We run quarterly QBR’s for all clients where we have a 3 call 3 email cadence and then send a success snapshot if we don't get a meeting scheduled. I am trying to just add the success snapshot to the last email if it makes it that far but don’t see a way to do that. I know there is an older post where there is a workaround but it seems to be an internal workaround but not for external sharing. Any insight?
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Adding Success Snapshots to a Journey Orchestrator
Best answer by dan_ahrens
Hi
+2Hi
VP of Customer Success at Forcepoint
+5This becomes more and more important as Digital Led success takes a forefront this year. I’d love to see this incorporated into the roadmap.
Director of CX and Scale Programs
+5Director of CX and Scale Programs
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+3Would love to see this in the roadmap as well. We’re struggling with a digital business review and would love to see something more like this.
+4This use-case recently came up in a conversation with one of my customers. The workaround proposed in this thread isn’t really feasible for purely digital customer segments. In most cases there is not a CSM assigned to an account in a digital segment so to have a CTA task to send the template doesn’t make sense. Do we have any roadmap plans to automatically generate a success snapshot template and send that via JO without any human intervention?
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+4Is there an idea associated with the thread that we can upvote?
I wanted to add our company would like to add Success Snapshot to Journey Orchestrator to automate our EBR and Health Check process. This will extremely help our digital program and Scale CSMs to deliver valuable information to our customers.
+1lane_h wrote:
This becomes more and more important as Digital Led success takes a forefront this year. I’d love to see this incorporated into the roadmap.
+1Hi
Thanks for the feedback.
This is in our short term roadmap. We plan to work on it very soon.
+1
Not sure if i got you but internally CSMs can still download Success Snapshot from C360 page of a company
+1
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