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. 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 for the first touchpoint.

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 option: Sent 1 minute after lead is created, if not opted into receive text messages

Text option: Sent 2 hours after lead is created, if opted into text

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Text option: Sent 1 minute after lead is created, if opted into text messages

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Touchpoint 1.2

Email & text options: Sent +1 day after lead is created, as long as lead is not in Discussing Options

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Text option: Sent +1 day after lead is created, as long as lead is not in Discussing Options

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Touchpoint 1.3:

Email and text options: Sent +2 days after lead is created as long as lead is not in Discussing Options.

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Text option: Sent +2 days after lead is created as long as lead is not in Discussing Options.

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Touchpoint 1.4

Email and text options: plain text email from Seniorly Support team, sent +7 days after lead is created as long as lead is not in Discussing Options.

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