Trigger: Contact moves to Stage 2 (Contacted). CSR sends first outreach with signup link.
Hi {{contact.first_name}}! 👋 This is {{user.first_name}} from Goozone.
Thanks for your interest at the TIC event! Ready to get your store set up?
Here's your signup link: {{custom_values.signup_link}}
Takes about 10 minutes. I'm here if you have any questions along the way.
TEMPLATE 2Verification Reminder
Stage: Account Created
Trigger: 48 hours after contact reaches Stage 3 (Account Created) and verification is still pending.
Hi {{contact.first_name}}, just checking in — your Goozone account is
almost ready but still needs verification. Quick checklist:
✅ T&T bank account
✅ Working phone + email
✅ 18+ (or parent/guardian on the account)
Missing something? Just reply here and I'll walk you through it.
TEMPLATE 3Payout & Package Nudge
Stage: Verified
Trigger: 48 hours after reaching Stage 4 (Verified) with no package configured yet.
Hi {{contact.first_name}}, you're verified! 🎉 Two quick things left:
set up your payout method and pick a plan (most sellers start free
with Starter). Want me to walk you through it over WhatsApp?
TEMPLATE 4First Product Nudge
Stage: Payout & Package Set
Trigger: 72 hours after package is set (Stage 5) with no product uploaded yet.
Hi {{contact.first_name}}, almost there! Just need your first product
uploaded and your store goes live. Need help with photos or pricing?
Happy to jump on a quick call.
TEMPLATE 5Registration Complete (Internal)
Stage: Registration Complete
Trigger: Sydney or Pablo manually applies the registro-completo tag.
INTERNAL NOTIFICATION — not sent to contact.
✅ {{contact.first_name}} {{contact.last_name}} just hit Registration
Complete. Tag applied by {{user.first_name}}. Pipeline auto-moved to
Stage 7 — email drip Email 5 should fire automatically.