Ignore If: Video Sent to Customer
gathering votes
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Lindsey Sandoval
Add "Video Sent to Customer" option from Business Rule Ignore If filters.
Created by Emily Schaeperkoetter
Shawn Goebel
gathering votes
Shawn Goebel
Lindsey Sandoval Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again for the feature request and have a great day!
Shelby Parker
Hello Lindsey Sandoval! Following up on this:
- Can you provide more context on how the 'Video Sent to Customer' option would be used in the Business Rule Ignore If filters?
- What is the expected outcome when the 'Video Sent to Customer' option is selected in the Business Rule Ignore If filters?
- Are there any specific scenarios where this feature would be particularly useful or necessary?
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Lindsey Sandoval
Shelby Parker
Yes, sure thing!
- Our business rules are set up to force our salespeople to send customers a video when we receive a new lead, and there is currently no filter to exclude a video task based on previous video sends in other Pipe Stages. Therefore, to ensure all newly received leads receive a video, we have to set up a required video task in both Lead and Engaged Pipe Stages.
- If a video is sent in the “Lead” Pipe Stage, we do not want to require another video task in the “Engaged” Pipe Stage.
- Yes. If a customer moves from Lead to Engaged quickly, whether it’s via an answered call, email or text - the only way to ensure that our Salesperson sends a video with their vehicle of interest is to require a video to be sent in both Pipe Stages - Lead and Engaged. Ideally, we could set up an Exclusion in the Engaged Pipe Stage so that if the Salesperson already sent a video in the Lead pipe stage, the required video does not fire in Engaged. This is where we would use the 'ignore' filter - so that as a lead moves from stage to stage, if the customer has already received a video previously, they don't get another video.