Patterns

Position is real and shown as a number, not a vague “you’re early”. Referrals move you up by a fixed, stated amount.

1. 1waitlist_joined Email only One field, work email, typo suggestion. “Join the waitlist”
2. 2waitlist_confirmed Double opt-in Confirm email before a position is assigned. “Confirm your spot”
3. 3waitlist_position_viewed Position Show position and total, with a date. “You’re #1,284 of 3,912”
4. 4referral_shared Referral boost Personal link; each confirmed invite = 100 spots. “Invite a teammate, move up 100”
5. 5waitlist_invited Early access Invite in cohorts, with a date range. “Your invite is ready”

The announcement bar, launch badge and offer all share one real end date.

1. 1announcement_clicked Announcement bar Dismissible, links to the release note. “Roadnote Studio is live”
2. 2cta_viewed “We’re live” states Waitlist CTAs switch to Start free. “Start free”
3. 3offer_viewed Launch offer Printed end date, in the user’s timezone. “30% off Pro until Oct 15, 2026”
4. 4email_sent Notify waitlist Email in cohorts to protect support. “You’re in. Here’s your workspace.”

A full read-write workspace with sample data. Signup is offered only when the visitor wants to keep their changes.

1. 1demo_opened Open demo No signup, no cookie wall beyond essentials. “Try the demo workspace”
2. 2tour_step_completed Guided hotspots 3 hotspots, skippable. “Drag a request into a theme”
3. 3demo_aha_reached Aha moment Ship a theme and see requesters notified. “42 requesters notified”
4. 4signup_started Keep it Offer signup to keep this workspace. “Keep this workspace”

Activation = first theme shipped with at least one requester notified. Everything before that is scaffolding to get there.

1. 1signup_completed Sign up Google, Microsoft, magic link or passkey. “Continue with Google”
2. 2onboarding_step_completed 3-step setup Workspace name, role, goal. “What do you want to fix first?”
3. 3import_started Import or sample One-click import or sample data. “Import from Canny”
4. 4activation_reached First value Ship a theme, see notification. “You closed the loop on 12 requests”
5. 5invite_sent Invite Prompt after activation, not before. “Bring in Jonas from support?”
6. 6plan_upgraded Upgrade At limit, value-based, non-blocking. “Keep everything on Starter”

14 days, no card. Reminders at day 7 and day 13, with what will change and what won’t.

1. 1trial_started Day 1 Welcome + checklist. “Your Pro trial ends Oct 9”
2. 2trial_midpoint Midway Usage recap with real numbers. “You’ve merged 184 duplicates”
3. 3trial_ending Ending 7 days and 1 day before. “Tomorrow you move to Free”
4. 4trial_converted Converted Receipt + what’s unlocked. “Welcome to Pro”
5. 5trial_expired Expired Free plan, data intact. “You’re on Free. Nothing was deleted.”

Monthly/annual, seats and usage priced live, VAT ID for EU businesses, coupon field collapsed by default.

1. 1plan_selected Plan Recommended plan marked, not preselected in cart. “Pro · annual”
2. 2seats_changed Seats Slider + stepper, live total. “8 seats · $232 / month”
3. 3vat_id_added Billing details Company, VAT ID validated (VIES). “VAT reverse-charged”
4. 4checkout_completed Order Button states the obligation. “Buy now · $2,784 / year”

Three retries over 10 days. Access continues during retries; the banner says so.

1. 1payment_failed Payment failed Email + in-app banner. “Your card was declined”
2. 2payment_retried Retry Day 3 and day 7, automatic. “We’ll retry on Sep 28”
3. 3payment_method_updated Update card One screen, no re-login for owners. “Update card”
4. 4payment_recovered Resolved Confirmation + receipt. “All set, thanks”

Two clicks. Pause and downgrade are offered once, with equal weight, then we let you go. Consumer subscriptions get a dedicated cancellation button (e.g. Germany’s § 312k BGB).

1. 1cancel_started Cancel From Billing, visible. “Cancel subscription”
2. 2cancel_offer_viewed Offer once Pause 3 months or downgrade to Free. “Pause instead?”
3. 3cancel_reason Reason (optional) Skippable one-question survey. “What didn’t work?”
4. 4data_exported Export CSV/JSON, always available. “Download your data”
5. 5cancel_completed Confirm Email confirmation with end date. “Canceled. Access until Oct 31.”

The core Roadnote loop. Every vote is a subscription to the outcome.

1. 1roadmap_voted Vote On public roadmap, with email. “Vote”
2. 2status_changed Status change Planned → In progress. “Now in progress”
3. 3release_published Ship Release note links the item. “v2.15 · Bulk actions”
4. 4requesters_notified Notify Email every voter and requester. “You asked, we shipped”

Browse → detail → connect with explicit permissions.

1. 1integration_viewed Browse Categories + search. “Support tools”
2. 2integration_detail_viewed Detail What it does, setup, permissions. “Reads tickets tagged #feedback”
3. 3integration_installed Connect OAuth, scopes listed. “Connect Zendesk”
4. 4integration_synced Confirm First sync preview. “218 tickets found”

Accept and Reject are equally weighted. Tracking loads only after consent.

1. 1consent_shown Banner Accept all / Reject all, same style. “Reject all · Accept all”
2. 2consent_customized Choose Per-category toggles. “Analytics: off”
3. 3newsletter_opt_in Opt-in Unticked newsletter checkbox. “Send me product updates”
4. 4newsletter_confirmed Confirm Double opt-in email. “Confirm your subscription”

The footer shows live status. Incidents get a timeline, in plain language, with next update time.

1. 1incident_opened Detect Footer turns amber. “Degraded: Slack sync”
2. 2incident_updated Update Every 30 min, timestamped. “Next update 14:30 CEST”
3. 3incident_resolved Resolve Root cause within 5 days. “Resolved · postmortem”
4. 4incident_email_sent Follow up Email affected workspaces. “What happened on Sep 12”