Workflow-level ejection events
Currently you need to set filters before every message in a workflow to remove users. This increases the time to setup and increase chance of user error. It would be valuable to set events at the workflow level that would eject users.
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Comments1
Yellow Toaster
Jul 7
•Merged request
•8 votes
Conversion goals/events that trigger workflow exit
https://verocommunity.slack.com/archives/C0LTFQKQC/p1706901689673229
It would be good to have a conversion goal event remove the customer from the workflow.
We have an automation that sends a series of emails, and we want to remove a customer from the workflow if/when a conversion event is triggered.
Currently, conversion goals are useful only for reporting - they don't allow Vero users to remove the customer from a workflow if a conversion event occurs.
Our use-case:
For more context, the workflow is designed to run while a customer is on their free trial. If the user upgrades, we bump them into a different workflow relevant to their subscription tier.
I could see this being applicable to other similar use-cases:
Subscriptions: eg. Customer is added to / remains in workflow while a payment is failing, but exits when payment details are successfully updated
In-app behaviours: eg. Customer remains in workflow while their account/profile settings have not yet been completed, exits once complete
etc.