What's the first step towards getting better credit?
Giving your contact's the knowledge to improve their credit financial wellness is key to actually improving it. Taking the time to set out a plan or discuss habits that can assist not only helps your contact immensely, it creates a great customer experience and makes them more likely to engage throughout their time with you.
This automation is triggered when a contact is tagged with either "Poor Credit Score" or "Fair Credit Score". A task is then created for the deal owner to reach out personally and discuss how to improve the situation.
Here's how this automation works:
1. The contact enters the automation when they are tagged with either Poor Credit Score or Fair Credit Score.
2. The contact reaches an Add Task action that creates a task for the deal owner to reach out.
Note: In our example, we use triggers for tagging based on credit score. Feel free to adjust these to however you track this. We use the automation recipe "Finance: Credit Score Tagging" to provide these tags and automate these workflows.
Note: If you are not using the CRM feature of ActiveCampaign, you can change the add task to a notify action to let your team know.
