We are looking for a way to identify new customer ticket volume.
As we onboard new clients, we want to ensure we don’t miss any opportunity for new customers to succeed with our solution.
Specifically, we are looking for a way to track new clients during their first 30 days and receive an email alert if they open four or more support tickets within a 10-day timeframe.
Create a custom ticket single checkbox property "Ticket created within last 10 days"
Create a workflow that enrolls all tickets, sets the property from step 1 to yes, delays for 10 days, sets the property to no
Create a calculation property on the object that corresponds to your customer (contact or company) that counts how many associated tickets there are with the condition that the property from step 1 is yes
Set up a second workflow that sends an email notification when the property from step 1 is known AND property from step 1 is greater than or equal to 4 AND clients are within onboarding
Have a look and let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@JoshVe can you please share a screenshot of where you're getting stuck? After clicking the + sign, the left sidebar opens. Search for "Edit record", select it, then search for the property.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@JoshVe if you have that property, you can specify it in the calculation property under 'Additional condition':
"Create a calculation property on the object that corresponds to your customer (contact or company) that counts how many associated tickets there are with the condition that the property from step 1 is yes"
Currently, you have associated object company selected, this would have to be ticket.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks was able to create it, now need your final assistance with step 4
Set up a second workflow that sends an email notification when the property from step 1 is known AND property from step 1 is greater than or equal to 4 AND clients are within onboarding.