Follow-up to Contact Automation

We have launched a new automation action for all partners using SmileBack with CW PSA: "send follow-up email to contact". As the name suggests this will automatically send an email to the person who just reviewed you, and it's available for CSAT, NPS and Project Surveys.

Both the launch conditions and email are customizable, meaning you can set up different rules for different situations. For example, asking happy customers for a referral, or reassuring unhappy customers that they will act on their complaint.

This will help you consistently and efficiently act on reviews in ways that will help them strengthen relationships with their clients.

It is documented in the Automation for ConnectWise PSA article.