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Raise a task when a customer leaves a voicemail

Have a customer support team member notified and assigned a follow up when a customer leaves you a voicemail

List of Cradle Properties

Use case

This workflow is more of a blank template to be filled in with the needs of the customer support team. You can have a task created as per this example, or use the workflow to create tickets as required

Cradle triggers used

Details of Last Cradle Call

Putting together the workflow

Create a contact based workflow

Choose the enrollment trigger Details of Last Cradle Call is known.

To ensure you're selecting the right calls you will also need to include a second enrollment trigger with Details of Last Cradle Call contains any of status:voicemail.

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Choose an action

Choose any action that you would like to happen when this event is trigged. This is where you could substitute what is required for the support team. In our case, we will be raising a task to the support staff member who is looking after the customer.

Raise a task

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Enrollment and re-enrollment

To ensure that the workflow doesn't stop after the first voicemail left from a contact, click on 'review' and head over to the 'Re-enrollment section' and select Allow contacts who meet the trigger criteria to re-enroll when any one of the following occurs, and check the box beside Details of Last Cradle Call is known to re-enroll contacts every time a call is received.

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Ensure that you end the workflow with a Clear property value step and clear the Details of Last Cradle Call contact property to make sure that contacts get re-enrolled in this workflow if they leave another before you've called them back.

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