Workflow trigger: Metric changed

With Kiflo, you can rely on built-in metrics and use the Metric changed trigger to monitor partner progress and stay proactive. To break the 80/20 rules, use the Metric changed trigger, which can assist you with keeping an eye on everything related to partnerships and maintaining your partners active.

Configure Metric changed trigger

The Metric changed trigger is used to monitor changes in metrics to trigger the workflow. Follow the steps below to create these triggers:

• Go to Manage and then Workflows, create a New workflow, Name it and click Add
• Open Choose trigger and choose the workflow to be triggered when the Metric changed
• Select the entity you want to list metric changes on
• Select a Metric name option, for example, Submitted leads, Shared leads, Registered deals, Won deals, etc.
• Select the period to detect the metric change, such as Current month, Last month, Current quarter, Last quarter, etc.
• Choose a Condition
• Click Confirm

Common use cases

Detect top-performing partners

The Metric changed trigger can assist in automatically detecting top-performing partners in a specific period.

Go to the Partner entity and select a Metric name, such as Registered deals, specify the period, and set a condition like more than 3.

If you expect your partners to register three deals in the last month, and they manage to surpass this goal in the previous month, the workflow will be executed.

The workflow can trigger actions, such as sending a congratulatory email to the top-performing partner.

Detect low-performing partners

You can also use the Metric changed trigger to detect partners submitting insufficient leads in a specific period automatically.

On the Partner entity, select the metric Submitted leads and a period and set a condition like is less than 2.

If your partner has submitted less than two leads within the selected period, for example, last quarter, this workflow will be executed. In your workflow, you can send an automated email and ask your partner if they require assistance.