---
title: HOW TO SET UP SIGNATURE DOLLARS – PROGRAM DIRECTOR ONBOARDING EMAIL
---

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# HOW TO SET UP SIGNATURE DOLLARS – PROGRAM DIRECTOR ONBOARDING EMAIL

## This article explains how the automated welcome email is sent to a Program Director (PD) when they are added to the Signature Dollars rewards system. It covers how the workflow runs, the exact steps to trigger the email, and how to troubleshoot when an email doesn't arrive.

 

**Note:** Use this alongside the standard PD onboarding steps. The two actions that fire this automation are (1) setting the loyalty eligibility metafield to `true` and (2) setting the customer's email marketing status to **Subscribed**.

 

**How the workflow runs**

The workflow is a Shopify Flow named **"Email customer when loyalty eligibility metafield is set to true."** It runs through the following steps in order:

| Step | What happens |
| --- | --- |
| **1. Trigger** | A customer metafield is updated. Provided by the *Flow Trigger Extensions* app, which lets a metafield change act as a Flow trigger. |
| **2. Condition check** | All four conditions must be true to continue: the resource is a Customer, namespace is `custom`, key is `is_eligible_for_loyalty`, and value is `true`. If any condition fails, the workflow stops quietly. |
| **3. Wait** | The workflow pauses for a short buffer window. This gives the operator time to set the customer's marketing status to Subscribed before the send step runs. |
| **4. Get customer data** | The workflow looks up the full customer record using the customer ID from the trigger. |
| **5. Loop** | The workflow loops over the customer record it just fetched. |
| **6. Send email** | A Shopify marketing send via the Messaging app. Delivered only to customers with email marketing status set to **Subscribed**. |

**Important: why Subscribed status is required**The final step is a *marketing* email, not a transactional one. Shopify does not deliver marketing emails to customers who are unsubscribed or pending. If the PD's status isn't set to Subscribed before the send step runs, the workflow will appear to complete — but the email will not be delivered.

 

**How to trigger the email**

Complete your standard PD onboarding steps first, then follow the steps below inside the Shopify admin.

**Recommended order**Set the marketing status *first*, then set the metafield. The metafield change is what starts the workflow clock — doing it last means the subscription is already in place when the send step runs, and the wait period acts as a safety buffer rather than a race.

1. Open the PD's customer record in the Shopify admin.
2. Find the **Email marketing** section and set the status to **Subscribed**. Save.
3. Scroll to the **Metafields**  section, find **Eligible for Rewards**, and set it to`true`. Save.
4. Saving the metafield as`true`is what starts the workflow. The automation runs on its own from here.
5. Wait for the send. The workflow pauses briefly, then delivers the welcome email. No further action is needed.
6. Verify the PD received the email. For a first-time run, send a test to an internal address you control before using it on a live PD.

Once the workflow runs, the PD will receive the welcome email and can sign in with passwordless login to view and redeem their Signature Dollars.

**Troubleshooting**

If the email doesn't arrive, work through these checks in order:

#### Marketing status

Confirm the customer's email marketing status was set to Subscribed *before* the wait period ended. This is the most common reason a marketing send doesn't deliver.

#### Metafield value

Confirm the metafield actually saved as `true` — not `false` or blank.

#### Metafield key & namespace

Confirm the definition uses namespace `custom` and key `is_eligible_for_loyalty` exactly. A mismatch (e.g., hyphens instead of underscores) will cause the condition to never pass.

#### Timing issue

If marketing status was set after the wait period elapsed, the send step may have already run while the customer was still unsubscribed. To re-trigger, toggle the metafield off and back on.

#### Email address on file

Confirm the customer record has a valid email address.

#### Workflow status

Confirm the Flow is turned on, and check the Flow run history for that customer to see which step it stopped at.

### Greeting shows a fallback name instead of the PD's name

If the email greets the PD with a generic fallback, the name variable didn't populate. Verify the customer record has a first name and that the email template variable is correct for a Shopify marketing send.

**Configuration reference** 

Use this section to verify or restore the workflow settings.

**Workflow name**Email customer when loyalty eligibility metafield is set to true**Trigger**Customer metafield update, via the Flow Trigger Extensions app**Conditions (all must be true)**`resourceType` = `CUSTOMER`  
`metafield.namespace` = `custom`  
`metafield.key` = `is_eligible_for_loyalty`  
`metafield.value` = `true`**Wait step**Currently set to 1 minute**Get customer data**Queries customer by ID, strips the `gid://shopify/Customer/` prefix, returns one record**Send email**Shopify marketing send — Marketing Activity ID `175540797664`, addressed to the looped customer's ID

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