Partner

Sprint - 1

TEAM MEMBERS

SM: Kari George

UX: Brad Zeffren

Devs: Chad Campbell, Marlee Stevenson and Jason Myers

QA: Matt Dolbey

PO: Matt Thackston

Goal

Start Partner Trial Experience Process

Further refine the design for imports

Partner trial: Why?

When a potential customer finds us via a partner's website, they want to try Emma to see if it meets their needs. Having to wait until a salesperson contacts them to try an account is a major barrier to entry. This project is designed to give potential customers coming from partners an easy and secure way to start a trial account before they talk to sales.

Partner Trial: how?

partner trial: what's ready today?

ECP-59 - Making sure trial sending limits work as expected.
ECP-50 - Create a unique link for potential customer/confirmation email.
ECP-56 - Create trial page inside of application
ECP-49 - Create confirmation endpoint
ECP-45 - Trial form populates Marketo correctly
ECP-108 - Create a test form for initial trial inquiry
ECP-51 - Track IP addresses of potential customers creating trial accounts
ECP-52 - Compare IP addresses of potential customers to current trials

Imports: why?

Our current import experience for customers just isn't very good. We want to overhaul it to allow for fewer screens and clicks, and to give folks options to save workflows and field mappings for future use. This will lead into work that allows folks to authenticate with third party software to import lists and that allows for scheduling imports.

Imports

ECP-58 - Full color graphic prototype

END