Post free-trial setup requests to CS operations channel
Post free-trial setup requests to CS operations channel
Your free-trial form submissions lack assigned owners, causing setup delays for CS ops. They are posted to your ops channel so coordinators can assign and confirm setups same day.
Overview
When free-trial requests arrive unassigned, onboarding stalls and customers miss their intended start dates. This flow delivers each submission with context to your CS ops channel so coordinators can assign and confirm setups the same day.