This journey is comprised of a series of 5 touchpoints over 40 days, and is sent to families who move into the Active Tours pipeline status. The journey has variable delivery methods, meaning that if a user indicated that they wanted to receive communications via text, we will send them a text as part of this overall journey experience.

Journey goal:

The primary goals of this journey are to facilitate a connection with the advisor, support the family, gain community reviews, and drive the family to the Won pipeline status.

Sample Creative:

Touchpoint 3.1

Text option: Sent 1 day after lead enters Active Tours pipeline status, if opted into text

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Touchpoint 3.2

Email & Text options: Sent 5 days after lead enters Active Tours pipeline status

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Active Tours - Day 5 - Community Converters.png

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Touchpoint 3.3

Email & Text options: Sent 10 days after lead enters Active Tours pipeline status

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Touchpoint 3.4

Email option: Sent 30 days after lead enters Active Tours pipeline status

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Copy of Welcome-AgentMarket-Day7.pdf.png

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Text option: Sent 30 days after lead enters Active Tours pipeline status

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Touchpoint 3.4

Email & Text options: Re-send the 3.2 email 40 days after lead enters Active Tours pipeline status, only to families who have not previously opened the 3.2 email.

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