Note: Email 1 does not fire on contact load. It fires on stage change to "Account Created" (see Workflow 3).
2CSR Moves to "Contacted" → Follow-up Task
Trigger
Stage changes to: Contacted
→
Condition
Moved by CSR (Sasha / Rosannah)
→
Action
Auto-task: "Follow up in 48h if no account created"
Assigned to: CSR who moved the cardDue: 48 hours
3Stage → "Account Created" → Welcome + Notify
Trigger
Stage changes to: Account Created
→
Action 1
Send Email 1 — Welcome
→
Action 2
Notify Sydney & Pablo (internal)
Purpose: Sydney/Pablo verify the seller's account and move to "Verified" stage.
424h After "Account Created" → Send Email 2
Trigger
24 hours after stage: Account Created
→
Condition
Stage still = Account Created (not yet Verified)
→
Action
Send Email 2 — Verify your account
Reminder: Only fires if seller hasn't been verified yet.
5Stage → "Verified" → Send Email 3
Trigger
Stage changes to: Verified
→
Action
Send Email 3 — Set up your payout & plan
Purpose: Guides seller to configure their payout method and choose a plan (Starter/Basic/Pro).
6Stage → "First Product Published" → Send Email 6
Trigger
Stage changes to: First Product Published
→
Action
Send Email 6 — Your store is live
Celebration: This email congratulates the seller and gives next steps for listing more products.
7Tag "registro-completo" Applied → Final Actions
Trigger
Tag applied: registro-completo
→
Action 1
Send Email 5 — Registration Complete
→
Action 2
Move stage to Registration Complete
→
Action 3
Notify Kriston (for reporting)
Who applies: Sydney or Pablo apply the tag manually after final review. This is the terminal action that confirms the seller is fully onboarded and active.
85 Days After "Account Created" → Send Email 4
Trigger
5 days after stage: Account Created
→
Condition
Runs independently of progress
→
Action
Send Email 4 — What to Expect
Timing: Fires regardless of whether the seller has been verified or published products yet. Informational only.
910–12 Days After "Account Created" → Send Email 7
Trigger
10–12 days after stage: Account Created
→
Action
Send Email 7 — Meet Your Support Team
Purpose: Introduces Sasha, Rosannah, Pablo, and Sydney to the seller. Builds relationship and trust.
1010 Days After "Registration Complete" → Send Email 8
Trigger
10 days after stage: Registration Complete
→
Action
Send Email 8 — Dashboard Tour (Newsletter 1)
First newsletter: Helps the seller navigate their Goozone dashboard, check earnings, and manage listings.
1120 Days After "Registration Complete" → Send Email 9
Trigger
20 days after stage: Registration Complete
→
Action
Send Email 9 — Selling Smart (Newsletter 2)
Second newsletter: Tips & tools for selling smarter — pricing, photography, product descriptions that convert.
1218 Days After "Registration Complete" → Send Email 10
Trigger
18 days after stage: Registration Complete
→
Action
Send Email 10 — Digital Logistics 101
Third newsletter: How Goozone's delivery fleet works, packaging tips, and how to handle returns smoothly.