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andrew_biehle
Gainsight Employee ⭐️
andrew_biehle
Gainsight Employee ⭐️
December 14, 2018

Auto Share Success Plans.

  • December 14, 2018
  • 3 replies
  • 63 views
Currently when sharing a success plan the sharing process has to be initiated. In the future it might be nice to have the ability to share a success plan on some sort of schedule that way you don't have to manually start the process.

      3 replies

      faust_belarmino
      faust_belarmino
      Helper ⭐️⭐️
      December 14, 2018
      LOVE THIS! We should do this!!

        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        December 19, 2018
        Hi Andrew,

        Thanks a lot for sharing this. Do you share your success plans internally / with customers (and at what frequency)? Would having the ability to distribute a success plan via JO help?

        Do the recipients of the email generally remain the same or change over time?

        Regards

        john_apple
        john_apple
        Expert ⭐️
        October 16, 2021

        A use case here would be customer onboarding using Success Plans -- be able to share out the plan weekly would be beneficial for the customer and onboarding teams, especially if task/objectives are assigned to the customer 

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