37
Update user properties based on Workflows
under review
Activity
Newest
Oldest
Rory Colsell
under review
Moving to 'under review'. We will reconsider this at the beginning of next year.
А
Аля вьювер
Rory Colsell: really looking forward to it
M
Matt Reilly
Rory Colsell - it would also be great to be able to trigger a workflow based on the update in property.
Rory Colsell
Hey everyone, as we scope this feature out, I'm very keen to hear how you might use an 'update properties (or tags) action' inside Vero.
This is the first time we will allow you to update or add properties to a customer from inside a workflow so we'd love to hear how you would use this so we can make sure we get it right.
So far it seems there's a couple of use cases:
- Mark a customer when they reach a certain step of a workflow with a property. Then use webhooks to update that property in a different service or app.
- Update a property on a user so you can then ensure only customers who have this property/value are included in a different workflow.
- To add properties to users who reach certain workflow steps, create a segment based on those customers and send a newsletter to those customers in the segment.
If you agree with these or have any others please leave your comments here or contact product@getvero.com, we'd love to hear from you.
Alevtina Nesteruk
Rory Colsell: - Update a property on a user so you can then ensure only customers who have this property/value are included in a different workflow.
- To add properties to users who reach certain workflow steps, create a segment based on those customers and send a newsletter to those customers in the segment.
We are really looking forward to this feature! It allows you to automate a lot!
D
Deborah Menheere
Rory Colsell: We would also love to add properties based on a click. For example we would like to send a confirmation subscription and want to ask customers about their interests.
C
Caitlin Humble
Rory Colsell: All 3 use cases but specifically for ensuring only certain customers are included in different workflows. This will save so much time. Really keen for this feature.
Rory Colsell
planned