Please enable JavaScript.
Coggle requires JavaScript to display documents.
Merchant Underwriting User Flow (EDD Sent Milestone : Add Tag EDD-Sent…
Merchant Underwriting User Flow
EDD Sent Milestone : Add Tag EDD-Sent-Campaign
Send EDD Sent +1 Day Email
Wait 3 Days
Check for Tag EDD-In-Process-Campaign
If No Send EDD Sent +3 Days Email
Wait 2 Days
Check for Tag EDD-In-Process-Campaign
If No Send EDD Sent +5 Days Email
Wait 3 Days
1 more item...
If Yes Kill Campaign
If No Send Don't Miss Out Text
If No Send We Noticed Text Message
If Yes Kill Campaign
EDD In Process Milestone : Add Tag EDD-In-Process-Campaign
Send EDD In Process +1 Day Email
Wait 3 Days
Check for Tag UW-First-Review-Campaign
If No Send EDD In Process +3 Days Email
Wait 2 Days
Check for Tag UW-First-Review-Campaign
If No Send EDD In Process +5 Days Email
1 more item...
If Yes Kill Campaign
If No Send Don't Miss Out Text
If No Send We Noticed Text Message
If Yes Kill Campaign
Send Need Help? Text
Underwriting First Review Milestone: Add Tag UW-First-Review-Campaign
Send Underwriting First Review Email +1 Hour
Underwriting Second Review Milestone: Add Tag UW-Second-Review-Campaign
Send Underwriting Second Review Email + 1 Hour
Wait 2 Days
Check For Tag Ops-Setup
If Yes Kill Campaign
If No Check for Tag Kickoff-Scheduled
If No Send Underwriting Second Review +2 Days
1 more item...
If No Send Still Reviewing Text
If Yes Send Underwriting Second Review +2 Days Kickoff-Scheduled Email
1 more item...
Final Review Text
Pending Kickoff Milestone: Add Tag Pending-Kickoff
Send Pending Kickoff Email
Completed Kickoff Milestone: Add Tag Completed-Kickoff
Send Completed Kickoff Email
Send Don't Forget Text Message