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Outdoor Oasis Snapshot Journey

Visual User Journey · Outdoor Oasis Snapshot

Step 02 Form Fields

The first form captures the lead details below before the CRM update and pipeline entry.

Full Name *Main contact name

Phone *Main contact number

Email *Primary email address

City *Lead location

Product of InterestDropdown selection for the product/service they are interested in

Project Start Date *Single-choice selection such as Immediate, 1–3 Months, or 3–6 Months

Message *Project details or inquiry message from the lead

Terms & Conditions ConsentCheckbox confirming agreement to terms and consent to receive text messages

CRM Update

Applied after form submission:

Contact Tag = Form Intake

Opportunity Source = Form Intake

Step 05 Booking Page Fields

After the lead is redirected to the booking page, the following fields are collected while scheduling the appointment.

First NameBasic contact detail

Last NameBasic contact detail

PhoneMain contact number

EmailFor follow-up and reminders

Pictures of the SpaceUpload area for images or relevant files

Appointment Booked

Applied after appointment is booked:

Contact Tag = Appointment Booked

Step 09 Notifications

Once the appointment is booked and the opportunity moves from New Lead to Appointment Scheduled, the following notifications are sent.

Immediately to Customer Confirmation SMS and confirmation email

Immediately to Assigned User Internal notification SMS and internal notification email

24 Hours Before to Customer Reminder SMS and reminder email

24 Hours Before to Assigned User Internal reminder SMS and internal reminder email

2 Hours Before to Customer Final reminder SMS and final reminder email

2 Hours Before to Assigned User Final internal reminder SMS and final internal reminder email

30 Minutes After Call End Time to Assigned User Reminder to review the call outcome and move the opportunity to Appointment Completed, Lost, or Proposal Needed, and add a proposal due date if a proposal is needed.

24 Hours After Call End Time to Assigned User Reminder to review the call outcome and move the opportunity to Appointment Completed, Lost, or Proposal Needed, and add a proposal due date if a proposal is needed.

Step 11 Proposal Reminder Notifications

Once the opportunity is moved to Proposal Needed and a proposal due date is added, the following notifications are sent to the assigned user.

48 Hours Before Proposal Due Date to Assigned User Email reminder that the proposal due date is approaching and the proposal still needs to be sent.

24 Hours Before Proposal Due Date to Assigned User Email reminder that the proposal must be sent before the due date.

Immediately After Proposal Due Date Passes to Assigned User Email reminder that the due date has passed and the proposal still has not been sent.

24 Hours After Proposal Due Date Passes to Assigned User Follow-up email reminder that the proposal is overdue and still needs to be sent.