Finance: Send offers when good credit is reached


What does good credit mean to your contact?

It means a cause for congratulations and celebration for them. It's also a time when more offers become available to your contacts that may not have had access to previously. In both situations, it's a good time for your financial institution to reach out.

This automation is triggered when a contact reaches a good credit score. An email is then sent to your contacts congratulating them and including new offers for them. A task is also created for your team to reach out directly to start a conversation with the contact.

Here's how this automation works:
1. The contact triggers the automation when they achieve the goal for a good credit score.
2. The contact is sent an email congratulating them.
3. The contact reaches an add task action and a task is created for the deal owner to reach out personally to the contact.

Note: In our example, we use a goal of Good Credit achieved built out in a different automation. The goal's condition is when a custom field for the contact's credit score reaches or exceeds 670. Feel free to adjust this trigger to however you track your contact's credit score such as a custom field updating or a tag being added by an outside integration.

Note: In our example, we follow up personally by having a task created via an add task action. If you are not using the CRM feature of ActiveCampaign, feel free to adjust this to a notify action so you can still let your team know.

Share recipe

Get started today

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