Automation based on Executive Summary or Multi-Location-Dashboard Values
under review
T
Thomas Mueller
when looking at the multi location dashboard or the executive summary in business app, I can see the metrics for i.e. reputation in terms of number of reviews, rating, number of responses etc., in Listings I can see the number of accurate, inaccurate and missing listings. The same is for Social Marketing and Advertising etc.
I would like to create an automation sending an automated eMail in case a business has i.e. less than nn% response rate or a business has >nn number of inaccurate entries or such.
In each Module (Listing, Website, Reputation, Social, Advertizing) are metrics that can be used to make use of when the value is either below or above a defined threshold.
Based on this, an eMail campaign is being triggered and an account manager notification is sent.
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Sumi Uzir
under review
Sumi Uzir
Hello Thomas,
Thank you for outlining this — it’s a thoughtful and well-articulated use case. I can absolutely see how triggering automated emails and internal notifications based on performance thresholds across modules like Listings, Reputation, Social, Advertising, and Website could add real value, both for proactive account management and for scaling partner success.
To help us evaluate this further, I’d love to get a bit more clarity from you:
Are there specific metrics and thresholds you'd prioritize first (e.g., reputation response rate < 40%, inaccurate listings > 10)?
Would these automations be primarily for internal team actions (like account manager alerts), client-facing campaigns, or both?
How frequently would you want these automations to run — real-time, daily, or on a recurring schedule?
Understanding your highest-priority scenarios and ideal workflows will help us shape the conversation with our product and automation teams as we explore what’s possible.
Thanks again for the thoughtful input — looking forward to your insights!
Best regards,
Sumi
T
Thomas Mueller
Sumi Uzir - Thank you very much for your response. This is highly appreciated.
Each of the modules (Visibility, Website, Reputation, eMail Campaigns, Social Marketing, digital Advertizing) have a number of metrics and KPI.
Those KPI thresholds may vary between different customers. So they would need to be configured for each customer individually.
I can envision that we are sending two types of eMails automated:
- WoW - You achieved this and that. (A certain KPI hits the set threshold)
- You need to work on this or that - (A certain KPI hits the set threshold)
The first showcases that the platform works and creates results.
The second shows that we care and enables us to provide services to the customer to assist them further in order to get a perfect digital presence.
I guess that could be done once a quarter, maximum once a month.