Summer 2024 Overview 

  • Created Customer Journey Maps
  • Created Trigger Points for Emails
  • Created Email Templates

Email Templates

User Workflow / Customer Journey 

flowchart LR
subgraph Website
    subgraph Landing Page
        A([Open Website])
        A --> A1[View Pricing]
        A --> A2[Get Started]
        A ~~~ A1 & A2
        A2--> A3[Create Account/Sign Up!]
    end
    subgraph Conversion / Onboarding
        direction TB
        A3--> B1[Put one or more dates in]
        A1--> B3[Choose Your Plan]
        B1--> B3
        B3--> B2{Does user have an account}
        B2--> |No|A3
        B2--> |Yes|B5[Checkout/Pay]
    end
    subgraph Account Management
        B5 --> C1[User Settings]
        B5 --> C2["Recipients/Reminders (Dashboard)"]
        C1 ~~~ C2
        C2 --> N[Create/Update Reminders]
        C2 --> P[Thank you for letting us know of your important dates]
    end
    
end

B1----> H([Bounce])
subgraph e [Email]
    B1 ...-> e1
    B1 ...-> e10
    B5 ...-> e1 
    C2 ..-> e10

    subgraph e1 [Welcome Email]
      e2["Welcome (with no reminders)"]
      e3["Welcome (w/ missed reminders)"]
      e4["Welcome (w/ upcoming reminders)"]
    end
    subgraph e10 [Reminder Email]
      e11["Reminder Email"]
      e12["Reminder Email (too late for card)"]
    end
end

Initial Journey map

Initial Q&P journey map