Introducing Automated Contact Status Updates
Streamline your workflow and keep customer interactions consistent with Podium’s new automated contact status updates. You can now create automations to dynamically update contact statuses based on key events in your workflow, so you’ll always know where each customer stands—without any manual steps.
Here are some examples of status updates you can automate:
- Set status to “new lead” when a new contact is uploaded
- Set status to “estimate sent” after an estimate is sent
- Set status to “servicing” when an appointment is scheduled
- Set status to “payment sent” when a payment is requested
- Set status to “won” after a payment or when a review request is sent
Automate Contact Status Updates with Ease
Our new automation builder makes it simple to set up contact status updates in minutes. Here’s how it works:
- Navigate to the new automation builder
Start by going to the Automation page in Podium. Here, you’ll find the “+ Automation” button in the top-right corner. Click it to access the new automation builder.
- Select your trigger
Let’s say you want to update a contact’s status to “won” once a payment is received. Select “Podium” as your source and choose “payment received” as the trigger. You can then add a filter under “Audience” to ensure the account balance is zero.
- Select a status
Next, choose “update status” as your action and pick the status you want to apply, like “won”. This status will then automatically be applied to contacts that meet your criteria.
Designed for Your Workflow Needs
This feature is all about tailoring automations to meet your business needs, helping you stay on top of each customer’s journey. Here’s a quick breakdown of the benefits:
- Simplicity: Effortlessly maintain accurate contact statuses without manual updates
- Efficiency: Keep customer data synced with real-time events, ensuring that your contacts are always up-to-date
- Customizability: Choose from various triggers and statuses to fit your specific workflow
Optimize Your Process with Automated Status Updates
No more manual updates or oversight! With the new automated contact status update feature, you can focus more on growing customer relationships rather than managing status details. Whether your focus is on sales, servicing, or post-purchase follow-ups, this feature brings a new level of control and accuracy to your workflow.
Ready to try it out? Head to the Automations page in Podium and experience seamless status management today!