*Records categorized as ‘No Account’ will receive an automated email inviting them to create an account on the Worldly platform, IF an email address has been entered in the file upload and IF the automated email communication option has been enabled when setting up the cadence. For default cadences, the automated email communication is by default enabled.
Unless the ‘automated email communication’ option has been disabled when setting up the cadence, all valid email addresses in the list upload that are tracked as ‘No Account’, will receive an automated email with an invite to create a Worldly account.
See below image for a preview of the invite email.
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