Cross-module automation, on a Tuesday.
Workflows are how Informly stitches its modules together — a 5★ survey turns into a Google review, a wallet stamp, and a referral nudge in one fired trigger. Pick a pattern and ship it today.
Save the detractor
Detractor SMS → manager Slack ping → close-the-loop reply
Any 1-3★ survey response opens a ticket assigned to the location/account manager, fires a Slack ping in < 60s, and arms a reply template the manager can send in one tap.
- 1-3★ response
- P2 ticket opened
- Slack ping < 60s
- Reply sent · loop closed
5★ to public review
Promoter survey → platform-aware review prompt
5★ response triggers a Google / Yelp / G2 / Capterra request — platform chosen by industry + customer segment. Compliant routing (no gating).
- 5★ promoter
- Platform-aware route
- Review live · public
Cadence-drop win-back
Silent customer → personal SMS → single-use coupon
When a customer's visit cadence drops below the trailing baseline by > 50%, a personal SMS + single-use coupon goes out. Coupon expires automatically.
- Cadence drop detected
- Personal SMS
- Single-use coupon · expires
- Customer returns
Refer-a-friend on milestone
Milestone reward → personal share link → both-sided credit
Loyalty milestone (5 visits, 30-day streak, package half-finished) triggers a refer-a-friend prompt. Friend redeems via personal link; both sides credited after first transaction.
- Milestone hit
- Personal share link
- Friend redeems · both credited
Account-health rollup
Daily score update → weekly digest → renewal forecast
Usage + NPS + ticket + billing signals roll into one account-health score. Refreshed daily. Weekly digest to VP CS. 90-day renewal forecast based on trend.
- Signals merged · per account
- Health score · daily refresh
- Weekly digest + forecast
Promoter to case study
9-10 NPS → inline case-study capture → designer queue
Promoter response triggers a 1-question inline prompt. Quote approved on the spot, pushed to designer queue, lives on your homepage within a week.
- 9-10 NPS
- Inline 1-question prompt
- Quote approved · designer queue
Grow your happy customers.
Recover the unhappy ones.
Starting today.
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