Finance: Discuss Financial Wellness on Poor or Fair Credit


What's the first step towards getting better credit?

Giving your contact's the knowledge to improve their credit financial wellness is key to actually improving it. Taking the time to set out a plan or discuss habits that can assist not only helps your contact immensely, it creates a great customer experience and makes them more likely to engage throughout their time with you.

This automation is triggered when a contact is tagged with either "Poor Credit Score" or "Fair Credit Score". A task is then created for the deal owner to reach out personally and discuss how to improve the situation.

Here's how this automation works:
1. The contact enters the automation when they are tagged with either Poor Credit Score or Fair Credit Score.
2. The contact reaches an Add Task action that creates a task for the deal owner to reach out.

Note: In our example, we use triggers for tagging based on credit score. Feel free to adjust these to however you track this. We use the automation recipe "Finance: Credit Score Tagging" to provide these tags and automate these workflows.

Note: If you are not using the CRM feature of ActiveCampaign, you can change the add task to a notify action to let your team know.

Share recipe

Get started today

Try it free. No credit card required. Instant setup.