Hi all.
I am setting up a customer care follow-up workflow for the Customer Success team - each CSM needs to get Task reminders monthly for customer meetings, and the Meetings vary depending on what segment the customer is in. It´s a Company based workflow.
I started with 5 Lists for Companies in Segments 1,2,3,4,5, as enrollment. Then I had If branches to count back from Renewal date to trigger the tasks monthly - 11 /10 / 9 months from Renewal Date, and so on.
For eg.
Company is member of List Segment 1
- If Rnwl Date is < 11 months, the create task for Meeting Type A (care call )
- If Rnwl Date is < 10 months, the create task for Meeting Type B (strategic meeting)
However, HubSpot doesn´t support re-enrollment for Company Lists so I´m a bit stuck - Companies go through the workflow once but don´t re-enroll - I don´t have an event to trigger a monthly re-enrollment.
I would really appreciate any ideas - if I use the Renewal date and count back from that, I need 11 workflows for each month (30 days back from renewal, 60 days/ 90 days and so on ) and then branches for each segment in each WF. That´s a bit massive and complex.
Is there an easier way? Thanks for any help.
