New Customer Workflow - Automation Timing
The below table shows the timing and events for a workflow applied to a new customer. You can click the blue underlined links to view the content of each template. |
| Days from start | Event | Days between events |
| 0 days | Email: New Customer Alert to staff Group Email Address: (insert group email here) | immediate |
| 3 days | Send Email: Welcome Email | 3d |
| 20 days | Email: ”1st Shipment Survey Request Email” to customer Survey: New Customer Satisfaction Survey | 17d |
| Upon completion of survey | Email: “Shipment Satisfaction Survey Responder” to customer Email: Notification of survey completion to sales rep Schedule Activity for Sales Rep: Review survey results | immediate |
| 90 days | Schedule Activity for Sales Rep: Customer Activity Review | 70d |
| 180 days | Change customer status: from “New Customer” to “Customer” (automated change) | 90d |
| end | End of New Customer Track: (automation starts “Customer” workflow for this contact) | end |
