GoCSM's "Not Used Features" Workflows Trigger Timeframes
Advanced CSM Practice
Written By GoCSM
Last updated 3 months ago
In GoCSM, the "Not Used Features" workflow is designed to encourage the adoption of features that customers haven't utilized recently. This article outlines the specific timeframes that trigger the workflow for each feature. GoCSM rechecks these triggers every 45 days to ensure ongoing engagement.
1. Trigger Timeframes by Feature
Automation | 5 Days |
Blogs | 6 Days |
Calendars | 7 Days |
Contacts | 8 Days |
Conversations | 9 Days |
Dashboard | 10 Days |
Form Builder | 11 Days |
Funnels/Websites | 12 Days |
Integrations | 13 Days |
Marketing | 14 Days |
Memberships | 15 Days |
Opportunities | 5 Days |
Payments | 16 Days |
Reputation | 17 Days |
Settings | 18 Days |
Survey Builder | 19 Days |
2. How It Works
GoCSM monitors the usage of each feature listed above.
If a feature remains unused for the specified number of days, it triggers the "Not Used Features" workflow.
This workflow typically involves sending a message to the customer, highlighting the benefits of the unused feature and offering assistance or resources to encourage its adoption.
The system rechecks the status of each feature every 45 days, resetting the trigger timeframe if the feature has been used.
3. Best Practices for Utilizing This Information
Prioritize Outreach: Focus on features with shorter trigger timeframes first, as they may be more critical to customer success.
Customize Messages: Tailor your outreach based on the specific feature and its typical use case in your customers' workflows.
Monitor Patterns: Use this data to identify trends in feature adoption
Adjust Strategies: If certain features consistently trigger the workflow, consider reviewing their user interface, documentation, or overall value proposition.