Skip to content
More
Share
Explore
Welcome Journey
Audience overview:
This journey is comprised of a series of 4 touchpoints over 7 days, and is sent to families who become a lead through any online or phone transaction.
Journey goal:
The primary goals of this journey are to facilitate a connection with the advisor within 24 hours and to drive the family to the Discussing Options pipeline status.
Sample Creative:
Touchpoint 1.1
Email: Sent 1 minute after lead is created
Touchpoint 1.2
Email: Sent +1 day after lead is created, as long as lead is not in Discussing Options
Touchpoint 1.3:
Email: Sent +2 days after lead is created as long as lead is not in Discussing Options.
Touchpoint 1.4
Email: plain text email from Seniorly Support team, sent +7 days after lead is created as long as lead is not in Discussing Options.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.