Shopify lead generation launch brief

SHOPIFY LEAD GENERATION LAUNCH BRIEF

Store and product range:
Shopper decision to help with:
Offer or resource:
Page and form placement:
Form name and required fields:
Promised next step:
Marketing subscription setting:
Topic tag or stored interest:

AUTOMATION
Exact form or trigger:
Conditions:
Destination and action:
Staff owner:
Messaging app and sequence owner:
Repeat-entry rule:
Purchase and unsubscribe checks:
Failed-action recovery:

TEST CASES
New shopper:
Existing subscriber:
Unsubscribed customer:
Repeated event:
New question from same contact:
Unrelated form:
Purchase before queued message:
Disconnected destination:

MEASUREMENT
Form views and valid submissions:
Qualified product or bulk enquiries:
Attributed orders and reporting window:
Refunds, costs and support time:

Use test or redacted customer details. Omit passwords.


From Automations For Business
https://automationsforbusiness.com/blog/shopify-lead-generation-automation