This is a task, one of the actionable steps in your workflow.
⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️
⚡ You could set up an integration to pull data from your CRM into the fields below, for example Salesforce or Hubspot.
This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow, for example in the text widget below.
Features they use: {{form.Features_they_use_and_why}}
Features they don’t use: {{form.Features_they_don’t_use_and_why}}
Key points of value: {{form.Key_points_of_value_for_the_customer_(ideally_with_metrics)}}
Phone number: {{form.Customer_contact_-_Phone_number}}
This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.
Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.
Hey {{form.Customer_contact_-_First_name}}, I wanted to personally take the time to reach out, I saw that you are considering canceling your subscription with us, which I’m pretty sad about. What happened? What could we have done better? Is there anything we can do for you today?
Key points of value: {{form.Key_points_of_value_for_the_customer_(ideally_with_metrics)}}
Ways to increase value: {{form.Ways_to_increase_value_for_the_customer}}
⚡ You could automate this step by setting up an integration with another app, such as Slack. This allows you to push data collected in your workflow run into another app.
Edit the workflow to see the snippet form field you could use in an integration.
ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.
