Managing customer interactions effectively can be a game changer for your small business. Being able to automatically track when an invoice is paid or when a customer clicks on a review request link simplifies keeping in touch and following up at the right moment.

📌 Why This Matters

Knowing when a customer has completed an important action, like paying an invoice or engaging with your review request, helps you respond at just the right time. This ensures your communication feels timely and personalized without needing to constantly check manually.

✨ What’s New

• Invoice Paid: Automatically recognize when a customer has marked an invoice as Paid or Partially Paid. This can apply to any invoice linked to the customer or specifically the one you sent.
• Review Request Clicked: Track when a customer clicks a review request link you sent. You can choose to monitor all clicks or narrow it down by channel or specific review link.

🛠️ How to Use It

1. Step 1: Add a Goal Event step into your workflow or system to start tracking actions.
2. Step 2: Select either ‘Invoice Paid’ or ‘Review Request Clicked’ and apply any filters to focus the tracking (for example, certain invoice types or specific review channels).
3. Step 3: Decide what should happen if the tracked action occurs before the step is reached, then save your settings.

💡 Pro Tip

Using these automatic triggers lets you focus on meaningful follow-ups, like sending a thank you note after payment or a gentle reminder after a review request click, which keeps your customer relationships active and can improve repeat sales.