Marketing How-To Guide

The guide gives admins the current setup order for marketing workflows:

1. Understand trader segmentation.
2. Create marketing flows.
3. Send manual push notifications.
4. Create push notification flows.
5. Configure email sync.

What the Page Does

This page is the launch checklist for marketing automation. It orders the marketing tools so audience logic is defined before messages are sent.

Recommended Flow

• Use Trader Segmentation to understand available audiences.
• Create Marketing Flows for email sequences.
• Use Push Notifications for one-off announcements.
• Create Notification Flows for automated push sequences.
• Configure Email Sync Notifications so important emails can also reach traders as push notifications.

Client-Facing Outcome

Traders should receive relevant lifecycle messages without duplicated, conflicting, or mistimed communication.