6. Reassign Returning Customers - SleekFlow Help Centre

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Trigger mechanism

Default Assignment Rule

1. Greetings and Assign New Contacts to Staff

2. Auto-Reply for Existing Customers

3. Auto-Reply During Off Business Hours

4. Auto-Reply Based on Keywords

5. Auto-Reply when Customers Reply a Campaign

6. Reassign Returning Customers

7. Segmenting customers from different enquiries

8. Proactively Reach Out to Newly Added Contacts

9. Proactively reach out to newly added contacts from Facebook Lead Ads

10. Send Drip Campaign Messages when Customers Sign Up

11. Notify Customers with New or Updated Status

12. Update Contact Data & Add And Remove From List

13. Schedule Periodic Promotional Messages

14. Send Booking Reminders

15. Send Internal Reminder

16. Auto Close Conversations

17. 於指定時間重新分配對話到其他使用者

18. 新客戶與現有客戶設定不同的歡迎信息

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6. Reassign Returning Customers

Reassign to a specific person or by queue when a returning customer sends you a message

Scenario - Incoming Messages
Create rule under Automation and select Incoming Messages as the Scenario for this rule.
You can reassign returning customers who were out of contact for 7 days (or X days)  to unassigned.
Conditions:
"Last Contact from You" is not within "7 days"
This condition means you have not contacted the customer for X number of days.
Actions:
"Assign User" > "Unassigned"
This rule is particularly useful when you have not contacted a customer in X number of days.  
Assigning a conversation to unassigned allows all staff to talk with this contact.
Assign contacts by queue based on conditions
You can reassign returning customers who were out of contact for 7 days by queue 
Assigning a conversation by queue means that each staff on your team will get an equal amount of customers distributed to them
Conditions
"Last Contact from You" is not within "7 days"
Actions
"Assign User" > "By Queue"

5. Auto-Reply when Customers Reply a Campaign

7. Segmenting customers from different enquiries

Last modified 2mo ago

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Scenario - Incoming Messages

Conditions:

Actions:

Assign contacts by queue based on conditions

Conditions

Actions