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Set up a Workflows Reject Message

You can reject a partner's application to your program with a reject message set up via workflows. This message could help the partner understand why their application was rejected, how to rectify the issue, and possibly re-apply.

Set a workflow reject message

  1. In the left navigation menu, select engage-icon__v69b8313.svg [Engage] → Partners → Automation → Workflows.

  2. Select Create Workflow in the upper-right corner of the screen.

    • Alternatively, find an existing workflow you want to update, hover your cursor over it, and select ellipsis-h-solid__1_.svg [More] → Edit.

    • Fill in the required fields. See the workflow form reference for further guidance.

  3. In the Action Type section, use the angle-down-solid.svg [Drop-down menus] to select Process Application and Reject.

    • A message box will appear where you can type a custom reject message that will be sent to the partner.

      • Note the character limit of 255.

    Screenshot_2023-12-19_at_10_55_28_AM.png
  4. Once you're done building out your workflow, select Create or Save.

Update program-specific rejection emails

If you make use of custom program-specific rejection emails, you'll need to update the email body to include a {rejectReason} token. This will ensure that your custom Workflow reject message is included in the rejection email.

  1. From the left navigation menu, select ellipsis-v-solid.svg [Menu] → Settings.

  2. On the right-hand side under Branding, and select System Emails and UI Messages.

  3. Navigate to the Rejection Email field and select pencil-alt-solid.svg [Edit].

  4. Select dot-circle-regular.svg Send program specific rejection email.

  5. In the Subject field, input a custom subject for the email.

  6. In the HTML Email Body field, input your customized email message with any relevant HTML code.

    • You can add special tags in the text that get dynamically replaced when the email is generated.

    • When setting a rejection message, make sure to include the tag {rejectReason}.

  7. Select Save.

    Screenshot_2023-12-19_at_10_26_20_AM.png
    Example email
    Screenshot_2023-12-19_at_10_48_41_AM.png

Note: Other system-generated reject reasons could also appear in the rejection email. Examples of these reasons include being rejected by Impact AI, being suspended, or being on a blocklist.

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