Hi there,
I need to setup a Customer Journey for a client of mine, but have some issues that I hope one of you experts can help me with!
It is an Onboarding Journey that goes like this:
- Customer receives a "Welcome"-mail (Done, no problem)
- Wait for 2 months: Customer receives a status-mail "How are you doing" (Done, no problem)
- Wait for 4 months: Create a Phone Call for Contact Owner. (Done, no problem)
HERE COMES THE ISSUE
My client now wants the Customer Journey to send out an e-mail based on the Status Reason of the regarding Phone Call-activity..
Example for new step in Customer Journey:
4. If Phone Call is Marked as Complete: Send new e-mail "Thank you for the conversation - we are looking forward to continue the relationship.........."
If not: Do nothing
How do I make this happen in the Customer Journey? Is it even possible? Do I need to create a new segment to handle this - and if so, how?
Your help is MUCH appreciated!!
Regards,
Emil