized in threads
- Communication appears consistent and professional
Preventing Duplicates #
Each contact can only be enrolled once per workflow per partnership. This prevents accidentally sending duplicate sequences.
