G
GroupCRM
SettingsUsers

Action Library

Reusable actions for journey blocks with usage analytics

Email: Renewal Reminder #1

Standard renewal reminder with policy details

send-messageEmail

Recent uses

45

Viber: Renewal Doc

Renewal documents via Viber with quick links

send-messageViber

Recent uses

32

Create RM Call Task

Create high-priority RM call task with 24h SLA

create-task

Recent uses

28

Update: nbo_presented=true

Mark that NBO was presented to customer

update-field

Recent uses

67

Suppression: 14 days

Apply 14-day promotional suppression

apply-suppression

Recent uses

19

Email: Bank Personal Loan Offer

Cross-sell bank personal loan to microcredit customers

send-messageEmail

Recent uses

23

Viber: Microcredit Top-up

Microcredit top-up offer via Viber

send-messageViber

Recent uses

18

Email: Save Incentive (CLV Optimized)

Churn prevention incentive with CLV guardrails

send-messageEmail

Recent uses

15

Push: Alternative Incentive

Alternative save offer via push notification

send-messagePush

Recent uses

12

Trigger: Score Refresh (NBO/Churn/CLV)

Request ML score refresh for customer

trigger-refresh

Recent uses

8

Email: Welcome Message

Welcome new customers with introductory offer

send-messageEmail

Recent uses

156

Push: Educational Content

Educational content to help new customers understand features

send-messagePush

Recent uses

67

SMS: Re-engagement Offer

SMS offer to re-engage inactive customers

send-messageSMS

Recent uses

42

Push: Final Re-engagement Reminder

Final push notification reminder to re-engage

send-messagePush

Recent uses

38

Email: Premium Offer

Upsell premium tier offer via email

send-messageEmail

Recent uses

89

Push: Final Upsell Reminder

Final push notification reminder for upsell

send-messagePush

Recent uses

38