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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Open
π‘ Feature Requests
Workflows 2.0
6 months ago
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Open
π‘ Feature Requests
Workflows 2.0
6 months ago
Get notified by email when there are changes.