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Email System
Setup Guide
How to implement the welcome sequences and weekly broadcast campaigns. Works in ActiveCampaign, HubSpot, Mailchimp, Klaviyo, Brevo, and most ESP platforms.
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Part 1: Contact Segments |
| Create these two segments before building any automation. Both should be dynamic — contacts move between them automatically as their status changes. |
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1
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Verified Accounts
Contacts who completed identity verification and have an approved trading account.
Criteria: account_status = approved OR kyc_status = verified.
Trigger: enroll in the Verified Welcome Sequence.
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2
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Unverified Accounts
Contacts who registered but have not completed KYC verification.
Criteria: account_status = registered AND kyc_status = incomplete OR pending.
Trigger: enroll in the KYC Nudge Sequence.
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Exit condition If a contact in the KYC Nudge Sequence completes verification at any point, stop the KYC sequence immediately and enroll them in the Verified Welcome Sequence. Most platforms handle this with a goal condition. |
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Part 2: Verified Welcome Sequence |
| Trigger: contact enters the Verified Accounts segment. 8 emails over 5 days. |
| Email |
Timing |
Send Time |
| Email 1 |
Day 1 |
9:00 AM recipient timezone |
| Email 2 |
Day 1 |
3:00 PM recipient timezone |
| Email 3 |
Day 2 |
9:00 AM recipient timezone |
| Email 4 |
Day 2 |
3:00 PM recipient timezone |
| Email 5 |
Day 3 |
11:00 AM recipient timezone |
| Email 6 |
Day 4 |
9:00 AM recipient timezone |
| Email 7 |
Day 4 |
3:00 PM recipient timezone |
| Email 8 |
Day 5 |
11:00 AM recipient timezone |
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| Set delays as 24-hour increments from the trigger. Email 1 sends immediately on trigger. Email 2 sends 6 hours after Email 1. Day 2 starts 24 hours after trigger. |
Personalisation Replace [First name] in every template with your platform's first name variable (e.g. {{first_name}} in most platforms). |
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Part 3: KYC Nudge Sequence |
| Trigger: contact registers but is not yet verified (enters Unverified Accounts segment). 3 emails. |
| Email |
Timing |
Send Time |
| Email 1 |
24 hours after registration |
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| Email 2 |
3 days after registration |
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| Email 3 |
7 days after registration |
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After Email 3 Do not continue automated nudges after 7 days. Move contacts who still have not verified to a dormant segment for manual review or periodic re-engagement only. |
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Part 4: Weekly Broadcast Campaigns |
| Two recurring campaigns sent every week to all verified contacts with marketing consent. |
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Campaign 1
Weekly Economic Calendar
Every Monday, 9:00 AM recipient timezone.
Who: all verified contacts with marketing consent.
CTA: links to Yadix platform login.
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Campaign 2
Weekly Market Update
Every Friday, 3:00 PM recipient timezone.
Who: all verified contacts with marketing consent.
CTA: links to Yadix platform login.
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To upload: use the HTML or Code template option in your platform. Paste the full HTML file directly. The {{{{unsubscribe_link}}}} placeholder is replaced automatically by your platform. |
| To update each week: replace the intro paragraph, event list (calendar), and market card data (update). The HTML structure stays the same — only the data inside changes. |
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Before You Send
● CTA links in both HTML templates point to https://yadix.com. Confirm this is the correct destination before sending.
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● The brand color used throughout the templates is #23527c. If your primary brand color differs, find-and-replace this hex code before uploading.
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● Footer line: Yadix, Regulated by FSA (Seychelles). Confirm this is the correct legal entity for outbound email compliance.
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● Physical address in footers: Global | yadix.com. Verify this is correct for your jurisdiction.
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