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.