Merchant Underwriting User Flow
EDD Sent Milestone : Add Tag EDD-Sent-Campaign
Send EDD Sent +1 Day Email
EDD In Process Milestone : Add Tag EDD-In-Process-Campaign
Wait 3 Days
Send Don't Forget Text Message
Check for Tag EDD-In-Process-Campaign
If No Send EDD Sent +3 Days Email
If No Send We Noticed Text Message
Wait 2 Days
If Yes Kill Campaign
Check for Tag EDD-In-Process-Campaign
If No Send EDD Sent +5 Days Email
If Yes Kill Campaign
If No Send Don't Miss Out Text
Wait 3 Days
Check for Tag EDD-In-Process-Campaign
If No Add Tag EDD-Sent-Flag
If Yes Kill 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
Wait 3 Days
Check for Tag UW-First-Review-Campaign
If No Add Tag EDD-In-Process-Flag
If Yes Kill Campaign
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
Final Review Text
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
If No Send Still Reviewing Text
If Yes Send Underwriting Second Review +2 Days Kickoff-Scheduled Email
Wait 2 Days
Check For Tag Ops-Setup
If No Check for Tag Kickoff-Scheduled
If Yes Kill Campaign
If No Send Underwriting Second Review +4 Days
If No Send Still Working, Almost Through Text
If Yes Send Underwriting Second Review +4 Days Kickoff-Scheduled Email
Wait 2 Days
Check For Tag Ops-Setup
If Yes Kill Campaign
If No Send Underwriting Second Review +4 Days Kickoff-Scheduled Email
If Yes Send Thank You, We're Still Working Text
If No Send Thank You, We're Still Working Text
Wait 2 Days
Check For Tag Ops-Setup
If No Check Tag Kickoff-Scheduled
If Yes Kill Campaign
If No Add Tag UW-2nd-Review-Flag
If Yes Add UW-2nd-Review-Has-Scheduled-Flag
Pending Kickoff Milestone: Add Tag Pending-Kickoff
Send Pending Kickoff Email
Completed Kickoff Milestone: Add Tag Completed-Kickoff
Send Completed Kickoff Email
Wait 2 Days
Check For Tag Ops-Setup
If Yes Add UW-2nd-Review-Has-Scheduled-Flag