Creating a new program

Make sure you have logged in to Loyalistic at https://app.loyalistic.com/suite/.

  1. From the top navigation menu, select Nurture.
  2. On the Nurture page, select Create new nurture program in the upper right corner of the page.
  3. Give a name to your nurture program and click Create.
  4. To create a new step (i.e. a scheduled email) to your nurture program, click New step.
  5. Fill out the details:
    • How long a delay to use after the contact has been added to this nurture program (e.g. when the contact filled out a Honeypot form)
    • Sender email address and name
    • Subject for the email
    • Template to be used
  6. Click Save to save the email settings. A preview image of the email will be shown.
  7. Edit the contents of the email by clicking Edit email body. The editor wil appear.
  8. Write your email contents in the editor and press Save to save the changes. The preview image will be updated.
  9. Add the desired number of steps by repeating steps 4-8.

Adding a nurture program to a Honeypot

  1. Select Honeypots from the navigation menu.
  2. Click on the name of your Honeypot.
  3. Under the Nurture Program title, select your nurture program from the dropdown menu and click Save.