👤 Enrollment trigger
Enroll when Deal = Closed Won.
⌛ 1. DelayActions ▾
30 days
✉ 2. SendActions ▾
Email with embedded NPS form
⌛ 3. DelayActions ▾
5 days or until NPS updated
⚙ 4. If/then branchActions ▾
Branch on NPS score
9–10 Promoter
📢 Notify CSActions ▾
Upsell opportunity
✉ SendActions ▾
Testimonial / case study request
⚙ Set lifecycleActions ▾
Evangelist
END
≤6 Detractor
📢 Notify CSActions ▾
Additional support needed
END
No value
☰ Add to listActions ▾
Satisfaction unknown
END