DockBlocks Campaign Schedule

This schedule shows what's live (green), what's proposed (amber dashed), and the cadence for each program across email and SMS. Campaigns build on the foundation in docs/workflows/LIFECYCLE_COMMS_MAP.md and the ClickUp Campaigns board (901113841983). Frequency caps and suppression rules are unified in Brevo (48h global rule; opt-out sync from Zoho).

Where a launch date is TBD, it depends on either Brevo consolidation completion or sequence setup verification. All times are UTC unless noted.

Pre-Purchase Lifecycle

Welcome, nurture, quote engagement, and cart recovery sequences.

Welcome Email (Reps)

Live

Trigger

New lead (Zoho rule per rep: Jim, Mike)

Cadence

1 email on lead create

Owner

Zoho workflow (rep-owned)

Note

Per-rep version; awaiting Brevo consolidation decision (G5)

SMS Welcome Drip

Live (Partial)

Trigger

Lead created + SMS_Opt_In1=true

Cadence

Welcome (day 0) + 2 follow-ups (TBD intervals)

Owner

Brevo automation #65 (Trigger 1, Automation #2-4)

Note

Needs live verification: automation exists, SMS copy renders merge tags {{.REP_PHONE}}, {{.REP_NAME}}

SMS

Product Nurture Email

Live

Trigger

Lead added to product list (watercraft/dock type)

Cadence

1 email per product list; 7-38 subscribers per list

Owner

Brevo automation (template 188, lists 98-119)

Note

22 product lists active; native Brevo automation triggered on list add

Abandoned Cart Recovery

Live

Trigger

Shopify cart abandoned (checkout/browse)

Cadence

3 emails (day 0, day 1, day 3 via Shopify Messaging)

Owner

Shopify Messaging (unbranded)

Note

Current state; scheduled for Brevo migration (consolidation plan)

Monthly Newsletter

Proposed

Trigger

Manual send to opted-in list

Cadence

1 send per month (TBD: day of week + time)

Owner

Brevo automation (template setup TBD)

Note

Unified send across Opt_In_to_Marketing_Emails=true; brand + content design pending

Quote Speed-to-Lead

Proposed

Trigger

Quote request submitted + no rep response in 2h

Cadence

1 SMS after 2h wait + optional reminder email

Owner

Brevo automation (trigger via Zoho wait rule)

Note

G-series gap closure; requires quote-stage gate and Zoho-Brevo webhook

SMS Email

Post-Purchase Lifecycle

Order confirmation, shipped notification, review request, and referral programs.

Shipped Notification (Sales)

Live

Trigger

Order marked shipped (BMS upload import)

Cadence

1 email to salesperson (rep/owner)

Owner

Brevo transactional API (import_shiplog.py)

Note

Verified 2026-07-13; customer ship email gated off by default (SHIPLOG_CUSTOMER_EMAIL)

Post-Purchase Review + Referral

Proposed

Trigger

Order delivered (7 days after shipment)

Cadence

1 email + optional SMS to customer

Owner

Brevo automation (template design pending)

Note

Requires fulfillment_stage=COMPLETE gate and 7-day delay in Brevo

Email SMS

Replacement Parts & Upgrades

Proposed

Trigger

Order owned for 6+ months (customer retention)

Cadence

1 email per quarter (TBD: product recommendations)

Owner

Brevo automation (Shopify product catalog integration pending)

Note

Gated on existing customer + product purchase history; cross-sell opportunity

Win-Back & Reconversion

Re-engagement for dormant prospects and returning customers.

Prospect Reconversion

Live

Trigger

Lead returning after 90d silence (duplicate detected)

Cadence

1 email (Brevo template 286)

Owner

Zoho webhook + Brevo automation (RECONVERSION_COMMS=1)

Note

E2E verified 2026-07-06; deployed 2026-07-07

Customer Reconversion

Live

Trigger

Existing customer re-enters as lead (duplicate detected)

Cadence

1 email (Brevo template 287)

Owner

Zoho webhook + Brevo automation (RECONVERSION_COMMS=1)

Note

Sent-once logic prevents double email; verified LIVE 2026-07-06

Dormant Reactivation (90d+)

Proposed

Trigger

No engagement for 90+ days

Cadence

1-2 emails (win-back messaging)

Owner

Brevo automation (template + cadence TBD)

Note

Distinct from reconversion; fires before returning lead creates duplicate

Email SMS

Sales Outbound & Engagement

Cold sequences, rep alerts, and click-driven engagement.

Apollo Cold Sequences (per Rep)

Live (Partial)

Trigger

Rep-assigned (manual enroll via CSV)

Cadence

Industry sequences (Mark/Jim/Mike territories)

Owner

Apollo sequences (rep-managed)

Note

Aquaculture & Fisheries launch this week; no auto-stop on convert (G3 open)

Rep Engagement Alert (Click-Driven)

Live (Tuning)

Trigger

Contact clicks tracked link (Brevo click tag)

Cadence

1 email to rep (immediate)

Owner

Zoho rule (otn-brevo-leads, 874469000354121075)

Note

Verified 2026-07-22: bot-burst filter (3+ links in 5s) discards scanners; 4 real clicks last send

Click-to-SMS Reply (Leads)

Live (Tuning)

Trigger

Lead clicks tracked link + SMS_Opt_In1=true

Cadence

1 SMS (immediate)

Owner

Zoho-Brevo click-to-SMS handler (deployed 2026-07-07)

Note

Contacts excluded (G11 open); shares bot-burst filter with rep alert

SMS

Aquaculture & Fisheries Launch

Proposed (This Week)

Trigger

Apollo industry sequence enrollment (rep: Mark or TBD)

Cadence

5-email cold sequence (TBD intervals)

Owner

Apollo (launch ready; sequence validation Tue/Wed)

Note

First industry vertical; ramp-up before expand to aquaculture suppliers

Live

Campaign is operational and sending. Verified in Brevo, Zoho, or Shopify UI.

Proposed

Campaign concept approved; awaiting template build, sequence setup, or system integration.

Implementation Notes

Brevo Consolidation (Q3): All lifecycle marketing (currently split across Zoho, Brevo, Shopify Messaging) migrates to Brevo via eCommerce API. Unifies frequency, suppression, and brand. Shopify Messaging becomes transactional-only (order confirmation).
Frequency & Suppression: Global Brevo 48h rule applies to all email + SMS sends. Opt-out sync from Zoho (Opt_In_to_Marketing_Emails + SMS_Opt_In1). No cross-system frequency capping until consolidation.
Attribution Gating (Critical Path): Two gates must complete this week for all reporting and dashboard work to unblock: (1) gclid capture on web forms (Abraam), (2) CRMOz classification rules (Jui). ROAS, speed-to-lead, and region x product reporting blocked until both gates complete.
Template Ownership: Brand consistency across Brevo templates: DockBlocks color + Manrope type. Existing templates verified (188, 205, 286, 287). New templates (monthly newsletter, review request, win-back) pending design review.
Data Quality: SMS personalization ({{.REP_PHONE}}, {{.REP_NAME}}, {{.PRODUCT_APPLICATION}}) depends on Zoho field population on lead create. Empty fields = blank merge tags. Quote form should require watercraft/dock type selection to enable SMS targeting.