Assist users across all personas stay to on top of their different account experience actions with CustomerGauge's smart alerts.

Workflow Rules allows admins to set up ruled based alerts to help users to stay on top their action or achieve their goals in CustomerGauge. All rules can be setup and managed from inside the CustomerGauge system.

Workflow Rules

Who can receive these alerts?

In order to receive these alerts the recipients must be users of the CustomerGauge system. (Non users will not receive the alerts and you can view this in the Workflow History section).

You may add one or multiple recipients for the alerts to be sent, in case the recipient is left empty no alerts will be sent.

What alerts do I or does my team need?

Receive alerts via Email:

StageAlertDescriptionIdeal forHow to Setup?
Delivery StageBounce AlertReceive an alert when a failure occurs when a feedback request email is not delivered due to bounce. 

A must have for account managers to stay on top their business contacts
Account Managers/Front-lineNew Bounce
Feedback Collection StageLack of ResponseReceive an alert when a key contact has not responded to your feedback request after X days.

A must have for account managers. This flags an Absence of signal and let's account managers know they need to do a personal follow-up.
Account Managers/Front-line

Team lead (No Response from a decision maker in a high value account)
Lack of Response
Feedback Collection + Close the Loop StageNew Survey Response/ Case Open AutomaticallyReceive an alert when a new survey response comes through.

This alert can also be setup to open's a case automatically to the recipient.

This will help keep on top of closing the loop on time.
Account Managers/Front-line

Team Lead (High Value Detractor responses)
New Response
Close the Loop StageCase not closed Reminder/KPI ApproachingReceive an alert when a KPI is approaching for case management targets.Account Managers/Front-line

Team Lead (When it appears that the KPI will not be met)
Case not Closed

Workflow Rules Search

The search function of Workflow Rules allow you to find rules across all pages. The system will look for a rule name that matches exactly what is written in the search box.

Search that results in multiple pages of rules can be navigated with the arrows on the bottom of the screen.

Receive alerts via a Communication Channel:

You can receive all the above alerts for the different stages also in the following communication channels. Setup the channels so relevant teams are receiving the information.