Automating the User Journey for Up to Us Participants
Automations & Workflows
Challenge
The Up to Us Competition was a national program for college and university students focused on raising awareness of the national debt and fiscal policy. Student teams developed and executed creative campaigns to engage their campus communities around these issues. To participate, students progressed through a series of seven steps, each requiring them to complete a learning module or assignment before moving forward.
Because participants could fall behind or miss deadlines at different points in the program, we needed an automated system that could track participant progress and deliver timely communications throughout the experience.
Action
I helped build an automated participant lifecycle in Salesforce that moved participants through the program based on their status and behavior.
The workflow followed participants through:
I built the messaging logic in Salesforce Flows and Process Builder and contributed to the logic that moved participants from one step to the next. When a participant completed an assignment, their status could automatically advance to the next step. Date-based automation triggered deadline reminders when assignments were not completed on time.
I also helped QA the workflows to ensure participants were progressing correctly and receiving the appropriate communications based on their status.
Result
The program achieved a 92% completion rate. The automated workflow provided a structured, behavior-based system for guiding participants through the full program lifecycle while reducing the need for manual participant follow-up.