Project Requirements

Email Automation &
Payment Integration

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Items marked Required must be provided before development begins. Items marked Pending can be supplied during development but will block specific features. All data entered here is saved securely to the database.

1. Email Marketing Platform

Choose the email provider for all automated sequences. Resend is recommended (developer-friendly, great deliverability).

Resend Recommended
Recommended — great for transactional + marketing
Mailchimp
Popular, good UX, automation-friendly
SendGrid
Scalable, advanced analytics
ActiveCampaign
CRM + email automation combined
Chosen Email PlatformRequired

e.g. Resend, Mailchimp, SendGrid, ActiveCampaign

API Key / Access TokenRequired

API key from the chosen platform

Sender Email AddressRequired

Verified "From" email (e.g. hello@yourdomain.com)

Person ResponsibleRequired

Who manages the email platform account?

2. Email Automation Sequence

Full proposed automation flow. Click each step to expand. Please confirm this flow is correct or note any changes needed.

✅ Please confirm:

  • ✓This email sequence is correct (or note changes needed below)
  • ✓Email copy will be provided / AI drafts are acceptable
  • ✓PDFs for pre-course emails will be supplied per course
  • ✓Timing for final payment request (X weeks before start)
  • ✓Zoom/access link format for course sessions

3. Stripe Payment Integration

Required credentials and Payment Links to connect Stripe payments to the automation system. Coordinate with the Stripe account manager.

API Credentials

Stripe Secret KeyRequired

Stripe Dashboard → Developers → API Keys (sk_live_…)

Stripe Webhook SecretRequired

Generated when creating a webhook endpoint (whsec_…)

Stripe Account ManagerRequired

Name and contact of the person managing Stripe

Payment Links & Price IDs

For each course: provide the Stripe Price ID (used in backend) and the Payment Link URL (sent in emails).

ADHD Adults — Deposit Price IDRequired

price_xxx…

ADHD Adults — Deposit Payment LinkRequired

https://buy.stripe.com/…

ADHD Adults — Final Payment Price IDRequired

price_xxx…

ADHD Adults — Final Payment LinkRequired

https://buy.stripe.com/…

ADHD Children — Deposit Price IDRequired

price_xxx…

ADHD Children — Deposit Payment LinkRequired

https://buy.stripe.com/…

ADHD Children — Final Payment Price IDRequired

price_xxx…

ADHD Children — Final Payment LinkRequired

https://buy.stripe.com/…

Autism Adults — Deposit Price IDRequired

price_xxx…

Autism Adults — Deposit Payment LinkRequired

https://buy.stripe.com/…

Autism Adults — Final Payment Price IDRequired

price_xxx…

Autism Adults — Final Payment LinkRequired

https://buy.stripe.com/…

Autism Children — Deposit Price IDRequired

price_xxx…

Autism Children — Deposit Payment LinkRequired

https://buy.stripe.com/…

Autism Children — Final Payment Price IDRequired

price_xxx…

Autism Children — Final Payment LinkRequired

https://buy.stripe.com/…

Webhook Events to Enable in Stripe

checkout.session.completed

Triggers confirmation email on deposit or final payment

payment_intent.payment_failed

Triggers follow-up when payment fails

4. Content & Assets Required

Files and content needed to complete the email automation setup.

Email Copy ApproachRequired

Will you provide copy, or should AI draft it?

Pre-Course PDF — ADHD AdultsRequired

File URL or upload PDF directly

Pre-Course PDF — ADHD ChildrenRequired

File URL or upload PDF directly

Pre-Course PDF — Autism AdultsRequired

File URL or upload PDF directly

Pre-Course PDF — Autism ChildrenRequired

File URL or upload PDF directly

Course Zoom / Access LinksPending

Links per intake/session

Final Payment Request TimingRequired

How many weeks before course start should final payment email go out?

5. Team & Responsibilities

Stripe Account ManagerRequired

Name & contact

Email Platform ManagerRequired

Name & contact

Content ApproverRequired

Who reviews and approves email copy?

Technical Point of ContactRequired

Contact for technical questions during development

6. Additional Notes / Questions

Use this space for anything not covered above.

Additional Notes / QuestionsOptional

Any other info, edge cases, special requirements

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