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Proximity Reporting Campaign - Coggle Diagram
Proximity Reporting Campaign
Email Campaign
Email 1
Email 2
Email 3
CTA - I'm interested
Thank you - Landing page
Thank you for your interest we will activate PR for you in 24 hrs...If See we will also give you a 30 day free trial
In the meantime check out this sample report — (Download PDF)
Dashboard Experience
Pendo guide for PR pops up on login
CTA - I'm interested
Any one for who Proximity Reporting has not been activated yet
Pendo Guide For Accounts with PR Activated
All accounts for who PR has been activated
CTA - Show me how
Link to setup guide
Backend
Request Received
Provision ACT 30 day Free trial
Activate Detect & Locate App
Grant Read&Write permissions to the user for Detect & Locate
Activate Proximity Reporting App
Grant Read&Write permissions to user for Proximity Reporting
Update Status on Hubspot
User gets Enrolled in Activated workflow
User Receives Activated Email
You are ready to start using Proximity Reporting
Account Gets added into a new segment on Pendo