THE PLAYBOOKS / LIFECYCLE QUALITY CHECK

Lifecycle launch checklist

Use this as a working review before enabling a journey in your own approved system. Nothing entered here creates or sends a campaign. Use test records, not confidential customer information.

01What useful customer action does this support?

Name the action and the message’s limited role in it.

02Which test records should enter—and which must not?

Cover permission, role, stage, excluded accounts, and overlapping campaigns.

03What proves the trigger behaves correctly?

Record event timing, repeated events, eligibility changes, and evidence IDs.

04Does the action work from each starting state?

Check logged out, expired links, mobile, permissions, missing prerequisites, and recovery.

05Which conditions stop the journey?

Test completion, opt-out, support escalation, changes in relevance, and queued messages.

06Have the message and accessibility been reviewed?

Check names, fallback content, helpful instructions, contrast, link labels, and text-only content.

07Are the task and guardrails observable?

Record the event, unit, denominator, window, ownership, and any tracking gaps.

08How do we pause or reverse the change?

Name the operator, rollback action, escalation path, and review date.

Notes are yours; example answers are hypothetical. Field completion does not validate a plan.