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Credit Repair (My Credit Guy)

The Credit Repair campaign directs clients to "My Credit Guy" for free assessments or offers a "Credit Education Tips" workflow for ongoing credit education and updates, complete with customizable triggers and settings.

Credit Repair (My Credit Guy)

This campaign refers the client to "My Credit Guy" and encourages them to request a free credit assessment.

Alternatively, if referring clients to My Credit Guy is not preferred, the "Credit Education Tips" workflow can be utilized. This option provides clients with credit management education and periodic updates on their progress.

What's covered in this video:

  1. Review the workflow messages and wait times

  2. Update the trigger according to preference, such as "Contact tag added, pipeline stage, etc."

  3. Review the workflow settings: ie. Allow Re-entry, Time window, etc

  4. Publish the workflow and add yourself as a test contact