As you get started with GoCSM, it is essential to understand the workflows that will help you manage your team and customers better:

Internal Notifications:

These keep your team in the loop about important events. They include notifications for:

-New User Sign-Ups

Notifies the team when a new user signs up.

-Changes in user happiness based on feedback

Alerts the team about shifts in customer satisfaction.

-Inactive User

Alerts the team about users who have become inactive for more then 7 days.

-On reaching Milestones

Shares when users hit certain scores.

-Payment successes and failures

Informs the team about payment statuses.

-Meeting/ Task reminders

Nudges about upcoming meetings or tasks.

-Qualified for Affiliate Program

Alerts team when a user qualifies for the affiliate program based on their score.

You can easily adjust these workflows to fit your needs.

Customer Touch

These workflows help you talk directly to your customers, they cover:

-Onboarding Welcome

Sends a welcome email to new users.

-Happiness Level (Unhappy, Happy, Neutral)

Communicates with customers based on their feedback.

-Product Adoption Emails (Used/Unused Features)

Encourages usage of features, by sharing tips & tricks OR to ask them to book a success session or feature walk through session.

-Inactive User

Re-engages users who have become inactive.

-Financial Management (Payment Failure Emails)

Notifies customers of payment issues.

-Meetings and Sessions

Sends reminders for scheduled walkthroughs and success sessions.

-Task Management

Acknowledges receipt of support requests form submission.

-Affiliate Program Communications

Engages with users about the affiliate program.

30-Day Check-In -(After 1 Day, 7 Days, 14 Days, 21 Days, 28 Days)

Regularly checks in with new users over the first month.

Each workflow in this folder is drafted with default messaging that you can personalize to better match your brand’s voice. You can adjust triggers, add more conditions, and activate them as needed to fit your specific requirements.

For more details on all workflows, check out our full guide