{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c26cfcec25c54576b1728ce6c85daa83\" frameborder=\"0\" width=\"1110\" height=\"832\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":832,"width":1110,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":832,"thumbnail_width":1110,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c26cfcec25c54576b1728ce6c85daa83-c05a8b198c711be7.gif","duration":341.5037,"title":"Setting Up and Customizing Milestone Automations for Retention","description":"In this video, I walk you through the setup and customization of our retention or milestone automations, specifically focusing on how contacts are entered into them. We have three default milestones for agents: the second, fifth, and tenth inspections, and I demonstrate how to modify these automations to create additional milestones, such as the 20th inspection. I explain the importance of the goal feature, which helps streamline the automation process by pulling contacts towards desired outcomes. I encourage you to explore adding emails, tasks, and other follow-up steps to enhance engagement with your contacts. Please take action by reviewing and customizing your automations to better fit your needs."}