Keep support engineers enrolling new policyholders into feedback campaigns
Keep support engineers enrolling new policyholders into feedback campaigns
Support engineers miss new policyholders in reports, causing gaps in feedback and reactive support. A monthly job enrolls emails into a delight campaign so support can capture timely feedback.
Overview
Support engineers risk blindspots when newly created policyholders don’t enter outreach, which leads to missed feedback and reactive service. This monthly workflow enrolls policyholder emails and notifies engineers so feedback is captured and engagement lapses are prevented, helping support stay proactively informed and responsive.
Notable Features
- Enroll new policyholders monthly
- Notify support agents of enrollments
- Prevent duplicate email enrollments