Reach out in time when your customer has churned.

Overview

This template is embedded with a task assignment system that automatically appoints someone in your team to contact a recently-churned customer. It will allow you to gain immediate feedback from the user and potentially reestablish a connection with them.

Prerequisites

We have put together a list of prerequisites that are recommended for this workflow. This will be different depending on your usage, but you can use it for reference.

• A Workspaces object chosen that includes:

  • Subscription Status status attribute

How to use this template

Once opened, you will see a series of connecting blocks.

1. The Attribute Updated block is will be activated every time you update the seat count attribute of the records in your Workspaces object. To make sure this is set up correctly, we will need to select the Workspaces object and the attribute used to track the records’ subscription status.

2. The Filter block decides which workspace records get passed to the next block. It detects for accounts where their Subscription Status have been changed to Cancelled.

3. The Adjust Time block allows you to offset the recorded cancellation date by one day. This will give the assignee a good amount of time to reach out. Both the numbers and the unit can be changed.

4. The Round Robin block is where you select a few people in your organization to enter into a round-robin task allocation system. This is to ensure a balanced task assignment.

5. The Create Task block automatically assigns a task to the person chosen by the round-robin task allocation, prompting them to reach out to the customer about their cancellation. You can give it a task description, due date ({Timestamp}), and linked record ({Parent Record}).