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Consumer Sign Up Process (Join With Email (Personal Info (Security (Add…
Consumer Sign Up Process
Join With Email
Personal Info
Security
Add Bank
Success
If has created a profile but has never made a purchase send email 7
If still has not transacted after X period of time send email 8
Has made a single transaction
After X period of time made a single transaction but never transacted again send email 9
If has been inactive for X period of time send email 10
Has made multiple transactions
If has been inactive for X period of time send email 11
If has been inactive for X period of time send email 12
Send refer a friend email
If has referred a friend send keep going email
Has been an active consumer for 1 year
Send Happy Hypur Birthday email
Send Feedback NPS Email
If added a bank but hasn't verified email address send text 2
If hasn't verified email send text 3
If still hasn't verified email send one final email, email 6
If left before bank account was added trigger text 1
If payment source hasn't been added in X period of time trigger email 5
If filled out personal info but left before security trigger email 3
If hasn't acted in X period of time trigger email 4
If started with email but left before personal info trigger email 1
If hasn't acted in X period of time trigger email 2