Customer Workflow - Automation Timing
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The below table shows the timing and events for a workflow applied to an existing customer. Note: An existing customer is a client whom has used your services at least twice in a 6 month period of time. This workflow starts after the new customer track ends. You can click the blue underlined links to view the content of each template. |
| Days from start | Event | Days between events |
| 0 days |
Email: ”Customer Satisfaction Survey #1 Request” to customer Survey: Customer Satisfaction Survey #1 |
1d |
| Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer Email: Notification of satisfaction survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 45 days |
Email: ”Marketing Survey Request” to customer Survey: Marketing Survey |
44d |
| Upon completion of survey |
Email: “Marketing Survey Responder” to customer Email: Notification of marketing survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 90 days |
Schedule Activity for Sales Rep: Customer Activity Review |
30d |
| 180 days |
Email: ”Customer Satisfaction Survey #2 Request” to customer Survey: Customer Satisfaction Survey #2
|
90d |
| Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer Email: Notification of satisfaction survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 270 days |
Schedule Activity for Sales Rep: Customer Activity Review |
89d |
| 360 days |
Email: ”Customer Satisfaction Survey #3 Request” to customer Survey: Customer Satisfaction Survey #3
|
91d |
| Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer Email: Notification of satisfaction survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 450 days | Schedule Activity for Sales Rep: Customer Activity Review |
89d |
| 540 days |
Email: ”Customer Satisfaction Survey #4 Request” to customer Survey: Customer Satisfaction Survey #4
|
91d |
| Upon completion of survey |
Email: “Customer Satisfaction Survey Responder” to customer Email: Notification of satisfaction survey completion to sales rep Schedule Activity for Sales Rep: Review survey results |
immediate |
| 630 days | Schedule Activity for Sales Rep: Customer Activity Review | 89d |
| Restart | Restart Customer Track | Restart |
