Add Contact Segment Trigger for Automations
in Automation
It would be really helpful to set up automations based on Customer segments.
Example:
I have a contact segment for unresponsive Tier 3 customers that have <25% utilization.
Trigger - When customer enters/leaves XXXX Customer Segment
Customer Segment - Select Segment
Follow Up Action - Send email checking in on usage and xyz.
This allows more specific and custom automations and less manual work for sending out emails and creating tasks for CSMs
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