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A contact’s Subscription active status is checked daily. If the Subscription date end was exactly 3 days ago and the subscription is still inactive, the workflow starts. If the contact already has an Assigned to agent, the system immediately creates a Deal and a follow-up Activity for that agent. If there is no owner, the system fairly distributes the lead by randomly assigning one of four sales agents (25% each). It then creates a Deal and a follow-up Activity for the newly assigned agent. This flow gives customers a brief “cool-off” window, then prompts a timely, personal outreach to win them back.
Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:
Collect information from your visitors and navigate them on the website.
Automate SMS delivery based on user actions or specific conditions.
Delivers personalized notifications to users of your website (webpush) or app (mobile push).
Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.
| Attribute name | Attribute type | Additional description |
|---|---|---|
| assigned to | (standard) fixed-choice | agents from the app |
| Subscription active | (custom) boolean | checks if the subscription is active or not |
| Subscription date end | (custom) date | date on which the user’s active subscription is set to expire |
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