Entry Point
Website Visitor
Starts Quiz or Reaches Cart
🔔 Abandon Event Triggered
Quiz not completed OR Cart not purchased
ACTIVECAMPAIGN AUTOMATION
1
Add to Contact Record
Tags:
abandon_quiz or abandon_cart,product_neurocalm or product_liftrxFields:
abandon_timestamp, abandon_type, product_type2
Create Deal from Contact
Pipeline:
Abandonment Recovery → Stage: New LeadsOwner: Auto-assign to concierge agent via round-robin
3
Pipeline Begins
Broadcast automation triggered (starts Day 1+)
Concierge notified of new deal assignment
Cart Abandon
Assignment within 15 min
Quiz Abandon
Assignment within 15 min
TWO PARALLEL LAYERS
📢
Broadcast Layer
Automated Sequences
Trigger: Starts Day 1+ (after concierge SMS)
Purpose: Awareness & Education
Channels: Email sequences + SMS touchpoints
Content: Universal pain points, no over-segmentation
👤
Concierge Layer
1:1 Human Outreach
Trigger: Within 15 min of deal creation
Purpose: Conversion & Relationship
Channels: 1:1 SMS → Phone → Personal Email
Activity: Based on deal stage & engagement
✅
Purchase Completed
Deal → Closed | Remove abandon tags | Add customer tag | Poll after 1hr for intake status
🏥 MEDICAL INTAKE GATE
1
1-Hour Grace Period
Provider network sends medical intake form to customer post-checkout (separate from Evrly quiz — required for prescribing)
No tagging or outreach during this window — most customers complete immediately. Avoids unnecessary compute/processing.
2
Status Check (API or Webhook)
At 1hr post-checkout: Check provider network for intake completion — match by email/phone
Use API polling or webhook callback, whichever is more seamless with the provider network
3
Tag & Route
✅ Completed → Add
intake_completed → Start onboarding⏳ Not completed → Add
intake_pending to deal card → Intake recovery sequence firesIntake Completed
→ Onboarding begins
Intake Pending
→ Recovery sequence fires (up to 7 business days)
🎓
Onboarding Begins
Product-specific education track
🏥
Intake Recovery
Email + SMS + Concierge follow-up