Onboarding File
- Elleni, Anna
This document summarizes the information that we require for new markets onboarding in CRM services. The objective is to facilitate onboarding phase and speed up journeys deployment
- 1 Business Intake
- 1.1 Available Ordering Channels
- 1.2 Sign Up Process
- 1.3 Contactability Policy
- 1.4 [if applicable] Loyalty
- 1.4.1 Channels
- 1.4.2 Program Structure
- 1.4.3 Loyalty Calendar
- 1.5 [if applicable] Coupons
- 1.6 Example:
- 1.7 [if applicable] CRM
- 1.7.1 Current Status
- 1.7.2 CRM Calendar
- 2 Technical Intake
Business Intake
Available Ordering Channels
Channel | Front Counter | Kiosks | Curbside | Drive Thru | Click & Collect | WL Delivery | QR Web Ordering | Table ordering |
Yes/No |
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% Sales |
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% Coverage |
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Sign Up Process
Highlight which are the data requested during the sign up process and how the verification process work
Contactability Policy
Country Type | Opt Out | Opt In | Double Opt in |
Yes/No |
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Other local considerations we should be aware of? (e.g. legislation on communication to minor)
[if applicable] Loyalty
Channels
Channel | Front Counter | Kiosks | Drive Thru | Click & Collect | WL Delivery |
Yes/No |
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% Sales |
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% Coverage |
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Program Structure
Please feel including
Program Launch date
Program structure (rewards, tiers, conversion)
Other benefits
Standard marketing materials
Bonus points or any incentive available at sign up
User flows mapping if available
Loyalty Calendar
[if applicable] Coupons
Coupon Strategy Set Up & Management
Types of coupon available
Specify which are the coupon used: % discount, $ off, bundle, personalized coupons
Specify if there are specific coupons to be used for CRM specifically
Example:
[if applicable] CRM
Current Status
Detail:
Journeys currently implemented
KPIs currently tracked
Opt in type (double opt in, single opt in, opt out)
Database size and current opt-in %
CRM Calendar
Quarterly and yearly planning
Main objectives
Technical Intake
CRM Stack | Amplitude | Braze | Branch | mParticle | App |
Yes/No |
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Link |
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