Marketing automation managers and product marketers
Designing the onboarding email sequence for new users after they post a job
About
The Automation Flow mind map template maps out a complete customer lifecycle for a recruitment platform called Merlin, covering 10 major stages from job posting to inactive users, with 63 nodes detailing automated email sequences and user states. This template serves as a cheat sheet for marketing automation managers and product teams designing triggered email workflows. Key stages include 'Job posting' (with a 'Welcome to Merlin' onboarding sequence), 'Paywall' (featuring 'Activate Your Posting' and 'Reminder of Engaged Candidates'), and 'Subscription Ended' (with 'Support channels' and 'Show plan benefit' re-engagement emails). The template also branches into 'Inactive/ Recent Login' and 'Candidate employer lead' paths, ensuring full coverage of user re-activation and lead nurturing.
Terms and ConditionsWhen to use this template
Growth teams and CRM specialists
Planning the paywall conversion emails to remind engaged candidates to activate their posting
Customer retention and lifecycle marketing teams
Mapping re-engagement campaigns for users whose subscription ended or became inactive
How to use this template
Step 1
Launch the Template
Open the .xmind file in Xmind desktop or web app.
Step 2
Analyze the Automation Structure
Review the root node 'Automation Flow' and its 11 top-level branches representing user stages.
Step 3
Customize Your Content
Replace placeholder node names (e.g., 'Welcome to Merlin') with your actual email subject lines or trigger names.
Step 4
Refine the Lifecycle Sequence
Add or remove nodes to match your product's specific lifecycle stages and email sequences.
Step 5
Export and Share Workflow
Export the mind map as an image or PDF to share with your team for workflow alignment.
Frequently asked questions
It maps automated email sequences and user states for a recruitment platform, covering stages from job posting to inactive users, helping teams design triggered communication workflows.
The template includes 10 major stages: Job posting, Paywall, Check out, Free Trial, Finalized Registration, Subscription, Active, Subscription Ended, Inactive/ Recent Login, Inactive, and Candidate employer lead.
Yes, you can edit each node to replace placeholder email names with your actual subject lines, copy, and triggers, adapting the flow to your product's lifecycle.
Absolutely. It covers free trial, paywall, subscription, and re-engagement stages, making it ideal for SaaS products with trial-to-paid conversion and churn recovery.
Yes, it has dedicated branches for 'Inactive/ Recent Login' and 'Inactive' with nodes like 'Hiring again?', 'New features', and 'Re-sale' to re-activate dormant users.
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