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Send follow-up feedback request after deal stage change

Send follow-up feedback request after deal stage change

Deals that reach the feedback stage leave customers unprompted and reviews uncollected. The automation sends one-day follow-up review emails so you capture responses and voucher redemptions within 24 hours.

Send follow-up feedback request after deal stage change

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Overview

When deals hit the feedback stage, the chance to collect reviews and redeem vouchers often disappears. This flow emails a voucher-backed feedback request one day after the stage change, so program coordinators capture responses and voucher claims within 24 hours.

Send follow-up feedback request after deal stage change