Docs
User journeys
How investors and founders move through SendRoom end-to-end, and how the founder journey expands as you move up the pricing ladder.
1. Investor (viewer) journey
The investor never signs up. They receive a share link and are guided through a lightweight gate before viewing content.
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2. Founder (admin) journey
The founder is the paying user. Their journey spans onboarding, room setup, distribution, and analytics.
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3. Journey by plan tier
All tiers share the same core viewer flow. The founder journey expands with each upgrade.
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4. Cross-persona touchpoints
| Event | Investor sees | Founder sees |
|---|---|---|
| First open of a link | Data room index | viewer-activity email + feed entry |
| Re-open after 24h | Data room index | Second viewer-activity email |
| Document opened | PDF / spreadsheet viewer | document_opened event + dwell metrics |
| Meeting requested | Confirmation toast | Viewer flips to meeting_requested + email alert |
| Link revoked mid-session | Redirect to 'Not Available' | Link row shows Revoked, no more events |
| Trial ends / subscription lapses | No change -- room stays live | Falls back to Free-tier limits; billing banner shown, not a block |