Onboarding Milestone Tracker
Progress and completion status across the client implementation with Swift Digital.
Overall progress
31%4 of 13 milestones complete
- Complete
- 4
- Pending - Essential Energy
- 5
- Pending - Swift
- 4
Timeline
Milestone steps plotted by week — scroll horizontally to see all dates.
- 1
Agreement Signed
Complete22 Sep 2026
- 2
New Account Established
Complete22 Sep 2026
- 3
Licence Activated
Complete22 Sep 2026
- 4
Credits Added
Complete22 Sep 2026
- 5
Account Subdomain
Pending - Essential EnergyConfirm the account subdomain to be used for hosted pages.
6 Oct 2026
- 6
Email Deliverability
Pending - Essential EnergyConfirm the email sending domain and apply DNS records.
6 Oct 2026
- 7
Brand Assets Provided
Pending - Essential EnergyClient to provide logos, brand colours and any style guidelines for the template build.
25 Sep 2026
- 8
Subscription Centre Details Provided
Pending - Essential EnergyClient to confirm subscription centre preferences, including lists, preference categories and branding.
25 Sep 2026
- 9
Template Build
Pending - SwiftTemplates designed, built and provided for review.
9 Oct 2026
- 10
Subscription Centre Build
Pending - SwiftSubscription centre designed and built for review alongside the template build.
16 Oct 2026
- 11
Payment Received
Pending - Essential Energy6 Oct 2026
- 12
Account Access Granted
Pending - SwiftPayment required before account access can be granted.
7 Oct 2026
- 13
Tailored Training Session
Pending - SwiftTraining will be arranged once all above steps are complete.
21 Oct 2026
