We are working on building a tech touch program and working on crafting communications filtering around our platform metrics and usage (# of Trainings, # Saved Reports...etc, i.e. only send this email chain if they have 0 saved report). We are trying to prevent customers from receiving too many emails in a short period of time so we are filter our contacts out if they have received a communication with in the last 30 days.
Is there a way to prioritize the order in which a customer will be added to these programs if they were to fit the filtered criteria? Can we rank the programs? Some customers will eventually hit multiple/all of the programs over time but it makes sense to receive some before others.
Any insights or ways that people have acheived a similar goal would be great to hear.
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Best answer by dan_ahrens 15 October 2019, 23:03
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