Update customer profiles with a high-encounter survey flag

Your user records lack consistent encounter flags when customers reach many interactions, delaying survey invites and rep context. The flow flags those users so your support reps can act the same day.

Update customer profiles with a high-encounter survey flag

Overview

When high-touch users aren’t flagged, reps lack context and survey opportunities slip through the cracks; this flow automatically flags qualifying users so support sees survey eligibility instantly. That reduces manual lookup and lets program coordinators start outreach the same day.

Update customer profiles with a high-encounter survey flag