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Purpose: Alert the team when a trial user becomes meaningfully engaged based on in-app video usage.
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1) Purpose
This workflow triggers when a contact’s Total Videos Watched reaches 9+.
When a contact hits that threshold, the workflow:
- Detects the engagement event.
- Creates a low-priority task for @Quincey K. Lee associated with:
- The contact, and
- Any related deal(s) (for example, Subscriptions deals).
This provides a clear, actionable signal that the user is ready to be handled as a Trial Engaged prospect in the Subscriptions pipeline.
2) Location & Status
- Workflow name:
Contact - Trial Engagement to Trial Engaged Deal
- Type: Contact-based workflow
- Object type: Contact
- Initial status: Created OFF (must be turned ON manually in Workflows)
3) Enrollment Criteria (Engagement Threshold)
- Trigger type: Property value changed (event-based trigger)
- Property monitored:
total_videos_watched (Total Videos Watched) — number field on the contact
- Condition: Enroll when the new value is greater than or equal to 9.
Plain language: Enroll a contact when their Total Videos Watched becomes 9 or more.
Re-enrollment:
- Enabled behind the scenes by the event trigger: each time the property changes to a value ≥ 9, the workflow can fire again.
- In practice, the first time they cross 9 is the key event. Subsequent runs simply recreate the same style of task if needed.