Conversion goals/events that trigger workflow exit

https://verocommunity.slack.com/archives/C0LTFQKQC/p1706901689673229

It would be good to have a conversion goal event remove the customer from the workflow.

We have an automation that sends a series of emails, and we want to remove a customer from the workflow if/when a conversion event is triggered.

Currently, conversion goals are useful only for reporting - they don't allow Vero users to remove the customer from a workflow if a conversion event occurs.

Our use-case:

For more context, the workflow is designed to run while a customer is on their free trial. If the user upgrades, we bump them into a different workflow relevant to their subscription tier.

I could see this being applicable to other similar use-cases:

  • Subscriptions: eg. Customer is added to / remains in workflow while a payment is failing, but exits when payment details are successfully updated

  • In-app behaviours: eg. Customer remains in workflow while their account/profile settings have not yet been completed, exits once complete

  • etc.

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Upvoters
Status

Open

Board

πŸ’‘ Feature Requests

Tags

Workflows 2.0

Date

About 2 months ago

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