DaVita New Hire Email Sending Workflow

Modified on Mon, 17 Feb, 2025 at 1:13 PM

***Client must upload the necessary files before we can start with this workflow.


  • Download the 3 latest email lists in the DaVita secure server folder
  • Open each file and remove the Days Employed column, replace it with the necessary Subscriber Key column. Use the following format for the subscriber key
    • davita_nh_MMDDYY_day1_#
    • davita_nh_MMDDYY_day55_#
    • davita_nh_MMDDYY_day100_#
  • Save each list in .csv format
  • Upload lists to Salesforce in the DaVita folder, use a name to designate the corresponding list
    • Location: Subscribers > My Lists > Davita > MMDDYY
    • Names: NewHire_Day1, NewHire_Day55, NewHire_Day100
  • Schedule or create immediate send. Use the corresponding content for each email send for the Davita subfolder in Content
    • Location: Content Builder > Davita New Hire Emails
  • During the Send setup, change the Tracking storage location to the Davita designated location. Be sure to include both the corresponding email list as well as the Sanity List stored in Subscribers > My Lists > Davita
    • Location: My Tracking > Davita New Hire

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