Dashboard
Welcome back — here's what's happening.
Active Trainings
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Total Attendees
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Emails Pending
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Surveys Completed
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System Health
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Today's Summary
Emails Sent
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New Attendees
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Surveys
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Upcoming (30d)
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Upcoming Trainings
Recent Activity
Live
Calendar
All training sessions at a glance.
Trainings
Manage all your training sessions.
Email Templates
Manage automated email sequences.
Trainers
Manage trainer profiles.
Survey Results
Pre-work and NPS responses by training.
Sort by:
Survey Results /
📋 Pre Training Survey Questions
Drag to reorder. Click to edit.
Survey Results /
📊 Post Training NPS Survey
✅
NPS Survey Live at nps.thecaravan.ai
View NPS responses in the Survey Results → NPS tab. Scores are recorded immediately when an attendee clicks a number in the email.
Process Flows
Full playbook-quality decision trees for both training tracks.
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How Training Gets Triggered
Public Training (Track A) — Stripe is the trigger
The signup form won't submit unless payment processes successfully. Once Stripe confirms payment, the attendee is automatically added to the training and the email sequence kicks off. No human verification needed — payment = entry.
Corporate Training (Track B) — Deposit is the trigger
The training date is not confirmed until a deposit is received (invoiced via Mercury, not Stripe). Once the deposit clears, the date is locked and the sequence begins. No deposit = no confirmed date.
Track A
Public Training — End to End
A1
Sign-Up & Payment
💡 Stripe is the trigger. The signup form won't submit unless payment processes successfully. Once Stripe confirms payment, the attendee is automatically added and the email sequence kicks off. No human verification needed — payment = entry.
A4
Follow-Up & Setup Verification
Confirmation Decision Tree
Setup Verification Decision Tree
A7
Post-Training & Follow-Up
Post-Training Decision Tree
Track B
Corporate Training — End to End
B1
Inquiry & Sales
💡 Deposit is the trigger. The training date is not confirmed until a deposit is received (invoiced via Mercury, not Stripe). Once the deposit clears, the date is locked and the sequence begins. No deposit = no confirmed date.
B4
Corporate Readiness Gate
B5
Setup Verification (Corporate)
🔄 Notion → Engine Sync Flow
Activity Log
All system actions.
Auto-refreshes every 30s