TR

Transactions, Delivery & Support

Missing Document Follow-Up

Document missing → email → push → final SMS → complete or manual follow-up

Help a user complete missing documents before the application deadline, escalating only when the documents remain incomplete.

  • Recovery & Retry
  • Email
  • Push
  • SMS

10 steps · 2 decisions · 1 exit · 1 handoff

Open the canvas

Flow structure

  • 10 steps
  • 2 decisions
  • 1 exit
  • 1 handoff

Core rule

Every reminder should say exactly what is missing and how to submit it.

Trigger

A required document is missing from an application or process.

Segment / Eligibility

  • Applications with a clearly identified missing document and deadline.

Journey KPIs

  • Document completion rate