4 Campaigns
18 Emails
8 Onboarding
4 Early Recovery
6 Transitions

Campaign Architecture

Four drip campaigns covering onboarding through early recovery. Shared emails (O1, Intake Reminder) appear in both onboarding paths. Each email fires max 1x/week. E3–E6 not yet drafted.

Shared
Pre-birth
Post-birth
Weekly Recovery
Conditional
Auto (not in Outseta)
Campaign 1 — Pre-birth Onboarding (Path A)
Outseta confirm (auto) O1 Get Started Intake Reminder Jotform autoresponder (auto) O3 Baseline Ready O4 Week 39 O6 Week 41 O7 Week 43 O8a Plan Active
Campaign 2 — General Onboarding (Path B)
Outseta confirm (auto) O1 Get Started Intake Reminder Jotform autoresponder (auto) O8b Plan Ready
Campaign 3 — Early Recovery · C-Section
E1a Week 1 E2a Week 2 E3a Week 3 E4a Week 4 E5a Week 5 E6a Week 6
Campaign 4 — Early Recovery · Vaginal
E1b Week 1 E2b Week 2 E3b Week 3 E4b Week 4 E5b Week 5 E6b Week 6
Template Design Sample — O8a

This is how emails render in-inbox. All emails follow this structure: branded header → affirmation block → body copy → single CTA → symptom prompt → footer with disclaimer. Below this sample, all emails are shown as copy-focused review cards.

january

Your plan is live

Congratulations — and welcome to recovery.

Hi {{first_name}},

Your full personalized plan is now live, built around your delivery and everything you shared with us.

Inside your plan

Week-by-week guidance tailored to where you are
Resources your Care Concierge selected for you
Your Progress Tracker to log how you're feeling

View your plan →

This is your first week. Be gentle with yourself — we'll be here every step of the way.

Warmly,
The January Health Team

Questions or something feel off? Reach your Care Concierge →

January Health · Personalized postpartum recovery
This email contains general wellness information and is not a substitute for professional medical advice.
Manage preferences · Unsubscribe

Pre-birth Onboarding (Path A)

For members who enroll before delivery. Sequence runs from signup through delivery confirmation. Gestational week triggers assume EDD is known from intake.

Confirm (auto) O1 Reminder Jotform (auto) O3 O4 O6 O7 O8a

General Onboarding (Path B)

For members who enroll after delivery. Shorter sequence — Outseta account confirm and Jotform autoresponder fire automatically. O1, Intake Reminder, and O8b are manual Outseta emails. O8b now carries the full January value prop (moved from eliminated O2).

Confirm (auto) O1 Reminder Jotform (auto) O8b

Early Recovery · C-Section

Weekly emails for weeks 1–6 after C-section delivery. One email per week, alternating with check-ins (check-ins out of scope). E3a–E6a not yet drafted — shown as placeholders.

E1a Week 1 E2a Week 2 E3a E4a E5a E6a

Early Recovery · Vaginal

Weekly emails for weeks 1–6 after vaginal delivery. One email per week, alternating with check-ins (check-ins out of scope). E3b–E6b not yet drafted — shown as placeholders.

E1b Week 1 E2b Week 2 E3b E4b E5b E6b

Phase Transitions

Check-in surveys gate each phase unlock. For every transition: an initial survey fires 10 days before the phase boundary, a reminder follows 5 days out if it's still incomplete, and the Care Concierge follows up manually at the boundary if needed. Responses are reviewed with a 24-hour turnaround before the next phase opens.

Transition 1 — Early → Intermediate · Week 6
Survey 3 — 6-Week Reminder 3a Manual concierge follow-up

Manual follow-up: If the check-in is still incomplete at the Week 6 boundary, the Care Concierge reaches out personally before the Intermediate phase unlocks.

Transition 2 — Intermediate → Extended · Week 12
Survey 4 — 3-Month Reminder 4a Manual concierge follow-up

Manual follow-up: If the check-in is still incomplete at the Week 12 boundary, the Care Concierge reaches out personally before the Extended phase unlocks.

Transition 3 — Extended → Long-term · Month 6
Survey 5 — 6-Month Reminder 5a Manual concierge follow-up

Manual follow-up: If the check-in is still incomplete at the Month 6 boundary, the Care Concierge reaches out personally before the Long-term Wellness phase unlocks.

Change Log

Revision history for the email program. Newest changes on top; older revisions dimmed.

v5 Changes
  • Phase transition check-ins added — 3 transition surveys (6-week, 3-month, 6-month) plus 3 reminders
  • Transitions gate each phase unlock with a 24-hour review turnaround
  • Manual Care Concierge follow-up if a check-in is incomplete at the phase boundary
v4 Changes
  • Concierge link added to the shared template wrapper — a "Reach your Care Concierge" line now renders just below the sign-off on every email
  • O4, O6 + O7 updated — delivery-confirmation Jotform link added so members can report birth directly (O4: subtle link; O6 + O7: callout after greeting + subtle link)
  • E2a + E2b updated — added a Whooley check-in callout (2-question mood screen via Jotform) before the CTA; removed the old "if your baby blues haven't lifted" paragraph it replaces
  • Whooley check-in pending Clinical Lead sign-off on placement at Week 2
v3 Changes
  • O6 + O7 updated — now include "let us know when baby arrives" language so members know to report delivery for plan activation
  • O8a + O8b updated — both now include "your welcome kit is on its way"
  • Jotform autoresponders added as reference cards in both paths — Path A ("We've received your intake," baby not delivered) and Path B ("Your plan is on its way," baby delivered). These are auto emails, not Outseta templates.
v2 Changes
  • O2 eliminated as standalone Outseta email — intake confirmation now handled by Jotform autoresponder
  • O8b updated — O2's value prop content ("four phases of recovery…") folded into O8b, which is now the first time Path B members hear the full January framing from Outseta
  • Total Outseta emails: 13 → 12
  • Auto emails (Outseta confirm, Jotform autoresponder) shown in flows for context but are not Outseta drip templates
  • Outseta master wrapper now branded — all email bodies render inside a shared template with January logo, brand colors, and footer