WMS | EDITABLE CLIENT JOURNEY MESSAGES
Replace bracketed text. These examples are drafts for review, not scheduled sends.

1. FIRST ENQUIRY
Hello [name]. Glad you reached out. I can send a short learning checklist.
Are you new to trading or already learning? What would you like to understand?
Would a resource or a conversation with [partner] be more useful?

2. IDENTITY REVIEW
Before we show private account information, [partner] needs to confirm that
the email belongs to you through the agreed contact process. Please use /human
for help. Never send your Exness password, security codes or documents here.

3. VERIFICATION HELP
Would you like help finding the verification instructions in your Exness
Personal Area? Tell us which instruction is unclear, without sending documents
or security codes. A person can help if the issue needs a closer look.

4. NEXT CHOSEN STEP
What would be useful next: an explanation of trading costs, a demo walkthrough,
or a question for [partner]? You can take time to understand the risks before
deciding whether to open, fund or trade in a live account.

5. CONTINUING EDUCATION
This week's question: what does a spread mean? It is the difference between the
quoted buy and sell prices. It is one part of trading costs. Other charges may
apply depending on the account and instrument. Check the current specifications.
Quiz: does a tighter spread guarantee a profitable trade? A: Yes. B: No.
Answer: B. Costs matter, but price movements and risk still affect the result.

6. RECONNECTION
Hello [name]. We have not spoken here for a while. Would a short lesson or help
with a question be useful, or would you prefer a pause? You can say stop at any
time. [Do not infer that the person stopped trading or lost money.]

7. HUMAN HANDOFF
I have passed your request to [partner/support contact]. Please describe the
issue without sharing passwords, payment details or security codes. Questions
about money movement go through the official Exness process and human support.

8. OPT-OUT
Understood. We will stop follow-up messages. You can contact us again whenever
you choose. [Record the opt-out before any future automation runs.]

9. PARTNER INTERNAL TASK
Check [request ID] through the authorised partner connection. The last status
is unavailable or stale. Do not write a client-specific status message until
the new check succeeds. An API affiliation result is not identity proof.
