XMind

Project start

1. Develop scripts for Urge to Action series (Email, Snail Mail & Phone)

2. Install, configure and test Loyalty Lock on POS

3. Export Silverware, Access, Constant Contact and Aweber lists to Excell format

4. Cross reference and compile all lists into a new Master List with the most recent contact info and point

5. Do they have an email address?

6. Import into Constant Contact for Urge to Action Series

7. Import into Phone Blast system

8. Import into Snail Mail list

9. First Urge to Action message goes out and directs them to Loyalty Lock sign up page

10. Do they have a phone number?

11. Did they opt into Loyalty Lock?

12. Second U2A message goes out

13. Remove them from segmented list before 2nd U2A goes out and apply old points to LL

14. Did they opt into Loyalty Lock?

15. Remove them from segmented list before 3rd U2A goes out apply old points to LL

16. 3rd U2A message goes out

17. Did they opt into Loyalty Lock?

18. Remove them from segmented list before final U2A goes out and apply old points to LL

19. Final U2A message goes out

20. Did they opt into Loyalty Lock?

21. Remove from segmented list and apply old points to LL

22. Remove from segmented list forever

23. Archive Master list for Emergency only

24. Assist with exporting lists