COMMUNITY WELCOME · Workflow idea

Make new followers feel welcome, with a person choosing what to say.

Check for new followers on a regular schedule, keep a record of who has already been considered, and prepare a short welcome draft. An account owner can personalize the wording, decide whether an individual message is appropriate, and approve the exact recipient and message before anything is sent.

A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
A new community follower
Produces
A personalized welcome draft and a record for the account owner to review before sending.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A newly followed account on a community profile selected by its owner

“Prepare a non-duplicate welcome draft for a new follower and hold all direct messages for account-owner review and approval.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps community owners notice new followers and prepare thoughtful, consistent welcomes without sending messages automatically.

  1. Check the community profile on its schedule

    Review follower changes once a day at the chosen time, set to 9 AM by default.

  2. Identify followers not previously reviewed

    Compare the current list with the account’s review record so a person is not repeatedly approached.

  3. Prepare a brief welcome draft

    Use a first name only when it is clearly available and prepare optional links for the owner to inspect.

  4. Check whether an individual message is appropriate

    Consider the person’s preferences, community expectations, and whether a public welcome is more suitable.

  5. Approve the recipient and exact message

    Require the account owner to review and approve each direct message before it is sent, then record the outcome.

03 / The result

Something useful.
Something to build on.

A personalized welcome draft and a record for the account owner to review before sending.

AmbactiWorkflow folio · 5 steps

Review welcome messages for new followers

Reviews & approvals · Example outcome

The handoff

A personalized welcome draft and a record for the account owner to review before sending.

Keep in mind

A follow does not necessarily mean someone expects a direct message. Check community norms, the person’s profile, message wording, recipient, and any included link; an account owner must approve every external message before it is sent.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose the account and review schedule

Select the community profile and decide when its owner wants to review new followers; the example checks daily at 9 AM.

Set the tracking record

Choose where reviewed followers and message outcomes are recorded to help prevent duplicate contact.

Write welcome guidance

Prepare an optional friendly message and approved links, while leaving personalization and send decisions to the account owner.

Test new, repeated, and inappropriate-contact cases

Check first-time followers, already-reviewed people, and uncertain cases; verify that no message is sent without approval and that each review can cover up to 100 new followers.

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