Onboarding Milestone Tracker
Progress and completion status across the client implementation with Swift Digital.
Overall progress
77%10 of 13 milestones complete
- Complete
- 10
- Pending - HPCA
- 2
- Pending - Swift
- 1
- Not started
- 0
Timeline
Milestone steps plotted by week — scroll horizontally to see all dates.
CompletePending - HPCAPending - Swift
Week 1
Week 2
Week 3
Week 4
Mo
3
Aug
Tu
4
Aug
We
5
Aug
Th
6
Aug
Fr
7
Aug
Mo
10
Aug
Tu
11
Aug
We
12
Aug
Th
13
Aug
Fr
14
Aug
Mo
17
Aug
Tu
18
Aug
We
19
Aug
Th
20
Aug
Fr
21
Aug
Mo
24
Aug
Tu
25
Aug
We
26
Aug
Th
27
Aug
Fr
28
Aug
1234
7
9
56
811
12
10
13
- 1
Agreement Signed
Complete4 Aug
- 2
New Account Established
Complete4 Aug
- 3
Licence Activated
Complete4 Aug
- 4
Credits Added
Complete4 Aug
- 5
Account Subdomain
CompleteConfirm the account subdomain to be used for hosted pages.
14 Aug
- 6
Email Deliverability
CompleteConfirm the email sending domain and apply DNS records.
14 Aug
- DKIMComplete
- SPFComplete
- DMARCComplete
- Custom Return PathComplete
- 7
Brand Assets Provided
CompleteClient to provide logos, brand colours and any style guidelines for the template build.
6 Aug
- 8
Event Template Set Build
OverduePending - HPCATemplates provided for review on 11 August.
21 Aug
- 9
Conference Microsite Assets and Content Provided
CompleteHPCA to provide microsite imagery, copy and supporting content.
11 Aug
- 10
Conference Microsite Build
Pending - HPCAMicrosite provided for review on 21 Aug.
25 Aug
- 11
Payment Received
Complete21 Aug
- 12
Account Access Granted
Complete24 Aug
- 13
Tailored Training Session
Pending - SwiftTraining will be arranged once all above steps are complete.
26 Aug
