Project Specification for Email Followup to Influential Parenting Program (Model

for A & B)

1. Overview – We will be preparing for an A/B test with two websites. One will be following a paid
content model (current version of the site) and the other a free/donate content model to be
cloned from the first and then customized. Version “A” website has been built and is live. Phase
1 of the project is to complete this site’s drip system before cloning it so we can begin Version
“B”. Work on the version “B” drip system will move forward while Version “B” content is
being modified to it’s free/donate model. While both sites are being worked on, please note that
WordPress core, plugins and themes will be updated regularly from ManageWp. This will cause
occasional maintenance periods.
2. Current Resources
2.1. WordPress website current version
2.1.1. Plugin – WooCommerce
2.1.2. Plugin – Zapier Addon to WooCommerce
2.1.3. Plugin – LearnDash
2.1.4. Plugin – MailChimp
2.2. Zapier account
2.3. MailChimp account
3. Goals
3.1. Create followup email system using current resources
3.2. Resource Triggers and (Responses) for Model A [needs to be done]
NOTE: the ‘send ip#’ response, is an action to send a prepared email to the enrollee
3.2.1. Course enrollment (Add to MailChimp audience, tag contact, send ip01A – Welcome &
Encouragement).
3.2.2. Initial Survey completed (Tag contact, send ip11A – Thank you message).
3.2.3. No start in first 10 days (Tag contact, send ip02A – Encouragement)
3.2.4. Inactive for 14 days (Tag contact, send ip03A – Reminder w Invite)
3.2.5. No start in first 20 days (Tag contact, send ip04A – Prayer Team w Link)
3.2.6. No start in first 30 days (Tag contact, send ip05A – Invite to Parent Support Call)
3.2.7. Finish Session 7 (Tag contact, send ip06A – Class Question Form)
3.2.8. Finish Session 14 (Tag contact, send ip07A – Plea to complete final Survey etc.)
3.2.9. Finish Session 15 (Tag contact, send ip08A – Plea to complete final Survey etc.)
3.2.10. Finish Course (Tag contact, send ip09A – Link to Implementation Guide Download)
3.2.11. Successful download of Implementation Guide (Tag contact, send ip10A)
3.3. Resource Triggers and (Responses) for Model B [needs to be done]
3.3.1. Customer enrollment (Add to MailChimp audience, tag contact, send ip01B – Welcome &
Encouragement).
3.3.2. Initial Survey completed (Tag contact, send ip11B – Thank you message).
3.3.3. No start in first 10 days (Tag contact, send ip02B – Encouragement)
3.3.4. Inactive for 14 days (Tag contact, send ip03B – Reminder w Invite)
3.3.5. No start in first 20 days (Tag contact, send ip04B – Prayer Team w Link)
3.3.6. No start in first 30 days (Tag contact, send ip05B – Invite to Parent Support Call)
3.3.7. Finish Session 7 (Tag contact, send ip06B – Class Question Form)
3.3.8. Finish Session 14 (Tag contact, send ip07B – Plea to complete final Survey etc.)
3.3.9. Finish Session 15 (Tag contact, send ip08B – Plea to complete final Survey etc.)
3.3.10. Finish Course (Tag contact, send ip09B – Link to Implementation Guide Download)
3.3.11. Successful download of Implementation Guide (Tag contact, send ip10B)

4. Testing
4.1. Begin testing after the first three triggers and responses (ip01 thru ip03) are ready. Retest and
adjust all three until they pass their tests and are approved to go forward.
4.2. Begin testing after the remaining triggers and responses (ip04 thru ip10) are ready. Retest and
adjust until all pass their tests and are approved to go forward.

We are seeking someone who is able to integrate our Current Resources

to create a successful follow-up & drip campaign system for model
A&B.

Please contact us for additional questions or clarifications.