Set up a Workflows Reject Message

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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] → 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 Edit.

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

3. In the Action Type section, use the [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.

   
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 top navigation bar, select [User profile] → 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 [Edit].

4. Select [Radio button] 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.

   

Example email

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.