For those who achieve a good credit score, you can motivate them and offer a reward. This reward can be a 5% discount on a loan or exemptions from certain taxes. That way, your contacts get encouraged to always maintain a fair credit and avoid the accumulation of financial problems.
You can send your contacts who reached their goals an email, congratulating them and offering a prize or discount. You can also assign a task to the deal owner or notify the team 3 days later to follow up in case they do not reply. The condition that you can specify between the emails is “Promo Code is Not Redeemed”.
Before crafting your offer workflow automation, you need first to connect the form created from VBOUT with the online payment form that your clients are filling out to pay their bills. Using Zapier, you can connect your list that you may call “Good Credit Score” and automatically add all your customers who pay to that list.
Then, when building your automation, you can choose your trigger as “Joined List”, specify that list, wait a few minutes then send your contacts a congratulation email and how to benefit from the offer.
Then you can add a delay of three days and see whether or not they benefit from your offer so you can send them a reminder to push them to take advantage of it, wait a few more days then notify your team to contact them personally.
** Note: Your automation will not work properly if you do not clearly set up all the required conditions.