Automation
Our Automation is a powerful tool that can help streamline and standardize your customer success work including sending emails, adding to-dos, or assigning SuccessCycles.
New functionality includes two additional actions, so we've updated the Global Settings for "Email Automation" to "Automation".
Benefits to You
With Automation, ClientSuccess Admins and/or Managers can create (under Global Settings > Automation) rules that utilize 5 currently available triggers (see “What Triggers Are Currently Available?”) to 3 different, currently available actions (see “What Actions Are Currently Available?”).
Along with the benefits of our previously released Email Automation, new capabilities include:
- The ability to add multiple actions to one automation rule. For example,
- Send an Email and add a to-do
- Send an Email and assign a SuccessCycle
- Trigger adding To-dos
- Visible on respective client records, as well as the Tasks Screen
- Trigger adding SuccessCycles to client records
- Visible on respective client records
- Relevant activities and/or tasks will be included on the Tasks Screen
- Trigger Automated NPS Surveys
- Send to specific contact types (based on badges)
- Send from specific NPS campaigns
Triggers Currently Available
Automation currently includes 5** triggers, as follows:
Account Details
1. Days after client-as-of date
2. Days since last touch
Subscriptions
3. Days to renewal
SuccessScore
4. SuccessScore goes below
5. SuccessScore goes above
**Note: We’ll continue to introduce more triggers as the feature is enhanced. Please feel free to channel feedback through your Assigned CSM.
What Actions Are Currently Available?
Automation currently includes 4** actions, as follows:
- Send an email
- Add a to-do
- Assign a SuccessCycle
- Send NPS Survey
**Note: We’ll continue to introduce more actions as the feature is enhanced. Please feel free to channel feedback through your Assigned CSM.
Additional Resources
For more best practices and other information, please check out the following articles:
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