The Workflow Library

Library / Tickets and SLA / tickets-sla-021

Ticket routing by associated company tier (enterprise vs SMB property)

Tickets and SLATicketService Hub ProfessionalIntermediate~30 min to buildalso needs Marketing Hub ProfessionalFull spec

This spec is filed under Service Hub Professional, and one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written.

Outcome. A ticket lands in a pool sized for the account it came from, an enterprise account reaching a small, senior pool, an SMB account reaching the larger general pool, instead of every ticket competing for the same queue regardless of who it is from.

Workflow map Enrollment, branches and actions at a glance tickets-sla-021
flowchart TD
    A[Ticket created, company tier known] --> B{account_tier value?}
    B -->|enterprise| C[Rotate to Enterprise pool]
    B -->|mid-market| D[Rotate to Mid-market pool]
    B -->|smb| E[Rotate to SMB pool]
    B -->|unknown| F[Rotate to General pool, flag for tier confirmation]
    C --> G[Set routed date]
    D --> G
    E --> G
    F --> G
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when different account tiers genuinely need different handling, response speed, or seniority, not just a nicer label on the same queue.
  • UseUse it as a companion to tickets-sla-009 (high-priority routing for enterprise/VIP accounts), which layers escalation contact notification on top of a similar signal; this fiche is the plainer routing-only version.
  • SkipDo not use it if every account gets the same support regardless of size; there is nothing to differentiate.
  • SkipDo not use it as the only routing signal if product or category also genuinely matters; see Variants for combining both.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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