Retrieve Application Email

• Type: Story
• Status: Closed
• Priority: Minor
• Resolution: Completed
• Affects Version/s: None
• Fix Version/s: 7.4.3.8 CE GA8, 7.4.13 DXP U4, Master
• Component/s: Raylife, Solutions
• Labels:
  • CoE_Approved
• Epic Link: Raylife - Save, Exit & Retrieve Application

User Story:

As a new insurance shopper that has saved my progress on my Business Owner Policy (BOP) quote on Raylife, I want to be able to retrieve it from the email I received so that I can continue where I left off.

Acceptance Criteria:

Given that I’m a new shopper that has successfully saved a partial BOP quote application, when I want to continue my quote on Raylife, then I should be able to click on the email I received to retrieve my quote and pick up where I left off.

There are two use-cases for retrieving a quote and this story covers Use Case 1:

The user clicked on Save & Exit in the quote application and received the email. They are clicking the link in the email to retrieve their quote and continue.

 

Email Details & Functionality:

• Email Subject:  “Continue your Raylife BOP quote”
• Email Header:  “Almost done! Finish your application to receive your quote.” 
• Email Text:  “We’ll pick up right where you left off.  Just use the button below to jump back in.
• Email CTA:
  • “Continue Quote”:  When clicked, the user will be taken to the first page of their BOP application.   
    • No additional information will be required so the URL needs to be unique enough to retrieve the correct quote for the email address.

• Additional Text below CTA:  “or copy and paste this link into your browser:  <enter dynamic URL info that redirects the user to retrieve their quote>
  • When the dynamic URL is clicked, the user will be taken to the first page of their BOP application.

Technical Assumptions:

• Save & Retrieve will have integration with Liferay Objects & Commerce

Mobile Responsiveness:

• All pages must be mobile-friendly
• NOTE: ACTUAL MOBILE-RESPONSIVE DESIGNS AS SHOWN IN THE MOCKUP WILL BE COVERED UNDER A SEPARATE EPIC (LPS-134804).  WE JUST NEED TO MAKE SURE THAT THE STORY CAN BE VIEWED AS PASSABLE ON A MOBILE DEVICE

UX Design:

https://www.figma.com/file/Qmm3nunuK0mRoNTX2JI6qy/raylife-website-2.4?node-id=89%3A135284