GoCSM Unused Feature Trigger Timeframes

Created by Sara Irfan, Modified on Fri, 20 Sep at 12:25 AM by Jose Casilang

In GoCSM, the "Not Used Features" workflow is designed to encourage the adoption of features that customers haven't utilized recently. This article outlines the specific timeframes that trigger the workflow for each feature. GoCSM rechecks these triggers every 45 days to ensure ongoing engagement.



Trigger Timeframes by Feature:

Feature

Trigger Timeframe

Automation

5 Days

Blogs

6 Days

Calendars

7 Days

Contacts

8 Days

Conversations

9 Days

Dashboard

10 Days

Form Builder

11 Days

Funnels/Websites

12 Days

Integrations

13 Days

Marketing

14 Days

Memberships

15 Days

Opportunities

5 Days

Payments

16 Days

Reputation

17 Days

Settings

18 Days

Survey Builder

19 Days



How It Works

  1. GoCSM monitors the usage of each feature listed above.

  2. If a feature remains unused for the specified number of days, it triggers the "Not Used Features" workflow.

  3. This workflow typically involves sending a message to the customer, highlighting the benefits of the unused feature and offering assistance or resources to encourage its adoption.

  4. The system rechecks the status of each feature every 45 days, resetting the trigger timeframe if the feature has been used.


Best Practices for Utilizing This Information

  1. Prioritize Outreach: Focus on features with shorter trigger timeframes first, as they may be more critical to customer success.

  2. Customize Messages: Tailor your outreach based on the specific feature and its typical use case in your customers' workflows.

  3. Monitor Patterns: Use this data to identify trends in feature adoption

  4. Adjust Strategies: If certain features consistently trigger the workflow, consider reviewing their user interface, documentation, or overall value proposition.


By understanding and leveraging these trigger timeframes, you can create more targeted and effective strategies to boost feature adoption and overall customer engagement in GoCSM.

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